Funds holding Clearshares Ultra-Short Maturi
3 funds declare a position · 2 ETFs and 1 other funds · 9.9M $ · US26922A4537
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| ClearShares OCIO ETF ETF Series Solutions | 61,663 | 6.2M $ | 3.59 % | as of Feb 28, 2026 · Original filing |
| Equable Shares Hedged Equity ETF Series Portfolios Trust | 20,000 | 2M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 17,666 | 1.8M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
Institutional managers
23 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Blueprint Investment Partners LLC | 294,979 | 29.5M $ | as of Mar 31, 2026 |
| U.S. Capital Wealth Advisors, LLC | 293,739 | 29.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 264,680 | 26.5M $ | as of Mar 31, 2026 |
| Blueprint Financial Advisors LLC | 151,141 | 15.1M $ | as of Mar 31, 2026 |
| Apollon Wealth Management, LLC | 77,151 | 7.7M $ | as of Mar 31, 2026 |
| Spartan Planning & Wealth Management | 56,818 | 5.7M $ | as of Mar 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | 35,480 | 3.6M $ | as of Mar 31, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 35,361 | 3.5M $ | as of Mar 31, 2026 |
| Summit Financial, LLC | 34,976 | 3.5M $ | as of Mar 31, 2026 |
| Teramo Advisors, LLC | 20,000 | 2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 17,397 | 1.7M $ | as of Mar 31, 2026 |
| Platform Technology Partners | 10,225 | 1M $ | as of Mar 31, 2026 |
| Insight Wealth Partners, LLC | 9,986 | 999.4K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 7,147 | 715.3K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,459 | 646.4K $ | as of Mar 31, 2026 |
| Magnus Financial Group LLC | 5,415 | 541.9K $ | as of Mar 31, 2026 |
| Retirement Planning Group, LLC | 3,086 | 308.8K $ | as of Mar 31, 2026 |
| Prosperity Financial Group, Inc. | 3,047 | 304.9K $ | as of Mar 31, 2026 |
| LEGACY FINANCIAL GROUP, INC. | 2,286 | 228.8K $ | as of Mar 31, 2026 |
| Colonial Trust Co / SC | 473 | 47.3K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 295 | 30K $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 37 | 3.7K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1 | 110 $ | as of Mar 31, 2026 |