Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (OSCV)

68 + Investors. Track Smart Money conviction in OSCV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — OSCV

Based on 68 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added OSCV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
68 hedge funds hold OSCV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +51% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+51% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

43 buying24 selling
Last quarter: 43 funds were net buyers (14 opened a brand new position + 29 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new OSCV position: 10 → 10 → 8 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 31% new

■ 35% conviction (2yr+) ■ 34% medium ■ 31% new
Of the 68 current holders: 24 (35%) held >2 years, 23 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~14 new funds/quarter

10 → 10 → 10 → 8 → 14 new funds/Q
New funds entering each quarter: 10 → 10 → 8 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 46% new entrants

■ 34% veterans ■ 21% 1-2yr ■ 46% new
Of 68 current holders: 23 (34%) held 2+ years, 14 held 1–2 years, 31 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 68 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OSCV

How many hedge funds hold OSCV — quarterly history vs. share price
Quarterly hedge fund ownership of OSCV vs. share price

Market Analysis: OSCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OSCV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OSCV
2026 Q1 Stats Unlock in 21 days 68 + Investors

Track Smart Money conviction in OSCV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 68 59 15.25%
13F Shares 19M 19M -0.17%
Total Value $708M $686M 3.24%
New Positions 14 8 +6
Increased Positions 29 30 -1
Closed Positions 5 5 -
Reduced Positions 19 15 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OSCV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

68 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OSCV. Verified SEC 13F-HR filings.

Top 25 institutional holders of OSCV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Place Capital Corp 3.97% 501,951 $19.8M
2 Clarus Group, Inc. 3.80% 268,489 $10.6M
3 Financial Guidance Group, Inc. 2.64% 166,592 $6.6M
4 Cushing Capital Partners, LLC 2.48% 81,746 $3.2M
5 MBE Wealth Management, LLC 2.31% 141,097 $5.6M
6 SWS Partners 2.25% 231,124 $9.1M
7 Lord & Richards Wealth Management, LLC 1.86% 53,688 $2.1M
8 First Heartland Consultants, Inc. 1.67% 552,154 $21.8M
9 United Advisor Group, LLC 1.27% 261,589 $10.3M
10 Signal Advisors Wealth, LLC 0.74% 273,404 $10.8M
11 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.73% 43,710 $1.7M
12 GERBER, LLC 0.54% 24,491 $966K
13 TrueWealth Advisors, LLC 0.35% 35,709 $1.4M
14 VISIONARY HORIZONS, LLC 0.32% 16,608 $655K
15 SILVER OAK SECURITIES, INCORPORATED 0.32% 109,519 $4.3M
16 KFG WEALTH MANAGEMENT, LLC 0.16% 32,236 $1.3M
17 Strong Retirement Solutions LLC 0.16% 5,908 $233K
18 Heritage Wealth Management, Inc. 0.15% 7,830 $309K
19 CENTRAL TRUST Co 0.05% 61,517 $2.4M
20 RFG Advisory, LLC 0.02% 32,744 $1.3M
21 Princeton Global Asset Management LLC 0.02% 3,539 $140K
22 Diversified Trust Co 0.02% 31,008 $1.2M
23 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 281 $11K
24 Farther Finance Advisors, LLC 0.00% 1,524 $60K
25 WHITTIER TRUST CO 0.00% 1,005 $40K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ETF SER SOLUTIONS (OSCV)

What does the Smart Money Trend signal show for OSCV?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added OSCV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OSCV?

More buyers than sellers — 64% buying: Last quarter: 43 funds were net buyers (14 opened a brand new position + 29 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OSCV holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 68 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OSCV?

Mixed — 35% long-term, 31% new: Of the 68 current holders: 24 (35%) held >2 years, 23 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.