Opus Small Cap Value Plus ETF(OSCV)

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Opus Small Cap Value Plus ETF(OSCV)

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$42.30—

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OSCV(OSCV)

OSCV

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Institutional Ownership

Top 90 Institutional Holders

Holder	Shares	Date	Change	% Held
Aptus Capital Advisors, LLC	6.53M	Jun 30, 26	+967.21K	39.74%
Integrated Wealth Concepts LLC	3.64M	Jun 30, 26	+1.33M	22.15%
Diversified Enterprises, LLC	1.94M	Jun 30, 26	+74.15K	11.82%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.56M	Jun 30, 26	+23.67K	9.51%
ENVESTNET ASSET MANAGEMENT INC	1.04M	Jun 30, 26	+68.26K	6.35%
BROGAN FINANCIAL, INC.	821.44K	Jun 30, 26	+3.82K	5.00%
CI Private Wealth, LLC	768.52K	Jun 30, 26	-162.77K	4.68%
Second Line Capital, LLC	613.04K	Jun 30, 26	+20.10K	3.73%
RAYMOND JAMES FINANCIAL INC	542.32K	Jun 30, 26	-11.17K	3.30%
Park Place Capital Corp	525.74K	Jun 30, 26	+23.79K	3.20%
Waterloo Capital, L.P.	457.19K	Jun 30, 26	-6.57K	2.78%
Signal Advisors Wealth, LLC	369.27K	Jun 30, 26	+95.86K	2.25%
First Heartland Consultants, Inc.	340.13K	Jun 30, 26	-212.03K	2.07%
United Advisor Group, LLC	274.83K	Jun 30, 26	+13.24K	1.67%
Clarus Group, Inc.	265.89K	Jun 30, 26	-2.60K	1.62%
6th Street Advisors, LLC	235.62K	Jun 30, 26	+775	1.43%
SWS Partners	232.21K	Jun 30, 26	+1.08K	1.41%
Advisory Services Network, LLC	177.21K	Jun 30, 26	+14.53K	1.08%
Financial Guidance Group, Inc.	166.94K	Jun 30, 26	+353	1.02%
MBE Wealth Management, LLC	142.46K	Jun 30, 26	+1.37K	0.87%
LPL Financial LLC	125.56K	Jun 30, 26	-13.50K	0.76%
SILVER OAK SECURITIES, INCORPORATED	120.18K	Jun 30, 26	+10.66K	0.73%
Prime Capital Investment Advisors, LLC	101.94K	Jun 30, 26	+14.12K	0.62%
Cushing Capital Partners, LLC	86.30K	Jun 30, 26	+4.55K	0.53%
Renasant Bank	85.43K	Jun 30, 26	+3.10K	0.52%
MARIPAU WEALTH MANAGEMENT LLC	82.02K	Jun 30, 26	+10.60K	0.50%
Tailwinds Wealth, LLC	79.14K	Jun 30, 26	+79.14K	0.48%
Capital Investment Advisory Services, LLC	65.60K	Jun 30, 26	+61.87K	0.40%
CENTRAL TRUST Co	58.89K	Jun 30, 26	-2.63K	0.36%
Regal Investment Advisors LLC	58.69K	Jun 30, 26	+483	0.36%
Mendel Money Management	56.73K	Jun 30, 26	+11.06K	0.35%
Lord & Richards Wealth Management, LLC	56.41K	Jun 30, 26	+2.72K	0.34%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	42.17K	Jun 30, 26	-1.54K	0.26%
Independent Advisor Alliance	38.38K	Jun 30, 26	-43.89K	0.23%
Savvy Advisors, Inc.	36.40K	Jun 30, 26	-13.30K	0.22%
TrueWealth Advisors, LLC	35.92K	Jun 30, 26	+208	0.22%
Atria Investments, Inc	33.65K	Jun 30, 26	+1.23K	0.20%
GERBER, LLC	32.74K	Jun 30, 26	+8.25K	0.20%
Diversified Trust Co	31.01K	Jun 30, 26	--	0.19%
KFG WEALTH MANAGEMENT, LLC	30.73K	Jun 30, 26	-1.50K	0.19%
