Who Owns State Street Loomis Sayles Opportunistic Bond ETF (OBND)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$27512872445001068.0T
% of Float Held
—
QoQ Change in Holders
+5 / -0
Price History
OBND — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Hedeker Wealth, LLC | New Position | +335K | +$8.7M |
| Atlas Private Wealth Advisors | New Position | +173K | +$4.5M |
| Onyx Bridge Wealth Group LLC | New Position | +41K | +$1.1M |
| CWM, LLC | New Position | +37K | +$951K |
| BANK OF AMERICA CORP /DE/ | New Position | +457 | +$0 |
| AdvisorNet Financial, Inc | Increased | +380 | +$-248.6M |
| JANE STREET GROUP, LLC | Increased | +15K | +$-610.1M |
| Marshall Financial Group, LLC | Increased | +55K | +$-26.3B |
OBND — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Decreased | -48K | -$2.1B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Marshall Financial Group, LLC | 1,056,629 | $27.5M | 5.34% | Share |
| 2 | Hedeker Wealth, LLC | 335,066 | $8.7M | 1.83% | Share |
| 3 | Atlas Private Wealth Advisors | 172,841 | $4.5M | 1.05% | Share |
| 4 | Onyx Bridge Wealth Group LLC | 40,919 | $1.1M | 0.11% | Share |
| 5 | CWM, LLC | 36,509 | $951K | 0.00% | Share |
| 6 | AdvisorNet Financial, Inc | 9,850 | $256K | 0.01% | Share |
| 7 | JANE STREET GROUP, LLC | 37,934 | $0 | 0.00% | Share |
| 8 | CITADEL ADVISORS LLC | 32,535 | $0 | 0.00% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 457 | $0 | 0.00% | Share |
OBND Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $43.0M | +5 |
| Q3 2025 | 4 | $29.3B | -3 |
| Q2 2025 | 7 | $46.1B | -1 |
| Q1 2025 | 8 | $45.2B | +2 |
| Q4 2024 | 6 | $363.4B | -2 |
| Q3 2024 | 8 | $5.2T | +5 |
| Q2 2024 | 3 | $133.4B | -2 |
| Q1 2024 | 5 | $1.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold OBND (State Street Loomis Sayles Opportunistic Bond ETF). The largest holder is Marshall Financial Group, LLC with $27.5M in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own OBND?
As of Q4 2025, 9 institutional investors report holding OBND (State Street Loomis Sayles Opportunistic Bond ETF) in their 13F filings.
Who is the largest institutional holder of OBND?
The largest institutional holder of OBND is Marshall Financial Group, LLC with $27.5M in shares.
Is institutional ownership of OBND increasing or decreasing?
This quarter, 5 institutions opened new positions in OBND and 0 closed their positions.