OBND Institutional Ownership
State Street Loomis Sayles Opportunistic Bond ETF
1W: -0.6%
1M: -2.6%
3M: -3.9%
YTD: -4.3%
1Y: -4.3%
3Y: +14.5%
$24.69
-0.01 (-0.05%)
Weekly Expected Move ±0.5%
$24
$25
$25
$25
$25
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — OBND
13
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
47M
Total Invested
4
New Positions
3
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Marshall Financial Group, LLC | 1,070,380 | $26M | +38,641 | +3.7% | 9Q | SEC ↗ |
| 2 | Hedeker Wealth, LLC | 385,777 | $10M | -1,898 | -0.5% | 7Q | SEC ↗ |
| 3 | Atlas Private Wealth Advisors | 193,193 | $5M | +10,107 | +5.5% | 7Q | SEC ↗ |
| 4 | Belpointe Asset Management LLC NEW | 43,470 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 5 | LPL Financial LLC | 40,239 | $994K | +18,431 | +84.5% | 2Q | SEC ↗ |
| 6 | CWM, LLC | 36,789 | $908K | +280 | +0.8% | 3Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC NEW | 30,232 | $746K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Medallion Wealth Advisors, LLC | 12,800 | $316K | -1,300 | -9.2% | 7Q | SEC ↗ |
| 9 | AQR CAPITAL MANAGEMENT LLC | 10,989 | $271K | — | +0.0% | 2Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 10,737 | $265K | -45,636 | -81.0% | 5Q | SEC ↗ |
| 11 | AdvisorNet Financial, Inc | 9,850 | $243K | — | +0.0% | 13Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. NEW | 3,697 | $91K | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG NEW | 4 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 0 | $0K | -457 | -100.0% | 1Q | SEC ↗ |
| 15 | Onyx Bridge Wealth Group LLC | 0 | $0K | -40,919 | -100.0% | 2Q | SEC ↗ |
| 16 | Global Assets Advisory, LLC | 0 | $0K | -4,550 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Belpointe Asset Management LLC | 43,470 | $1M |
| CITADEL ADVISORS LLC | 30,232 | $746K |
| OSAIC HOLDINGS, INC. | 3,697 | $91K |
| UBS Group AG | 4 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Onyx Bridge Wealth Group LLC | 40,919 | $1M |
| Global Assets Advisory, LLC | 4,550 | $112K |
| BANK OF AMERICA CORP /DE | 457 | $11K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Marshall Financial Group, LLC | +38,641 | +3.7% | 1,070,380 |
| LPL Financial LLC | +18,431 | +84.5% | 40,239 |
| Atlas Private Wealth Advisors | +10,107 | +5.5% | 193,193 |
| CWM, LLC | +280 | +0.8% | 36,789 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -45,636 | -81.0% | 10,737 |
| Hedeker Wealth, LLC | -1,898 | -0.5% | 385,777 |
| Medallion Wealth Advisors, LLC | -1,300 | -9.2% | 12,800 |