DOSSIER · 13F Holders · Q2 2026
OCIO

CLEARSHS OICO ETF

11 institutions still hold CLEARSHS OICO ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922A727·11 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$17M
visible holders
Holders
11
filers reporting
Concentration
32.85%
Blueprint Investment Partners LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported OCIO in Q2 2026. Blueprint Investment Partners LLC leads at 32.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Blueprint Investment Partners LLC
CIK 0001794467
$6M151K0.47%Q2 2026
02
Blueprint Financial Advisors LLC
CIK 0002054129
$6M150K0.63%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$2M60K0.00%Q2 2026
04
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$1M35K0.19%Q2 2026
05
Janney Montgomery Scott LLC
CIK 0001329948
$1M32K0.00%Q1 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$799K23K0.00%Q1 2026
07
Atria Wealth Solutions, Inc.
CIK 0001927543
$266K8K0.01%Q2 2025
08
Colonial Trust Co / SC
CIK 0001954093
$157K4K0.02%Q2 2026
09
Integrated Wealth Concepts LLC
CIK 0001737109
$13K3460.00%Q2 2026
10
UBS Group AG
CIK 0001610520
$4K1050.00%Q2 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025