9 institutions reported holding $18.2M of CLEARSHARES OCIO ETF (OCIO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blueprint Investment Partners LLC ($5.7M), Blueprint Financial Advisors LLC ($5.7M), LPL Financial LLC ($2.3M), JANE STREET GROUP, LLC ($1.6M), Janney Montgomery Scott LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | $5.7M | 150,565 | Added |
| 2 | Blueprint Financial Advisors LLC | $5.7M | 150,250 | Added |
| 3 | LPL Financial LLC | $2.3M | 60,436 | Added |
| 4 | JANE STREET GROUP, LLC | $1.6M | 41,049 | Added |
| 5 | Janney Montgomery Scott LLC | $1.5M | 38,894 | Added |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.3M | 35,119 | Added |
| 7 | Colonial Trust Co / SC | $157,128 | 4,156 | Hold |
| 8 | UBS Group AG | $3,970 | 105 | Added |
| 9 | MORGAN STANLEY | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30