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Institutional Holders of OBIL
HolderAmountPosition Size
($ in 1000's)
 As of
Wealthquest Corp618,411$30,880 12/31/2023
     OBIL618,411$30,880 12/31/2023
LPL Financial LLC549,306$27,430 12/31/2023
     OBIL549,306$27,430 12/31/2023
Stifel Financial Corp242,974$12,133 12/31/2023
     OBIL242,974$12,133 12/31/2023
Stratos Wealth Advisors LLC110,716$5,531 03/31/2024
     OBIL110,716$5,531 03/31/2024
Envestnet Asset Management Inc.94,882$4,738 12/31/2023
     OBIL94,882$4,738 12/31/2023
MML Investors Services LLC85,443$4,267 12/31/2023
     OBIL85,443$4,267 12/31/2023
Janney Montgomery Scott LLC75,480$3,771 03/31/2024
     OBIL75,480$3,771 03/31/2024
Amplius Wealth Advisors LLC68,766$3,436 03/31/2024
     OBIL68,766$3,436 03/31/2024
F M Investments LLC62,253$3,110 03/31/2024
     OBIL62,253$3,110 03/31/2024
Equitable Holdings Inc.46,259$2,310 12/31/2023
     OBIL46,259$2,310 12/31/2023
Commonwealth Equity Services LLC36,878$1,842 03/31/2024
     OBIL36,878$1,842 03/31/2024
UBS Group AG34,249$1,710 12/31/2023
     OBIL34,249$1,710 12/31/2023
Formidable Asset Management LLC34,114$1,703 12/31/2023
     OBIL34,114$1,703 12/31/2023
Kraft Davis & Associates LLC33,645$1,685 12/31/2023
     OBIL33,645$1,685 12/31/2023
Ritholtz Wealth Management27,764$1,387 03/31/2024
     OBIL27,764$1,387 03/31/2024
Acorn Financial Advisory Services Inc. ADV26,905$1,344 12/31/2023
     OBIL26,905$1,344 12/31/2023
First Heartland Consultants Inc.26,664$1,331 12/31/2023
     OBIL26,664$1,331 12/31/2023
Susquehanna International Group LLP24,771$1,237 12/31/2023
     OBIL24,771$1,237 12/31/2023
Kestra Advisory Services LLC20,268$1,012 12/31/2023
     OBIL20,268$1,012 12/31/2023
Jane Street Group LLC19,249$961 12/31/2023
     OBIL19,249$961 12/31/2023
Kingsview Wealth Management LLC18,100$904 12/31/2023
     OBIL18,100$904 12/31/2023
Denver Wealth Management Inc.17,326$866 03/31/2024
     OBIL17,326$866 03/31/2024
Spinnaker Investment Group LLC11,179$559 03/31/2024
     OBIL11,179$559 03/31/2024
Wealth Enhancement Advisory Services LLC10,859$543 03/31/2024
     OBIL10,859$543 03/31/2024
Avantax Advisory Services Inc.10,479$523 12/31/2023
     OBIL10,479$523 12/31/2023
Lido Advisors LLC8,059$402 12/31/2023
     OBIL8,059$402 12/31/2023
Perigon Wealth Management LLC7,750$387 03/31/2024
     OBIL7,750$387 03/31/2024
Raymond James Trust N.A.7,210$360 03/31/2024
     OBIL7,210$360 03/31/2024
J.W. Cole Advisors Inc.6,745$337 03/31/2024
     OBIL6,745$337 03/31/2024
Marino Stram & Associates LLC6,630$331 03/31/2024
     OBIL6,630$331 03/31/2024
Thoroughbred Financial Services LLC6,209$310 12/31/2023
     OBIL6,209$310 12/31/2023
Sigma Planning Corp5,614$280 03/31/2024
     OBIL5,614$280 03/31/2024
Wells Fargo & Company MN5,018$251 12/31/2023
     OBIL5,018$251 12/31/2023
Private Advisor Group LLC4,950$247 03/31/2024
     OBIL4,950$247 03/31/2024
Global Retirement Partners LLC1,000$50 03/31/2024
     OBIL1,000$50 03/31/2024
NBC Securities Inc.500$24 03/31/2024
     OBIL500$24 03/31/2024
Front Row Advisors LLC200$10 12/31/2023
     OBIL200$10 12/31/2023
Royal Bank of Canada100$5 12/31/2023
     OBIL100$5 12/31/2023
Proequities Inc.0$0 03/31/2024
     OBIL0$0 03/31/2024

See All: Funds Holding OBIL
See Details: Top 10 Hedge Funds Holding OBIL
Also See: OBIL Holdings Changes

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