Who Owns OCIO?
ClearShares OCIO ETF — Institutional Ownership & 13F Holdings
$36.28
+0.36 (+1.00%)
Market Cap
$171.1M
Shares Outstanding
4,530,633
Institutional Holders
10
Total Inst. Value
$3.4M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
3
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Janney Montgomery Scott LLCNew | $1.0M | 31,534 |
| 2 | OLD MISSION CAPITAL LLCNew | $953K | 28,698 |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $585K | 17,627 |
| 4 | LPL Financial LLC | $407K | 12,266 |
| 5 | U.S. Capital Wealth Advisors, LLC | $231K | 6,962 |
| 6 | Colonial Trust Co / SC | $176K | 5,291 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5K | 150,297 |
| 8 | Envestnet Portfolio Solutions, Inc. | $1K | 33,069 |
| 9 | Atria Wealth Solutions, Inc. | $1K | 31,038 |
| 10 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Janney Montgomery Scott LLCNew | +32K | $1.0M |
| OLD MISSION CAPITAL LLCNew | +29K | $953K |
| LPL Financial LLC | +6K | $407K |
| U.S. Capital Wealth Advisors, LLC | +371 | $231K |
| Colonial Trust Co / SC | +216 | $176K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -31K | $5K |
| MERCER GLOBAL ADVISORS INC /ADV | -22K | $585K |
| Envestnet Portfolio Solutions, Inc. | -346 | $1K |
| Atria Wealth Solutions, Inc. | -346 | $1K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold OCIO?
As of Q1 2025, 10 institutional investors report holding OCIO (ClearShares OCIO ETF) in their 13F filings.
Which hedge fund owns the most OCIO?
The largest institutional holder of OCIO is Janney Montgomery Scott LLC with $1.0M in shares.
Are institutions buying or selling OCIO?
This quarter, 2 institutions opened new positions in OCIO and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.