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Holder | Amount | Position Size
($ in 1000's) | As of |
Wealthquest Corp | 618,411 | $30,880 | 12/31/2023 | OBIL | 618,411 | $30,880 | 12/31/2023 | LPL Financial LLC | 549,306 | $27,430 | 12/31/2023 | OBIL | 549,306 | $27,430 | 12/31/2023 | Stifel Financial Corp | 242,974 | $12,133 | 12/31/2023 | OBIL | 242,974 | $12,133 | 12/31/2023 | Stratos Wealth Advisors LLC | 110,716 | $5,531 | 03/31/2024 | OBIL | 110,716 | $5,531 | 03/31/2024 | Envestnet Asset Management Inc. | 94,882 | $4,738 | 12/31/2023 | OBIL | 94,882 | $4,738 | 12/31/2023 | MML Investors Services LLC | 85,443 | $4,267 | 12/31/2023 | OBIL | 85,443 | $4,267 | 12/31/2023 | Janney Montgomery Scott LLC | 75,480 | $3,771 | 03/31/2024 | OBIL | 75,480 | $3,771 | 03/31/2024 | Amplius Wealth Advisors LLC | 68,766 | $3,436 | 03/31/2024 | OBIL | 68,766 | $3,436 | 03/31/2024 | F M Investments LLC | 62,253 | $3,110 | 03/31/2024 | OBIL | 62,253 | $3,110 | 03/31/2024 | Equitable Holdings Inc. | 46,259 | $2,310 | 12/31/2023 | OBIL | 46,259 | $2,310 | 12/31/2023 | Commonwealth Equity Services LLC | 36,878 | $1,842 | 03/31/2024 | OBIL | 36,878 | $1,842 | 03/31/2024 | UBS Group AG | 34,249 | $1,710 | 12/31/2023 | OBIL | 34,249 | $1,710 | 12/31/2023 | Formidable Asset Management LLC | 34,114 | $1,703 | 12/31/2023 | OBIL | 34,114 | $1,703 | 12/31/2023 | Kraft Davis & Associates LLC | 33,645 | $1,685 | 12/31/2023 | OBIL | 33,645 | $1,685 | 12/31/2023 | Ritholtz Wealth Management | 27,764 | $1,387 | 03/31/2024 | OBIL | 27,764 | $1,387 | 03/31/2024 | Acorn Financial Advisory Services Inc. ADV | 26,905 | $1,344 | 12/31/2023 | OBIL | 26,905 | $1,344 | 12/31/2023 | First Heartland Consultants Inc. | 26,664 | $1,331 | 12/31/2023 | OBIL | 26,664 | $1,331 | 12/31/2023 | Susquehanna International Group LLP | 24,771 | $1,237 | 12/31/2023 | OBIL | 24,771 | $1,237 | 12/31/2023 | Kestra Advisory Services LLC | 20,268 | $1,012 | 12/31/2023 | OBIL | 20,268 | $1,012 | 12/31/2023 | Jane Street Group LLC | 19,249 | $961 | 12/31/2023 | OBIL | 19,249 | $961 | 12/31/2023 | Kingsview Wealth Management LLC | 18,100 | $904 | 12/31/2023 | OBIL | 18,100 | $904 | 12/31/2023 | Denver Wealth Management Inc. | 17,326 | $866 | 03/31/2024 | OBIL | 17,326 | $866 | 03/31/2024 | Spinnaker Investment Group LLC | 11,179 | $559 | 03/31/2024 | OBIL | 11,179 | $559 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 10,859 | $543 | 03/31/2024 | OBIL | 10,859 | $543 | 03/31/2024 | Avantax Advisory Services Inc. | 10,479 | $523 | 12/31/2023 | OBIL | 10,479 | $523 | 12/31/2023 | Lido Advisors LLC | 8,059 | $402 | 12/31/2023 | OBIL | 8,059 | $402 | 12/31/2023 | Perigon Wealth Management LLC | 7,750 | $387 | 03/31/2024 | OBIL | 7,750 | $387 | 03/31/2024 | Raymond James Trust N.A. | 7,210 | $360 | 03/31/2024 | OBIL | 7,210 | $360 | 03/31/2024 | J.W. Cole Advisors Inc. | 6,745 | $337 | 03/31/2024 | OBIL | 6,745 | $337 | 03/31/2024 | Marino Stram & Associates LLC | 6,630 | $331 | 03/31/2024 | OBIL | 6,630 | $331 | 03/31/2024 | Thoroughbred Financial Services LLC | 6,209 | $310 | 12/31/2023 | OBIL | 6,209 | $310 | 12/31/2023 | Sigma Planning Corp | 5,614 | $280 | 03/31/2024 | OBIL | 5,614 | $280 | 03/31/2024 | Wells Fargo & Company MN | 5,018 | $251 | 12/31/2023 | OBIL | 5,018 | $251 | 12/31/2023 | Private Advisor Group LLC | 4,950 | $247 | 03/31/2024 | OBIL | 4,950 | $247 | 03/31/2024 | Global Retirement Partners LLC | 1,000 | $50 | 03/31/2024 | OBIL | 1,000 | $50 | 03/31/2024 | NBC Securities Inc. | 500 | $24 | 03/31/2024 | OBIL | 500 | $24 | 03/31/2024 | Front Row Advisors LLC | 200 | $10 | 12/31/2023 | OBIL | 200 | $10 | 12/31/2023 | Royal Bank of Canada | 100 | $5 | 12/31/2023 | OBIL | 100 | $5 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | OBIL | 0 | $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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