Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (OSCV)

76 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — OSCV

Based on 78 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
78 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 — +26% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+26% 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 — 63% buying

48 buying28 selling
Last quarter: 48 funds were net buyers (13 opened a brand new position + 35 added to an existing one). Only 28 were sellers (22 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 15 → 12 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 32% medium ■ 27% new
32 out of 78 hedge funds have held OSCV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~13 new funds/quarter

12 → 8 → 15 → 12 → 13 new funds/Q
New funds entering each quarter: 8 → 15 → 12 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 37% new entrants

■ 37% veterans ■ 26% 1-2yr ■ 37% new
Of 78 current holders: 29 (37%) held 2+ years, 20 held 1–2 years, 29 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
10 of 77 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 48 hedge funds were net buyers of OSCV (13 opened a new position, 35 added to an existing one), while 28 reduced or exited (22 trimmed, 6 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 78.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: OSCV
76 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 76 71 7.04%
13F Shares 22M 20M 11.73%
Total Value $933M $782M 19.35%
New Positions 13 12 +1
Increased Positions 35 26 +9
Closed Positions 7 15 -8
Reduced Positions 21 26 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OSCV

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Institutional Holders (2026 Q2)

76 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brogan Financial, INC. 13.89% 821,442 $34.7M
2 6th Street Advisors, LLC 5.71% 235,616 $9.9M
3 Second Line Capital, LLC 4.82% 613,038 $25.9M
4 Diversified Enterprises, LLC 3.97% 1,942,866 $82.0M
5 Clarus Group, Inc. 3.80% 265,889 $11.2M
6 Guardian Wealth Advisors, LLC / Nc 3.70% 1,562,215 $65.9M
7 Park Place Capital Corp 3.52% 525,742 $22.2M
8 Financial Guidance Group, Inc. 2.64% 166,945 $7.0M
9 Cushing Capital Partners, LLC 2.51% 86,299 $3.6M
10 Renasant Bank 2.32% 85,426 $3.6M
11 SWS Partners 2.12% 232,209 $9.8M
12 MBE Wealth Management, LLC 2.11% 142,463 $6.0M
13 Tailwinds Wealth, LLC 1.97% 79,140 $3.3M
14 Aptus Capital Advisors, LLC 1.88% 6,529,881 $275.5M
15 Lord & Richards Wealth Management, LLC 1.86% 56,412 $2.4M
16 Maripau Wealth Management LLC 1.24% 82,016 $3.5M
17 United Advisor Group, LLC 1.22% 274,828 $11.6M
18 Waterloo Capital, L.P. 1.08% 457,187 $19.3M
19 First Heartland Consultants, Inc. 0.93% 340,127 $14.3M
20 Mendel Money Management 0.88% 56,735 $2.4M
21 Signal Advisors Wealth, LLC 0.79% 369,268 $15.6M
22 One Plus One Wealth Management, LLC 0.77% 42,171 $1.8M
23 Integrated Wealth Concepts LLC 0.75% 3,638,836 $153.5M
24 Gerber, LLC 0.65% 32,739 $1.4M
25 Visionary Horizons, LLC 0.39% 22,051 $930K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 63% buying: Last quarter: 48 funds were net buyers (13 opened a brand new position + 35 added to an existing one). Only 28 were sellers (22 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OSCV holders?

Smaller funds dominant — 5% AUM from top-100: 10 of 77 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OSCV?

41% of holders stayed for 2+ years: 32 out of 78 hedge funds have held OSCV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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