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Clearshares Ocio ETF (OCIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blueprint Investment Partners LLC
DECREASED
Shares99,108 from 150,565
Change-51,457 (-34%)
Value$3.7M (-$2.0M)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares98,793 from 150,250
Change-51,457 (-34%)
Value$3.7M (-$2.0M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares63,461 from 60,436
Change+3,025 (+5%)
Value$2.4M (+$109.9K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED
Shares41,714 from 35,119
Change+6,595 (+19%)
Value$1.6M (+$246.4K)
Filed 2026-10-19
Jane Street Group, LLC
N/A
Shares— from 41,049
Change-41,049 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,894
Change-38,894 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
UBS Group AG
N/A
Shares— from 105
Change-105 (-100%)
Value—
Status
Blueprint Investment Partners LLC
DECREASED99,108150,565-51,457-34%$5.7M$3.7M-$2.0M2026-10-28
Blueprint Financial Advisors LLC
DECREASED98,793150,250-51,457-34%$5.7M$3.7M-$2.0M2026-10-28
LPL Financial LLC
INCREASED63,46160,436+3,025+5%$2.3M$2.4M+$109.9K2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED41,71435,119+6,595+19%$1.3M$1.6M+$246.4K2026-10-19
Jane Street Group, LLC
N/A—41,049-41,049-100%$1.6M———
Janney Montgomery Scott LLC
N/A—38,894-38,894-100%$1.5M———
Colonial Trust Co / SC
N/A—4,156-4,156-100%$157.1K———
UBS Group AG
N/A—105-105-100%$4.0K———
Showing 8 of 8 institutions