There is a long list of 730 institutional holders of OEF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of OEF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-OEF table below, the initial column indicates the name of each top institutional holder of OEF, with a link to that fund's top holdings. The next columns indicate the amount of OEF stock held by each of the institutional holders of OEF, followed by the OEF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 5,895,977 | $1,317,102 | 12/31/2023 |
OEF | 5,895,977 | $1,317,102 | 12/31/2023 |
Envestnet Asset Management Inc. | 3,919,603 | $875,600 | 12/31/2023 |
OEF | 3,919,603 | $875,600 | 12/31/2023 |
Fifth Third Bancorp | 2,175,194 | $485,917 | 12/31/2023 |
OEF | 2,175,194 | $485,917 | 12/31/2023 |
Jones Financial Companies Lllp | 1,887,230 | $421,588 | 12/31/2023 |
OEF | 1,887,230 | $421,588 | 12/31/2023 |
JPMorgan Chase & Co. | 1,827,339 | $408,209 | 12/31/2023 |
OEF | 1,827,339 | $408,209 | 12/31/2023 |
Morgan Stanley | 1,536,646 | $343,272 | 12/31/2023 |
OEF | 1,536,646 | $343,272 | 12/31/2023 |
Cresset Asset Management LLC | 1,207,958 | $269,846 | 12/31/2023 |
OEF | 1,207,958 | $269,846 | 12/31/2023 |
LPL Financial LLC | 1,193,908 | $266,707 | 12/31/2023 |
OEF | 1,193,908 | $266,707 | 12/31/2023 |
Goldman Sachs Group Inc. | 1,106,976 | $247,287 | 12/31/2023 |
OEF | 1,106,976 | $247,287 | 12/31/2023 |
BlackRock Inc. | 974,825 | $217,766 | 12/31/2023 |
OEF | 974,825 | $217,766 | 12/31/2023 |
Ieq Capital LLC | 935,108 | $208,894 | 12/31/2023 |
OEF | 935,108 | $208,894 | 12/31/2023 |
Merriman Wealth Management LLC | 721,337 | $161,139 | 12/31/2023 |
OEF | 721,337 | $161,139 | 12/31/2023 |
UBS Group AG | 644,324 | $143,936 | 12/31/2023 |
OEF | 644,324 | $143,936 | 12/31/2023 |
Wells Fargo & Company MN | 643,947 | $143,852 | 12/31/2023 |
OEF | 643,947 | $143,852 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 554,921 | $123,964 | 12/31/2023 |
OEF | 554,921 | $123,964 | 12/31/2023 |
Evoke Wealth LLC | 464,364 | $103,734 | 12/31/2023 |
OEF | 464,364 | $103,734 | 12/31/2023 |
The PNC Financial Services Group Inc. | 422,011 | $94,273 | 12/31/2023 |
OEF | 422,011 | $94,273 | 12/31/2023 |
OLD National Bancorp IN | 379,146 | $93,805 | 03/31/2024 |
OEF | 379,146 | $93,805 | 03/31/2024 |
Advisor Group Holdings Inc. | 415,552 | $92,847 | 12/31/2023 |
OEF | 415,552 | $92,847 | 12/31/2023 |
Relative Value Partners Group LLC | 383,850 | $85,748 | 12/31/2023 |
OEF | 383,850 | $85,748 | 12/31/2023 |
Ameriprise Financial Inc. | 371,898 | $83,077 | 12/31/2023 |
OEF | 371,898 | $83,077 | 12/31/2023 |
MML Investors Services LLC | 292,921 | $65,436 | 12/31/2023 |
OEF | 292,921 | $65,436 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 250,178 | $55,887 | 12/31/2023 |
OEF | 250,178 | $55,887 | 12/31/2023 |
