Institutional Ownership ETF Ser Solutions Clearshares (OPER)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OPER). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 970,421 shares, which have been reported (via 13F filing form) to have a value of $97.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
365,209
shares
|
$36.6 Million
1.14% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
166,836
shares
|
$16.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
104,295
shares
|
$10.5 Million
0.22% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
50,924
shares
|
$5.1 Million
0.45% of portfolio
|
Q2 2025
Added 18087.14%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
46,649
shares
|
$4.68 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
41,220
shares
|
$4.13 Million
0.89% of portfolio
|
Q1 2025
Reduced 71.16%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
35,521
shares
|
$3.56 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
30,000
shares
|
$3.01 Million
0.94% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,190
shares
|
$2.32 Million
0.04% of portfolio
|
Q2 2024
Reduced 16.5%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
20,013
shares
|
$2.01 Million
0.12% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,601
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.01%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
12,928
shares
|
$1.3 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,853
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,435
shares
|
$945,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
6,733
shares
|
$674,781
0.01% of portfolio
|
Q1 2025
Reduced 56.94%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,734
shares
|
$574,661
0.02% of portfolio
|
Q4 2023
Added 47.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,399
shares
|
$541,087
0.05% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
4,981
shares
|
$499,195
0.16% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,461
shares
|
$447,081
0.17% of portfolio
|
Q2 2022
Reduced 8.3%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,837
shares
|
$384,544
0.34% of portfolio
|
Q2 2025
Reduced 68.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,616
shares
|
$262,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,378
shares
|
$238,323
0.19% of portfolio
|
Q3 2023
Reduced 8.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
708
shares
|
$70,955
0.0% of portfolio
|
Q1 2025
Added 86.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
382
shares
|
$38,284
0.0% of portfolio
|
Q4 2024
Added 131.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
258
shares
|
$25,856
0.0% of portfolio
|
Q1 2025
Reduced 13.71%
|