Skip to content

OPER ETF SER SOLUTIONS

Follow

CLEARSHS ULTRA (fund)

23 managers (24 13F filers) reported a position in OPER shares at 2026-03-31, 1,339,272 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
23
13F filers
24
New
7
Added
7
Reduced
6
Sold out
5
Shares held by filers
1,339,272

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Blueprint Investment Partners LLCgroup of 2 filers holding446,120$44.6M+431,617Timeline
U.S. Capital Wealth Advisors, LLC293,739$29.4M0.74%+26,07113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC264,680$26.5M0.01%+113,68913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC77,151$7.72M0.13%-5,68213F-HRTimelineGroup
Spartan Planning & Wealth Management56,818$5.69M4.21%+53,05813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED35,480$3.55M0.26%+49113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC35,361$3.54M0.4%-26213F-HRTimeline
Summit Financial, LLC34,976$3.5M0.04%new13F-HRTimeline
Teramo Advisors, LLC20,000$2M0.54%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,397$1.74M<0.01%+15,93213F-HR/ATimelineGroup
Platform Technology Partners10,225$1.02M0.2%new13F-HRTimeline
Insight Wealth Partners, LLC9,986$999K0.4%013F-HRTimeline
Thompson David Blair9,093$910K0.52%new13F-HRTimeline
LPL Financial LLC7,147$715K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,459$646K<0.01%-1,71213F-HRTimelineGroup
Magnus Financial Group LLC5,415$542K0.04%013F-HRTimeline
Retirement Planning Group, LLC3,086$309K0.01%-13,95613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,047$305K0.11%new13F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.2,286$229K0.06%-65513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors473$47.3K0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA295$30K<0.01%+12213F-HRTimelineGroup
AE Wealth Management LLC37$3.7K<0.01%-913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$110<0.01%013F-HRTimelineGroup