CLEARSHARES ULTRA-SHORT MATU OPER
$100.11
+0.0% 52w: $96.11 – $100.11
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data96.1198.11100.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
23
+1 QoQ
13F value
$133.1M
+93.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OPER?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | Wealth advisor | 295.0K | $29.5M | 3.0% | +1933.9% |
| U.S. Capital Wealth Advisors, LLC | Other | 293.7K | $29.4M | 0.7% | +9.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 264.7K | $26.5M | 0.0% | +75.3% |
| Blueprint Financial Advisors LLC | Wealth advisor | 151.1K | $15.1M | 2.2% | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 77.2K | $7.7M | 0.1% | -6.9% |
| Spartan Planning & Wealth Management | Wealth advisor | 56.8K | $5.7M | 4.2% | +1411.1% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 35.5K | $3.6M | 0.3% | +1.4% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 35.4K | $3.5M | 0.4% | -0.7% |
| Summit Financial, LLC | Wealth advisor | 35.0K | $3.5M | 0.0% | New |
| Teramo Advisors, LLC | Wealth advisor | 20.0K | $2.0M | 0.5% | Held |
| JPMORGAN CHASE & CO | Bank broker | 17.4K | $1.7M | 0.0% | +1087.5% |
| Platform Technology Partners | Other | 10.2K | $1.0M | 0.2% | New |
| Insight Wealth Partners, LLC | Wealth advisor | 10.0K | $999K | 0.4% | Held |
| LPL Financial LLC | Bank broker | 7.1K | $715K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 6.5K | $646K | 0.0% | -21.0% |
| Magnus Financial Group LLC | Wealth advisor | 5.4K | $542K | 0.0% | Held |
| Retirement Planning Group, LLC | Wealth advisor | 3.1K | $309K | 0.0% | -81.9% |
| Prosperity Financial Group, Inc. | Wealth advisor | 3.0K | $305K | 0.1% | New |
| LEGACY FINANCIAL GROUP, INC. | Wealth advisor | 2.3K | $229K | 0.1% | -22.3% |
| Colonial Trust Co / SC | Diversified mechanical | 473 | $47K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 295 | $30K | 0.0% | +70.5% |
| AE Wealth Management LLC | Wealth advisor | 37 | $4K | 0.0% | -19.6% |
| MORGAN STANLEY | Bank broker | 1 | $110 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding OPER
Blueprint Investment Partners LLCU.S. Capital Wealth Advisors, LLCENVESTNET ASSET MANAGEMENT INCBlueprint Financial Advisors LLCApollon Wealth Management, LLCSpartan Planning & Wealth ManagementSILVER OAK SECURITIES, INCORPORATEDSIGNET FINANCIAL MANAGEMENT, LLCSummit Financial, LLCTeramo Advisors, LLC