Public ownership evidence

Opus Small Cap Value ETF (OSCV) Ownership Disclosures

Read OSCV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Opus Small Cap Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
768,521
Value (USD)
$32,423,892
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read OSCV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read OSCV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28768,521$32,423,892None
Corient Private Wealth LP2026-06-302026-08-18768,521$32,423,892None
IFG Advisory, LLC2026-06-302026-08-1510$422None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,890$417,520None
Regal Investment Advisors LLC2026-06-302026-08-1558,687$2,476,005None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-151,562,215$65,909,845None
Park Place Capital Corp2026-06-302026-08-15178$7,524None
Park Place Capital Corp2026-06-302026-08-15211$8,898None
Park Place Capital Corp2026-06-302026-08-15112$4,745None
Park Place Capital Corp2026-06-302026-08-1537$1,574None
Park Place Capital Corp2026-06-302026-08-15276$11,662None
Park Place Capital Corp2026-06-302026-08-15226$9,533None
Park Place Capital Corp2026-06-302026-08-151,280$53,991None
Park Place Capital Corp2026-06-302026-08-1576$3,193None
Park Place Capital Corp2026-06-302026-08-15184$7,749None
Park Place Capital Corp2026-06-302026-08-154,063$171,418None
Park Place Capital Corp2026-06-302026-08-15557$23,502None
Park Place Capital Corp2026-06-302026-08-15584$24,634None
Park Place Capital Corp2026-06-302026-08-1525$1,067None
Park Place Capital Corp2026-06-302026-08-15253$10,679None
Park Place Capital Corp2026-06-302026-08-15463$19,532None
Park Place Capital Corp2026-06-302026-08-15198$8,354None
Park Place Capital Corp2026-06-302026-08-15610$25,736None
Park Place Capital Corp2026-06-302026-08-15484$20,420None
Park Place Capital Corp2026-06-302026-08-15606$25,550None
Park Place Capital Corp2026-06-302026-08-15684$28,841None
Park Place Capital Corp2026-06-302026-08-15136$5,744None
Park Place Capital Corp2026-06-302026-08-15593$25,019None
Park Place Capital Corp2026-06-302026-08-1573$3,065None
Park Place Capital Corp2026-06-302026-08-15110$4,661None
Park Place Capital Corp2026-06-302026-08-15215$9,067None
Park Place Capital Corp2026-06-302026-08-152,542$107,260None
Park Place Capital Corp2026-06-302026-08-153,039$128,211None
Park Place Capital Corp2026-06-302026-08-151,369$57,758None
Park Place Capital Corp2026-06-302026-08-1556$2,373None
Park Place Capital Corp2026-06-302026-08-151,245$52,539None
Park Place Capital Corp2026-06-302026-08-151,234$52,077None
Park Place Capital Corp2026-06-302026-08-15146$6,169None
Park Place Capital Corp2026-06-302026-08-15503,877$21,258,563None
ROYAL BANK OF CANADA2026-06-302026-08-1521,858$922,000None
CITADEL ADVISORS LLC2026-06-302026-08-1511,827$498,981None
Larson Financial Group LLC2026-06-302026-08-150$20None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1510,384$438,101None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15542,322$22,880,565None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152$64None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1519$802None
BROGAN FINANCIAL, INC.2026-06-302026-08-14821,442$34,656,626None
UBS Group AG2026-06-302026-08-14180$7,594None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1426$1,097None
MORGAN STANLEY2026-06-302026-08-141$78None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Corient Private Wealth LP ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗Regal Investment Advisors LLC ↗GUARDIAN WEALTH ADVISORS, LLC / NC ↗Park Place Capital Corp ↗Park Place Capital Corp ↗Park Place Capital Corp ↗Park Place Capital Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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