Oakworth Capital Inc. | 243,028 | $54,290 | 12/31/2023 |
OEF | 243,028 | $54,290 | 12/31/2023 |
Resources Investment Advisors LLC. | 232,903 | $52,028 | 12/31/2023 |
OEF | 232,903 | $52,028 | 12/31/2023 |
Janney Montgomery Scott LLC | 223,125 | $49,844 | 12/31/2023 |
OEF | 223,125 | $49,844 | 12/31/2023 |
Two Sigma Investments LP | 207,800 | $46,420 | 12/31/2023 |
OEF | 207,800 | $46,420 | 12/31/2023 |
Commonwealth Equity Services LLC | 207,095 | $46,263 | 12/31/2023 |
OEF | 207,095 | $46,263 | 12/31/2023 |
CM Wealth Advisors LLC | 201,147 | $44,934 | 12/31/2023 |
OEF | 201,147 | $44,934 | 12/31/2023 |
CWM LLC | 173,270 | $42,869 | 03/31/2024 |
OEF | 173,270 | $42,869 | 03/31/2024 |
Mariner LLC | 185,182 | $41,368 | 12/31/2023 |
OEF | 185,182 | $41,368 | 12/31/2023 |
Bank of Montreal Can | 183,889 | $41,252 | 12/31/2023 |
OEF | 183,889 | $41,252 | 12/31/2023 |
AGF Management Ltd. | 180,750 | $40,378 | 12/31/2023 |
OEF | 180,750 | $40,378 | 12/31/2023 |
Signaturefd LLC | 177,074 | $39,556 | 12/31/2023 |
OEF | 177,074 | $39,556 | 12/31/2023 |
FMR LLC | 164,094 | $36,657 | 12/31/2023 |
OEF | 164,094 | $36,657 | 12/31/2023 |
Demars Financial Group LLC | 163,883 | $36,610 | 12/31/2023 |
OEF | 163,883 | $36,610 | 12/31/2023 |
Royal Bank of Canada | 158,140 | $35,327 | 12/31/2023 |
OEF | 158,140 | $35,327 | 12/31/2023 |
Bank of New York Mellon Corp | 156,017 | $34,853 | 12/31/2023 |
OEF | 156,017 | $34,853 | 12/31/2023 |
United Capital Financial Advisers LLC | 149,552 | $33,408 | 12/31/2023 |
OEF | 149,552 | $33,408 | 12/31/2023 |
Financial Partners Group Inc | 139,410 | $31,143 | 12/31/2023 |
OEF | 139,410 | $31,143 | 12/31/2023 |
Dakota Wealth Management | 133,576 | $29,839 | 12/31/2023 |
OEF | 133,576 | $29,839 | 12/31/2023 |
SNS Financial Group LLC | 130,327 | $29,114 | 12/31/2023 |
OEF | 130,327 | $29,114 | 12/31/2023 |
Altus Wealth Management LLC | 116,279 | $28,769 | 03/31/2024 |
OEF | 116,279 | $28,769 | 03/31/2024 |
Vicus Capital | 113,322 | $28,037 | 03/31/2024 |
OEF | 113,322 | $28,037 | 03/31/2024 |
Dorsey & Whitney Trust CO LLC | 125,049 | $27,935 | 12/31/2023 |
OEF | 125,049 | $27,935 | 12/31/2023 |
Abbrea Capital LLC | 123,248 | $27,532 | 12/31/2023 |
OEF | 123,248 | $27,532 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 119,211 | $26,631 | 12/31/2023 |
OEF | 119,211 | $26,631 | 12/31/2023 |
First Pacific Financial | 118,956 | $26,574 | 12/31/2023 |
OEF | 118,956 | $26,574 | 12/31/2023 |
JB Capital LLC | 115,131 | $25,719 | 12/31/2023 |
OEF | 115,131 | $25,719 | 12/31/2023 |
Cetera Investment Advisers | 113,871 | $25,438 | 12/31/2023 |
OEF | 113,871 | $25,438 | 12/31/2023 |
See All: Funds Holding OEF
See Details: Top 10 Hedge Funds Holding OEF
Also See: OEF Holdings Changes
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