OBIL institutional holders

RBB FD INC · 13F, 2026Q2

Managers holding65
Shares held3,717,986
Reported value$185.8m
Quarter flows9 new, 25 added, 19 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,174,164$58.7m0.0%
MML INVESTORS SERVICES, LLC356,852$17.8m0.0%
MORGAN STANLEY267,580$13.4m0.0%
STIFEL FINANCIAL CORP237,223$11.9m0.0%
Equitable Holdings, Inc.177,803$8.9m0.1%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV174,973$8.7m0.4%
ENVESTNET ASSET MANAGEMENT INC169,833$8.5m0.0%
RAYMOND JAMES FINANCIAL INC122,426$6.1m0.0%
UBS Group AG101,189$5.1m0.0%
Sunrise Financial Services, LLC81,444$4.1m2.4%
Alpine Bank Wealth Management75,929$3.8m0.5%
GOLDMAN SACHS GROUP INC46,523$2.3m0.0%
Private Advisor Group, LLC43,346$2.2m0.0%
Wealthcare Advisory Partners LLC40,336$2.0m0.0%
TRUIST FINANCIAL CORP39,974$2.0m0.0%
Heck Capital Advisors, LLC39,273$2.0m0.1%
Formidable Asset Management, LLC38,658$1.9m0.3%
Rockefeller Capital Management L.P.36,665$1.8m0.0%
Tower Research Capital LLC (TRC)29,837$1.5m0.0%
Cetera Investment Advisers29,652$1.5m0.0%
Marshall & Sterling Wealth Advisors Inc.27,152$1.4m0.8%
Lido Advisors, LLC24,959$1.2m0.0%
KPP Advisory Services LLC21,273$1.1m0.1%
COMMONWEALTH EQUITY SERVICES, LLC20,899$1.0m0.0%
JANE STREET GROUP, LLC19,243$961,6690.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("OBIL"). OBIL price history · All 13F data

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