Among active 13F managers last quarter, 3 opened and 11 added, while 8 reduced; the largest holder to move was Equitable Holdings, Inc. (+6.0%).
62 tracked 13F filers disclose a position in OBIL as of the latest SEC 13F filings, a combined $194.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.3M | $64.5M | ▲+6.2% Added · +75K sh | Q1 2026 | |
| 2 | MML Investors Services, LLC | 357K | $17.8M | ▲+19% Added · +57K sh | Q2 2026 | |
| 3 | Morgan Stanley | 255K | $12.8M | ▲+73% Added · +107K sh | Q1 2026 | |
| 4 | Stifel Financial Corp | 255K | $12.7M | ▼−16% Reduced · −49K sh | Q1 2026 | |
| 5 | Equitable Holdings, Inc. | 178K | $8.9M | ▲+6.0% Added · +10K sh | Q2 2026 | |
| 6 | Nations Financial Group Inc, /Ia | 175K | $8.7M | ▲+17% Added · +26K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 162K | $8.1M | ▲+65% Added · +64K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 145K | $7.3M | ▲+15% Added · +19K sh | Q1 2026 | |
| 9 | Goldman Sachs Group Inc | 121K | $6.1M | ▲+45% Added · +38K sh | Q1 2026 | |
| 10 | UBS Group AG | 115K | $5.7M | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 11 | Sunrise Financial Services, LLC | 81K | $4.1M | ▲+9.3% Added · +7K sh | Q2 2026 | |
| 12 | Alpine Bank Wealth Management | 76K | $3.8M | ▲+7.5% Added · +5K sh | Q2 2026 | |
| 13 | Rockefeller Capital Management L.P. | 58K | $2.9M | ▲584× Added · +58K sh | Q1 2026 | |
| 14 | Truist Financial Corp | 45K | $2.3M | ▲+659% Added · +39K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | 43K | $2.2M | ▲+18% Added · +7K sh | Q2 2026 | |
| 16 | Wealthcare Advisory Partners LLC | 40K | $2.0M | ▲+14% Added · +5K sh | Q2 2026 | |
| 17 | Heck Capital Advisors, LLC | 39K | $2.0M | ▲+32% Added · +9K sh | Q2 2026 | |
| 18 | Formidable Asset Management, LLC | 39K | $1.9M | ▲+0.7% Added · +254 sh | Q2 2026 | |
| 19 | Marshall & Sterling Wealth Advisors Inc. | 27K | $1.4M | ▲+0.5% Added · +141 sh | Q2 2026 | |
| 20 | Lido Advisors, LLC | 25K | $1.2M | ▼−12% Reduced · −3K sh | Q2 2026 | |
| 21 | KPP Advisory Services LLC | 21K | $1.1M | —Held | Q2 2026 | |
| 22 | Commonwealth Equity Services, LLC | 21K | $1.0M | ▼−37% Reduced · −12K sh | Q1 2026 | |
| 23 | Main Street Financial Solutions, LLC | 19K | $960K | ▼−46% Reduced · −16K sh | Q2 2026 | |
| 24 | Curran Financial Partners, LLC | 18K | $888K | ▼−4.1% Reduced · −767 sh | Q2 2026 | |
| 25 | Wealth Enhancement Advisory Services, LLC | 18K | $878K | ▼−14% Reduced · −3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in OBIL and 11 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for OBIL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OBIL/capital-change-brief"
Use Arkolith's capital_change_brief for OBIL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for OBIL. Filings are public domain, sourced to SEC EDGAR.