Who owns OBND?
State Street Loomis Sayles Opportunistic Bond ETF · State Street
12 institutions reported holding OBND, worth $46.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OBND
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Marshall Financial Group, LLC | Hunt Valley, MD | $27.6M | 1,070,380 | +38,641 shares |
| Hedeker Wealth, LLC | Lincolnshire, IL | $10.0M | 385,777 | −1,898 shares |
| Atlas Private Wealth Advisors | Red Bank, NJ | $5.0M | 193,193 | +10,107 shares |
| Belpointe Asset Management LLC | Reno, NV | $1.1M | 43,470 | New position |
| LPL Financial LLC | Fort Mill, SC | $1.0M | 40,239 | +18,431 shares |
| Citadel Advisors LLC | Miami, FL | $780K | 30,232 | New position |
| Medallion Wealth Advisors, LLC | Farmington, CT | $330K | 12,800 | −1,300 shares |
| AQR Capital Management LLC | Greenwich, CT | $284K | 10,989 | No change |
| Jane Street Group, LLC | New York, NY | $277K | 10,737 | −45,636 shares |
| AdvisorNet Financial, Inc | Minnetonka, MN | $254K | 9,850 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OBND?
12 institutional managers reported holding OBND in Form 13F filings for June 30, 2026, worth $46.8M in total. The largest reported position was held by Marshall Financial Group, LLC, at $27.6M.
Did institutions buy or sell OBND last quarter?
Reported 13F value rose 6.1% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OBND ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.