IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Loomis Sayles OP Bond ETF (OBND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hedeker Wealth, LLC
INCREASED
Shares421,513 from 385,777
Change+35,736 (+9%)
Value$10.5M (+$507.8K)
Filed 2026-10-23
Atlas Private Wealth Advisors
INCREASED
Shares210,197 from 193,193
Change+17,004 (+9%)
Value$5.2M (+$232.1K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 9,850
Change-9,850 (-100%)
Value$0 (-$254.3K)
Filed 2026-10-15
Marshall Financial Group, LLC
N/A
Shares— from 1,070,380
Change-1,070,380 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 43,470
Change-43,470 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 40,239
Change-40,239 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 30,232
Change-30,232 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Hedeker Wealth, LLC
INCREASED421,513385,777+35,736+9%$10.0M$10.5M+$507.8K2026-10-23
Atlas Private Wealth Advisors
INCREASED210,197193,193+17,004+9%$5.0M$5.2M+$232.1K2026-10-23
AdvisorNet Financial, Inc
CLOSED09,850-9,850-100%$254.3K$0-$254.3K2026-10-15
Marshall Financial Group, LLC
N/A—1,070,380-1,070,380-100%$27.6M———
Belpointe Asset Management LLC
N/A—43,470-43,470-100%$1.1M———
LPL Financial LLC
N/A—40,239-40,239-100%$1.0M———
Citadel Advisors LLC
N/A—30,232-30,232-100%$780.4K———
Medallion Wealth Advisors, LLC
N/A—12,800-12,800-100%$330.4K———
AQR Capital Management LLC
N/A—10,989-10,989-100%$283.7K———
Jane Street Group, LLC
N/A—10,737-10,737-100%$277.2K———
Osaic Holdings, Inc.
N/A—3,697-3,697-100%$95.4K———
UBS Group AG
N/A—4-4-100%$103———
Showing 12 of 12 institutions