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 8 institutions that hold shares in the stock, with a total of 321,033 shares, which have been reported (via 13F filing form) to have a value of $11 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
186,143
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
36,102
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Added 91.87%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
34,575
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
34,311
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 3.85%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
24,808
shares
|
$849,922
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
5,075
shares
|
$173,869
0.03% of portfolio
|
Q2 2024
Added 19.86%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
19
shares
|
$650
0.0% of portfolio
|
Q2 2024
Reduced 42.42%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|