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 277,879 shares, which have been reported (via 13F filing form) to have a value of $10 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
142,114
shares
|
$5.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
33,179
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 170.5%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
31,819
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,342
shares
|
$984,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
14,030
shares
|
$505,080
0.0% of portfolio
|
Q2 2025
Reduced 51.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,519
shares
|
$342,684
0.0% of portfolio
|
Q2 2025
Reduced 71.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,553
shares
|
$271,908
0.01% of portfolio
|
Q2 2025
Reduced 75.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,031
shares
|
$253,116
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,291
shares
|
$190,476
0.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$36
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
|