Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CLEARSHS OCIO
-
Total 13F shares
-
278,078
-
Share change
-
-38,704
-
Total reported value
-
$9,797,074
-
Price per share
-
$35.23
-
Number of holders
-
10
-
Value change
-
-$1,327,749
-
Number of buys
-
5
-
Number of sells
-
5
Institutional Holders of ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) as of Q2 2025
As of 30 Jun 2025,
ETF SER SOLUTIONS - CLEARSHS OCIO (OCIO) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
278,078 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Janney Montgomery Scott LLC, JANE STREET GROUP, LLC, OLD MISSION CAPITAL LLC, Envestnet Portfolio Solutions, Inc., Atria Wealth Solutions, Inc., U.S. Capital Wealth Advisors, LLC, Colonial Trust Co / SC, and OSAIC HOLDINGS, INC..
This page lists
10
institutional shareholders reporting positions in this security
for the Q2 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.