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 29 institutions that hold shares in the stock, with a total of 921,242 shares, which have been reported (via 13F filing form) to have a value of $92.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
355,937
shares
|
$35.6 Million
1.16% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
169,431
shares
|
$17 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
103,026
shares
|
$10.3 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
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%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
41,220
shares
|
$4.13 Million
0.89% of portfolio
|
Q1 2025
Reduced 71.16%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
35,951
shares
|
$3.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
30,000
shares
|
$3 Million
0.94% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
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
|
Apr 10, 2025 Q1 2025 |
18,557
shares
|
$1.86 Million
0.12% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,601
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 57.01%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
12,928
shares
|
$1.29 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
12,052
shares
|
$1.21 Million
1.22% of portfolio
|
Q1 2025
Reduced 73.15%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
10,454
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
Added 52.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,435
shares
|
$944,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
6,733
shares
|
$673,838
0.01% of portfolio
|
Q1 2025
Reduced 56.94%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,734
shares
|
$573,858
0.02% of portfolio
|
Q4 2023
Added 47.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
5,399
shares
|
$540,331
0.05% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
4,981
shares
|
$498,498
0.16% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,461
shares
|
$446,456
0.17% of portfolio
|
Q2 2022
Reduced 8.3%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,621
shares
|
$262,309
0.0% of portfolio
|
Q1 2025
Added 438.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,616
shares
|
$261,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,378
shares
|
$237,990
0.19% of portfolio
|
Q3 2023
Reduced 8.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
708
shares
|
$70,856
0.0% of portfolio
|
Q1 2025
Added 86.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
382
shares
|
$38,230
0.0% of portfolio
|
Q1 2025
Reduced 65.74%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
280
shares
|
$28,022
0.0% of portfolio
|
Q1 2025
New holding
|