Kestra Advisory Services, LLC	24.45K	Jun 30, 26	+37	0.15%
Prospera Financial Services Inc	23.00K	Jun 30, 26	+23.00K	0.14%
VISIONARY HORIZONS, LLC	22.05K	Jun 30, 26	+5.44K	0.13%
ROYAL BANK OF CANADA	21.86K	Jun 30, 26	+10.26K	0.13%
Second Half Financial Partners, LLC	20.43K	Jun 30, 26	+237	0.12%
RFG Advisory, LLC	16.87K	Jun 30, 26	-15.88K	0.10%
CITADEL ADVISORS LLC	11.83K	Jun 30, 26	+11.83K	0.07%
GOLDMAN SACHS GROUP INC	10.38K	Jun 30, 26	-24.85K	0.06%
ADVISOR GROUP HOLDINGS, INC.	9.89K	Jun 30, 26	-277	0.06%
Heritage Wealth Management, Inc.	7.83K	Jun 30, 26	--	0.05%
Strong Retirement Solutions LLC	6.76K	Jun 30, 26	+857	0.04%
Cyndeo Wealth Partners, LLC	6.10K	Jun 30, 26	+6.10K	0.04%
Retirement Planning Group	5.46K	Jun 30, 26	-97	0.03%
XY Planning Network, Inc.	4.99K	Jun 30, 26	+4.99K	0.03%
Venture Visionary Partners LLC	4.87K	Jun 30, 26	+4.87K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	3.81K	Jun 30, 26	+3.81K	0.02%
Global Retirement Partners, LLC	3.54K	Jun 30, 26	+3.54K	0.02%
Princeton Global Asset Management LLC	3.41K	Jun 30, 26	-125	0.02%
JPMORGAN CHASE & CO	2.35K	Jun 30, 26	-20	0.01%
Parallel Advisors, LLC	1.96K	Jun 30, 26	+2	0.01%
HARBOUR INVESTMENTS, INC.	1.54K	Jun 30, 26	--	0.01%
WHITTIER TRUST CO	1.00K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	748	Jun 30, 26	--	0.00%
ASSETMARK, INC	550	Jun 30, 26	+550	0.00%
Farther Finance Advisors, LLC	501	Jun 30, 26	-1.02K	0.00%
WealthShield Partners, LLC	263	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	232	Jun 30, 26	-49	0.00%
UBS Group AG	180	Jun 30, 26	-1.88K	0.00%
CoreCap Advisors, LLC	147	Jun 30, 26	+1	0.00%
NewEdge Advisors, LLC	64	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	26	Jun 30, 26	-258	0.00%
WELLS FARGO & COMPANY/MN	21	Jun 30, 26	+19	0.00%
IFG Advisory, LLC	10	Jun 30, 26	+10	0.00%
Russell Investments Group, Ltd.	4	Jun 30, 26	+4	0.00%
SIGNATUREFD, LLC	1	Jun 30, 26	-187	0.00%
MORGAN STANLEY	1	Jun 30, 26	--	0.00%
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-34.80K	--
MAI Capital Management	--	Jun 30, 26	-600	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-8.20K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-82	--
Town Capital LLC	--	Jun 30, 26	-7.69K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Jun 30, 26	-4.44K	--
Talon Private Wealth, LLC	26.96K	Mar 31, 26	+26.96K	0.16%
True Vision MN LLC	--	Mar 31, 26	-21.31K	--
Pandora Wealth, Inc.	72.80K	Dec 31, 25	-726	0.44%
Sugarloaf Wealth Management, LLC	759.69K	Dec 31, 24	+13.66K	4.62%
Raymond James Financial Services Advisors, Inc.	1.44M	Sep 30, 24	+94.45K	8.79%
RAYMOND JAMES & ASSOCIATES	14.97K	Sep 30, 24	--	0.09%
Spotlight Asset Group, Inc.	146.95K	Jun 30, 24	-4.13K	0.89%
S.C. Financial Services, Inc.	7.32K	Dec 31, 22	-5.63K	0.04%

