SS Loomis Sayles Op Bond ETFOBNDETF
13F holders, Q1 2026 (March 31)10holders
3new positions
3sold out
1famous investor
$25.61avg. 13F price*
At the end of Q1 2026, 10 institutions reported holding SS Loomis Sayles Op Bond ETF (OBND) in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Marshall Financial Group, LLC ($26.4M), Hedeker Wealth, LLC ($9.9M) and Atlas Private Wealth Advisors ($4.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS Loomis Sayles Op Bond ETF
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $953K |
| Exits | 3 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 119,120 shares bought and 98,801 shares sold, net +20,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Marshall Financial Group, LLC | 4.23% | Reduce -2.4% | 1,031,739 | $26.4M |
| Hedeker Wealth, LLC | 2.10% | Add +15.7% | 387,675 | $9.9M |
| Atlas Private Wealth Advisors | 1.10% | Add +5.9% | 183,086 | $4.7M |
| Jane Street Group, LLC | 0.00% | Add +48.6% | 56,373 | $1.4M |
| Cwm, LLC | 0.00% | Add +0.8% | 36,789 | $942K |
| LPL Financial LLC | 0.00% | New | 21,808 | $559K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +1.4% | 14,100 | $361K |
| AQR Capital Management | 0.00% | New | 10,989 | $281K |
| AdvisorNet Financial, Inc | 0.01% | No change | 9,850 | $252K |
| Global Assets Advisory, LLC | 0.03% | New | 4,550 | $113K |
"% 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.