OSCV — Opus Small Cap Value ETF

Ownership history in BOKF, NA  ·  3 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in Opus Small Cap Value ETF (OSCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,732 -7,751 -73.9% 0.00% $104K $38.07
2025 Q2 ADDED 10,483 +2,732 +35.2% 0.01% $379K $35.85
2025 Q1 INITIATED 7,751 — — 0.00% $270K $34.49
% of Fund (quarterly)    OSCV price (monthly, adj. close)

Other funds also holding OSCV

As of 2025 Q4 — sorted by position size

BROGAN FINANCIAL, INC. 3Y 13.08% Second Line Capital, LLC 4.42% Diversified Enterprises, LLC 3.93% Park Place Capital Corp 3Y 3.75% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 3.69% Clarus Group, Inc. 3Y 3.6% KFG WEALTH MANAGEMENT, LLC 3Y 2.7% Financial Guidance Group, Inc. 3Y 2.32% Renasant Bank 3Y 2.24% MBE Wealth Management, LLC 3Y 2.22%
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