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Holder

Date

Change

% Held

Aptus Capital Advisors, LLC

6.53M

Jun 30, 26

+967.21K

39.74%

Integrated Wealth Concepts LLC

3.64M

Jun 30, 26

+1.33M

22.15%

Diversified Enterprises, LLC

1.94M

Jun 30, 26

+74.15K

11.82%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.56M

Jun 30, 26

+23.67K

9.51%

ENVESTNET ASSET MANAGEMENT INC

1.04M

Jun 30, 26

+68.26K

6.35%

BROGAN FINANCIAL, INC.

821.44K

Jun 30, 26

+3.82K

5.00%

CI Private Wealth, LLC

768.52K

Jun 30, 26

-162.77K

4.68%

Second Line Capital, LLC

613.04K

Jun 30, 26

+20.10K

3.73%

RAYMOND JAMES FINANCIAL INC

542.32K

Jun 30, 26

-11.17K

3.30%

Park Place Capital Corp

525.74K

Jun 30, 26

+23.79K

3.20%

Waterloo Capital, L.P.

457.19K

Jun 30, 26

-6.57K

2.78%

Signal Advisors Wealth, LLC

369.27K

Jun 30, 26

+95.86K

2.25%

First Heartland Consultants, Inc.

340.13K

Jun 30, 26

-212.03K

2.07%

United Advisor Group, LLC

274.83K

Jun 30, 26

+13.24K

1.67%

Clarus Group, Inc.

265.89K

Jun 30, 26

-2.60K

1.62%

6th Street Advisors, LLC

235.62K

Jun 30, 26

+775

1.43%

SWS Partners

232.21K

Jun 30, 26

+1.08K

1.41%

Advisory Services Network, LLC

177.21K

Jun 30, 26

+14.53K

1.08%

Financial Guidance Group, Inc.

166.94K

Jun 30, 26

+353

1.02%

MBE Wealth Management, LLC

142.46K

Jun 30, 26

+1.37K

0.87%

LPL Financial LLC

125.56K

Jun 30, 26

-13.50K

0.76%

SILVER OAK SECURITIES, INCORPORATED

120.18K

Jun 30, 26

+10.66K

0.73%

Prime Capital Investment Advisors, LLC

101.94K

Jun 30, 26

+14.12K

0.62%

Cushing Capital Partners, LLC

86.30K

Jun 30, 26

+4.55K

0.53%

Renasant Bank

85.43K

Jun 30, 26

+3.10K

0.52%

MARIPAU WEALTH MANAGEMENT LLC

82.02K

Jun 30, 26

+10.60K

0.50%

Tailwinds Wealth, LLC

79.14K

Jun 30, 26

+79.14K

0.48%

Capital Investment Advisory Services, LLC

65.60K

Jun 30, 26

+61.87K

0.40%

CENTRAL TRUST Co

58.89K

Jun 30, 26

-2.63K

0.36%

Regal Investment Advisors LLC

58.69K

Jun 30, 26

+483

0.36%

Mendel Money Management

56.73K

Jun 30, 26

+11.06K

0.35%

Lord & Richards Wealth Management, LLC

56.41K

Jun 30, 26

+2.72K

0.34%

ONE PLUS ONE WEALTH MANAGEMENT, LLC

42.17K

Jun 30, 26

-1.54K

0.26%

Independent Advisor Alliance

38.38K

Jun 30, 26

-43.89K

0.23%

Savvy Advisors, Inc.

