Mercer Global Advisors
OSCV icon

Mercer Global Advisors’s Opus Small Cap Value ETF OSCV Stock Holding History

Mercer Global Advisors’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
Q1 		– Sell
-10,383
Closed -$384K – 3310
2025
Q4 		$384K Sell
10,383
-1,642
-14% -$61.5K ﹤0.01% 2049
2025
Q3 		$460K Sell
12,025
-2,234
-16% -$83.7K ﹤0.01% 1802
2025
Q2 		$515K Sell
14,259
-15,066
-51% -$525K ﹤0.01% 1556
2025
Q1 		$1.02M Buy
+29,325
New +$1.07M ﹤0.01% 1136

Other funds holding OSCV

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Mercer Global Advisors's OSCV Position: Q1 2026 in Review

Mercer Global Advisors sold out of Opus Small Cap Value ETF (OSCV) in Q1 2026, closing a stake of 10,383 shares — an estimated $384K sold.

Mercer Global Advisors first reported a position in OSCV in Q1 2025 and held it in 4 quarters. The position peaked at $1.02M in Q1 2025. 74 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Mercer Global Advisors reported no remaining Opus Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 10,383 Opus Small Cap Value ETF shares in Q1 2026, an estimated $384K.
  • Mercer Global Advisors first reported a position in Opus Small Cap Value ETF in Q1 2025 and held it in 4 quarters.
  • Mercer Global Advisors's Opus Small Cap Value ETF position peaked at $1.02M in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.