SS LOOMIS SAYLES OP BOND ETF (OBND) Institutional Ownership and Insiders Activity
SS LOOMIS SAYLES OP BOND ETF (OBND) is widely held by institutional investors, with 12 firms reporting positions valued at approximately $48.19M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Marshall Financial Group, Llc is the largest disclosed holder, reporting approximately $27.63M in OBND holdings in its latest filing.
Institutional ownership remains highly concentrated, with Marshall Financial Group, Llc representing the majority of disclosed value.
Institutional Holders
12
Total Reported Value
$48.19M
Largest Holder
Marshall Financial Group, Llc
Largest Position
$27.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
9
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Marshall Financial Group, Llc$27.63M
- Hedeker Wealth, Llc$10.47M
- Atlas Private Wealth Advisors$5.22M
- Belpointe Asset Management Llc$1.12M
- Lpl Financial Llc$1.04M