Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
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Equity / CLEARSHS OCIO
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Number of holders
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8
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Total 13F shares, excl. options
-
304K
-
Shares change
-
-32.4K
-
Total reported value, excl. options
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$9.73M
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Value change
-
-$1.04M
-
Number of buys
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1
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Number of sells
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-7
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Price
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$32.01
Significant Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q1 2024
9 filings reported holding OCIO - ETF SER SOLUTIONS - CLEARSHS OCIO as of Q1 2024.
ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 304K shares
.
Largest 9 shareholders include ENVESTNET ASSET MANAGEMENT INC (170K shares), Envestnet Portfolio Solutions, Inc. (34.8K shares), Janney Montgomery Scott LLC (33K shares), Atria Wealth Solutions, Inc. (25.1K shares), MERCER GLOBAL ADVISORS INC /ADV (18.8K shares), JANE STREET GROUP, LLC (18K shares), Colonial Trust Co / SC (4.23K shares), UBS Group AG (33 shares), and OSAIC HOLDINGS, INC. (0 shares).
This table shows the top 8 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.