Institutional shares held 374,915
0 calls
0 puts
Total value of holdings $14M
$0 calls
$0 puts
# of Institutions 11


Latest Institutional Activity in OCIO

Top Purchases

Q3 2025
Blueprint Investment Partners LLC Shares Held: 119K ($4.46M)
Q3 2025
Blueprint Financial Advisors LLC Shares Held: 119K ($4.45M)
Q3 2025
Lpl Financial LLC Shares Held: 49K ($1.83M)
Q3 2025
Jane Street Group, LLC Shares Held: 35.7K ($1.33M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 200 ($7.46K)

Top Sells

Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 6.74K ($251K)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 31.8K ($1.19M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 9.52K ($355K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 7.55K ($282K)
Q2 2025
Old Mission Capital LLC Shares Held: 14K ($523K)

About OCIO

Track Institutional and Insider Activities on OCIO

Follow ETF SER SOLUTIONS CLEARSHARES and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells OCIO shares.

Notify only if

Insider Trading

Get notified when an ETF Ser Solutions Clearshares insider buys or sells OCIO shares.

Notify only if

News

Receive news related to ETF SER SOLUTIONS CLEARSHARES

Track Activities on OCIO