Who owns OSCV
Which tracked institutional funds hold OSCV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OSCV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OSCV is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OSCV’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OSCV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 75 tracked filers holding OSCV, 45 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OSCV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Tailwinds Wealth, LLC$3M
- Prospera Financial Services Inc$970K
Full exits 3
- Integrated Wealth Concepts LLC$91M
- TWO SIGMA INVESTMENTS, LP$1M
- Talon Private Wealth, LLC$1M
Largest adds
- Aptus Capital Advisors, LLC$56M
- Diversified Enterprises, LLC$8M
- ENVESTNET ASSET MANAGEMENT INC$6M
- GUARDIAN WEALTH ADVISORS, LLC / NC$5M
- Signal Advisors Wealth, LLC$5M
- Capital Investment Advisory Services, LLC$3M
Largest trims
- First Heartland Consultants, Inc.$7M
- Corient Private Wealth LP$4M
- Independent Advisor Alliance$2M
- GOLDMAN SACHS GROUP INC$951K
- RFG Advisory, LLC$580K
- Savvy Advisors, Inc.$424K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 6,529,881 | $275M | 31.3% | 2026-Q2 |
| Diversified Enterprises, LLC added | 1,942,866 | $82M | 9.3% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 1,562,215 | $66M | 7.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,043,663 | $44M | 5.0% | 2026-Q2 |
| BROGAN FINANCIAL, INC. added | 821,442 | $35M | 3.9% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 768,521 | $32M | 3.7% | 2026-Q2 |
| Second Line Capital, LLC added | 613,038 | $26M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 542,322 | $23M | 2.6% | 2026-Q2 |
| Park Place Capital Corp added | 525,742 | $22M | 2.5% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 457,187 | $19M | 2.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 369,268 | $16M | 1.8% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 340,127 | $14M | 1.6% | 2026-Q2 |
| United Advisor Group, LLC added | 274,828 | $12M | 1.3% | 2026-Q2 |
| Clarus Group, Inc. trimmed | 265,889 | $11M | 1.3% | 2026-Q2 |
| 6th Street Advisors, LLC added | 235,616 | $10M | 1.1% | 2026-Q2 |
| SWS Partners added | 232,209 | $10M | 1.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 177,212 | $7M | 0.8% | 2026-Q2 |
| Financial Guidance Group, Inc. added | 166,945 | $7M | 0.8% | 2026-Q2 |
| MBE Wealth Management, LLC added | 142,463 | $6M | 0.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 125,562 | $5M | 0.6% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 120,182 | $5M | 0.6% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 101,940 | $4M | 0.5% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 86,299 | $4M | 0.4% | 2026-Q2 |
| RENASANT BANK added | 85,426 | $4M | 0.4% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 82,016 | $3M | 0.4% | 2026-Q2 |
| Tailwinds Wealth, LLC added | 79,140 | $3M | 0.4% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 65,597 | $3M | 0.3% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 58,889 | $2M | 0.3% | 2026-Q2 |
| Regal Investment Advisors LLC added | 58,687 | $2M | 0.3% | 2026-Q2 |
| Mendel Money Management added | 56,735 | $2M | 0.3% | 2026-Q2 |
| Lord & Richards Wealth Management, LLC added | 56,412 | $2M | 0.3% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 42,171 | $2M | 0.2% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 38,377 | $2M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 36,395 | $2M | 0.2% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 35,917 | $2M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 33,645 | $1M | 0.2% | 2026-Q2 |
| GERBER, LLC added | 32,739 | $1M | 0.2% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 31,008 | $1M | 0.1% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 30,734 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 24,455 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc new | 23,001 | $970K | 0.1% | 2026-Q2 |
| Visionary Horizons, LLC added | 22,051 | $930K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 21,858 | $922K | 0.1% | 2026-Q2 |
| Second Half Financial Partners, LLC added | 20,429 | $862K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 16,866 | $712K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,827 | $499K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 10,384 | $438K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 9,890 | $418K | 0.0% | 2026-Q2 |
| Heritage Wealth Management, Inc. | 7,830 | $330K | 0.0% | 2026-Q2 |
| Strong Retirement Solutions LLC added | 6,765 | $285K | 0.0% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC new | 6,100 | $257K | 0.0% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 5,459 | $230K | 0.0% | 2026-Q2 |
| XY Planning Network, Inc. new | 4,990 | $211K | 0.0% | 2026-Q2 |
| Venture Visionary Partners LLC new | 4,867 | $205K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,544 | $150K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 3,414 | $144K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,354 | $99K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,957 | $83K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,544 | $65K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 1,005 | $42K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 748 | $32K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 550 | $23K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 501 | $21K | 0.0% | 2026-Q2 |
| WealthShield Partners, LLC | 263 | $11K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 232 | $10K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 180 | $8K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 147 | $6K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 64 | $3K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 26 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 21 | $866 | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 10 | $422 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 4 | $169 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $78 | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 1 | $25 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 0 | $20 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,311,338 | $91M | 10.3% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 34,800 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Talon Private Wealth, LLC trimmed | 26,958 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,202 | $323K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Town Capital LLC trimmed | 7,690 | $303K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cordgrass Capital Advisors, LLC new | 4,436 | $175K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 600 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 82 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Pandora Wealth, Inc. trimmed | 72,799 | $3M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| True Vision MN LLC trimmed | 21,308 | $789K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 19,252 | $712K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,383 | $384K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Betterment LLC added | 10,176 | $377K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Quantinno Capital Management LP new | 8,529 | $316K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Vanguard Personalized Indexing Management, LLC | 5,806 | $215K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC new | 1,797 | $67K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CHILTON CAPITAL MANAGEMENT LLC new | 953 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. new | 33 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Safe Harbor Fiduciary, LLC | 6 | $222 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Gladstone Institutional Advisory LLC new | 6,178 | $236K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BOKF, NA trimmed | 2,732 | $104K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC new | 130 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TCFG WEALTH MANAGEMENT, LLC new | 26,643 | $698 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthcare Advisory Partners LLC new | 25,143 | $908K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Advisor Resource Council trimmed | 8,953 | $323K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.