Who owns OPER?
ClearShares Ultra-Short Maturity ETF · ClearShares
24 institutions reported holding OPER, worth $114.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OPER
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Arax Advisory Partners | New York, NY | $30.2M | 301,756 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $27.3M | 272,382 | +7,702 shares |
| Blueprint Investment Partners LLC | Greensboro, NC | $14.9M | 148,994 | −145,985 shares |
| Blueprint Financial Advisors LLC | Greensboto, NC | $7.4M | 74,237 | −76,904 shares |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $7.3M | 72,967 | −4,184 shares |
| Citadel Advisors LLC | Miami, FL | $5.9M | 59,397 | New position |
| Spartan Planning & Wealth Management | Greensboro, NC | $3.7M | 37,329 | −19,489 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $3.6M | 35,682 | +202 shares |
| Summit Financial, LLC | Parsippany, NJ | $3.4M | 34,369 | −607 shares |
| Teramo Advisors, LLC | Naples, FL | $2.0M | 20,000 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OPER?
24 institutional managers reported holding OPER in Form 13F filings for June 30, 2026, worth $114.8M in total. The largest reported position was held by Arax Advisory Partners, at $30.2M.
Did institutions buy or sell OPER last quarter?
Reported 13F value rose 14.6% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OPER ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.