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 30 institutions that hold shares in the stock, with a total of 1.17 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
388,656
shares
|
$39 Million
1.58% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
279,875
shares
|
$28.1 Million
0.01% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 13, 2024 Q1 2024 |
104,792
shares
|
$10.5 Million
2.82% of portfolio
|
Q1 2024
Added 371.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
92,906
shares
|
$9.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 41.45%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
47,619
shares
|
$4.78 Million
1.31% of portfolio
|
Q2 2024
Added 8.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
44,206
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2024
Added 56.27%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
32,411
shares
|
$3.26 Million
0.45% of portfolio
|
Q1 2024
Added 5.02%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 08, 2024 Q1 2024 |
30,000
shares
|
$3.01 Million
1.17% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
27,773
shares
|
$2.79 Million
0.05% of portfolio
|
Q1 2024
Reduced 8.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
17,966
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
14,039
shares
|
$1.41 Million
0.17% of portfolio
|
Q1 2024
Reduced 25.05%
|
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
12,893
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2024
Added 8.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
11,992
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.92%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 13, 2024 Q1 2024 |
9,293
shares
|
$933,574
0.37% of portfolio
|
Q1 2024
Reduced 72.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
8,163
shares
|
$820,054
0.0% of portfolio
|
Q2 2024
Reduced 17.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
7,293
shares
|
$732,654
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
6,984
shares
|
$701,612
0.12% of portfolio
|
Q2 2024
Reduced 23.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,734
shares
|
$576,037
0.02% of portfolio
|
Q4 2023
Added 47.75%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,461
shares
|
$448,152
0.17% of portfolio
|
Q2 2022
Reduced 8.3%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 18, 2024 Q1 2024 |
3,756
shares
|
$377,327
0.13% of portfolio
|
Q1 2024
Reduced 96.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,431
shares
|
$344,678
0.0% of portfolio
|
Q1 2024
Reduced 36.11%
|
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
2,408
shares
|
$241,907
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,378
shares
|
$238,893
0.19% of portfolio
|
Q3 2023
Reduced 8.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
2,250
shares
|
$226,035
0.0% of portfolio
|
Q4 2023
Reduced 15.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,150
shares
|
$215,989
0.0% of portfolio
|
Q1 2024
New holding
|
|