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Institutional Holders of OEF

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,895,977$1,317,102 12/31/2023
     OEF5,895,977$1,317,102 12/31/2023
Envestnet Asset Management Inc.3,919,603$875,600 12/31/2023
     OEF3,919,603$875,600 12/31/2023
Fifth Third Bancorp2,175,194$485,917 12/31/2023
     OEF2,175,194$485,917 12/31/2023
Jones Financial Companies Lllp1,887,230$421,588 12/31/2023
     OEF1,887,230$421,588 12/31/2023
JPMorgan Chase & Co.1,827,339$408,209 12/31/2023
     OEF1,827,339$408,209 12/31/2023
Morgan Stanley1,536,646$343,272 12/31/2023
     OEF1,536,646$343,272 12/31/2023
Cresset Asset Management LLC1,207,958$269,846 12/31/2023
     OEF1,207,958$269,846 12/31/2023
LPL Financial LLC1,193,908$266,707 12/31/2023
     OEF1,193,908$266,707 12/31/2023
Goldman Sachs Group Inc.1,106,976$247,287 12/31/2023
     OEF1,106,976$247,287 12/31/2023
BlackRock Inc.974,825$217,766 12/31/2023
     OEF974,825$217,766 12/31/2023
Ieq Capital LLC935,108$208,894 12/31/2023
     OEF935,108$208,894 12/31/2023
Merriman Wealth Management LLC721,337$161,139 12/31/2023
     OEF721,337$161,139 12/31/2023
UBS Group AG644,324$143,936 12/31/2023
     OEF644,324$143,936 12/31/2023
Wells Fargo & Company MN643,947$143,852 12/31/2023
     OEF643,947$143,852 12/31/2023
Envestnet Portfolio Solutions Inc.554,921$123,964 12/31/2023
     OEF554,921$123,964 12/31/2023
Evoke Wealth LLC464,364$103,734 12/31/2023
     OEF464,364$103,734 12/31/2023
The PNC Financial Services Group Inc.422,011$94,273 12/31/2023
     OEF422,011$94,273 12/31/2023
OLD National Bancorp IN379,146$93,805 03/31/2024
     OEF379,146$93,805 03/31/2024
Advisor Group Holdings Inc.415,552$92,847 12/31/2023
     OEF415,552$92,847 12/31/2023
Relative Value Partners Group LLC383,850$85,748 12/31/2023
     OEF383,850$85,748 12/31/2023
Ameriprise Financial Inc.371,898$83,077 12/31/2023
     OEF371,898$83,077 12/31/2023
MML Investors Services LLC292,921$65,436 12/31/2023
     OEF292,921$65,436 12/31/2023
Raymond James Financial Services Advisors Inc.250,178$55,887 12/31/2023
     OEF250,178$55,887 12/31/2023
Oakworth Capital Inc.243,028$54,290 12/31/2023
     OEF243,028$54,290 12/31/2023
Resources Investment Advisors LLC.232,903$52,028 12/31/2023
     OEF232,903$52,028 12/31/2023
Janney Montgomery Scott LLC223,125$49,844 12/31/2023
     OEF223,125$49,844 12/31/2023
Two Sigma Investments LP207,800$46,420 12/31/2023
     OEF207,800$46,420 12/31/2023
Commonwealth Equity Services LLC207,095$46,263 12/31/2023
     OEF207,095$46,263 12/31/2023
CM Wealth Advisors LLC201,147$44,934 12/31/2023
     OEF201,147$44,934 12/31/2023
CWM LLC173,270$42,869 03/31/2024
     OEF173,270$42,869 03/31/2024
Mariner LLC185,182$41,368 12/31/2023
     OEF185,182$41,368 12/31/2023
Bank of Montreal Can183,889$41,252 12/31/2023
     OEF183,889$41,252 12/31/2023
AGF Management Ltd.180,750$40,378 12/31/2023
     OEF180,750$40,378 12/31/2023
Signaturefd LLC177,074$39,556 12/31/2023
     OEF177,074$39,556 12/31/2023
FMR LLC164,094$36,657 12/31/2023
     OEF164,094$36,657 12/31/2023
Demars Financial Group LLC163,883$36,610 12/31/2023
     OEF163,883$36,610 12/31/2023
Royal Bank of Canada158,140$35,327 12/31/2023
     OEF158,140$35,327 12/31/2023
Bank of New York Mellon Corp156,017$34,853 12/31/2023
     OEF156,017$34,853 12/31/2023
United Capital Financial Advisers LLC149,552$33,408 12/31/2023
     OEF149,552$33,408 12/31/2023
Financial Partners Group Inc139,410$31,143 12/31/2023
     OEF139,410$31,143 12/31/2023
Dakota Wealth Management133,576$29,839 12/31/2023
     OEF133,576$29,839 12/31/2023
SNS Financial Group LLC130,327$29,114 12/31/2023
     OEF130,327$29,114 12/31/2023
Altus Wealth Management LLC116,279$28,769 03/31/2024
     OEF116,279$28,769 03/31/2024
Vicus Capital113,322$28,037 03/31/2024
     OEF113,322$28,037 03/31/2024
Dorsey & Whitney Trust CO LLC125,049$27,935 12/31/2023
     OEF125,049$27,935 12/31/2023
Abbrea Capital LLC123,248$27,532 12/31/2023
     OEF123,248$27,532 12/31/2023
Steward Partners Investment Advisory LLC119,211$26,631 12/31/2023
     OEF119,211$26,631 12/31/2023
First Pacific Financial118,956$26,574 12/31/2023
     OEF118,956$26,574 12/31/2023
JB Capital LLC115,131$25,719 12/31/2023
     OEF115,131$25,719 12/31/2023
Cetera Investment Advisers113,871$25,438 12/31/2023
     OEF113,871$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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