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Gerber LLC’s Opus Small Cap Value ETF OSCV Stock Holding History

Gerber LLC’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 		$1.38M Buy
32,739
+8,248
+34% +$337K 0.65% 24
2026
Q1 		$966K Buy
24,491
+8,164
+50% +$323K 0.54% 24
2025
Q4 		$605K Buy
+16,327
New +$611K 0.34% 35

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 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

Gerber LLC's OSCV Position: Q2 2026 in Review

Gerber LLC increased its Opus Small Cap Value ETF (OSCV) stake by 34% in Q2 2026, buying an estimated $337K and bringing the position to 32,739 shares worth $1.38M. The position accounts for 0.65% of the portfolio, ranked #24.

Gerber LLC first reported a position in OSCV in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Gerber LLC held 32,739 shares of Opus Small Cap Value ETF worth $1.38M as of Q2 2026.
  • Gerber LLC bought 8,248 Opus Small Cap Value ETF shares in Q2 2026, an estimated $337K.
  • Opus Small Cap Value ETF made up 0.65% of Gerber LLC's portfolio in Q2 2026, its #24 holding.
  • Gerber LLC first reported a position in Opus Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.