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Institutional Ownership · SEC Form 13F

Who owns OBE


Which tracked institutional funds hold OBE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OBE company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

101
Institutional holders
24M
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened OBE while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OBE’s largest tracked holder by dollar value, ROYAL BANK OF CANADA, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OBE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 101 tracked filers holding OBE, 60 increased or opened the position and 31 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OBE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • Jump Financial, LLC$908K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$698K

Full exits 7

  • ACADIAN ASSET MANAGEMENT LLC$8M
  • Quadrature Capital Ltd$3M
  • Man Group plc$1M
  • Janney Montgomery Scott LLC$801K
  • Kerrisdale Advisers, LLC$796K
  • MACKENZIE FINANCIAL CORP$773K

Largest adds

  • BANK OF MONTREAL /CAN/$6M
  • TWO SIGMA INVESTMENTS, LP$4M
  • MORGAN STANLEY$4M
  • TUDOR INVESTMENT CORP ET AL$2M
  • Pembroke Management, LTD$2M
  • FIRST TRUST ADVISORS LP$2M

Largest trims

  • ROYAL BANK OF CANADA$6M
  • Connor, Clark & Lunn Investment Management Ltd.$5M
  • UBS Group AG$4M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
  • DIMENSIONAL FUND ADVISORS LP$1M
  • GOLDMAN SACHS GROUP INC$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ROYAL BANK OF CANADA trimmed4,439,794$36M18.3%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added3,149,276$26M13.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added2,350,583$19M9.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,406,910$12M5.8%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,353,208$11M5.6%2026-Q2
BANK OF MONTREAL /CAN/ added1,169,592$10M4.9%2026-Q2
D. E. Shaw & Co., Inc. added1,137,100$9M4.7%2026-Q2
MORGAN STANLEY added1,060,450$9M4.4%2026-Q2
Pembroke Management, LTD added990,264$8M4.1%2026-Q2
BANK OF AMERICA CORP /DE/ added956,632$8M3.9%2026-Q2
FIRST TRUST ADVISORS LP added639,226$5M2.6%2026-Q2
CITADEL ADVISORS LLC added553,467$4M2.3%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed530,794$4M2.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed377,796$3M1.6%2026-Q2
MILLENNIUM MANAGEMENT LLC added377,546$3M1.6%2026-Q2
JANE STREET GROUP, LLC added314,500$3M1.3%2026-Q2
TUDOR INVESTMENT CORP ET AL added285,961$2M1.2%2026-Q2
TORONTO DOMINION BANK added246,576$2M1.0%2026-Q2
Point72 Asset Management, L.P. added240,089$2M1.0%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed214,903$2M0.9%2026-Q2
Qube Research & Technologies Ltd added213,552$2M0.9%2026-Q2
UBS Group AG trimmed196,061$2M0.8%2026-Q2
LPL Financial LLC added183,093$1M0.8%2026-Q2
GMT Capital Corp180,008$1M0.7%2026-Q2
CITIGROUP INC added155,341$1M0.6%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added139,940$1M0.6%2026-Q2
Spark Investment Management LLC added133,000$1M0.6%2026-Q2
Jump Financial, LLC added111,728$908K0.5%2026-Q2
TD Asset Management Inc added96,566$790K0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added85,804$698K0.4%2026-Q2
Stratos Wealth Partners, LTD.80,346$653K0.3%2026-Q2
BlackRock, Inc. added76,061$618K0.3%2026-Q2
Vanguard Personalized Indexing Management, LLC added59,485$484K0.2%2026-Q2
