OPER institutional holders

ClearShares Ultra-Short Maturity ETF · 26 reporting institutions · $146M reported value

Funds that can replace OPER · OPER return decomposition

Institutional holdings

Institutions reporting OPER, largest first
InstitutionReported positionAdvisors at firmReport period
Arax Advisory Partners$30.2M2322026-06-30
U.S. Capital Wealth Advisors, LLC$29.4M02026-03-31
Envestnet Pmc$27.3M602026-06-30
Blueprint Investment Partners LLC$14.9M52026-06-30
Blueprint Financial Advisors$7.4M392026-06-30
Apollon Wealth Management, LLC$7.3M1512026-06-30
Citadel Advisors LLC$5.9M02026-06-30
Spartan Planning & Wealth Management$3.7M32026-06-30
Silver Oak Securities, Incorporated$3.6M1172026-06-30
Signet Financial Management, LLC$3.5M122026-03-31
Summit Financial, LLC$3.4M2292026-06-30
Teramo Advisors, LLC$2M02026-06-30
Jane Street Group, LLC$1.6M02026-06-30
Platform Technology Partners$1.4M102026-06-30
Magnus Financial Group LLC$1.2M102026-06-30
Insight Wealth Partners, LLC$939.2K152026-06-30
Thompson David Blair$761.6K02026-06-30
Susquehanna International Group, LLP$679.2K02026-06-30
Lpl Financial LLC$259.8K23,4582026-06-30
Legacy Financial Group, Inc.$228.8K82026-06-30
Jpmorgan Chase & Co$105.9K02026-06-30
Colonial Trust Co / Sc$33K02026-06-30
Royal Bank of Canada$30K02026-06-30
Osaic Holdings, Inc.$5.9K02026-06-30
Flow Traders U.S. LLC$1.7K02026-06-30
Morgan Stanley$17423,1852026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30