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Funds Holding OBIL

On this page, we present all of the funds holding OBIL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OBIL, with a link to that fund's top holdings. The next columns indicate the amount of OBIL stock held by each of the funds holding OBIL, followed by the OBIL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 38 funds holding OBIL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealthquest Corp. For more details on the positions held by Wealthquest Corp (or by any of the other funds holding OBIL), click the fund name in the "Holder" column of the funds-holding-OBIL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealthquest Corp618,411$30,880 12/31/2023
     OBIL618,411$30,880 12/31/2023
LPL Financial LLC549,306$27,430 12/31/2023
     OBIL549,306$27,430 12/31/2023
Stifel Financial Corp242,974$12,133 12/31/2023
     OBIL242,974$12,133 12/31/2023
Stratos Wealth Advisors LLC110,716$5,531 03/31/2024
     OBIL110,716$5,531 03/31/2024
Envestnet Asset Management Inc.94,882$4,738 12/31/2023
     OBIL94,882$4,738 12/31/2023
Janney Montgomery Scott LLC93,907$4,689 12/31/2023
     OBIL93,907$4,689 12/31/2023
MML Investors Services LLC85,443$4,267 12/31/2023
     OBIL85,443$4,267 12/31/2023
Amplius Wealth Advisors LLC68,766$3,436 03/31/2024
     OBIL68,766$3,436 03/31/2024
F M Investments LLC62,253$3,110 03/31/2024
     OBIL62,253$3,110 03/31/2024
Commonwealth Equity Services LLC47,518$2,373 12/31/2023
     OBIL47,518$2,373 12/31/2023
Equitable Holdings Inc.46,259$2,310 12/31/2023
     OBIL46,259$2,310 12/31/2023
UBS Group AG34,249$1,710 12/31/2023
     OBIL34,249$1,710 12/31/2023
Formidable Asset Management LLC34,114$1,703 12/31/2023
     OBIL34,114$1,703 12/31/2023
Kraft Davis & Associates LLC33,645$1,685 12/31/2023
     OBIL33,645$1,685 12/31/2023
Ritholtz Wealth Management27,764$1,387 03/31/2024
     OBIL27,764$1,387 03/31/2024
Acorn Financial Advisory Services Inc. ADV26,905$1,344 12/31/2023
     OBIL26,905$1,344 12/31/2023
First Heartland Consultants Inc.26,664$1,331 12/31/2023
     OBIL26,664$1,331 12/31/2023
Susquehanna International Group LLP24,771$1,237 12/31/2023
     OBIL24,771$1,237 12/31/2023
Kestra Advisory Services LLC20,268$1,012 12/31/2023
     OBIL20,268$1,012 12/31/2023
Jane Street Group LLC19,249$961 12/31/2023
     OBIL19,249$961 12/31/2023
Kingsview Wealth Management LLC18,100$904 12/31/2023
     OBIL18,100$904 12/31/2023
Denver Wealth Management Inc.17,326$866 03/31/2024
     OBIL17,326$866 03/31/2024
Spinnaker Investment Group LLC11,179$559 03/31/2024
     OBIL11,179$559 03/31/2024
Wealth Enhancement Advisory Services LLC10,859$543 03/31/2024
     OBIL10,859$543 03/31/2024
Avantax Advisory Services Inc.10,479$523 12/31/2023
     OBIL10,479$523 12/31/2023
Perigon Wealth Management LLC9,600$479 12/31/2023
     OBIL9,600$479 12/31/2023
Lido Advisors LLC8,059$402 12/31/2023
     OBIL8,059$402 12/31/2023
Raymond James Trust N.A.7,210$360 03/31/2024
     OBIL7,210$360 03/31/2024
J.W. Cole Advisors Inc.6,728$336 12/31/2023
     OBIL6,728$336 12/31/2023
Marino Stram & Associates LLC6,630$331 03/31/2024
     OBIL6,630$331 03/31/2024
Thoroughbred Financial Services LLC6,209$310 12/31/2023
     OBIL6,209$310 12/31/2023
Private Advisor Group LLC5,384$269 12/31/2023
     OBIL5,384$269 12/31/2023
Wells Fargo & Company MN5,018$251 12/31/2023
     OBIL5,018$251 12/31/2023
Global Retirement Partners LLC1,000$50 03/31/2024
     OBIL1,000$50 03/31/2024
NBC Securities Inc.500$24 03/31/2024
     OBIL500$24 03/31/2024
Front Row Advisors LLC200$10 12/31/2023
     OBIL200$10 12/31/2023
Royal Bank of Canada100$5 12/31/2023
     OBIL100$5 12/31/2023
DHJJ Financial Advisors Ltd.2$0 03/31/2024
     OBIL2$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     OBIL0$0 12/31/2023

See Summary: Institutional Holders of OBIL
See Details: Top 10 Hedge Funds Holding OBIL
Also See: OBIL Holdings Changes

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