CoreCommodity Management, LLC new57,105$467K0.2%2026-Q2
Brevan Howard Capital Management LP added55,077$448K0.2%2026-Q2
Creative Planning added41,100$334K0.2%2026-Q2
Beacon Pointe Advisors, LLC40,483$329K0.2%2026-Q2
NATIONAL BANK OF CANADA /FI/ added37,841$308K0.2%2026-Q2
Invesco Ltd. added37,242$303K0.2%2026-Q2
Engineers Gate Manager LP added31,014$252K0.1%2026-Q2
Quad-Cities Investment Group, LLC30,913$251K0.1%2026-Q2
State of Wyoming added30,558$248K0.1%2026-Q2
Campbell & CO Investment Adviser LLC new26,909$219K0.1%2026-Q2
BARCLAYS PLC added25,773$210K0.1%2026-Q2
Aquatic Capital Management LLC added22,913$186K0.1%2026-Q2
Register Financial Advisors LLC22,200$180K0.1%2026-Q2
CIBC WORLD MARKET INC. added21,263$174K0.1%2026-Q2
HSBC HOLDINGS PLC trimmed15,690$129K0.1%2026-Q2
Post Resch Tallon Group Inc. new14,998$122K0.1%2026-Q2
WealthTrust Axiom LLC trimmed13,357$109K0.1%2026-Q2
GROUP ONE TRADING LLC new12,895$105K0.1%2026-Q2
Schonfeld Strategic Advisors LLC trimmed12,888$105K0.1%2026-Q2
Purewater Capital LLC new12,830$104K0.1%2026-Q2
SIG North Trading, ULC trimmed11,548$94K0.0%2026-Q2
JACKSON SQUARE CAPITAL, LLC new11,000$5500.0%2026-Q2
Focus Partners Wealth new10,022$81K0.0%2026-Q2
Marks Group Wealth Management, Inc10,000$81K0.0%2026-Q2
Adalta Capital Management LLC trimmed10,000$81K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added6,937$57K0.0%2026-Q2
OSAIC HOLDINGS, INC. added5,908$48K0.0%2026-Q2
Federation des caisses Desjardins du Quebec trimmed5,713$46K0.0%2026-Q2
Rockefeller Capital Management L.P. added4,870$40K0.0%2026-Q2
Northwest & Ethical Investments L.P. new4,500$37K0.0%2026-Q2
TD Waterhouse Canada Inc. added4,498$36K0.0%2026-Q2
Caitong International Asset Management Co., Ltd added3,950$32K0.0%2026-Q2
State of Tennessee, Department of Treasury new2,900$24K0.0%2026-Q2
Founders Capital Management new2,000$16K0.0%2026-Q2
PNC Financial Services Group, Inc. added2,000$16K0.0%2026-Q2
SIMPLEX TRADING, LLC added1,748$14K0.0%2026-Q2
JPMORGAN CHASE & CO trimmed1,575$13K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP1,571$13K0.0%2026-Q2
Fourth Dimension Wealth, LLC1,428$12K0.0%2026-Q2
WealthCollab, LLC1,317$11K0.0%2026-Q2
NFSG Corp new1,000$8K0.0%2026-Q2
Global Retirement Partners, LLC789$6K0.0%2026-Q2
Farther Finance Advisors, LLC752$6K0.0%2026-Q2
Integrated Wealth Concepts LLC new597$5K0.0%2026-Q2
Geneos Wealth Management Inc.528$4K0.0%2026-Q2
Truvestments Capital LLC436$4K0.0%2026-Q2
ASSETMARK, INC357$3K0.0%2026-Q2
CGC Financial Services, LLC300$2K0.0%2026-Q2
GHP Investment Advisors, Inc.285$2K0.0%2026-Q2
Parallel Advisors, LLC150$1K0.0%2026-Q2
Arax Advisory Partners new142$1K0.0%2026-Q2
Ancora Advisors LLC137$1K0.0%2026-Q2
Physician Wealth Advisors, Inc. new125$1K0.0%2026-Q2
Leo H. Evart, Inc.112$9110.0%2026-Q2
New England Capital Financial Advisors LLC93$7570.0%2026-Q2
Fortis Group Advisors, LLC71$5770.0%2026-Q2
City State Bank62$5040.0%2026-Q2
Financial Gravity Companies, Inc.57$4630.0%2026-Q2
AdvisorNet Financial, Inc56$4550.0%2026-Q2
Westside Investment Management, Inc.42$3410.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO40$3250.0%2026-Q2
SBI Securities Co., Ltd.35$2850.0%2026-Q2
Godfrey Financial Associates, Inc.28$2280.0%2026-Q2
Princeton Global Asset Management LLC21$1710.0%2026-Q2
CoreCap Advisors, LLC14$1140.0%2026-Q2
Larson Financial Group LLC8$650.0%2026-Q2
Redwood Park Advisors LLC new7$570.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership