§ EQUITY
USDOSCV
OPUS SMALL CAP VALUE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
46 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 5.6M | 1.7% | −4% |
| Integrated Wealth Concepts LLC | 2.3M | 0.7% | +17% |
| Diversified Enterprises, LLC | 1.9M | 4.0% | +5% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.5M | 3.8% | −4% |
| ENVESTNET ASSET MANAGEMENT INC | 975K | 0.0% | n/a |
| Corient Private Wealth LP | 931K | 0.1% | −16% |
◇ AC INTELLIGENCE
Top institutional owners for OSCV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.3% · 61 holders
DEALER / BANK0.7% · 8 holders
INCOME / DEFENSIVE0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OSCV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OSCV yet.