Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / OPUS SML CP VL
-
Total 13F shares
-
7,723,308
-
Share change
-
-1,607,721
-
Total reported value
-
$234,258,618
-
Price per share
-
$30.33
-
Number of holders
-
27
-
Value change
-
-$48,868,990
-
Number of buys
-
12
-
Number of sells
-
15
Institutional Holders of ETF SER SOLUTIONS - OPUS SML CP VL (OSCV) as of Q3 2023
As of 30 Sep 2023,
ETF SER SOLUTIONS - OPUS SML CP VL (OSCV) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,723,308 shares.
The largest 10 holders included
Aptus Capital Advisors, LLC, GUARDIAN WEALTH ADVISORS, LLC / NC, Sugarloaf Wealth Management, LLC, First Heartland Consultants, Inc., BROGAN FINANCIAL, INC., Waterloo Capital, L.P., Fiduciary Planning LLC, TrueWealth Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, and Advisory Services Network, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.