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 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
392,366
shares
|
$39.3 Million
1.48% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
215,491
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
130,727
shares
|
$13.1 Million
3.24% of portfolio
|
Q2 2024
Added 24.75%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
47,619
shares
|
$4.77 Million
1.31% of portfolio
|
Q2 2024
Added 8.42%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
37,150
shares
|
$3.72 Million
0.48% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Nov 01, 2024 Q3 2024 |
30,000
shares
|
$3.01 Million
0.98% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,363
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2024
Added 46.74%
|
|
|
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
|
Oct 10, 2024 Q3 2024 |
13,065
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
7,940
shares
|
$795,746
0.3% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
6,984
shares
|
$699,936
0.12% of portfolio
|
Q2 2024
Reduced 23.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,644
shares
|
$665,861
0.0% of portfolio
|
Q2 2024
Reduced 92.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
5,845
shares
|
$585,785
0.01% of portfolio
|
Q2 2024
Reduced 19.85%
|
|
|
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 |
Oct 15, 2024 Q3 2024 |
5,637
shares
|
$564,940
0.06% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
5,013
shares
|
$502,402
0.0% of portfolio
|
Q2 2024
Reduced 58.2%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,461
shares
|
$447,081
0.17% of portfolio
|
Q2 2022
Reduced 8.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
3,568
shares
|
$357,584
0.0% of portfolio
|
Q2 2024
Added 65.95%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,378
shares
|
$238,323
0.19% of portfolio
|
Q3 2023
Reduced 8.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
2,103
shares
|
$210,762
0.0% of portfolio
|
Q2 2024
Reduced 95.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,015
shares
|
$201,943
0.0% of portfolio
|
Q3 2024
Reduced 75.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
1,599
shares
|
$160,251
0.0% of portfolio
|
Q1 2024
Added 114.57%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
899
shares
|
$90,097
0.02% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
623
shares
|
$62,437
0.07% of portfolio
|
Q4 2023
Reduced 99.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
299
shares
|
$29,965
0.0% of portfolio
|
Q1 2024
Added 3.68%
|