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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 177,038 | $5,432 | 12/31/2023 |
OCIO | 177,038 | $5,432 | 12/31/2023 |
Jane Street Group LLC | 38,390 | $1,178 | 12/31/2023 |
OCIO | 38,390 | $1,178 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 36,082 | $1,107 | 12/31/2023 |
OCIO | 36,082 | $1,107 | 12/31/2023 |
Janney Montgomery Scott LLC | 33,905 | $1,040 | 12/31/2023 |
OCIO | 33,905 | $1,040 | 12/31/2023 |
Atria Wealth Solutions Inc. | 26,064 | $800 | 12/31/2023 |
OCIO | 26,064 | $800 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 18,412 | $565 | 12/31/2023 |
OCIO | 18,412 | $565 | 12/31/2023 |
Colonial Trust Co SC | 4,234 | $130 | 12/31/2023 |
OCIO | 4,234 | $130 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,335 | $41 | 12/31/2023 |
OCIO | 1,335 | $41 | 12/31/2023 |
UBS Group AG | 881 | $27 | 12/31/2023 |
OCIO | 881 | $27 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
OCIO | 0 | $0 | 12/31/2023 |
Morgan Stanley | 1 | $0 | 12/31/2023 |
OCIO | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of OCIO
See Details: Top 10 Hedge Funds Holding OCIO
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