Who Owns OBND?
State Street Loomis Sayles Opportunistic Bond ETF — Institutional Ownership & 13F Holdings
$25.88
-0.05 (-0.21%)
Market Cap
$53.6M
Shares Outstanding
2,073,748
Institutional Holders
8
Total Inst. Value
$45.2M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Marshall Financial Group, LLC | $26.4M | 1,017,312 |
| 2 | Hedeker Wealth, LLCNew | $8.6M | 333,015 |
| 3 | Atlas Private Wealth Advisors | $8.2M | 314,919 |
| 4 | Aveo Capital Partners, LLCNew | $1.1M | 42,342 |
| 5 | CITADEL ADVISORS LLCNew | $627K | 24,218 |
| 6 | WELLS FARGO & COMPANY/MNNew | $245K | 9,446 |
| 7 | AdvisorNet Financial, Inc | $144K | 5,570 |
| 8 | UBS Group AGNew | $2K | 84 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Hedeker Wealth, LLCNew | +333K | $8.6M |
| Atlas Private Wealth Advisors | +206K | $8.2M |
| Aveo Capital Partners, LLCNew | +42K | $1.1M |
| CITADEL ADVISORS LLCNew | +24K | $627K |
| WELLS FARGO & COMPANY/MNNew | +9K | $245K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Marshall Financial Group, LLC | -22K | $26.4M |
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Frequently Asked Questions
How many institutional investors hold OBND?
As of Q1 2025, 8 institutional investors report holding OBND (State Street Loomis Sayles Opportunistic Bond ETF) in their 13F filings.
Which hedge fund owns the most OBND?
The largest institutional holder of OBND is Marshall Financial Group, LLC with $26.4M in shares.
Are institutions buying or selling OBND?
This quarter, 5 institutions opened new positions in OBND and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.