Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / OPUS SML CP VL
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
3,489,597
-
Shares change
-
+349,688
-
Total reported value, excl. options
-
$113,787,000
-
Value change
-
+$11,356,605
-
Number of buys
-
9
-
Number of sells
-
-5
-
Price
-
$32.66
Significant Holders of ETF SER SOLUTIONS - OPUS SML CP VL (OSCV) as of Q3 2021
15 filings reported holding OSCV - ETF SER SOLUTIONS - OPUS SML CP VL as of Q3 2021.
ETF SER SOLUTIONS - OPUS SML CP VL (OSCV) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,489,597 shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (2,218,603 shares), Sugarloaf Wealth Management, LLC (663,493 shares), Fiduciary Planning LLC (381,290 shares), Precision Wealth Strategies, LLC (66,327 shares), ADVISOR GROUP HOLDINGS, INC. (58,115 shares), One + One Wealth Management, LLC (35,437 shares), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (35,264 shares), Raymond James Financial Services Advisors, Inc. (16,462 shares), Cambridge Investment Research Advisors, Inc. (9,497 shares), and CENTRAL TRUST Co (3,848 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.