Who owns ClearShares OCIO ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OCIO from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 8 institutions disclosed 480,574 shares of ClearShares OCIO ETF worth $18.2M — about 10.4% of shares outstanding; the largest disclosed holder is Blueprint Investment Partners LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$18.2M
value, 2026 filers
10.4%
of shares outstanding (480,574 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OCIO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 150,565 | $5.7M | 0.5% | 3.3% | +5.5% |
| 2 | Blueprint Financial Advisors LLC | 150,250 | $5.7M | 0.6% | 3.3% | +5.5% |
| 3 | LPL Financial LLC | 60,436 | $2.3M | 0.0% | 1.3% | +11.1% |
| 4 | JANE STREET GROUP, LLC | 41,049 | $1.6M | 0.0% | 0.9% | +75.0% |
| 5 | Janney Montgomery Scott LLC | 38,894 | $1.5M | 0.0% | 0.8% | +20.1% |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | 35,119 | $1.3M | 0.2% | 0.8% | +113.7% |
| 7 | Colonial Trust Co / SC | 4,156 | $157,128 | 0.0% | 0.1% | 0.0% |
| 8 | UBS Group AG | 105 | $3,970 | 0.0% | 0% | +1066.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.