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Funds Holding OIA

On this page, we present all of the funds holding OIA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OIA, with a link to that fund's top holdings. The next columns indicate the amount of OIA stock held by each of the funds holding OIA, followed by the OIA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 61 funds holding OIA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Guggenheim Capital LLC. For more details on the positions held by Guggenheim Capital LLC (or by any of the other funds holding OIA), click the fund name in the "Holder" column of the funds-holding-OIA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Guggenheim Capital LLC909,558$5,776 12/31/2023
     OIA909,558$5,776 12/31/2023
Bank of America Corp DE747,206$4,745 12/31/2023
     OIA747,206$4,745 12/31/2023
Ameriprise Financial Inc.659,405$4,187 12/31/2023
     OIA659,405$4,187 12/31/2023
UBS Group AG455,006$2,889 12/31/2023
     OIA455,006$2,889 12/31/2023
Morgan Stanley365,345$2,320 12/31/2023
     OIA365,345$2,320 12/31/2023
Advisor Group Holdings Inc.360,166$2,287 12/31/2023
     OIA360,166$2,287 12/31/2023
Van ECK Associates Corp261,713$1,662 12/31/2023
     OIA261,713$1,662 12/31/2023
Commonwealth Equity Services LLC205,832$1,307 12/31/2023
     OIA205,832$1,307 12/31/2023
LPL Financial LLC171,032$1,086 12/31/2023
     OIA171,032$1,086 12/31/2023
Raymond James Financial Services Advisors Inc.140,072$915 03/31/2024
     OIA140,072$915 03/31/2024
Invesco Ltd.120,254$764 12/31/2023
     OIA120,254$764 12/31/2023
Raymond James & Associates90,751$593 03/31/2024
     OIA90,751$593 03/31/2024
MML Investors Services LLC91,945$584 12/31/2023
     OIA91,945$584 12/31/2023
IHT Wealth Management LLC81,276$516 12/31/2023
     OIA81,276$516 12/31/2023
Northwestern Mutual Wealth Management Co.79,024$502 12/31/2023
     OIA79,024$502 12/31/2023
Melfa Wealth Management LLC75,679$494 03/31/2024
     OIA75,679$494 03/31/2024
Wells Fargo & Company MN77,384$491 12/31/2023
     OIA77,384$491 12/31/2023
Farther Finance Advisors LLC67,930$431 12/31/2023
     OIA67,930$431 12/31/2023
Cambridge Investment Research Advisors Inc.55,622$363 03/31/2024
     OIA55,622$363 03/31/2024
Rockefeller Capital Management L.P.56,404$358 12/31/2023
     OIA56,404$358 12/31/2023
Baird Financial Group Inc.53,229$338 12/31/2023
     OIA53,229$338 12/31/2023
Royal Bank of Canada52,437$333 12/31/2023
     OIA52,437$333 12/31/2023
GWM Advisors LLC52,952$333 12/31/2023
     OIA52,952$333 12/31/2023
HighTower Advisors LLC49,199$312 12/31/2023
     OIA49,199$312 12/31/2023
Financial Counselors Inc.43,009$273 12/31/2023
     OIA43,009$273 12/31/2023
Landscape Capital Management L.L.C.40,169$255 12/31/2023
     OIA40,169$255 12/31/2023
Moors & Cabot Inc.40,000$254 12/31/2023
     OIA40,000$254 12/31/2023
Insight Wealth Strategies LLC37,961$248 03/31/2024
     OIA37,961$248 03/31/2024
Burford Brothers Inc.36,720$233 12/31/2023
     OIA36,720$233 12/31/2023
Mariner LLC32,558$207 12/31/2023
     OIA32,558$207 12/31/2023
Napa Wealth Management30,944$196 12/31/2023
     OIA30,944$196 12/31/2023
Providence First Trust Co26,000$165 12/31/2023
     OIA26,000$165 12/31/2023
Arete Wealth Advisors LLC25,220$160 12/31/2023
     OIA25,220$160 12/31/2023
RFG Advisory LLC23,757$155 03/31/2024
     OIA23,757$155 03/31/2024
Prospera Financial Services Inc22,154$141 12/31/2023
     OIA22,154$141 12/31/2023
The PNC Financial Services Group Inc.20,005$127 12/31/2023
     OIA20,005$127 12/31/2023
Camelot Portfolios LLC20,000$127 12/31/2023
     OIA20,000$127 12/31/2023
National Asset Management Inc.19,590$124 12/31/2023
     OIA19,590$124 12/31/2023
Susquehanna International Group LLP19,106$121 12/31/2023
     OIA19,106$121 12/31/2023
Cetera Advisor Networks LLC18,719$119 12/31/2023
     OIA18,719$119 12/31/2023
Lincoln National Corp18,412$117 12/31/2023
     OIA18,412$117 12/31/2023
Fairhaven Wealth Management LLC18,450$117 12/31/2023
     OIA18,450$117 12/31/2023
Genesee Capital Advisors LLC17,830$116 03/31/2024
     OIA17,830$116 03/31/2024
Truist Financial Corp18,250$116 12/31/2023
     OIA18,250$116 12/31/2023
Nomura Holdings Inc.17,887$114 12/31/2023
     OIA17,887$114 12/31/2023
Silverlake Wealth Management LLC16,994$111 03/31/2024
     OIA16,994$111 03/31/2024
Modera Wealth Management LLC15,763$100 12/31/2023
     OIA15,763$100 12/31/2023
Captrust Financial Advisors14,090$89 12/31/2023
     OIA14,090$89 12/31/2023
Fortitude Advisory Group L.L.C.13,468$86 12/31/2023
     OIA13,468$86 12/31/2023
Virtu Financial LLC12,987$82 12/31/2023
     OIA12,987$82 12/31/2023
Creative Planning10,697$68 12/31/2023
     OIA10,697$68 12/31/2023
United Capital Financial Advisers LLC10,545$67 12/31/2023
     OIA10,545$67 12/31/2023
Kestra Private Wealth Services LLC10,516$67 12/31/2023
     OIA10,516$67 12/31/2023
AE Wealth Management LLC10,151$63 12/31/2023
     OIA10,151$63 12/31/2023
Private Trust Co. NA1,200$8 03/31/2024
     OIA1,200$8 03/31/2024
Key Financial Inc1,000$6 12/31/2023
     OIA1,000$6 12/31/2023
CWM LLC830$5 03/31/2024
     OIA830$5 03/31/2024
JPMorgan Chase & Co.561$4 12/31/2023
     OIA561$4 12/31/2023
First Horizon Advisors Inc.500$3 12/31/2023
     OIA500$3 12/31/2023
AdvisorNet Financial Inc0$0 03/31/2024
     OIA0$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     OIA0$0 12/31/2023
Advisory Services Network LLC33$0 12/31/2023
     OIA33$0 12/31/2023

See Summary: Institutional Holders of OIA
See Details: Top 10 Hedge Funds Holding OIA
Also See: OIA Insider Buying
Also See: OIA Holdings Changes

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