ClearShares OCIO ETF
OCIOFinancial·Exchange Traded Fund·USA·NYSE·Nov 12 • 3:27 PM ET
Price
OCIO against its 20, 50 and 200-day averages4.7% 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
OCIOClearShares 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| Settlement | Of float | Shares short | Float | Avg 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.
| Type | Strike | Money | Bid | Ask | Last | Chg | IV | Open int | Volume | Last size | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | |||||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| Blueprint Investment Partners LLC | 2.18% |
| Blueprint Financial Advisors LLC | 2.17% |
| LPL Financial LLC | 1.39% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 0.92% |
| Janney Montgomery Scott LLC | 0.83% |
| JANE STREET GROUP, LLC | 0.59% |
| Colonial Trust Co / SC | 0.08% |
| UBS Group AG | 0.00% |
Funds
| Fund | % owned |
|---|---|
| - | |
OakChart. OCIO. Cached 15 minutes. Terms
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