OakChart

ClearShares OCIO ETF

OCIOFinancial·Exchange Traded Fund·USA·NYSE·Nov 12 • 3:27 PM ET

36.70-0.14 (-0.39%)
2026-11-13 13:46 CET
Market cap
-
Revenue, TTM
- USD m
Net income, TTM
- USD m
Free cash flow, TTM
feed missed
EPS diluted, TTM
-
-
Compare

Price

OCIO against its 20, 50 and 200-day averages
Terms2050200
Patternshover a marker to name it
RS 035.0036.0037.0038.00125K250KVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26OCIOclose 36.7020-day 37.0050-day 37.56200-day 36.7436.7052w high 38.5252-week range, not 6 months

4.7% under the 52-week high of 38.52 on 18 Jun 2026. 52-week low 33.36 on 21 Nov 2025. Last 15 sessions, 5.8% high to low

the line is the 50-bar volume average

Setup. RS line 0
CANSLIM 1 of 6 — fails: Performance: Year +50% — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); Institutional Ownership: Over 50%; Average Volume: Over 200K
VCP 4 of 6 — fails: 200-Day Simple Moving Average: Price above SMA200 — not on the tape: Relative Volume: Under 1
Minervini 2 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Zanger 1 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10%; 200-Day Simple Moving Average: Price above SMA200 — not on the tape: Relative Volume: Over 1.5
Leaders 1 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50% — not on the tape: Average Volume: Over 500K
Breakout 0 of 4 — fails: 52-Week High/Low: New High; 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200 — not on the tape: Relative Volume: Over 2
Growth 0 of 4 — not on the tape: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth This Year: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 0 of 5 — not on the tape: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1); P/E: Under 25; Current Ratio: Over 1
Value 0 of 4 — not on the tape: P/E: Under 15; P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1)
Income 0 of 4 — fails: Dividend Growth: Growing 2+ Years — not on the tape: Dividend Yield: Over 2%; Payout Ratio: Low (<20%); P/E: Under 25
Small Cap 0 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50% — not on the tape: Float: Under 100M; Average Volume: Over 500K
Accumulation 1 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200 — not on the tape: Institutional Ownership: Over 30%; Institutional Transactions: Over +10%
Relative Strength 0 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200 — not on the tape: Average Volume: Over 500K

Profile

OCIO
52-week range, 65% of the way up
33.3638.52

ClearShares OCIO ETF seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in equity securities (of any market capitalization), either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. The Advisor is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.

Quarterly earnings

actual against estimate

The earnings feed came back with no quarters.

Annual earnings

The earnings feed came back with no years.

Estimate revisions

Latest snapshot of each period and type.

No estimate revisions.

Estimate history

No estimate history.

Income statement, annual

The statement feed did not come back.

Income statement, quarterly

The feed stopped.

The statement feed did not come back.

Balance sheet, annual

The statement feed did not come back.

Cash flow, annual

The statement feed did not come back.

Balance sheet, quarterly

The feed stopped.

The statement feed did not come back.

Cash flow, quarterly

The feed stopped.

The statement feed did not come back.

Revenue breakdown

Revenue split-

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-30-0.0M-3.28K
2026-10-15-0.0M-2.87K
2026-09-30-0.0M-2.99K
2026-09-15-0.0M-2.98K
2026-08-31-0.0M-3.12K
2026-08-14-0.0M-9.84K
2026-07-31-0.0M-8.67K
2026-07-15-0.0M-8.99K
2026-06-30-0.0M-10.56K
2026-06-15-0.0M-10.31K
2026-05-29-0.0M-10.37K
2026-05-15-0.0M-3.08K
2026-04-30-0.0M-3.04K
2026-04-15-0.0M-3.03K
2026-03-31-0.0M-7.13K
2026-03-13-0.0M-7.17K
2026-02-27-0.0M-7.03K
2026-02-13-0.0M-7.04K
2026-01-30-0.0M-6.89K
2026-01-15-0.0M-6.61K

Option chain

Expiry 2026-11-13 · underlying 36.70, quoted 12 Nov 15:27 ET · ATM -

Option quotes -. A date on a row is older than the last session (12 Nov). 0 rows.

Implied move — the ATM straddle is not quoted.

Put/call open interest — no calls · Put/call volume — no calls

IV change is points against the prior close.

TypeStrikeMoneyBidAskLastChgIVOpen intVolumeLast sizeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

0
FiledFormDescriptionPeriodLink
No filings.

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Blueprint Investment Partners LLC2.18%
Blueprint Financial Advisors LLC2.17%
LPL Financial LLC1.39%
LAUREL OAK WEALTH MANAGEMENT, LLC0.92%
Janney Montgomery Scott LLC0.83%
JANE STREET GROUP, LLC0.59%
Colonial Trust Co / SC0.08%
UBS Group AG0.00%

Funds

Fund% owned
-

OakChart. OCIO. Cached 15 minutes. Terms

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