Who owns ClearShares OCIO ETF?
Institutional ownership of OCIO from SEC Form 13F filings across 7 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.
7
13F holders
$5.3M
value, 2026 filers
3.9%
of shares outstanding (180,105 sh)
1
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 | LPL Financial LLC | 60,436 | $2.3M | 0.0% | 1.3% | +11.1% |
| 2 | JANE STREET GROUP, LLC | 41,049 | $1.6M | 0.0% | 0.9% | +75.0% |
| 3 | Janney Montgomery Scott LLC | 38,894 | $1,470 | 0.0% | 0.8% | +20.1% |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | 35,119 | $1.3M | 0.2% | 0.8% | +113.7% |
| 5 | Colonial Trust Co / SC | 4,156 | $157,128 | 0.0% | 0.1% | 0.0% |
| 6 | Integrated Wealth Concepts LLCNEW | 346 | $13,082 | 0.0% | 0% | new |
| 7 | 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 · options positioning · supply chain. Research, not investment advice.