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Funds Holding OCIO

On this page, we present all of the funds holding OCIO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OCIO, with a link to that fund's top holdings. The next columns indicate the amount of OCIO stock held by each of the funds holding OCIO, followed by the OCIO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding OCIO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding OCIO), click the fund name in the "Holder" column of the funds-holding-OCIO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.177,038$5,432 12/31/2023
     OCIO177,038$5,432 12/31/2023
Jane Street Group LLC38,390$1,178 12/31/2023
     OCIO38,390$1,178 12/31/2023
Envestnet Portfolio Solutions Inc.36,082$1,107 12/31/2023
     OCIO36,082$1,107 12/31/2023
Janney Montgomery Scott LLC33,905$1,040 12/31/2023
     OCIO33,905$1,040 12/31/2023
Atria Wealth Solutions Inc.26,064$800 12/31/2023
     OCIO26,064$800 12/31/2023
Mercer Global Advisors Inc. ADV18,412$565 12/31/2023
     OCIO18,412$565 12/31/2023
Colonial Trust Co SC4,234$130 12/31/2023
     OCIO4,234$130 12/31/2023
Advisor Group Holdings Inc.1,335$41 12/31/2023
     OCIO1,335$41 12/31/2023
UBS Group AG881$27 12/31/2023
     OCIO881$27 12/31/2023
Proequities Inc.0$0 12/31/2023
     OCIO0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     OCIO1$0 12/31/2023

See Summary: Institutional Holders of OCIO
See Details: Top 10 Hedge Funds Holding OCIO

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