SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q4 2025 (December 31)10holders +1
1new positions
0sold out
1famous investor
$26.04avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Marshall Financial Group, LLC ($27.5M), Hedeker Wealth, LLC ($8.7M) and Atlas Private Wealth Advisors ($4.5M). 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 (Q4 2025)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 84,915 shares bought and 59,670 shares sold, net +25,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Marshall Financial Group, LLC | 5.34% | Add +5.4% | 1,056,629 | $27.5M |
| Hedeker Wealth, LLC | 1.83% | Reduce -2.3% | 335,066 | $8.7M |
| Atlas Private Wealth Advisors | 1.05% | Add +8.7% | 172,841 | $4.5M |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -7.7% | 40,919 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +63.4% | 37,934 | $988K |
| Cwm, LLC | 0.00% | Add +2.3% | 36,509 | $951K |
| Citadel Advisors | 0.00% | Reduce -59.8% | 32,535 | $847K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +2.0% | 13,900 | $362K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.0% | 9,850 | $256K |
| Bank of America Corp. | 0.00% | New | 457 | $12K |
"% 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.