36.40K

Jun 30, 26

-13.30K

0.22%

TrueWealth Advisors, LLC

35.92K

Jun 30, 26

+208

0.22%

Atria Investments, Inc

33.65K

Jun 30, 26

+1.23K

0.20%

GERBER, LLC

32.74K

Jun 30, 26

+8.25K

0.20%

Diversified Trust Co

31.01K

Jun 30, 26

0.19%

KFG WEALTH MANAGEMENT, LLC

30.73K

Jun 30, 26

-1.50K

0.19%

Kestra Advisory Services, LLC

24.45K

Jun 30, 26

+37

0.15%

Prospera Financial Services Inc

23.00K

Jun 30, 26

+23.00K

0.14%

VISIONARY HORIZONS, LLC

22.05K

Jun 30, 26

+5.44K

0.13%

ROYAL BANK OF CANADA

21.86K

Jun 30, 26

+10.26K

0.13%

Second Half Financial Partners, LLC

20.43K

Jun 30, 26

+237

0.12%

RFG Advisory, LLC

16.87K

Jun 30, 26

-15.88K

0.10%

CITADEL ADVISORS LLC

11.83K

Jun 30, 26

+11.83K

0.07%

GOLDMAN SACHS GROUP INC

10.38K

Jun 30, 26

-24.85K

0.06%

ADVISOR GROUP HOLDINGS, INC.

9.89K

Jun 30, 26

-277

0.06%

Heritage Wealth Management, Inc.

7.83K

Jun 30, 26

0.05%

Strong Retirement Solutions LLC

6.76K

Jun 30, 26

+857

0.04%

Cyndeo Wealth Partners, LLC

6.10K

Jun 30, 26

+6.10K

0.04%

Retirement Planning Group

5.46K

Jun 30, 26

-97

0.03%

XY Planning Network, Inc.

4.99K

Jun 30, 26

+4.99K

0.03%

Venture Visionary Partners LLC

4.87K

Jun 30, 26

+4.87K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

3.81K

Jun 30, 26

+3.81K

0.02%

Global Retirement Partners, LLC

3.54K

Jun 30, 26

+3.54K

0.02%

Princeton Global Asset Management LLC

3.41K

Jun 30, 26

-125

0.02%

JPMORGAN CHASE & CO

2.35K

Jun 30, 26

-20

0.01%

Parallel Advisors, LLC

1.96K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

1.54K

Jun 30, 26

0.01%

WHITTIER TRUST CO

1.00K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

748

Jun 30, 26

0.00%

ASSETMARK, INC

550

Jun 30, 26

+550

0.00%

Farther Finance Advisors, LLC

501

Jun 30, 26

-1.02K

0.00%

WealthShield Partners, LLC

263

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

232

Jun 30, 26

-49

0.00%

UBS Group AG

180

Jun 30, 26

-1.88K

0.00%

CoreCap Advisors, LLC

147

Jun 30, 26

0.00%

NewEdge Advisors, LLC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-258

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

+19

0.00%

IFG Advisory, LLC

Jun 30, 26

+10

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

-187

0.00%

MORGAN STANLEY

Jun 30, 26

0.00%

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-34.80K

MAI Capital Management

Jun 30, 26

-600

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-8.20K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-82

Town Capital LLC

Jun 30, 26

-7.69K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-4.44K

Talon Private Wealth, LLC

26.96K

Mar 31, 26

+26.96K

0.16%

True Vision MN LLC

Mar 31, 26

-21.31K

Pandora Wealth, Inc.

72.80K

Dec 31, 25

-726

0.44%

Sugarloaf Wealth Management, LLC

759.69K

Dec 31, 24

+13.66K

4.62%

Raymond James Financial Services Advisors, Inc.

1.44M

Sep 30, 24

+94.45K

8.79%

RAYMOND JAMES & ASSOCIATES

14.97K

Sep 30, 24

0.09%

Spotlight Asset Group, Inc.

146.95K

Jun 30, 24

-4.13K

0.89%

S.C. Financial Services, Inc.

7.32K

Dec 31, 22

-5.63K

0.04%