% of shares outstanding is not shown for OBIL: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for OBIL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 949K | 1.0M | 1.1M | 1.2M | 1.2M | 1.3M | $65M |
| MML INVESTORS SERVICES, LLC | 287K | 350K | 377K | 416K | 356K | 300K | $15M |
| MORGAN STANLEY | 101 | 434 | 11K | 110K | 148K | 255K | $13M |
| STIFEL FINANCIAL CORP | 321K | 298K | 251K | 293K | 304K | 255K | $13M |
| 49 WEALTH MANAGEMENT, LLC | 276K | 279K | 245K | 245K | 222K | 241K | $12M |
| Equitable Holdings, Inc. | 47K | 74K | 90K | 126K | 154K | 168K | $8M |
| RAYMOND JAMES FINANCIAL INC | 54K | 47K | 80K | 87K | 99K | 162K | $8M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 86K | 69K | 80K | 136K | 138K | 149K | $7M |
| ENVESTNET ASSET MANAGEMENT INC | 71K | 92K | 98K | 118K | 127K | 145K | $7M |
| GOLDMAN SACHS GROUP INC | — | 24K | 15K | 47K | 83K | 121K | $6M |
| UBS Group AG | 67K | 72K | 84K | 74K | 110K | 115K | $6M |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 94K | 82K | 78K | 74K | 62K | 92K | $5M |
| Sunrise Financial Services, LLC | — | — | — | — | — | 75K | $4M |
| Alpine Bank Wealth Management | — | 59K | 48K | 70K | 67K | 71K | $4M |
| Rockefeller Capital Management L.P. | — | — | — | — | 100 | 58K | $3M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 63 | 4,070,700 | — | $204M |
| 2025-Q4 | 65 | 3,829,179 | — | $192M |
| 2025-Q3 | 63 | 3,769,615 | — | $190M |
| 2025-Q2 | 58 | 3,484,704 | — | $175M |
| 2025-Q1 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | +107,168 | $5M | ADD |
| LPL Financial LLC | +74,962 | $4M | ADD |
| Sunrise Financial Services, LLC | +74,504 | $4M | OPEN |
| RAYMOND JAMES FINANCIAL INC | +63,835 | $3M | ADD |
| Rockefeller Capital Management L.P. | +58,276 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | −78,501 | $4M | CLOSE |
| Main Street Financial Solutions, LLC | −77,676 | $4M | CLOSE |
| MML INVESTORS SERVICES, LLC | −55,507 | $3M | TRIM |
| STIFEL FINANCIAL CORP | −49,464 | $2M | TRIM |
| JANE STREET GROUP, LLC | −27,513 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 60 |
| 3,887,528 |
| — |
| $195M |
| 2024-Q4 | 54 | 3,666,316 | — | $184M |
| 2024-Q3 | 52 | 3,160,665 | — | $159M |
| 2024-Q2 | 49 | 2,586,761 | — | $129M |
| 2024-Q1 | 43 | 2,519,136 | — | $126M |
| 2023-Q4 | 37 | 2,700,952 | — | $135M |
| 2023-Q3 | 26 | 1,344,254 | — | $67M |
| 2023-Q2 | 20 | 1,071,432 | — | $53M |
| 2023-Q1 | 14 | 307,305 | — | $15M |
| 2022-Q4 | 3 | 137,764 | — | $7M |
