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ClearShares OCIO ETF
OCIO
OCIO
36.95
USD
-0.63
1.68%
At close
Updated
Oct 30, 4:00 PM EDT
Pre-market
After hours
1 day
-1.68%
5 days
-1.07%
1 month
-2.09%
3 months
0.27%
6 months
1.79%
Year to date
5.69%
1 year
-1.62%
5 years
11.7%
10 years
48.33%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Envestnet Asset Management
Chicago,
Illinois
| $5.01M | -$276K | -8,183 | -5% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $1.17M | +$705K | +20,913 | +170% |
|
| 3 |
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.12M | +$9.6K | +285 | +0.9% |
|
| 4 |
4
Jane Street
New York
| $963K | +$921K | +27,342 | New |
|
| 5 |
5
Old Mission Capital
Chicago,
Illinois
| $494K | -$494K | -14,668 | -51% |
|
| 6 |
6
Envestnet Portfolio Solutions
Chicago,
Illinois
| $335K | -$793K | -23,550 | -71% |
|
| 7 |
7
Atria Wealth Solutions
New York
| $266K | -$791K | -23,485 | -76% |
|
| 8 |
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $248K | +$2.32K | +69 | +1% |
|
| 9 |
9
Colonial Trust
Spartanburg,
South Carolina
| $186K | – | – | – |
|
| 10 |
10
Osaic Holdings
Scottsdale,
Arizona
| $7.05K | +$6.74K | +200 | New |
|
| 11 |
11
Morgan Stanley
New York
| $69 | – | – | – |
|
| 12 |
12
Mercer Global Advisors
Denver,
Colorado
| – | -$585K | -17,627 | Closed |
|