Who owns OSCV (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-Q1 13F filings. 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
26 tracked funds added or opened OSCV while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp 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 2025-Q4 and 2026-Q1, across 71 tracked filers holding OSCV, 37 increased or opened the position and 40 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 2025-Q4 and 2026-Q1 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 5
- ENVESTNET ASSET MANAGEMENT INC$38M
- 6th Street Advisors, LLC$9M
- GOLDMAN SACHS GROUP INC$1M
- RFG Advisory, LLC$1M
- Talon Private Wealth, LLC$1M
Full exits 5
- Pandora Wealth, Inc.$3M
- Wilian Securities, LLC$1M
- True Vision MN LLC$789K
- HRT FINANCIAL LP$712K
- CITADEL ADVISORS LLC$637K
Largest adds
- Integrated Wealth Concepts LLC$18M
- Diversified Enterprises, LLC$8M
- Aptus Capital Advisors, LLC$6M
- Second Line Capital, LLC$3M
- Signal Advisors Wealth, LLC$3M
- BROGAN FINANCIAL, INC.$2M
Largest trims
- KFG WEALTH MANAGEMENT, LLC$19M
- Corient Private Wealth LLC$4M
- Savvy Advisors, Inc.$4M
- TWO SIGMA INVESTMENTS, LP$1M
- SILVER OAK SECURITIES, INCORPORATED$965K
- Advisory Services Network, LLC$756K
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 trimmed | 5,562,676 | $219M | 27.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 2,311,338 | $91M | 11.5% | 2026-Q1 |
| Diversified Enterprises, LLC added | 1,868,717 | $74M | 9.3% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 1,538,543 | $61M | 7.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 975,399 | $38M | 4.9% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 931,290 | $37M | 4.6% | 2026-Q1 |
| BROGAN FINANCIAL, INC. added | 817,618 | $32M | 4.1% | 2026-Q1 |
| Second Line Capital, LLC added | 592,935 | $24M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 553,488 | $22M | 2.8% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 552,154 | $22M | 2.8% | 2026-Q1 |
| Park Place Capital Corp added | 501,951 | $20M | 2.5% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 463,754 | $18M | 2.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 273,404 | $11M | 1.4% | 2026-Q1 |
| Clarus Group, Inc. trimmed | 268,489 | $11M | 1.3% | 2026-Q1 |
| United Advisor Group, LLC added | 261,589 | $10M | 1.3% | 2026-Q1 |
| 6th Street Advisors, LLC new | 234,841 | $9M | 1.2% | 2026-Q1 |
| SWS Partners trimmed | 231,124 | $9M | 1.2% | 2026-Q1 |
| Financial Guidance Group, Inc. added | 166,592 | $7M | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 162,683 | $6M | 0.8% | 2026-Q1 |
| MBE Wealth Management, LLC trimmed | 141,097 | $6M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 139,059 | $5M | 0.7% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 109,519 | $4M | 0.5% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 87,817 | $3M | 0.4% | 2026-Q1 |
| RENASANT BANK trimmed | 82,322 | $3M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 82,269 | $3M | 0.4% | 2026-Q1 |
| Cushing Capital Partners, LLC trimmed | 81,746 | $3M | 0.4% | 2026-Q1 |
| MARIPAU WEALTH MANAGEMENT LLC added | 71,421 | $3M | 0.4% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 61,517 | $2M | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC added | 58,204 | $2M | 0.3% | 2026-Q1 |
| Lord & Richards Wealth Management, LLC added | 53,688 | $2M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 49,694 | $2M | 0.2% | 2026-Q1 |
| Mendel Money Management added | 45,677 | $2M | 0.2% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 43,710 | $2M | 0.2% | 2026-Q1 |
| TrueWealth Advisors, LLC trimmed | 35,709 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 35,233 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 34,800 | $1M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC new | 32,744 | $1M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 32,417 | $1M | 0.2% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 32,236 | $1M | 0.2% | 2026-Q1 |
| Diversified Trust Co | 31,008 | $1M | 0.2% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 26,958 | $1M | 0.1% | 2026-Q1 |
| GERBER, LLC added | 24,491 | $966K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 24,418 | $963K | 0.1% | 2026-Q1 |
| Second Half Financial Partners, LLC added | 20,192 | $796K | 0.1% | 2026-Q1 |
| Visionary Horizons, LLC added | 16,608 | $655K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 11,598 | $457K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,167 | $401K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,202 | $323K | 0.0% | 2026-Q1 |
| Heritage Wealth Management, Inc. | 7,830 | $309K | 0.0% | 2026-Q1 |
| Strong Retirement Solutions LLC new | 5,908 | $233K | 0.0% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 5,556 | $219K | 0.0% | 2026-Q1 |
| Cordgrass Capital Advisors, LLC new | 4,436 | $175K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 3,725 | $147K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC added | 3,539 | $140K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 2,374 | $92K | 0.0% | 2026-Q1 |
| UBS Group AG added | 2,058 | $81K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 1,955 | $77K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,544 | $61K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 1,524 | $60K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO | 1,005 | $40K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP | 748 | $30K | 0.0% | 2026-Q1 |
| MAI Capital Management | 600 | $24K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 284 | $11K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 281 | $11K | 0.0% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 263 | $10K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC new | 188 | $7K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 146 | $6K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 82 | $3K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $77 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2 | $68 | 0.0% | 2026-Q1 |
| Larson Financial Group LLC | 0 | $18 | 0.0% | 2026-Q1 |
| Pandora Wealth, Inc. trimmed | 72,799 | $3M | 0.3% | 2025-Q4 stale |
| Wilian Securities, LLC new | 31,839 | $1M | 0.1% | 2025-Q4 stale |
| Wealthcare Advisory Partners LLC new | 25,143 | $908K | 0.1% | 2025-Q2 stale |
| True Vision MN LLC trimmed | 21,308 | $789K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 19,252 | $712K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 17,213 | $637K | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,383 | $384K | 0.0% | 2025-Q4 stale |
| Betterment LLC added | 10,176 | $377K | 0.0% | 2025-Q4 stale |
| Brookwood Investment Group LLC new | 9,328 | $325K | 0.0% | 2025-Q1 stale |
| Advisor Resource Council trimmed | 8,953 | $323K | 0.0% | 2025-Q2 stale |
| Quantinno Capital Management LP new | 8,529 | $316K | 0.0% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC new | 6,178 | $236K | 0.0% | 2025-Q3 stale |
| Vanguard Personalized Indexing Management, LLC | 5,806 | $215K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 3,337 | $124K | 0.0% | 2025-Q4 stale |
| BOKF, NA trimmed | 2,732 | $104K | 0.0% | 2025-Q3 stale |
| OPTIMA CAPITAL LLC new | 1,797 | $67K | 0.0% | 2025-Q4 stale |
| CHILTON CAPITAL MANAGEMENT LLC new | 953 | $35K | 0.0% | 2025-Q4 stale |
| CWM, LLC new | 130 | $5K | 0.0% | 2025-Q3 stale |
| Rockefeller Capital Management L.P. new | 33 | $1K | 0.0% | 2025-Q4 stale |
| Concord Wealth Partners new | 26 | $906 | 0.0% | 2025-Q1 stale |
| TCFG WEALTH MANAGEMENT, LLC new | 26,643 | $698 | 0.0% | 2025-Q3 stale |
| Safe Harbor Fiduciary, LLC | 6 | $222 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.