Q2 2025 13F Holders as of 30 Jun 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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10
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Total 13F shares, excl. options
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278K
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Shares change
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-38.7K
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Total reported value, excl. options
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$9.8M
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Value change
-
-$1.33M
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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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$35.23
Significant Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q2 2025
11 filings reported holding OCIO - ETF SER SOLUTIONS - CLEARSHS OCIO as of Q2 2025.
ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 278K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (142K shares), LPL Financial LLC (33.2K shares), Janney Montgomery Scott LLC (31.8K shares), JANE STREET GROUP, LLC (27.3K shares), OLD MISSION CAPITAL LLC (14K shares), Envestnet Portfolio Solutions, Inc. (9.52K shares), Atria Wealth Solutions, Inc. (7.55K shares), U.S. Capital Wealth Advisors, LLC (7.03K shares), Colonial Trust Co / SC (5.29K shares), and OSAIC HOLDINGS, INC. (200 shares).
This table shows the top 10 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.