Q3 2025 13F Holders as of 30 Sep 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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367K
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Shares change
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+96.8K
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Total reported value, excl. options
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$13.6M
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Value change
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+$3.88M
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Number of buys
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4
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Number of sells
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-5
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Price
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$37.03
Significant Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q3 2025
12 filings reported holding OCIO - ETF SER SOLUTIONS - CLEARSHS OCIO as of Q3 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 367K shares
.
Largest 10 shareholders include Blueprint Investment Partners LLC (119K shares), Blueprint Financial Advisors LLC (119K shares), LPL Financial LLC (49K shares), JANE STREET GROUP, LLC (35.7K shares), Janney Montgomery Scott LLC (31.8K shares), U.S. Capital Wealth Advisors, LLC (6.74K shares), Colonial Trust Co / SC (5.29K shares), OSAIC HOLDINGS, INC. (200 shares), MORGAN STANLEY (1 shares), and ENVESTNET ASSET MANAGEMENT INC (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.