Opus Small Cap Value ETF (OSCV)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders71of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.93x

38 buying41 selling

+12

New

-14

Closed

+504K

Net shares

Ownership Concentration

Top 5: 62.4%Top 10: 80.0%

Aptus Capital Advisors,28.3%

Integrated Wealth Concepts11.8%

Diversified Enterprises,9.5%

GUARDIAN WEALTH ADVISORS, LLC / NC7.8%

ENVESTNET ASSET MANAGEMENT5.0%

Others (66)37.6%

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Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$13,799

OSCV · +38%

$18,666

S&P 500 · +87%

−$4,867

behind the index

Total return (5Y)

+38%

S&P 500

+87%

vs. market

-49%

underperformed

Annualized

6.7%

mkt 13.3%

Volatility

13%

annualized

Beta

0.66

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

OSCVS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

OSCV (solid)S&P 500 (outline)Green = positive year, red = negative. Number = OSCV's return.

Beat the market

2 / 6 yrs

33% win rate

Best year

+14%

2026

Worst year

-11%

2022

Worst drawdown

-19%

recovered in 6 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -19%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.