SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 12 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 1 sold out. The largest holders were Marshall Financial Group, LLC ($27.6M), Hedeker Wealth, LLC ($10.0M) and Atlas Private Wealth Advisors ($5.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Loomis Sayles Op Bond ETF
- Filed as
- SSGA ACTIVE TR (Q2 2026)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.0M |
| Exits | 1 | $113K |
All 13F filers, Q1 2026 → Q2 2026: 144,582 shares bought and 53,384 shares sold, net +91,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Marshall Financial Group, LLC | 4.03% | Add +3.8% | 1,070,380 | $27.6M |
| Hedeker Wealth, LLC | 1.90% | Reduce -0.5% | 385,777 | $10.0M |
| Atlas Private Wealth Advisors | 1.09% | Add +5.5% | 193,193 | $5.0M |
| Belpointe Asset Management LLC | 0.04% | New | 43,470 | $1.1M |
| LPL Financial LLC | 0.00% | Add +84.5% | 40,239 | $1.0M |
| Citadel Advisors | 0.00% | New | 30,232 | $780K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -9.2% | 12,800 | $330K |
| AQR Capital Management | 0.00% | No change | 10,989 | $284K |
| Jane Street Group, LLC | 0.00% | Reduce -81.0% | 10,737 | $277K |
| AdvisorNet Financial, Inc | 0.01% | No change | 9,850 | $254K |
| Osaic Holdings, Inc. | 0.00% | New | 3,697 | $95K |
| UBS Group AG | 0.00% | New | 4 | $103 |
"% of holder's portfolio" is OBND's weight in each manager's 13F, not the share of SS Loomis Sayles Op Bond ETF the manager owns.