Institutional Ownership ETF Ser Solutions Clearshares (OCIO)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OCIO). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 304,476 shares, which have been reported (via 13F filing form) to have a value of $10.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
150,297
shares
|
$5.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
39,897
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
33,069
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
31,534
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
31,384
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
6,962
shares
|
$231,973
0.01% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,153
shares
|
$205,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,075
shares
|
$169,099
0.03% of portfolio
|
Q2 2024
Added 19.86%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
104
shares
|
$3,465
0.0% of portfolio
|
Q4 2024
Added 2500.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|