LPL Financial
OCIO icon

LPL Financial’s ClearShares OCIO ETF OCIO Stock Holding History

LPL Financial’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.85M Buy
54,422
+6,740
+14% +$237K ﹤0.01% 3587
2025
Q4 		$1.65M Sell
47,682
-1,313
-3% -$49.1K ﹤0.01% 3573
2025
Q3 		$1.81M Buy
48,995
+15,816
+48% +$572K ﹤0.01% 3405
2025
Q2 		$1.17M Buy
33,179
+20,913
+170% +$705K ﹤0.01% 3606
2025
Q1 		$407K Buy
12,266
+6,113
+99% +$210K ﹤0.01% 4352
2024
Q4 		$209K Buy
+6,153
New +$212K ﹤0.01% 4788

Other funds holding OCIO

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
CT
Colonial Trust Spartanburg, South Carolina $735M AUM 18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's OCIO Position: Q1 2026 in Review

LPL Financial increased its ClearShares OCIO ETF (OCIO) stake by 14% in Q1 2026, buying an estimated $237K and bringing the position to 54,422 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

LPL Financial first reported a position in OCIO in Q4 2024 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold OCIO as of Q1 2026.

  • LPL Financial held 54,422 shares of ClearShares OCIO ETF worth $1.85M as of Q1 2026.
  • LPL Financial bought 6,740 ClearShares OCIO ETF shares in Q1 2026, an estimated $237K.
  • ClearShares OCIO ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3587 holding.
  • LPL Financial first reported a position in ClearShares OCIO ETF in Q4 2024 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.