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 31 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
376,283
shares
|
$37.7 Million
1.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
215,491
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
103,997
shares
|
$10.4 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
60,440
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Added 809.69%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
46,649
shares
|
$4.67 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
44,881
shares
|
$4.49 Million
4.25% of portfolio
|
Q4 2024
Added 7104.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
38,393
shares
|
$3.84 Million
0.5% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
34,400
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
Nov 01, 2024 Q3 2024 |
30,000
shares
|
$3 Million
0.98% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
29,109
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Added 1284.17%
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
16,724
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
13,065
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,672
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
8,050
shares
|
$805,966
0.18% of portfolio
|
Q3 2024
Reduced 93.84%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,984
shares
|
$699,238
0.14% of portfolio
|
Q2 2024
Reduced 23.13%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
6,840
shares
|
$684,820
0.23% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,734
shares
|
$574,088
0.02% of portfolio
|
Q4 2023
Added 47.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,305
shares
|
$531,136
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
5,244
shares
|
$525,029
0.05% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,461
shares
|
$446,635
0.17% of portfolio
|
Q2 2022
Reduced 8.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,647
shares
|
$365,137
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,378
shares
|
$238,085
0.19% of portfolio
|
Q3 2023
Reduced 8.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,015
shares
|
$201,741
0.0% of portfolio
|
Q3 2024
Reduced 75.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,115
shares
|
$111,633
0.0% of portfolio
|
Q3 2024
Reduced 77.76%
|