Institutional Ownership ETF Ser Solutions Clearshares (OPER)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OPER). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 1.13 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
376,283
shares
|
$37.8 Million
1.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
191,837
shares
|
$19.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
142,923
shares
|
$14.3 Million
2.7% of portfolio
|
Q4 2024
Added 1675.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
103,997
shares
|
$10.4 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
46,649
shares
|
$4.68 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
44,881
shares
|
$4.51 Million
4.25% of portfolio
|
Q4 2024
Added 7104.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
38,393
shares
|
$3.85 Million
0.5% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
36,291
shares
|
$3.64 Million
0.0% of portfolio
|
Q4 2024
Added 24.67%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Feb 10, 2025 Q4 2024 |
30,000
shares
|
$3.01 Million
0.93% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,190
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2024
Reduced 16.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
15,637
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
14,720
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
7,540
shares
|
$756,940
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,093
shares
|
$712,066
0.0% of portfolio
|
Q4 2024
Added 252.01%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,845
shares
|
$687,169
0.09% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
6,593
shares
|
$661,871
0.21% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,734
shares
|
$575,636
0.02% of portfolio
|
Q4 2023
Added 47.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,305
shares
|
$532,568
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
5,244
shares
|
$526,445
0.05% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,461
shares
|
$447,839
0.17% of portfolio
|
Q2 2022
Reduced 8.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,372
shares
|
$338,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
2,378
shares
|
$238,727
0.19% of portfolio
|
Q3 2023
Reduced 8.19%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,201
shares
|
$220,958
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,134
shares
|
$113,842
0.02% of portfolio
|
Q4 2024
Added 245.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,115
shares
|
$111,934
0.0% of portfolio
|
Q3 2024
Reduced 77.76%
|