OCIO ETF SER SOLUTIONS
FollowCLEARSHS OCIO (fund)
8 managers (9 13F filers) reported a position in OCIO shares at 2026-06-30, 480,920 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 9
- New
- 1
- Added
- 7
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 480,920
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLCgroup of 2 filers holding | 300,815 | $11.4M | +15,662 | Timeline
| |
| LPL Financial LLC | 60,436 | $2.28M | <0.01% | +6,014 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 41,049 | $1.55M | <0.01% | +17,592 | 13F-HRTimelineGroup |
| Janney Montgomery Scott LLC | 38,894 | $1.47M | <0.01% | +6,517 | 13F-HRTimeline |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 35,119 | $1.33M | 0.19% | +18,687 | 13F-HRTimeline |
| Colonial Trust Co / SCin group Colonial Trust Advisors | 4,156 | $157K | 0.02% | 0 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 346 | $13.1K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 105 | $3.97K | <0.01% | +96 | 13F-HRTimelineGroup |