Who Owns ClearShares OCIO ETF (OCIO)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$46870004676000096256.0T
% of Float Held
—
QoQ Change in Holders
+1 / -1
Price History
OCIO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Blueprint Financial Advisors LLC | Increased | +16K | +$263.2M |
| Blueprint Investment Partners LLC | Increased | +16K | +$262.5M |
| Janney Montgomery Scott LLC | New Position | +32K | +$1.0M |
| JANE STREET GROUP, LLC | Increased | +4K | +$-1.3B |
OCIO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -1K | -$1.8B |
| Colonial Trust Co / SC | Decreased | -2K | -$196.0M |
| U.S. Capital Wealth Advisors, LLC | Closed Position | -7K | -$249K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 135,127 | $4.7B | 0.50% | Share |
| 2 | Blueprint Financial Advisors LLC | 134,812 | $4.7B | 0.71% | Share |
| 3 | LPL Financial LLC | 47,682 | $1.0M | 0.00% | Share |
| 4 | JANE STREET GROUP, LLC | 39,762 | $1.0M | 0.00% | Share |
| 5 | Janney Montgomery Scott LLC | 32,162 | $1.0M | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 200 | $0 | 0.00% | Share |
| 7 | Colonial Trust Co / SC | 3,696 | $0 | 0.00% | Share |
| 8 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
OCIO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $9.4B | +0 |
| Q3 2025 | 8 | $12.2B | -1 |
| Q2 2025 | 9 | $7.6B | -1 |
| Q1 2025 | 10 | $7.1B | +0 |
| Q4 2024 | 10 | $1.3T | +1 |
| Q3 2024 | 9 | $8.8T | +2 |
| Q2 2024 | 7 | $6.9T | -1 |
| Q1 2024 | 8 | $6.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold OCIO (ClearShares OCIO ETF). The largest holder is Blueprint Investment Partners LLC with $4.7B in shares. This quarter, 1 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own OCIO?
As of Q4 2025, 8 institutional investors report holding OCIO (ClearShares OCIO ETF) in their 13F filings.
Who is the largest institutional holder of OCIO?
The largest institutional holder of OCIO is Blueprint Investment Partners LLC with $4.7B in shares.
Is institutional ownership of OCIO increasing or decreasing?
This quarter, 1 institutions opened new positions in OCIO and 1 closed their positions.