ClearShares
OCIO • ARCA
ClearShares is an exchange-traded fund on ARCA. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $12.4M. Blueprint Investment Partners LLC is the largest holder with a position valued at $4.4M.
Overview
Overview of institutional ownership in OCIO as of Q3 2025
All Institutions
- Institutions
- 8
- Value Held
- $12.4M
- Shares Held
- 335.6K
- Avg Position
- $1.6M
- Median Position
- $785.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OCIO as of Q3 2025
| Institution | Position Value |
|---|---|
 Blueprint Investment Partners LLC Long Only Manager | $4.4M 0.62% of portfolio |
Blueprint Financial Advisors LLC RIA/Wealth | $4.4M 0.96% of portfolio |
L LPL Financial LLC Institution | $1.8M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.3M 0.00% of portfolio |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | $249.4K 0.01% of portfolio |
C Colonial Trust Co / SC Institution | $196.0K 0.03% of portfolio |
A Advisor Group Holdings, Inc. Institution | $7.3K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $37.0 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | - 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OCIO in Q3 2025
- Traded
- +$3.9M
- Buyers
- 4
- Sellers
- 4
- Total Bought
- +$9.7M
- Total Sold
- −$5.8M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Blueprint Investment Partners LLC Long Only Manager | +$4.4M +119.5K shares |
Blueprint Financial Advisors LLC RIA/Wealth | +$4.4M +119.2K shares |
L LPL Financial LLC Institution | +$585.7K +15.8K shares |
J JANE STREET GROUP, LLC Institution | +$309.5K +8.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$5.0M −142.1K shares |
O OLD MISSION CAPITAL LLC Institution | −$494.3K −14.0K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$335.4K −9.5K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | −$11.0K −296.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OCIO in Q3 2025
- New Positions
- 1
- New Value
- $4.4M
- Exited Positions
- 3
- Exited Value
- $5.8M
New Positions
| Institution | Position Value |
|---|---|
Blueprint Financial Advisors LLC RIA/Wealth | $4.4M 119.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.0M 142.1K shares |
O OLD MISSION CAPITAL LLC Institution | $494.3K 14.0K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $335.4K 9.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in OCIO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OCIO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Blueprint Financial Advisors LLC RIA/Wealth | 0.96% $4.4M |
Blueprint Investment Partners LLC Long Only Manager | 0.62% $4.4M |
C Colonial Trust Co / SC Institution | 0.03% $196.0K |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | 0.01% $249.4K |
J JANE STREET GROUP, LLC Institution | 0.00% $1.3M |
L LPL Financial LLC Institution | 0.00% $1.8M |
A Advisor Group Holdings, Inc. Institution | 0.00% $7.3K |
MORGAN STANLEY RIA/Wealth | 0.00% $37.0 |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% - |
O OLD MISSION CAPITAL LLC Institution | 0.00% - |