Opus Small Cap Value
OSCV • BATS
Opus Small Cap Value is an exchange-traded fund on BATS. As of Q3 2025, 62 institutional investors hold shares in this ETF, with total holdings valued at $691.2M. Aptus Capital Advisors, LLC is the largest holder with a position valued at $196.6M.
Overview
Overview of institutional ownership in OSCV as of Q3 2025
All Institutions
- Institutions
- 62
- Value Held
- $691.2M
- Shares Held
- 18.1M
- Avg Position
- $11.1M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OSCV as of Q3 2025
| Institution | Position Value |
|---|---|
 Aptus Capital Advisors, LLC ETF Provider | $196.6M 1.82% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $84.3M 0.76% of portfolio |
 Diversified Enterprises, LLC RIA/Wealth | $65.1M 4.39% of portfolio |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $58.7M 3.92% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $36.3M 0.01% of portfolio |
 BROGAN FINANCIAL, INC. RIA/Wealth | $31.7M 13.53% of portfolio |
 First Heartland Consultants, Inc. RIA/Wealth | $24.8M 2.02% of portfolio |
S Second Line Capital, LLC RIA/Wealth | $21.6M 4.50% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $20.8M 0.01% of portfolio |
 KFG WEALTH MANAGEMENT, LLC RIA/Wealth | $18.5M 2.71% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OSCV in Q3 2025
- Traded
- −$14.8M
- Buyers
- 38
- Sellers
- 21
- Total Bought
- +$39.0M
- Total Sold
- −$53.8M
- Avg Position
- $10.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Integrated Wealth Concepts LLC RIA/Wealth | +$9.1M +236.8K shares |
C Clarus Group, Inc. RIA/Wealth | +$8.4M +219.6K shares |
Diversified Enterprises, LLC RIA/Wealth | +$3.1M +80.7K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | +$2.2M +56.8K shares |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | +$2.0M +51.7K shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | +$2.0M +51.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$2.0M +51.1K shares |
 Prime Capital Investment Advisors, LLC RIA/Wealth | +$1.5M +39.9K shares |
S SWS Partners RIA/Wealth | +$1.3M +34.0K shares |
 United Advisor Group, LLC RIA/Wealth | +$1.1M +29.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$44.4M −1.2M shares |
Aptus Capital Advisors, LLC ETF Provider | −$4.1M −106.9K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | −$907.9K −25.1K shares |
 MBE Wealth Management, LLC RIA/Wealth | −$875.3K −22.9K shares |
R ROYAL BANK OF CANADA Institution | −$781.5K −21.6K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$743.9K −20.6K shares |
C CENTRAL TRUST & INVESTMENT CO Institution | −$624.2K −16.3K shares |
 Advisor Resource Council RIA/Wealth | −$323.3K −9.0K shares |
B BOKF, NA Institution | −$296.3K −7.8K shares |
 TrueWealth Advisors, LLC RIA/Wealth | −$218.0K −5.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OSCV in Q3 2025
- New Positions
- 5
- New Value
- $1.9M
- Exited Positions
- 4
- Exited Value
- $2.8M
New Positions
| Institution | Position Value |
|---|---|
 Mendel Money Management RIA/Wealth | $946.9K 24.8K shares |
 Regal Investment Advisors, LLC RIA/Wealth | $493.9K 12.9K shares |
 Gladstone Institutional Advisory LLC RIA/Wealth | $236.2K 6.2K shares |
 VISIONARY HORIZONS, LLC RIA/Wealth | $218.5K 5.7K shares |
 CWM, LLC RIA/Wealth | $5.0K 130.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Wealthcare Advisory Partners LLC RIA/Wealth | $907.9K 25.1K shares |
R ROYAL BANK OF CANADA Institution | $781.5K 21.6K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $743.9K 20.6K shares |
Advisor Resource Council RIA/Wealth | $323.3K 9.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in OSCV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OSCV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
BROGAN FINANCIAL, INC. RIA/Wealth | 13.53% $31.7M |
S Second Line Capital, LLC RIA/Wealth | 4.50% $21.6M |
Diversified Enterprises, LLC RIA/Wealth | 4.39% $65.1M |
 Park Place Capital Corp RIA/Wealth | 4.01% $18.2M |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | 3.92% $58.7M |
C Clarus Group, Inc. RIA/Wealth | 3.73% $10.7M |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 2.71% $18.5M |
R Renasant Bank Institution | 2.68% $4.1M |
 Cushing Capital Partners, LLC RIA/Wealth | 2.44% $3.1M |
MBE Wealth Management, LLC RIA/Wealth | 2.30% $5.3M |