State Street Loomis Sayles Opportunistic Bond ETF (OBND)
ETF ยท Cboe BZX
State Street Loomis Sayles Opportunistic Bond ETF (OBND) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 27, 2021.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- September 27, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 12 institutions reported holding OBND, with 1.8 million shares worth $46.8 million in aggregate. The largest reported holder was Marshall Financial Group, with 1.1 million shares worth $27.6 million. Of the 5 largest holders listed below, 1 opened a new position in OBND, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Marshall Financial Group | 1,070,380 | $28M | Added 3.75% |
| Hedeker Wealth | 385,777 | $10M | Reduced 0.49% |
| Atlas Private Wealth Advisors | 193,193 | $5M | Added 5.52% |
| Belpointe Asset Management | 43,470 | $1M | New position |
| Lpl Financial | 40,239 | $1M | Added 84.51% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OBND?
State Street Loomis Sayles Opportunistic Bond ETF (OBND) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 27, 2021.
Who are the largest institutional holders of OBND?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OBND were Marshall Financial Group, Hedeker Wealth and Atlas Private Wealth Advisors.
How many institutions own OBND?
12 institutions reported a position in OBND for the quarter ended June 30, 2026, worth $46.8 million in total.
Did institutions buy or sell OBND last quarter?
Of the 5 largest reported holders, 1 opened a new position in OBND, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for OBND.
Every reported institutional holder, plus insider and congressional trades in OBND, on SentiSense.