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Get Institutions for : 
Clearshares Ultra-short Maturity Etf (OPER)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    2
Total shares held : 
1,344,565  
% of shares held : 
1.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
-359,280  
% of shares held change : 
  -0.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 71,192
 5.29%
 
Increased Positions :
6
 56,451
 4.2%
 
Unchanged Positions :
2
 30,000
 2.23%
 
Decreased Positions :
14
-448,868
-33.38%
 
Closed Positions :
5
-38,055
-2.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   U.S. Capital Wealth Advisors LLC 7 - 2024-03-31 469,336 $47,002,000 8,041
   ENVESTNET ASSET MANAGEMENT INC 917 - 2024-03-31 279,875 $28,028,000 24,830
   Blueprint Investment Partners LLC 11 - 2024-03-31 104,792 $10,494,000 82,562
   CITADEL ADVISORS LLC 1768 - 2024-03-31 44,206 $4,427,000 15,917
   Krasney Financial LLC 75 - 2024-03-31 32,411 $3,246,000 1,548
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1886 - 2024-03-31 17,966 $1,799,000 2,110
   RETIREMENT PLANNING GROUP 84 - 2024-03-31 11,916 $1,193,000 494
   Envestnet Portfolio Solutions Inc. 843 - 2024-03-31 9,870 $988,000 9,870
   Atria Wealth Solutions Inc. 1048 - 2024-03-31 7,293 $730,000 7,293
   Sawtooth Asset Management Inc. 617 - 2023-12-31 5,734 $574,000 1,853
   MERCER GLOBAL ADVISORS INC /ADV 1735 - 2024-03-31 2,150 $215,000 2,150
   Colonial Trust Co / SC 374 - 2024-03-31 1,147 $115,000 1,147

  12 Records found
  1    
  Page 1 of 1
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