10 institutions reported holding $14.2M of CLEARSHS OICO ETF (OCIO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Blueprint Investment Partners LLC ($4.9M), Blueprint Financial Advisors LLC ($4.9M), LPL Financial LLC ($1.9M), Janney Montgomery Scott LLC ($1.1M), JANE STREET GROUP, LLC ($799,396). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | $4.9M | 142,734 | Added |
| 2 | Blueprint Financial Advisors LLC | $4.9M | 142,419 | Added |
| 3 | LPL Financial LLC | $1.9M | 54,422 | Added |
| 4 | Janney Montgomery Scott LLC | $1.1M | 32,377 | Added |
| 5 | JANE STREET GROUP, LLC | $799,396 | 23,457 | Trimmed |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | $559,989 | 16,432 | New |
| 7 | Colonial Trust Co / SC | $141,633 | 4,156 | Added |
| 8 | UBS Group AG | $307 | 9 | New |
| 9 | MORGAN STANLEY | $78 | 2 | Added |
| 10 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31