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 378,797 shares, which have been reported (via 13F filing form) to have a value of $13.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
182,972
shares
|
$6.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,340
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
40,372
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
32,350
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
31,530
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
31,384
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,591
shares
|
$230,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,075
shares
|
$177,574
0.03% of portfolio
|
Q2 2024
Added 19.86%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,179
shares
|
$111,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4
shares
|
$139
0.0% of portfolio
|
Q3 2024
Reduced 78.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|