Who owns Opus Small Cap Value Plus ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OSCV from SEC Form 13F filings across 77 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.
As of the 2026-06-30 reporting period, 77 institutions disclosed 20.9M shares of Opus Small Cap Value Plus ETF worth $881.2M — about 127.1% of shares outstanding; the largest disclosed holder is Aptus Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
77
13F holders
$881.2M
value, 2026 filers
127.1%
of shares outstanding (20.9M sh)
11
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 | 2.4M | $100.3M | 0.7% | 14.5% | +2.8% |
| 3 | Diversified Enterprises, LLC | 1.9M | $82.0M | 4.0% | 11.8% | +4.0% |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | 1.6M | $65.9M | 3.7% | 9.5% | +1.5% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $44.0M | 0.0% | 6.4% | +7.0% |
| 6 | BROGAN FINANCIAL, INC. | 821,442 | $34.7M | 13.9% | 5% | +0.5% |
| 7 | Corient Private Wealth LP | 768,521 | $32.4M | 0.0% | 4.7% | -17.5% |
| 8 | Second Line Capital, LLC | 613,038 | $25.9M | 4.8% | 3.7% | +3.4% |
| 9 | RAYMOND JAMES FINANCIAL INC | 542,322 | $22.9M | 0.0% | 3.3% | -2.0% |
| 10 | Park Place Capital Corp | 525,742 | $22.2M | 3.5% | 3.2% | +4.7% |
| 11 | Waterloo Capital, L.P. | 457,187 | $19.3M | 1.1% | 2.8% | -1.4% |
| 12 | Signal Advisors Wealth, LLC | 369,268 | $15.6M | 0.8% | 2.2% | +35.1% |
| 13 | First Heartland Consultants, Inc. | 340,127 | $14.3M | 0.9% | 2.1% | -38.4% |
| 14 | United Advisor Group, LLC | 274,828 | $11.6M | 1.2% | 1.7% | +5.1% |
| 15 | Clarus Group, Inc. | 265,889 | $11.2M | 3.8% | 1.6% | -1.0% |
| 16 | 6th Street Advisors, LLC | 235,616 | $9.9M | 5.7% | 1.4% | +0.3% |
| 17 | SWS Partners | 232,209 | $9.8M | 2.1% | 1.4% | +0.5% |
| 18 | Advisory Services Network, LLC | 177,212 | $7.5M | 0.1% | 1.1% | +8.9% |
| 19 | Financial Guidance Group, Inc. | 166,945 | $7.0M | 2.6% | 1% | +0.2% |
| 20 | MBE Wealth Management, LLC | 142,463 | $6.0M | 2.1% | 0.9% | +1.0% |
| 21 | LPL Financial LLC | 125,562 | $5.3M | 0.0% | 0.8% | -9.7% |
| 22 | SILVER OAK SECURITIES, INCORPORATED | 120,182 | $5.1M | 0.3% | 0.7% | +9.7% |
| 23 | Prime Capital Investment Advisors, LLC | 101,940 | $4.3M | 0.0% | 0.6% | +16.1% |
| 24 | Cushing Capital Partners, LLC | 86,299 | $3.6M | 2.5% | 0.5% | +5.6% |
| 25 | RENASANT BANK | 85,426 | $3.6M | 2.3% | 0.5% | +3.8% |
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.