Q4 2024 13F Holders as of 31 Dec 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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9
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Total 13F shares, excl. options
-
335K
-
Shares change
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-37.5K
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Total reported value, excl. options
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$11.4M
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Value change
-
-$1.28M
-
Number of buys
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5
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Number of sells
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-5
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Price
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$33.95
Significant Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q4 2024
11 filings reported holding OCIO - ETF SER SOLUTIONS - CLEARSHS OCIO as of Q4 2024.
ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 335K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (181K shares), MERCER GLOBAL ADVISORS INC /ADV (39.9K shares), Envestnet Portfolio Solutions, Inc. (33.4K shares), Janney Montgomery Scott LLC (31.5K shares), Atria Wealth Solutions, Inc. (31.4K shares), U.S. Capital Wealth Advisors, LLC (6.59K shares), LPL Financial LLC (6.15K shares), Colonial Trust Co / SC (5.08K shares), UBS Group AG (104 shares), and BANK OF MONTREAL /CAN/ (0 shares).
This table shows the top 9 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.