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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealthquest Corp | 618,411 | $30,880 | 12/31/2023 |
OBIL | 618,411 | $30,880 | 12/31/2023 |
LPL Financial LLC | 549,306 | $27,430 | 12/31/2023 |
OBIL | 549,306 | $27,430 | 12/31/2023 |
Stifel Financial Corp | 242,974 | $12,133 | 12/31/2023 |
OBIL | 242,974 | $12,133 | 12/31/2023 |
Stratos Wealth Advisors LLC | 110,716 | $5,531 | 03/31/2024 |
OBIL | 110,716 | $5,531 | 03/31/2024 |
Envestnet Asset Management Inc. | 94,882 | $4,738 | 12/31/2023 |
OBIL | 94,882 | $4,738 | 12/31/2023 |
Janney Montgomery Scott LLC | 93,907 | $4,689 | 12/31/2023 |
OBIL | 93,907 | $4,689 | 12/31/2023 |
MML Investors Services LLC | 85,443 | $4,267 | 12/31/2023 |
OBIL | 85,443 | $4,267 | 12/31/2023 |
Amplius Wealth Advisors LLC | 68,766 | $3,436 | 03/31/2024 |
OBIL | 68,766 | $3,436 | 03/31/2024 |
F M Investments LLC | 62,253 | $3,110 | 03/31/2024 |
OBIL | 62,253 | $3,110 | 03/31/2024 |
Commonwealth Equity Services LLC | 47,518 | $2,373 | 12/31/2023 |
OBIL | 47,518 | $2,373 | 12/31/2023 |
Equitable Holdings Inc. | 46,259 | $2,310 | 12/31/2023 |
OBIL | 46,259 | $2,310 | 12/31/2023 |
UBS Group AG | 34,249 | $1,710 | 12/31/2023 |
OBIL | 34,249 | $1,710 | 12/31/2023 |
Formidable Asset Management LLC | 34,114 | $1,703 | 12/31/2023 |
OBIL | 34,114 | $1,703 | 12/31/2023 |
Kraft Davis & Associates LLC | 33,645 | $1,685 | 12/31/2023 |
OBIL | 33,645 | $1,685 | 12/31/2023 |
Ritholtz Wealth Management | 27,764 | $1,387 | 03/31/2024 |
OBIL | 27,764 | $1,387 | 03/31/2024 |
Acorn Financial Advisory Services Inc. ADV | 26,905 | $1,344 | 12/31/2023 |
OBIL | 26,905 | $1,344 | 12/31/2023 |
First Heartland Consultants Inc. | 26,664 | $1,331 | 12/31/2023 |
OBIL | 26,664 | $1,331 | 12/31/2023 |
Susquehanna International Group LLP | 24,771 | $1,237 | 12/31/2023 |
OBIL | 24,771 | $1,237 | 12/31/2023 |
Kestra Advisory Services LLC | 20,268 | $1,012 | 12/31/2023 |
OBIL | 20,268 | $1,012 | 12/31/2023 |
Jane Street Group LLC | 19,249 | $961 | 12/31/2023 |
OBIL | 19,249 | $961 | 12/31/2023 |
Kingsview Wealth Management LLC | 18,100 | $904 | 12/31/2023 |
OBIL | 18,100 | $904 | 12/31/2023 |
Denver Wealth Management Inc. | 17,326 | $866 | 03/31/2024 |
OBIL | 17,326 | $866 | 03/31/2024 |
Spinnaker Investment Group LLC | 11,179 | $559 | 03/31/2024 |
OBIL | 11,179 | $559 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 10,859 | $543 | 03/31/2024 |
OBIL | 10,859 | $543 | 03/31/2024 |
Avantax Advisory Services Inc. | 10,479 | $523 | 12/31/2023 |
OBIL | 10,479 | $523 | 12/31/2023 |
Perigon Wealth Management LLC | 9,600 | $479 | 12/31/2023 |
OBIL | 9,600 | $479 | 12/31/2023 |
Lido Advisors LLC | 8,059 | $402 | 12/31/2023 |
OBIL | 8,059 | $402 | 12/31/2023 |
Raymond James Trust N.A. | 7,210 | $360 | 03/31/2024 |
OBIL | 7,210 | $360 | 03/31/2024 |
J.W. Cole Advisors Inc. | 6,728 | $336 | 12/31/2023 |
OBIL | 6,728 | $336 | 12/31/2023 |
Marino Stram & Associates LLC | 6,630 | $331 | 03/31/2024 |
OBIL | 6,630 | $331 | 03/31/2024 |
Thoroughbred Financial Services LLC | 6,209 | $310 | 12/31/2023 |
OBIL | 6,209 | $310 | 12/31/2023 |
Private Advisor Group LLC | 5,384 | $269 | 12/31/2023 |
OBIL | 5,384 | $269 | 12/31/2023 |
Wells Fargo & Company MN | 5,018 | $251 | 12/31/2023 |
OBIL | 5,018 | $251 | 12/31/2023 |
Global Retirement Partners LLC | 1,000 | $50 | 03/31/2024 |
OBIL | 1,000 | $50 | 03/31/2024 |
NBC Securities Inc. | 500 | $24 | 03/31/2024 |
OBIL | 500 | $24 | 03/31/2024 |
Front Row Advisors LLC | 200 | $10 | 12/31/2023 |
OBIL | 200 | $10 | 12/31/2023 |
Royal Bank of Canada | 100 | $5 | 12/31/2023 |
OBIL | 100 | $5 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 2 | $0 | 03/31/2024 |
OBIL | 2 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
OBIL | 0 | $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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