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 374,915 shares, which have been reported (via 13F filing form) to have a value of $14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
119,479
shares
|
$4.46 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
119,164
shares
|
$4.45 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
48,995
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 47.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,699
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 30.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
31,798
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,553
shares
|
$281,802
0.01% of portfolio
|
Q2 2025
Reduced 75.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
6,735
shares
|
$251,282
0.01% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,291
shares
|
$197,407
0.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$7,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|