# OPUS SMALL CAP VALUE (OSCV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OSCV/

- Reporting holders: 5
- Reported value: $15.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $13.7M | 348,469 | 0.9% | 20 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.4M | 35,414 | 0.3% | 15 |
| [Strong Retirement Solutions LLC](https://holderbook.com/funds/2111795-strong-retirement-solutions-llc/) | $405.7K | 10,356 | 0.2% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $20.3K | 517 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.4K | 113 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $15.5M |
| Q2 2026 | 83 | $1.2B |
| Q1 2026 | 76 | $837.4M |
| Q4 2025 | 77 | $801.3M |
| Q3 2025 | 66 | $736.8M |
| Q2 2025 | 66 | $745.9M |
| Q1 2025 | 59 | $618.9M |
| Q4 2024 | 56 | $622.2M |
| Q3 2024 | 52 | $535.4M |
| Q2 2024 | 45 | $482.6M |
| Q1 2024 | 40 | $446.1M |
| Q4 2023 | 34 | $420.7M |