OCIO ETF SER SOLUTIONS
FollowCLEARSHS OCIO (fund)
7 managers (8 13F filers) reported a position in OCIO shares at 2025-12-31, 393,442 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 8
- New
- 0
- Added
- 4
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 393,442
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 269,939 | $9.36M | +31,296 | Timeline
| |
| LPL Financial LLC | 47,682 | $1.65M | <0.01% | -1,313 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 39,762 | $1.38M | <0.01% | +4,063 | 13F-HRTimelineGroup |
| Janney Montgomery Scott LLC | 32,162 | $1.12M | <0.01% | +364 | 13F-HRTimeline |
| Colonial Trust Co / SCin group Colonial Trust Advisors | 3,696 | $128K | 0.02% | -1,595 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 200 | $6.98K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $49 | <0.01% | 0 | 13F-HR/ATimelineGroup |