ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO)

CUSIP: 26922A727

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / CLEARSHS OCIO
Total 13F shares
316,782
Share change
-18,564
Total reported value
$10,515,765
Price per share
$33.19
Number of holders
9
Value change
-$616,298
Number of buys
5
Number of sells
5

Quarterly Holders Quick Answers

What is CUSIP 26922A727?
CUSIP 26922A727 identifies OCIO - ETF SER SOLUTIONS - CLEARSHS OCIO in SEC institutional holdings data.

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Institutional Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q1 2025

As of 31 Mar 2025, ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 316,782 shares. The largest 9 holders included ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc., Janney Montgomery Scott LLC, Atria Wealth Solutions, Inc., OLD MISSION CAPITAL LLC, MERCER GLOBAL ADVISORS INC /ADV, LPL Financial LLC, U.S. Capital Wealth Advisors, LLC, and Colonial Trust Co / SC. This page lists 9 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
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.