Who owns State Street Loomis Sayles Opportunistic Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OBND from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 1.8M shares of State Street Loomis Sayles Opportunistic Bond ETF worth $46.8M — about 79.4% of shares outstanding; the largest disclosed holder is Marshall Financial Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$46.8M
value, 2026 filers
79.4%
of shares outstanding (1.8M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OBND's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Marshall Financial Group, LLC | 1.1M | $27.6M | 4.0% | 46.9% | +3.7% |
| 2 | Hedeker Wealth, LLC | 385,777 | $10.0M | 1.9% | 16.9% | -0.5% |
| 3 | Atlas Private Wealth Advisors | 193,193 | $5.0M | 1.1% | 8.5% | +5.5% |
| 4 | Belpointe Asset Management LLCNEW | 43,470 | $1.1M | 0.0% | 1.9% | new |
| 5 | LPL Financial LLC | 40,239 | $1.0M | 0.0% | 1.8% | +84.5% |
| 6 | CITADEL ADVISORS LLCNEW | 30,232 | $780,439 | 0.0% | 1.3% | new |
| 7 | Medallion Wealth Advisors, LLC | 12,800 | $330,430 | 0.1% | 0.6% | -9.2% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 10,989 | $283,680 | 0.0% | 0.5% | 0.0% |
| 9 | JANE STREET GROUP, LLC | 10,737 | $277,176 | 0.0% | 0.5% | -81.0% |
| 10 | AdvisorNet Financial, Inc | 9,850 | $254,278 | 0.0% | 0.4% | 0.0% |
| 11 | OSAIC HOLDINGS, INC.NEW | 3,697 | $95,439 | 0.0% | 0.2% | new |
| 12 | UBS Group AGNEW | 4 | $103 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.