Who owns Opus Small Cap Value Plus ETF?
Institutional ownership of OSCV from SEC Form 13F filings across 54 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
54
13F holders
$738.1M
value, 2026 filers
106.5%
of shares outstanding (17.5M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of OSCV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 6.5M | $275.5M | 1.9% | 39.7% | +17.4% |
| 2 | Integrated Wealth Concepts LLC | 3.6M | $153.5M | 0.7% | 22.1% | +57.4% |
| 3 | Diversified Enterprises, LLC | 1.9M | $82.0M | 4.0% | 11.8% | +4.0% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $44.0M | 0.0% | 6.4% | +7.0% |
| 5 | Corient Private Wealth LP | 768,521 | $32.4M | 0.0% | 4.7% | -17.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 542,322 | $22.9M | 0.0% | 3.3% | -2.0% |
| 7 | Park Place Capital Corp | 525,742 | $22.2M | 3.5% | 3.2% | +4.7% |
| 8 | Waterloo Capital, L.P. | 457,187 | $19.3M | 1.1% | 2.8% | -1.4% |
| 9 | Signal Advisors Wealth, LLC | 369,268 | $15.6M | 0.8% | 2.2% | +35.1% |
| 10 | First Heartland Consultants, Inc. | 340,127 | $14.3M | 0.9% | 2.1% | -38.4% |
| 11 | United Advisor Group, LLC | 274,828 | $11.6M | 1.2% | 1.7% | +5.1% |
| 12 | Advisory Services Network, LLC | 177,212 | $7.5M | 0.1% | 1.1% | +8.9% |
| 13 | LPL Financial LLC | 125,562 | $5.3M | 0.0% | 0.8% | -9.7% |
| 14 | SILVER OAK SECURITIES, INCORPORATED | 120,182 | $5.1M | 0.3% | 0.7% | +9.7% |
| 15 | Prime Capital Investment Advisors, LLC | 101,940 | $4.3M | 0.0% | 0.6% | +16.1% |
| 16 | Capital Investment Advisory Services, LLC | 65,597 | $2.8M | 0.2% | 0.4% | +1661.0% |
| 17 | CENTRAL TRUST Co | 58,889 | $2.5M | 0.0% | 0.4% | -4.3% |
| 18 | Regal Investment Advisors LLC | 58,687 | $2.5M | 0.1% | 0.4% | +0.8% |
| 19 | Independent Advisor Alliance | 38,377 | $1.6M | 0.0% | 0.2% | -53.4% |
| 20 | Savvy Advisors, Inc. | 36,395 | $1.5M | 0.0% | 0.2% | -26.8% |
| 21 | Atria Investments, Inc | 33,645 | $1.4M | 0.0% | 0.2% | +3.8% |
| 22 | DIVERSIFIED TRUST CO | 31,008 | $1.3M | 0.0% | 0.2% | 0.0% |
| 23 | KFG WEALTH MANAGEMENT, LLC | 30,734 | $1.3M | 0.1% | 0.2% | -4.7% |
| 24 | Kestra Advisory Services, LLC | 24,455 | $1.0M | 0.0% | 0.1% | +0.2% |
| 25 | Prospera Financial Services IncNEW | 23,001 | $970,364 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.