IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clearshares Ultra-Short Matu (OPER)

CUSIP: 26922A453 | NYSE | 76 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Blueprint Investment Partners LLC155,793
1.3% of portfolio›$15.6M
Blueprint Financial Advisors LLC77,093
0.8% of portfolio›$7.7M
Apollon Wealth Management, LLC67,498
0.1% of portfolio›$6.8M
Spartan Planning & Wealth Management38,445
2.5% of portfolio›$3.8M
Oppenheimer Asset Management Inc.25,000
0.0% of portfolio›$2.5M
Teramo Advisors, LLC20,000
0.3% of portfolio›$2.0M
Insight Wealth Partners, LLC9,835
0.1% of portfolio›$984.5K
Platform Technology Partners9,592
0.2% of portfolio›$960.2K
Magnus Financial Group LLC9,093
0.1% of portfolio›$910.2K
Oppenheimer & Co Inc3,276
0.0% of portfolio›$327.9K
Legacy Financial Group, Inc.2,253
0.1% of portfolio›$225.5K
ATX Financial Planning, LLC2,117
0.1% of portfolio›$211.9K
US Bancorp \de\219
0.0% of portfolio›$21.9K
StyleTurnoverLocationFiled
Blueprint Investment Partners LLC
155,793$15.6M1.3%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
77,093$7.7M0.8%GARPMediumGreensboto, NC2026-10-28
Apollon Wealth Management, LLC
67,498$6.8M0.1%GrowthLowMount Pleasant, SC2026-10-23
Spartan Planning & Wealth Management
38,445$3.8M2.5%GrowthHighGreensboro, NC2026-10-13
Oppenheimer Asset Management Inc.
25,000$2.5M0.0%CoreMediumNew York, NY2026-10-27
Teramo Advisors, LLC
20,000$2.0M0.3%ETFVery LowNaples, FL2026-10-16
Insight Wealth Partners, LLC
9,835$984.5K0.1%ETFLowPlano, TX2026-10-26
Platform Technology Partners
9,592$960.2K0.2%CoreVery LowLocust Valley, NY2026-11-02
Magnus Financial Group LLC
9,093$910.2K0.1%ETFLowNew York, NY2026-10-21
Oppenheimer & Co Inc
3,276$327.9K0.0%CoreLowNew York, NY2026-10-26
Legacy Financial Group, Inc.
2,253$225.5K0.1%ETFLowTulsa, OK2026-10-21
ATX Financial Planning, LLC
2,117$211.9K0.1%ETFHighAustin, TX2026-10-14
US Bancorp \de\
219$21.9K0.0%IndexLowMinneapolis, MN2026-11-05