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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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. 72 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.
  • 72 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.