AssetMark Inc
OSCV icon

AssetMark Inc’s Opus Small Cap Value ETF OSCV Stock Holding History

AssetMark Inc’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2K Buy
+550
New +$22.5K ﹤0.01% 2120

Other funds holding OSCV

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
SP
SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return

AssetMark Inc's OSCV Position: Q2 2026 in Review

AssetMark Inc opened a new position in Opus Small Cap Value ETF (OSCV) in Q2 2026: 550 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings.

40 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • AssetMark Inc held 550 shares of Opus Small Cap Value ETF worth $23.2K as of Q2 2026.
  • Opus Small Cap Value ETF was a new AssetMark Inc position in Q2 2026.
  • Opus Small Cap Value ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2120 holding.
  • 40 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.