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Institutional Ownership · SEC Form 13F

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.

71
Institutional holders
19,797,155
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Aptus Capital Advisors, LLC trimmed5,562,676$219M27.7%2026-Q1
Integrated Wealth Concepts LLC added2,311,338$91M11.5%2026-Q1
Diversified Enterprises, LLC added1,868,717$74M9.3%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC trimmed1,538,543$61M7.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added975,399$38M4.9%2026-Q1
Corient Private Wealth LLC trimmed931,290$37M4.6%2026-Q1
BROGAN FINANCIAL, INC. added817,618$32M4.1%2026-Q1
Second Line Capital, LLC added592,935$24M3.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added553,488$22M2.8%2026-Q1
First Heartland Consultants, Inc. added552,154$22M2.8%2026-Q1
Park Place Capital Corp added501,951$20M2.5%2026-Q1
Waterloo Capital, L.P. trimmed463,754$18M2.3%2026-Q1
Signal Advisors Wealth, LLC added273,404$11M1.4%2026-Q1
Clarus Group, Inc. trimmed268,489$11M1.3%2026-Q1
United Advisor Group, LLC added261,589$10M1.3%2026-Q1
6th Street Advisors, LLC new234,841$9M1.2%2026-Q1
SWS Partners trimmed231,124$9M1.2%2026-Q1
Financial Guidance Group, Inc. added166,592$7M0.8%2026-Q1
Advisory Services Network, LLC trimmed162,683$6M0.8%2026-Q1
MBE Wealth Management, LLC trimmed141,097$6M0.7%2026-Q1
LPL Financial LLC trimmed139,059$5M0.7%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed109,519$4M0.5%2026-Q1
Prime Capital Investment Advisors, LLC added87,817$3M0.4%2026-Q1
RENASANT BANK trimmed82,322$3M0.4%2026-Q1
Independent Advisor Alliance added82,269$3M0.4%2026-Q1
Cushing Capital Partners, LLC trimmed81,746$3M0.4%2026-Q1
MARIPAU WEALTH MANAGEMENT LLC added71,421$3M0.4%2026-Q1
CENTRAL TRUST Co trimmed61,517$2M0.3%2026-Q1
Regal Investment Advisors LLC added58,204$2M0.3%2026-Q1
Lord & Richards Wealth Management, LLC added53,688$2M0.3%2026-Q1
Savvy Advisors, Inc. trimmed49,694$2M0.2%2026-Q1
Mendel Money Management added45,677$2M0.2%2026-Q1
ONE PLUS ONE WEALTH MANAGEMENT, LLC added43,710$2M0.2%2026-Q1
TrueWealth Advisors, LLC trimmed35,709$1M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added35,233$1M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed34,800$1M0.2%2026-Q1
RFG Advisory, LLC new32,744$1M0.2%2026-Q1
Atria Investments, Inc trimmed32,417$1M0.2%2026-Q1
KFG WEALTH MANAGEMENT, LLC trimmed32,236$1M0.2%2026-Q1
Diversified Trust Co31,008$1M0.2%2026-Q1
Talon Private Wealth, LLC trimmed26,958$1M0.1%2026-Q1
GERBER, LLC added24,491$966K0.1%2026-Q1
Kestra Advisory Services, LLC trimmed24,418$963K0.1%2026-Q1
Second Half Financial Partners, LLC added20,192$796K0.1%2026-Q1
Visionary Horizons, LLC added16,608$655K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed11,598$457K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed10,167$401K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,202$323K0.0%2026-Q1
Heritage Wealth Management, Inc.7,830$309K0.0%2026-Q1
Strong Retirement Solutions LLC new5,908$233K0.0%2026-Q1
Retirement Planning Group, LLC trimmed5,556$219K0.0%2026-Q1
Cordgrass Capital Advisors, LLC new4,436$175K0.0%2026-Q1
Capital Investment Advisory Services, LLC added3,725$147K0.0%2026-Q1
Princeton Global Asset Management LLC added3,539$140K0.0%2026-Q1
JPMORGAN CHASE & CO2,374$92K0.0%2026-Q1
UBS Group AG added2,058$81K0.0%2026-Q1
Parallel Advisors, LLC added1,955$77K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added1,544$61K0.0%2026-Q1
Farther Finance Advisors, LLC new1,524$60K0.0%2026-Q1
WHITTIER TRUST CO1,005$40K0.0%2026-Q1
FIFTH THIRD BANCORP748$30K0.0%2026-Q1
MAI Capital Management600$24K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed284$11K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed281$11K0.0%2026-Q1
WealthShield Partners, LLC trimmed263$10K0.0%2026-Q1
SIGNATUREFD, LLC new188$7K0.0%2026-Q1
CoreCap Advisors, LLC trimmed146$6K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP new82$3K0.0%2026-Q1
MORGAN STANLEY1$770.0%2026-Q1
WELLS FARGO & COMPANY/MN added2$680.0%2026-Q1
Larson Financial Group LLC0$180.0%2026-Q1
Pandora Wealth, Inc. trimmed72,799$3M0.3%2025-Q4 stale
Wilian Securities, LLC new31,839$1M0.1%2025-Q4 stale
Wealthcare Advisory Partners LLC new25,143$908K0.1%2025-Q2 stale
True Vision MN LLC trimmed21,308$789K0.1%2025-Q4 stale
HRT FINANCIAL LP new19,252$712K0.1%2025-Q4 stale
CITADEL ADVISORS LLC added17,213$637K0.1%2025-Q4 stale
MERCER GLOBAL ADVISORS INC /ADV trimmed10,383$384K0.0%2025-Q4 stale
Betterment LLC added10,176$377K0.0%2025-Q4 stale
Brookwood Investment Group LLC new9,328$325K0.0%2025-Q1 stale
Advisor Resource Council trimmed8,953$323K0.0%2025-Q2 stale
Quantinno Capital Management LP new8,529$316K0.0%2025-Q4 stale
Gladstone Institutional Advisory LLC new6,178$236K0.0%2025-Q3 stale
Vanguard Personalized Indexing Management, LLC5,806$215K0.0%2025-Q4 stale
Global Retirement Partners, LLC added3,337$124K0.0%2025-Q4 stale
BOKF, NA trimmed2,732$104K0.0%2025-Q3 stale
OPTIMA CAPITAL LLC new1,797$67K0.0%2025-Q4 stale
CHILTON CAPITAL MANAGEMENT LLC new953$35K0.0%2025-Q4 stale
CWM, LLC new130$5K0.0%2025-Q3 stale
Rockefeller Capital Management L.P. new33$1K0.0%2025-Q4 stale
Concord Wealth Partners new26$9060.0%2025-Q1 stale
TCFG WEALTH MANAGEMENT, LLC new26,643$6980.0%2025-Q3 stale
Safe Harbor Fiduciary, LLC6$2220.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership