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 316,783 shares, which have been reported (via 13F filing form) to have a value of $10.6 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%
|
|
|
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 |
May 09, 2025 Q1 2025 |
31,038
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
28,698
shares
|
$956,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,627
shares
|
$587,331
0.0% of portfolio
|
Q1 2025
Reduced 55.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,266
shares
|
$408,703
0.0% of portfolio
|
Q1 2025
Added 99.35%
|
|
|
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%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,291
shares
|
$176,296
0.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|