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Get Institutions for : 
Opus Small Cap Value Etf (OSCV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    6
Total shares held : 
 8,278,135  
% of shares held : 
 9.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -156,105  
% of shares held change : 
   -0.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 63,462
 0.77%
 
Increased Positions :
16
 488,981
 5.91%
 
Unchanged Positions :
6
 522,019
 6.31%
 
Decreased Positions :
7
-334,861
-4.05%
 
Closed Positions :
8
-373,687
-4.51%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Aptus Capital Advisors LLC 3 - 2024-03-31 3,776,800 $135,814,000 467,414
   GUARDIAN WEALTH ADVISORS LLC / NC 4 - 2024-03-31 1,326,782 $47,711,000 33,266
   Sugarloaf Wealth Management LLC 6 - 2024-03-31 731,624 $26,309,000 41,424
   FIRST HEARTLAND CONSULTANTS INC 6 - 2024-03-31 519,550 $18,683,000 33,811
   BROGAN FINANCIAL INC. 3 - 2024-03-31 460,068 $16,544,000 21,290
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 594 - 2024-03-31 445,335 $16,014,000 255,160
   Second Line Capital LLC 6 - 2024-03-31 438,894 $15,783,000 70,881
   Waterloo Capital L.P. 14 - 2024-03-31 312,216 $11,227,000 40,031
   ENVESTNET ASSET MANAGEMENT INC 1624 - 2024-03-31 236,264 $8,496,000 76,875
   ADVISORY SERVICES NETWORK, LLC 168 - 2024-03-31 174,325 $6,269,000 14,158
   Spotlight Asset Group Inc. 8 - 2024-03-31 151,081 $5,433,000 12,095
   Integrated Wealth Concepts LLC 332 - 2024-03-31 101,020 $3,633,000 49,706
   SILVER OAK SECURITIES Inc 71 - 2024-03-31 62,360 $2,242,000 9,962
   LPL FINANCIAL CORP 2819 - 2024-03-31 39,718 $1,428,000 20,056
   Atomi Financial Group Inc. 243 - 2024-03-31 19,833 $713,000 3,628
   Advisor Resource Council 123 - 2024-03-31 13,543 $455,000 1,395
   ROYAL BANK OF CANADA 3623 - 2024-03-31 10,811 $389,000 10,024
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4007 - 2024-03-31 8,594 $309,000 8,594
  18 Records found
  1    
  Page 1 of 1
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