OPUS SMALL CAP VALUE ETF

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OSCV·26922A446·US·ETF·Unknown - Unknown

OSCV (OPUS SMALL CAP VALUE ETF) is held by 23 institutional investors as of Q2 2026. Largest holders: Aptus Capital Advisors, LLC ($275.5M), Integrated Wealth Concepts LLC ($153.5M), ENVESTNET ASSET MANAGEMENT INC ($44M). Net institutional sentiment: Mixed.

23

Holders

(2 Elite)

$537.4M

Total Value

43% (23)

Consensus

10 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)56

Insider (Form 4)51

Activist (13D/13G)57

Congressional (STOCK Act)57

Holder Quality

66

★★★★★

Elite

28

★★★★

Strong

74

★★★

Solid

32

★★

Below

29

★

Weak

Held by 23 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OSCV.

Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	6.5M(+17.4%)	$275.5M	1.9%	+29.80%	57
IWIntegrated Wealth Concepts LLC	Increased	3.6M(+57.4%)	$153.5M	0.7%	+10.29%	61
ENVESTNET ASSET MANAGEMENT INC	Increased	1M(+7.0%)	$44M	0.0%	+4.02%	31
Corient Private Wealth LP	Decreased	768,521(-17.5%)	$32.4M	0.0%	+12.28%	0
RAYMOND JAMES FINANCIAL INC	Decreased	542,322(-2.0%)	$22.9M	0.0%	+16.29%	0
LPL Financial LLC	Decreased	125,562(-9.7%)	$5.3M	0.0%	+21.63%	0
Kestra Advisory Services, LLC	Increased	24,455(+0.1%)	$1M	0.0%	+16.25%	25
ROYAL BANK OF CANADA	Increased	21,858(+88.5%)	$922,000	0.0%	+2.36%	39
CITADEL ADVISORS LLC	New	11,827	$498,981	0.0%	+0.26%	33
GOLDMAN SACHS GROUP INC	Decreased	10,384(-70.5%)	$438,101	0.0%	+4.29%	0
OSAIC HOLDINGS, INC.	Decreased	9,890(-2.7%)	$417,520	0.0%	+17.52%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	3,805	$160,549	0.0%	+0.26%	31
JPMORGAN CHASE & CO	Decreased	2,354(-0.8%)	$98,891	0.0%	+12.40%	0
WTWHITTIER TRUST CO	Unchanged	1,005	$42,280	0.0%	+13.16%	0
FIFTH THIRD BANCORP	Unchanged	748	$31,558	0.0%	+22.89%	0
ASSETMARK, INC	New	550	$23,205	0.0%	+0.26%	29
Farther Finance Advisors, LLC	Decreased	501(-67.1%)	$21,137	0.0%	+4.29%	0
UBS Group AG	Decreased	180(-91.3%)	$7,594	0.0%	+6.59%	0
NewEdge Advisors, LLC	Unchanged	64	$2,700	0.0%	+4.29%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	26(-90.8%)	$1,097	0.0%	+17.40%	0

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OSCVOPUS SMALL CAP VALUE ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer