OCIO Institutional Ownership
ClearShares OCIO ETF
1W: -0.7%
1M: +0.2%
3M: +0.4%
YTD: +8.2%
1Y: +1.7%
3Y: +37.0%
5Y: +29.2%
$37.81
+0.00 (+0.00%)
Weekly Expected Move ±1.3%
$37
$37
$38
$38
$39
Overview
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Institutional Ownership — OCIO
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
1
New Positions
7
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 150,565 | 6M | +7,831 | +5.5% | 4Q | SEC ↗ |
| 2 | Blueprint Financial Advisors LLC | 150,250 | 6M | +7,831 | +5.5% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 60,436 | 2M | +6,014 | +11.1% | 7Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 41,049 | 2M | +17,592 | +75.0% | 5Q | SEC ↗ |
| 5 | Janney Montgomery Scott LLC | 38,894 | 1M | +6,517 | +20.1% | 18Q | SEC ↗ |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | 35,119 | 1M | +18,687 | +113.7% | 2Q | SEC ↗ |
| 7 | Colonial Trust Co / SC | 4,156 | 157K | — | +0.0% | 15Q | SEC ↗ |
| 8 | Integrated Wealth Concepts LLC NEW | 346 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 9 | UBS Group AG | 105 | 4K | +96 | +1066.7% | 2Q | SEC ↗ |
| 10 | MORGAN STANLEY | 0 | 0K | -2 | -100.0% | 6Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 0 | 0K | -200 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 346 | 13K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | 200 | 8K |
| MORGAN STANLEY | 2 | 0K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LAUREL OAK WEALTH MANAGEMENT, LLC | +18,687 | +113.7% | 35,119 |
| JANE STREET GROUP, LLC | +17,592 | +75.0% | 41,049 |
| Blueprint Financial Advisors LLC | +7,831 | +5.5% | 150,250 |
| Blueprint Investment Partners LLC | +7,831 | +5.5% | 150,565 |
| Janney Montgomery Scott LLC | +6,517 | +20.1% | 38,894 |
| LPL Financial LLC | +6,014 | +11.1% | 60,436 |
| UBS Group AG | +96 | +1066.7% | 105 |
Biggest Decreases (0)
None.