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Funds Holding OSCV

On this page, we present all of the funds holding OSCV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OSCV, with a link to that fund's top holdings. The next columns indicate the amount of OSCV stock held by each of the funds holding OSCV, followed by the OSCV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 31 funds holding OSCV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Aptus Capital Advisors LLC. For more details on the positions held by Aptus Capital Advisors LLC (or by any of the other funds holding OSCV), click the fund name in the "Holder" column of the funds-holding-OSCV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Aptus Capital Advisors LLC3,309,386$111,099 12/31/2023
     OSCV3,309,386$111,099 12/31/2023
Guardian Wealth Advisors LLC NC1,293,516$43,425 12/31/2023
     OSCV1,293,516$43,425 12/31/2023
Sugarloaf Wealth Management LLC731,624$26,309 03/31/2024
     OSCV731,624$26,309 03/31/2024
First Heartland Consultants Inc.485,739$16,307 12/31/2023
     OSCV485,739$16,307 12/31/2023
Raymond James Financial Services Advisors Inc.445,335$16,014 03/31/2024
     OSCV445,335$16,014 03/31/2024
Brogan Financial Inc.438,778$14,730 12/31/2023
     OSCV438,778$14,730 12/31/2023
Second Line Capital LLC368,013$12,355 12/31/2023
     OSCV368,013$12,355 12/31/2023
Waterloo Capital L.P.272,185$9,138 12/31/2023
     OSCV272,185$9,138 12/31/2023
ORG Partners LLC182,031$6,111 12/31/2023
     OSCV182,031$6,111 12/31/2023
Advisory Services Network LLC160,167$5,377 12/31/2023
     OSCV160,167$5,377 12/31/2023
Envestnet Asset Management Inc.159,389$5,351 12/31/2023
     OSCV159,389$5,351 12/31/2023
Spotlight Asset Group Inc.138,986$4,666 12/31/2023
     OSCV138,986$4,666 12/31/2023
CENTRAL TRUST Co111,711$4,017 03/31/2024
     OSCV111,711$4,017 03/31/2024
TrueWealth Advisors LLC82,443$2,965 03/31/2024
     OSCV82,443$2,965 03/31/2024
Park Place Capital Corp69,116$2,485 03/31/2024
     OSCV69,116$2,485 03/31/2024
SILVER OAK SECURITIES Inc52,398$1,759 12/31/2023
     OSCV52,398$1,759 12/31/2023
Integrated Wealth Concepts LLC51,314$1,723 12/31/2023
     OSCV51,314$1,723 12/31/2023
MBE Wealth Management LLC38,023$1,367 03/31/2024
     OSCV38,023$1,367 03/31/2024
One One Wealth Management LLC32,303$1,162 03/31/2024
     OSCV32,303$1,162 03/31/2024
Citadel Advisors LLC26,530$891 12/31/2023
     OSCV26,530$891 12/31/2023
LPL Financial LLC19,662$660 12/31/2023
     OSCV19,662$660 12/31/2023
Atomi Financial Group Inc.16,205$544 12/31/2023
     OSCV16,205$544 12/31/2023
Raymond James & Associates14,968$538 03/31/2024
     OSCV14,968$538 03/31/2024
Advisor Resource Council13,543$455 03/31/2024
     OSCV13,543$455 03/31/2024
Signal Advisors Wealth LLC6,547$235 03/31/2024
     OSCV6,547$235 03/31/2024
Global Retirement Partners LLC3,970$143 03/31/2024
     OSCV3,970$143 03/31/2024
JPMorgan Chase & Co.1,597$54 12/31/2023
     OSCV1,597$54 12/31/2023
Royal Bank of Canada787$26 12/31/2023
     OSCV787$26 12/31/2023
UBS Group AG461$15 12/31/2023
     OSCV461$15 12/31/2023
Capital Investment Advisory Services LLC244$9 03/31/2024
     OSCV244$9 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     OSCV1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     OSCV0$0 12/31/2023

See Summary: Institutional Holders of OSCV
See Details: Top 10 Hedge Funds Holding OSCV
Also See: OSCV Holdings Changes

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