OPER Institutional Ownership & Shareholders
CLEARSHARES ULTRA-SHORT MATU (OPER) is currently held by 28 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $149.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arax Advisory Partners is currently the largest disclosed institutional shareholder of OPER tracked by InsiderSet, reporting ownership valued at approximately $30.20M in its June 30, 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 $30.21M, representing an estimated gain of +0.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed OPER value among the investors covered in this analysis. Major shareholders include Arax Advisory Partners, 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
28
Total Reported Value
$149.86M
Largest Holder
Arax Advisory Partners
Largest Position
$30.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arax Advisory Partners | 0.20% | 301,756 | $30,198,193 | $30,211,811 | +$13,618 | +0.05% | |
| U.S. Capital Wealth Advisors, Llc | 0.74% | 293,739 | $29,397,391 | $29,409,149 | +$11,758 | +0.04% | |
| Envestnet Asset Management Inc | 0.01% | 272,382 | $27,258,658 | $27,270,886 | +$12,228 | +0.04% | |
| Blueprint Investment Partners Llc | 1.25% | 155,793 | $15,594,853 | $15,597,995 | +$3,142 | +0.02% | |
| Blueprint Financial Advisors Llc | 0.82% | 77,093 | $7,716,965 | $7,718,551 | +$1,586 | +0.02% | |
| Apollon Wealth Management, Llc | 0.08% | 67,498 | $6,756,509 | $6,757,900 | +$1,391 | +0.02% | |
| Citadel Advisors Llc | 0.00% | 59,397 | $5,944,155 | $5,946,828 | +$2,673 | +0.04% | |
| Spartan Planning & Wealth Management | 2.51% | 38,445 | $3,848,359 | $3,849,113 | +$754 | +0.02% | |
| Silver Oak Securities, Incorporated | 0.22% | 35,682 | $3,570,877 | $3,572,482 | +$1,605 | +0.04% | |
| Signet Financial Management, Llc | 0.40% | 35,361 | $3,538,946 | $3,540,343 | +$1,397 | +0.04% | |
| Summit Financial, Llc | 0.04% | 34,369 | $3,439,481 | $3,441,024 | +$1,543 | +0.04% | |
| Oppenheimer Asset Management Inc. | 0.03% | 25,000 | $2,502,500 | $2,503,000 | +$500 | +0.02% | |
| Teramo Advisors, Llc | 0.45% | 20,000 | $2,002,000 | $2,002,400 | +$400 | +0.02% | |
| Flow Traders U.S. Llc | 0.07% | 17,247 | $1,726,000 | $1,726,770 | +$770 | +0.04% | |
| Jane Street Group, Llc | 0.00% | 16,256 | $1,626,819 | $1,627,551 | +$732 | +0.04% | |
| Insight Wealth Partners, Llc | 0.39% | 9,835 | $984,484 | $984,680 | +$196 | +0.02% | |
| Platform Technology Partners | 0.15% | 9,592 | $960,159 | $960,351 | +$192 | +0.02% | |
| Magnus Financial Group Llc | 0.06% | 9,093 | $910,211 | $910,391 | +$180 | +0.02% | |
| Susquehanna International Group, Llp | 0.00% | 6,787 | $679,209 | $679,514 | +$305 | +0.04% | |
| Oppenheimer & Co Inc | 0.00% | 3,276 | $327,928 | $327,993 | +$65 | +0.02% | |
| Lpl Financial Llc | 0.00% | 2,596 | $259,795 | $259,912 | +$117 | +0.04% | |
| Legacy Financial Group, Inc. | 0.05% | 2,253 | $225,525 | $225,570 | +$45 | +0.02% | |
| Atx Financial Planning, Llc | 0.14% | 2,117 | $211,878 | $211,954 | +$76 | +0.04% | |
| Jpmorgan Chase & Co | 0.00% | 1,058 | $105,874 | $105,927 | +$53 | +0.05% | |
| Colonial Trust Co / Sc | 0.00% | 330 | $33,025 | $33,040 | +$15 | +0.04% | |
| Royal Bank Of Canada | 0.00% | 295 | $30,000 | $29,535 | -$465 | -1.55% | |
| Osaic Holdings, Inc. | 0.00% | 59 | $5,904 | $5,907 | +$3 | +0.05% | |
| Morgan Stanley | 0.00% | 1 | $174 | $100 | -$74 | -42.46% |
Frequently asked questions about OPER
Who are the largest institutional holders of OPER?
The largest institutional holders of OPER reported in the latest SEC Form 13F filings include Arax Advisory Partners, U.S. Capital Wealth Advisors, Llc, Envestnet Asset Management Inc, Blueprint Investment Partners Llc, and Blueprint Financial Advisors Llc. InsiderSet ranks institutional holders by their latest reported OPER position.
What is OPER institutional ownership?
This page tracks OPER positions reported by institutional investment managers through SEC Form 13F. CLEARSHARES ULTRA-SHORT MATU (OPER) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OPER?
InsiderSet currently tracks 28 institutional managers reporting OPER holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OPER shareholders.
How much OPER stock do institutions own?
Institutional investment managers disclosed approximately $149.86M in OPER holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OPER institutional ownership last updated?
The latest OPER institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OPER holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OPER position after the reporting date.
Are institutions buying or selling OPER?
Institutional buying and selling can be analyzed by comparing OPER positions across consecutive 13F reporting periods. InsiderSet's OPER Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OPER ownership changes.
How has OPER institutional ownership changed over time?
InsiderSet tracks OPER institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.