Opus Small Cap Value ETF (OSCV)

ETF ยท Cboe BZX

Opus Small Cap Value ETF (OSCV) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 18, 2018.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
July 18, 2018

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 76 institutions reported holding OSCV, with 22.1 million shares worth $933.3 million in aggregate. The largest reported holder was Aptus Capital Advisors, with 6.5 million shares worth $275.5 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Aptus Capital Advisors6,529,881$275MAdded 17.39%
Integrated Wealth Concepts3,638,836$154MAdded 57.43%
Diversified Enterprises1,942,866$82MAdded 3.97%
Guardian Wealth Advisors, LLC / NC1,562,215$66MAdded 1.54%
Envestnet Asset Management1,043,663$44MAdded 7%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is OSCV?

Opus Small Cap Value ETF (OSCV) is an exchange-traded fund listed on Cboe BZX, where it has traded since July 18, 2018.

Who are the largest institutional holders of OSCV?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OSCV were Aptus Capital Advisors, Integrated Wealth Concepts and Diversified Enterprises.

How many institutions own OSCV?

76 institutions reported a position in OSCV for the quarter ended June 30, 2026, worth $933.3 million in total.

Did institutions buy or sell OSCV last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for OSCV.

Every reported institutional holder, plus insider and congressional trades in OSCV, on SentiSense.