52 tracked 13F filers disclose a position in OBIL as of the latest SEC 13F filings, a combined $180.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $64.5M | 1.3M | ▲+6.2% Added · +75K sh | Q1 2026 | |
| 2 | MML INVESTORS SERVICES, LLC | $15.0M | 300K | ▼−16% Reduced · −56K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $12.8M | 255K | ▲+73% Added · +107K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $12.7M | 255K | ▼−16% Reduced · −49K sh | Q1 2026 | |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $8.7M | 175K | ▲+17% Added · +26K sh | Q2 2026 | |
| 6 | Equitable Holdings, Inc. | $8.4M | 168K | ▲+9.2% Added · +14K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.1M | 162K | ▲+65% Added · +64K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 145K | ▲+15% Added · +19K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $6.1M | 121K | ▲+45% Added · +38K sh | Q1 2026 | |
| 10 | UBS Group AG | $5.7M | 115K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $2.9M | 58K | ▲584× Added · +58K sh | Q1 2026 | |
| 12 | TRUIST FINANCIAL CORP | $2.3M | 45K | ▲+659% Added · +39K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | $2.2M | 43K | ▲+18% Added · +7K sh | Q2 2026 | |
| 14 | Wealthcare Advisory Partners LLC | $2.0M | 40K | ▲+14% Added · +5K sh | Q2 2026 | |
| 15 | Heck Capital Advisors, LLC | $2.0M | 39K | ▲+32% Added · +9K sh | Q2 2026 | |
| 16 | Formidable Asset Management, LLC | $1.9M | 39K | ▲+0.7% Added · +254 sh | Q2 2026 | |
| 17 | Main Street Financial Solutions, LLC | $1.8M | 36K | ▼−54% Reduced · −42K sh | Q1 2026 | |
| 18 | Lido Advisors, LLC | $1.4M | 28K | ▼−49% Reduced · −27K sh | Q1 2026 | |
| 19 | Marshall & Sterling Wealth Advisors Inc. | $1.4M | 27K | ▲+0.5% Added · +141 sh | Q2 2026 | |
| 20 | KPP Advisory Services LLC | $1.1M | 21K | —Held | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 21K | ▼−37% Reduced · −12K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $878K | 18K | ▼−14% Reduced · −3K sh | Q2 2026 | |
| 23 | Kestra Advisory Services, LLC | $834K | 17K | ▲+0.2% Added · +30 sh | Q2 2026 | |
| 24 | Crew Capital Management, Ltd | $766K | 15K | ▲+30% Added · +4K sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | $698K | 14K | ▲+0.9% Added · +122 sh | Q1 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, 1 fund opened a new position in OBIL and 11 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 21 funds | $1.8B |
| NVIDIA CORPNVDA | 21 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $1.4B |
| MICROSOFT CORPMSFT | 21 funds | $898.1M |
| AMAZON.COM INCAMZN | 21 funds | $831.4M |
| ALPHABET INC-CL CGOOG | 21 funds | $485.7M |
| TESLA INCTSLA | 21 funds | $309.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $995.7M |
| ALPHABET INC-CL AGOOGL | 20 funds | $576.3M |
| BROADCOM INCAVGO | 20 funds | $489.7M |
| JPMORGAN CHASE & COJPM | 20 funds | $405.4M |
Ranked by how many of OBIL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TBILmc | 257 funds | $3.0B |
| TMFCmc | 168 funds | $539.7M |
| XBILmc | 82 funds | $348.7M |
| UTWOmc | 62 funds | $214.7M |
| TMFGUIT EXCHANGE TRADED | 55 funds | $17.9M |
| OBILthis pagemc | 52 funds | $180.4M |
| UTENUS TREASR 10 YR | 51 funds | $200.5M |
| RBILMF Closed and MF Open | 28 funds | $70.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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 + end-of-day price history + the live filing stream, joined for OBIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.