Q3 2022 13F Holders as of 30 Sep 2022
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Type / Class
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Equity / CLEARSHS OCIO
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Number of holders
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6
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Total 13F shares, excl. options
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520K
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Shares change
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+22.5K
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Total reported value, excl. options
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$14.1M
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Value change
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+$559K
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Number of buys
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5
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Number of sells
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-4
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Price
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$27.20
Significant Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q3 2022
9 filings reported holding OCIO - ETF SER SOLUTIONS - CLEARSHS OCIO as of Q3 2022.
ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 520K shares
.
Largest 9 shareholders include ENVESTNET ASSET MANAGEMENT INC (220K shares), ADVISOR GROUP HOLDINGS, INC. (153K shares), Blueprint Investment Partners LLC (58.5K shares), Janney Montgomery Scott LLC (32.7K shares), Atria Wealth Solutions, Inc. (32.6K shares), MERCER GLOBAL ADVISORS INC /ADV (22.8K shares), Global Retirement Partners, LLC (0 shares), JANE STREET GROUP, LLC (0 shares), and UBS Group AG (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.