CLEARSHARES ULTRA-SHORT MATU (OPER) Institutional Shareholders
CLEARSHARES ULTRA-SHORT MATU (OPER) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $129.77M in OPER holdings during the latest filing period.
Blueprint Investment Partners Llc is currently the largest disclosed institutional shareholder of OPER tracked by InsiderSet, reporting ownership valued at approximately $29.52M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.52M, representing an estimated loss of -0.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed OPER value among the investors covered in this analysis. Major shareholders include Blueprint Investment Partners Llc, U.S. Capital Wealth Advisors, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in CLEARSHARES ULTRA-SHORT MATU (OPER).
This page ranks the largest institutional OPER shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$129.77M
Largest Holder
Blueprint Investment Partners Llc
Largest Position
$29.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blueprint Investment Partners Llc | 3.01% | 294,979 | $29,521,488 | $29,519,020 | -$2,468 | -0.01% | |
| U.S. Capital Wealth Advisors, Llc | 0.74% | 293,739 | $29,397,391 | $29,394,932 | -$2,459 | -0.01% | |
| Envestnet Asset Management Inc | 0.01% | 264,680 | $26,489,182 | $26,486,951 | -$2,231 | -0.01% | |
| Blueprint Financial Advisors Llc | 2.24% | 151,141 | $15,126,142 | $15,124,922 | -$1,220 | -0.01% | |
| Apollon Wealth Management, Llc | 0.09% | 72,967 | $7,302,201 | $7,301,924 | -$277 | -0.00% | |
| Spartan Planning & Wealth Management | 2.49% | 37,329 | $3,735,679 | $3,735,573 | -$106 | -0.00% | |
| Silver Oak Securities, Incorporated | 0.26% | 35,480 | $3,550,838 | $3,550,540 | -$298 | -0.01% | |
| Signet Financial Management, Llc | 0.40% | 35,361 | $3,538,946 | $3,538,632 | -$314 | -0.01% | |
| Summit Financial, Llc | 0.04% | 34,976 | $3,500,365 | $3,500,104 | -$261 | -0.01% | |
| Teramo Advisors, Llc | 0.49% | 20,000 | $2,001,500 | $2,001,432 | -$68 | -0.00% | |
| Platform Technology Partners | 0.23% | 14,043 | $1,405,353 | $1,405,305 | -$48 | -0.00% | |
| Magnus Financial Group Llc | 0.09% | 12,224 | $1,223,273 | $1,223,275 | +$2 | +0.00% | |
| Insight Wealth Partners, Llc | 0.40% | 9,986 | $999,399 | $999,315 | -$84 | -0.01% | |
| Lpl Financial Llc | 0.00% | 7,147 | $715,272 | $715,212 | -$60 | -0.01% | |
| Susquehanna International Group, Llp | 0.00% | 6,459 | $646,417 | $646,362 | -$55 | -0.01% | |
| Retirement Planning Group, Llc | 0.01% | 3,086 | $308,825 | $308,821 | -$4 | -0.00% | |
| Legacy Financial Group, Inc. | 0.05% | 2,286 | $228,771 | $228,764 | -$7 | -0.00% | |
| Colonial Trust Co / Sc | 0.01% | 473 | $47,338 | $47,334 | -$4 | -0.01% | |
| Royal Bank Of Canada | 0.00% | 295 | $30,000 | $29,521 | -$479 | -1.60% | |
| Ae Wealth Management Llc | 0.00% | 37 | $3,703 | $3,703 | -$0 | -0.01% | |
| Morgan Stanley | 0.00% | 1 | $110 | $100 | -$10 | -9.03% |
Frequently asked questions about OPER
Who owns the most OPER stock?
The largest holders of OPER are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CLEARSHARES ULTRA-SHORT MATU (OPER).
Is OPER widely held by superinvestors?
Many widely followed stocks like OPER appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OPER is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.