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 26 institutions that hold shares in the stock, with a total of 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
365,209
shares
|
$36.6 Million
1.14% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
166,836
shares
|
$16.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
104,295
shares
|
$10.5 Million
0.22% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
98,162
shares
|
$9.84 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
50,924
shares
|
$5.11 Million
0.45% of portfolio
|
Q2 2025
Added 18087.14%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
46,649
shares
|
$4.68 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
35,521
shares
|
$3.56 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
30,000
shares
|
$3.01 Million
0.85% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,190
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2024
Reduced 16.5%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
20,013
shares
|
$2.01 Million
0.12% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,893
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Added 79.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
11,717
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,853
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,109
shares
|
$813,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,734
shares
|
$574,948
0.02% of portfolio
|
Q4 2023
Added 47.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,399
shares
|
$541,357
0.05% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,461
shares
|
$447,304
0.17% of portfolio
|
Q2 2022
Reduced 8.3%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,025
shares
|
$403,586
0.12% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
3,922
shares
|
$393,258
0.01% of portfolio
|
Q2 2025
Reduced 41.75%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
3,837
shares
|
$384,735
0.34% of portfolio
|
Q2 2025
Reduced 68.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,616
shares
|
$262,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,378
shares
|
$238,442
0.19% of portfolio
|
Q3 2023
Reduced 8.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
883
shares
|
$88,538
0.0% of portfolio
|
Q2 2025
Added 131.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
75
shares
|
$7,520
0.0% of portfolio
|
Q2 2025
Reduced 89.41%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$100
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|