SS LOOMIS SAYLES OP BOND ETF (OBND) Institutional Ownership Changes & 13F Activity

SS LOOMIS SAYLES OP BOND ETF (OBND). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Marshall Financial Group, Llc, Hedeker Wealth, Llc, Atlas Private Wealth Advisors, Onyx Bridge Wealth Group Llc, and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Medallion Wealth Advisors, LlcBuy+275+2.4%11,900$309.85KQ4 2025Apr 24, 2026
Onyx Bridge Wealth Group LlcBuy+40,919—40,919$1.07MQ4 2025Feb 18, 2026
Citadel Advisors LlcBuy+32,535—32,535$847.15KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+457—457$11.90KQ4 2025Feb 17, 2026
Jane Street Group, LlcBuy+37,934—37,934$987.73KQ4 2025Feb 12, 2026
Atlas Private Wealth AdvisorsBuy+172,841—172,841$4.50MQ4 2025Feb 05, 2026
Cwm, LlcBuy+36,509—36,509$951.00KQ4 2025Jan 26, 2026
Hedeker Wealth, LlcBuy+335,066—335,066$8.72MQ4 2025Jan 23, 2026
Advisornet Financial, IncBuy+9,850—9,850$256.47KQ4 2025Jan 20, 2026
Marshall Financial Group, LlcBuy+1,056,629—1,056,629$27.51MQ4 2025Jan 09, 2026
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Frequently asked questions about OBND activity

  • Which institutional owners are buying OBND?

    Institutional owners buying OBND include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OBND activity?

    "Buy" means an investor increased their reported position in OBND compared to the prior reporting period. This reflects growing exposure to SS LOOMIS SAYLES OP BOND ETF (OBND) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OBND increasing?

    Institutional interest in OBND can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.