Who owns OSCV?
Opus Small Cap Value Plus ETF
76 institutions reported holding OSCV, worth $933.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OSCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | $275.5M | 6,529,881 | +967,205 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $153.5M | 3,638,836 | +1,327,498 shares |
| Diversified Enterprises, LLC | Wilmington, DE | $82.0M | 1,942,866 | +74,149 shares |
| Guardian Wealth Advisors, LLC | Raleigh, NC | $65.9M | 1,562,215 | +23,672 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $44.0M | 1,043,663 | +68,264 shares |
| Brogan Financial, Inc. | Knoxville, TN | $34.7M | 821,442 | +3,824 shares |
| Corient Private Wealth LP | Miami, FL | $32.4M | 768,521 | −162,769 shares |
| Second Line Capital, LLC | Metairie, LA | $25.9M | 613,038 | +20,103 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $22.9M | 542,322 | −11,166 shares |
| Park Place Capital Corp | Homewood, AL | $22.2M | 525,742 | +23,791 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OSCV?
76 institutional managers reported holding OSCV in Form 13F filings for June 30, 2026, worth $933.3M in total. The largest reported position was held by Aptus Capital Advisors, LLC, at $275.5M.
Did institutions buy or sell OSCV last quarter?
Reported 13F value rose 19.5% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OSCV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.