6 institutions reported holding $44.0M of STATE STREET LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marshall Financial Group, LLC ($27.6M), Hedeker Wealth, LLC ($10.0M), Atlas Private Wealth Advisors ($5.0M), Belpointe Asset Management LLC ($1.1M), AdvisorNet Financial, Inc ($254,278). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marshall Financial Group, LLC | $27.6M | 1.1M | Added |
| 2 | Hedeker Wealth, LLC | $10.0M | 385,777 | Trimmed |
| 3 | Atlas Private Wealth Advisors | $5.0M | 193,193 | Added |
| 4 | Belpointe Asset Management LLC | $1.1M | 43,470 | New |
| 5 | AdvisorNet Financial, Inc | $254,278 | 9,850 | Hold |
| 6 | Global Assets Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30