Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (OSCV)

70 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — OSCV

Based on 71 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OSCV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
71 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 — +34% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+34% 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 sellers than buyers — 49% buying

38 buying40 selling
Last quarter: 40 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 8 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 27% new

■ 37% conviction (2yr+) ■ 37% medium ■ 27% new
Of the 71 current holders: 26 (37%) held >2 years, 26 held 1–2 years, and 19 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.
📈

Growing discovery — still being found

12 → 11 → 8 → 15 → 12 new funds/Q
New funds entering each quarter: 11 → 8 → 15 → 12. A growing number of institutions are discovering OSCV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 35% new entrants

■ 35% veterans ■ 30% 1-2yr ■ 35% new
Of 71 current holders: 25 (35%) held 2+ years, 21 held 1–2 years, 25 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
9 of 70 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — OSCV

In 2026 Q1, 38 hedge funds were net buyers of OSCV (12 opened a new position, 26 added to an existing one), while 40 reduced or exited (26 trimmed, 14 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 71.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ETF Ser Solutions (OSCV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OSCV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OSCV
+3.1%
SPY
+13.9%

OSCV outperformed SPY by -10.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OSCV
+1.2%
SPY
+0.2%

Since the filing became public, OSCV outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: OSCV
70 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 70 73 -4.11%
13F Shares 20M 19M 2.64%
Total Value $782M $714M 9.47%
New Positions 11 15 -4
Increased Positions 26 31 -5
Closed Positions 14 5 +9
Reduced Positions 26 20 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OSCV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

70 + investors

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

QUARTER:
Top 25 OSCV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brogan Financial, INC. 14.18% 817,618 $32.2M
2 6th Street Advisors, LLC 5.83% 234,841 $9.3M
3 Second Line Capital, LLC 4.64% 592,935 $24.5M
4 Diversified Enterprises, LLC 4.04% 1,868,717 $73.7M
5 Park Place Capital Corp 3.97% 501,951 $19.8M
6 Guardian Wealth Advisors, LLC / Nc 3.82% 1,538,543 $60.7M
7 Clarus Group, Inc. 3.80% 268,489 $10.6M
8 Financial Guidance Group, Inc. 2.64% 166,592 $6.6M
9 Cushing Capital Partners, LLC 2.48% 81,746 $3.2M
10 MBE Wealth Management, LLC 2.31% 141,097 $5.6M
11 Renasant Bank 2.30% 82,322 $3.2M
12 SWS Partners 2.25% 231,124 $9.1M
13 Lord & Richards Wealth Management, LLC 1.86% 53,688 $2.1M
14 Aptus Capital Advisors, LLC 1.72% 5,562,676 $219.4M
15 First Heartland Consultants, Inc. 1.67% 552,154 $21.8M
16 Waterloo Capital, L.P. 1.28% 463,754 $18.3M
17 United Advisor Group, LLC 1.27% 261,589 $10.3M
18 Maripau Wealth Management LLC 1.24% 71,421 $2.8M
19 Mendel Money Management 0.75% 45,677 $1.8M
20 Signal Advisors Wealth, LLC 0.74% 273,404 $10.8M
21 Integrated Wealth Concepts LLC 0.73% 2,311,338 $91.2M
22 One Plus One Wealth Management, LLC 0.73% 43,710 $1.7M
23 Gerber, LLC 0.54% 24,491 $966K
24 Second Half Financial Partners, LLC 0.36% 20,192 $796K
25 TrueWealth Advisors, LLC 0.35% 35,709 $1.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OSCV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OSCV?

More sellers than buyers — 49% buying: Last quarter: 40 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OSCV holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 70 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OSCV?

Mixed — 37% long-term, 27% new: Of the 71 current holders: 26 (37%) held >2 years, 26 held 1–2 years, and 19 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.

Is it too late to buy ETF Ser Solutions (OSCV) following the 2026 Q1 hedge fund 13F filings?

As of today, OSCV has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), OSCV has gained +3.1% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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