Q1 2025 13F Holders as of 31 Mar 2025
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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
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317K
-
Shares change
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-18.6K
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Total reported value, excl. options
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$10.5M
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Value change
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-$616K
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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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$33.19
Significant Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q1 2025
10 filings reported holding OCIO - ETF SER SOLUTIONS - CLEARSHS OCIO as of Q1 2025.
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 317K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (150K shares), Envestnet Portfolio Solutions, Inc. (33.1K shares), Janney Montgomery Scott LLC (31.5K shares), Atria Wealth Solutions, Inc. (31K shares), OLD MISSION CAPITAL LLC (28.7K shares), MERCER GLOBAL ADVISORS INC /ADV (17.6K shares), LPL Financial LLC (12.3K shares), U.S. Capital Wealth Advisors, LLC (6.96K shares), Colonial Trust Co / SC (5.29K shares), and UBS Group AG (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.