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Disclosery

OSCV ETF SER SOLUTIONS

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OPUS SML CP VL (fund)

73 managers (73 13F filers) reported a position in OSCV shares at 2026-03-31, 19,804,909 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
73
13F filers
73
New
10
Added
26
Reduced
27
Sold out
12
Shares held by filers
19,804,909

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC5,562,676$219M1.84%-210,20313F-HRTimeline
Integrated Wealth Concepts LLC2,311,338$91.2M0.73%+329,27013F-HRTimeline
Diversified Enterprises, LLC1,868,717$73.7M4.04%+83,88513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,538,543$60.7M3.86%-65,56613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC975,399$38.5M0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP931,290$36.7M0.05%-180,71813F-HRTimelineGroup
BROGAN FINANCIAL, INC.817,618$32.2M14.18%+9,34513F-HRTimeline
Second Line Capital, LLC592,935$24.5M4.64%+11,89613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC553,488$21.8M0.01%+10,26013F-HRTimelineGroup
First Heartland Consultants, Inc.552,154$21.8M1.67%+8,29613F-HRTimeline
Park Place Capital Corp501,951$19.8M3.97%+15,55013F-HRTimeline
Waterloo Capital, L.P.463,754$18.3M1.28%-4,68313F-HRTimeline
Signal Advisors Wealth, LLC273,404$10.8M0.74%+57,81913F-HRTimeline
Clarus Group, Inc.268,489$10.6M3.8%-1,73813F-HRTimeline
United Advisor Group, LLC261,589$10.3M1.28%+6,93413F-HRTimeline
6th Street Advisors, LLC234,841$9.26M5.83%13F-HRTimeline
SWS Partners231,124$9.12M2.25%-6,33613F-HRTimeline
Financial Guidance Group, Inc.166,592$6.57M2.64%+13,60713F-HRTimeline
Advisory Services Network, LLC162,683$6.42M0.09%-30,99313F-HRTimeline
MBE Wealth Management, LLC141,097$5.56M2.31%-2,15513F-HRTimeline
LPL Financial LLC139,059$5.48M<0.01%-19,96013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED109,519$4.32M0.32%-31,85013F-HRTimeline
Prime Capital Investment Advisors, LLC87,817$3.46M0.04%+13,75913F-HRTimeline
RENASANT BANK82,322$3.25M2.3%-6,71813F-HRTimeline
Independent Advisor Alliance82,269$3.24M0.03%+44,30413F-HRTimeline
Cushing Capital Partners, LLC81,746$3.22M2.48%-7,21113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC71,421$2.82M1.24%+5,14413F-HR/ATimeline
CENTRAL TRUST Co61,517$2.43M0.05%-9,56713F-HRTimeline
Regal Investment Advisors LLC58,204$2.3M0.13%+2,35213F-HRTimeline
Lord & Richards Wealth Management, LLC53,688$2.12M1.86%+1,78113F-HRTimeline
Savvy Advisors, Inc.49,694$1.96M0.05%-111,45413F-HRTimeline
Mendel Money Management45,677$1.8M0.75%+10,31313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC43,710$1.72M0.73%+1,45813F-HRTimeline
TrueWealth Advisors, LLC35,709$1.41M0.35%-2,31013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,233$1.39M<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,800$1.37M<0.01%-32,90013F-HRTimelineGroup
RFG Advisory, LLC32,744$1.29M0.02%new13F-HRTimeline
Atria Investments, Inc32,417$1.28M0.01%-2,22513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC32,236$1.27M0.16%-512,82013F-HRTimeline
DIVERSIFIED TRUST CO31,008$1.22M0.02%013F-HRTimeline
Talon Private Wealth, LLC26,958$1.06M0.14%13F-HRTimeline
GERBER, LLC24,491$966K0.55%+8,16413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,418$963K<0.01%-70313F-HRTimelineGroup
Second Half Financial Partners, LLC20,192$796K0.36%+2,06713F-HRTimeline
Visionary Horizons, LLC16,608$655K0.32%+1,78613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,598$457K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,167$401K<0.01%-30713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,202$323K<0.01%-15,19913F-HRTimelineGroup
Heritage Wealth Management, Inc.7,830$309K0.15%013F-HRTimeline
Town Capital LLC7,690$303K0.25%-5,03013F-HRTimeline
Strong Retirement Solutions LLC5,908$233K0.16%new13F-HRTimeline
Retirement Planning Group, LLC5,556$219K0.01%-6,50413F-HRTimeline
Cordgrass Capital Advisors, LLC4,436$175K0.04%new13F-HRTimeline
Capital Investment Advisory Services, L…3,725$147K0.01%+3,47613F-HRTimeline
Princeton Global Asset Management LLC3,539$140K0.02%+1,34913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,374$92.1K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,058$81.2K<0.01%+1,66513F-HRTimelineGroup
Parallel Advisors, LLC1,955$77.1K<0.01%+913F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,544$60.9K<0.01%+1,09713F-HRTimeline
Farther Finance Advisors, LLC1,524$60.2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO1,005$39.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…748$29.5K<0.01%013F-HRTimelineGroup
MAI Capital Management600$23.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC284$11.2K<0.01%-20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV281$11.1K<0.01%-4813F-HRTimeline
WealthShield Partners, LLC263$10.4K<0.01%-6113F-HRTimeline
SIGNATUREFD, LLC188$7.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC146$5.79K<0.01%-113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP82$3.19K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC64$2.52K<0.01%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1$77<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$68<0.01%+113F-HR/ATimelineGroup
Larson Financial Group LLC0$18<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.