OBND Institutional Ownership & Shareholders
SS LOOMIS SAYLES OP BOND ETF (OBND) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $48.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Marshall Financial Group, Llc is currently the largest disclosed institutional shareholder of OBND tracked by InsiderSet, reporting ownership valued at approximately $27.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $26.66M, representing an estimated loss of -3.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OBND value among the investors covered in this analysis. Major shareholders include Marshall Financial Group, Llc, Hedeker Wealth, Llc, Atlas Private Wealth Advisors, and several other long-term asset managers with concentrated positions in SS LOOMIS SAYLES OP BOND ETF (OBND).
This page ranks the largest institutional OBND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Marshall Financial Group, Llc | 4.03% | 1,070,380 | $27,631,857 | $26,663,166 | -$968,691 | -3.51% | |
| Hedeker Wealth, Llc | 1.92% | 421,513 | $10,466,589 | $10,499,889 | +$33,300 | +0.32% | |
| Atlas Private Wealth Advisors | 1.13% | 210,197 | $5,219,409 | $5,236,007 | +$16,598 | +0.32% | |
| Belpointe Asset Management Llc | 0.04% | 43,470 | $1,122,198 | $1,082,838 | -$39,360 | -3.51% | |
| Lpl Financial Llc | 0.00% | 40,239 | $1,038,779 | $1,002,353 | -$36,426 | -3.51% | |
| Cwm, Llc | 0.00% | 36,789 | $942,303 | $916,414 | -$25,889 | -2.75% | |
| Citadel Advisors Llc | 0.00% | 30,232 | $780,439 | $753,079 | -$27,360 | -3.51% | |
| Medallion Wealth Advisors, Llc | 0.10% | 12,800 | $330,430 | $318,848 | -$11,582 | -3.51% | |
| Aqr Capital Management Llc | 0.00% | 10,989 | $283,680 | $273,736 | -$9,944 | -3.51% | |
| Jane Street Group, Llc | 0.00% | 10,737 | $277,176 | $267,459 | -$9,717 | -3.51% | |
| Osaic Holdings, Inc. | 0.00% | 3,697 | $95,439 | $92,092 | -$3,347 | -3.51% | |
| Ubs Group Ag | 0.00% | 4 | $103 | $100 | -$3 | -3.26% |
Frequently asked questions about OBND
Who are the largest institutional holders of OBND?
The largest institutional holders of OBND reported in the latest SEC Form 13F filings include Marshall Financial Group, Llc, Hedeker Wealth, Llc, Atlas Private Wealth Advisors, Belpointe Asset Management Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported OBND position.
What is OBND institutional ownership?
This page tracks OBND positions reported by institutional investment managers through SEC Form 13F. SS LOOMIS SAYLES OP BOND ETF (OBND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OBND?
InsiderSet currently tracks 12 institutional managers reporting OBND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OBND shareholders.
How much OBND stock do institutions own?
Institutional investment managers disclosed approximately $48.19M in OBND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OBND institutional ownership last updated?
The latest OBND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OBND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OBND position after the reporting date.
Are institutions buying or selling OBND?
Institutional buying and selling can be analyzed by comparing OBND positions across consecutive 13F reporting periods. InsiderSet's OBND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OBND ownership changes.
How has OBND institutional ownership changed over time?
InsiderSet tracks OBND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.