OPER Institutional Ownership
ClearShares Ultra-Short Maturity ETF
1W: +0.1%
1M: +0.2%
3M: +0.3%
YTD: +0.8%
1Y: +0.7%
3Y: +11.0%
5Y: +17.5%
$100.31
+0.01 (+0.01%)
Weekly Expected Move ±0.0%
$100
$100
$100
$100
$100
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OPER
27
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
115M
Total Invested
5
New Positions
5
Increased
13
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Arax Advisory Partners NEW | 301,756 | 30M | — | +0.0% | 1Q | SEC ↗ |
| 2 | U.S. Capital Wealth Advisors, LLC | 293,739 | 29M | +26,071 | +9.7% | 19Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 272,382 | 27M | +7,702 | +2.9% | 23Q | SEC ↗ |
| 4 | Blueprint Investment Partners LLC | 148,994 | 15M | -145,985 | -49.5% | 4Q | SEC ↗ |
| 5 | Blueprint Financial Advisors LLC | 74,237 | 7M | -76,904 | -50.9% | 2Q | SEC ↗ |
| 6 | Apollon Wealth Management, LLC | 72,967 | 7M | -4,184 | -5.4% | 7Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC NEW | 59,397 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Spartan Planning & Wealth Management | 37,329 | 4M | -19,489 | -34.3% | 3Q | SEC ↗ |
| 9 | SILVER OAK SECURITIES, INCORPORATED | 35,682 | 4M | +202 | +0.6% | 6Q | SEC ↗ |
| 10 | SIGNET FINANCIAL MANAGEMENT, LLC | 35,361 | 4M | -262 | -0.7% | 13Q | SEC ↗ |
| 11 | Summit Financial, LLC | 34,369 | 3M | -607 | -1.7% | 2Q | SEC ↗ |
| 12 | Teramo Advisors, LLC | 20,000 | 2M | — | +0.0% | 19Q | SEC ↗ |
| 13 | FLOW TRADERS U.S. LLC NEW | 17,247 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC NEW | 16,256 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Platform Technology Partners | 14,043 | 1M | +3,818 | +37.3% | 2Q | SEC ↗ |
| 16 | Magnus Financial Group LLC | 12,224 | 1M | +6,809 | +125.7% | 22Q | SEC ↗ |
| 17 | Insight Wealth Partners, LLC | 9,385 | 941K | -601 | -6.0% | 13Q | SEC ↗ |
| 18 | Thompson David Blair | 7,610 | 763K | -1,483 | -16.3% | 2Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,787 | 681K | +328 | +5.1% | 6Q | SEC ↗ |
| 20 | LPL Financial LLC | 2,596 | 260K | -4,551 | -63.7% | 2Q | SEC ↗ |
| 21 | LEGACY FINANCIAL GROUP, INC. | 2,286 | 229K | — | +0.0% | 15Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 1,058 | 106K | -16,339 | -93.9% | 6Q | SEC ↗ |
| 23 | Colonial Trust Co / SC | 330 | 33K | -143 | -30.2% | 2Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 295 | 30K | — | +0.0% | 17Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. NEW | 59 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 26 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 11Q | SEC ↗ |
| 27 | AE Wealth Management LLC | 0 | 0K | -37 | -100.0% | 2Q | SEC ↗ |
| 28 | ATX Financial Planning, LLC | 0 | 0K | -2,977 | -100.0% | 1Q | SEC ↗ |
| 29 | Prosperity Financial Group, Inc. | 0 | 0K | -3,047 | -100.0% | 1Q | SEC ↗ |
| 30 | UBS Group AG | 0 | 0K | -170 | -100.0% | 2Q | SEC ↗ |
| 31 | Retirement Planning Group, LLC | 0 | 0K | -3,086 | -100.0% | 10Q | SEC ↗ |
| 32 | Advisors Preferred, LLC | 0 | 0K | -484 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 301,756 | 30M |
| CITADEL ADVISORS LLC | 59,397 | 6M |
| FLOW TRADERS U.S. LLC | 17,247 | 2M |
| JANE STREET GROUP, LLC | 16,256 | 2M |
| OSAIC HOLDINGS, INC. | 59 | 6K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Retirement Planning Group, LLC | 3,086 | 310K |
| Prosperity Financial Group, Inc. | 3,047 | 306K |
| ATX Financial Planning, LLC | 2,977 | 299K |
| Advisors Preferred, LLC | 484 | 49K |
| UBS Group AG | 170 | 17K |
| AE Wealth Management LLC | 37 | 4K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | +26,071 | +9.7% | 293,739 |
| ENVESTNET ASSET MANAGEMENT INC | +7,702 | +2.9% | 272,382 |
| Magnus Financial Group LLC | +6,809 | +125.7% | 12,224 |
| Platform Technology Partners | +3,818 | +37.3% | 14,043 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +328 | +5.1% | 6,787 |
| SILVER OAK SECURITIES, INCORPORATED | +202 | +0.6% | 35,682 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Blueprint Investment Partners LLC | -145,985 | -49.5% | 148,994 |
| Blueprint Financial Advisors LLC | -76,904 | -50.9% | 74,237 |
| Spartan Planning & Wealth Managemen | -19,489 | -34.3% | 37,329 |
| JPMORGAN CHASE & CO | -16,339 | -93.9% | 1,058 |
| LPL Financial LLC | -4,551 | -63.7% | 2,596 |
| Apollon Wealth Management, LLC | -4,184 | -5.4% | 72,967 |
| Thompson David Blair | -1,483 | -16.3% | 7,610 |
| Summit Financial, LLC | -607 | -1.7% | 34,369 |
| Insight Wealth Partners, LLC | -601 | -6.0% | 9,385 |
| SIGNET FINANCIAL MANAGEMENT, LLC | -262 | -0.7% | 35,361 |
| Colonial Trust Co / SC | -143 | -30.2% | 330 |