SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q3 2025 (September 30)9holders +2
2new positions
0sold out
1famous investor
$26.28avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Marshall Financial Group, LLC ($26.3M), Hedeker Wealth, LLC ($9.0M) and Atlas Private Wealth Advisors ($4.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS Loomis Sayles Op Bond ETF
- Filed as
- SSGA ACTIVE TR (Q3 2025)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.1M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 102,551 shares bought and 180,645 shares sold, net −78,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Marshall Financial Group, LLC | 5.13% | Reduce -1.4% | 1,002,129 | $26.3M |
| Hedeker Wealth, LLC | 1.87% | Reduce -0.2% | 343,034 | $9.0M |
| Atlas Private Wealth Advisors | 1.02% | Reduce -49.1% | 159,083 | $4.2M |
| Citadel Advisors | 0.00% | Add +34.3% | 80,834 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.13% | New | 44,322 | $1.2M |
| Cwm, LLC | 0.00% | New | 35,683 | $938K |
| Jane Street Group, LLC | 0.00% | Reduce -35.8% | 23,215 | $610K |
| Medallion Wealth Advisors, LLC | 0.13% | No change | 13,625 | $358K |
| AdvisorNet Financial, Inc | 0.01% | Add +25.1% | 9,470 | $249K |
"% 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.