Who owns OEF (OEF)
Which tracked institutional funds hold OEF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OEF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OEF is one-sided between 2025-Q4 and 2026-Q1: 86 added or opened and 430 trimmed or exited — on balance reducing.
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
OEF’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes OEF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OEF 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 2025-Q4 and 2026-Q1, across 994 tracked filers holding OEF, 315 increased or opened the position and 625 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 OEF between the 2025-Q4 and 2026-Q1 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 28
- XTX Topco Ltd$11M
- Polianta Ltd$9M
- ASHTON THOMAS SECURITIES, LLC$5M
- TITLEIST ASSET MANAGEMENT, LLC$4M
- GTS FINANCIAL, LLC$4M
- Runnymede Capital Advisors, Inc.$4M
Full exits 84
- NewEdge Advisors, LLC$165M
- High Falls Advisors, Inc$26M
- SEVEN MILE ADVISORY$25M
- TABR Capital Management, LLC$19M
- Dynasty Wealth Management, LLC$17M
- Goldstein Advisors, LLC$16M
Largest adds
- TWO SIGMA INVESTMENTS, LP$151M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27M
- GOLDMAN SACHS GROUP INC$24M
- M&T Bank Corp$14M
- Jump Financial, LLC$13M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$3.5B
- LPL Financial LLC$1.2B
- MORGAN STANLEY$469M
- JPMORGAN CHASE & CO$447M
- BlackRock, Inc.$436M
- CWM, LLC$359M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 6,933,873 | $2.2B | 21.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,582,609 | $821M | 8.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 2,174,537 | $672M | 6.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,654,511 | $510M | 4.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,282,727 | $408M | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,213,570 | $386M | 3.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,128,725 | $359M | 3.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,039,893 | $331M | 3.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 853,087 | $271M | 2.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 798,500 | $254M | 2.5% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 791,923 | $252M | 2.4% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 715,414 | $228M | 2.2% | 2026-Q1 |
| UBS Group AG trimmed | 689,493 | $219M | 2.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 441,595 | $140M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 421,339 | $134M | 1.3% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 404,867 | $129M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 366,926 | $123M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 348,748 | $111M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 275,763 | $88M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 272,496 | $87M | 0.8% | 2026-Q1 |
| CM WEALTH ADVISORS LLC trimmed | 241,705 | $77M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 226,754 | $72M | 0.7% | 2026-Q1 |
| SNS Financial Group, LLC added | 221,694 | $71M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 177,232 | $56M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 170,769 | $54M | 0.5% | 2026-Q1 |
| Ensign Peak Advisors, Inc | 170,477 | $54M | 0.5% | 2026-Q1 |
| FMR LLC added | 169,240 | $54M | 0.5% | 2026-Q1 |
| Cerity Partners LLC trimmed | 166,480 | $53M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 163,435 | $52M | 0.5% | 2026-Q1 |
| Mariner, LLC trimmed | 162,861 | $52M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 155,867 | $50M | 0.5% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 154,985 | $49M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 151,708 | $48M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 137,870 | $44M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 137,304 | $44M | 0.4% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 135,725 | $43M | 0.4% | 2026-Q1 |
| ALPS ADVISORS INC added | 131,442 | $42M | 0.4% | 2026-Q1 |
| Dorsey & Whitney Trust CO LLC trimmed | 124,548 | $40M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 124,018 | $39M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 120,848 | $38M | 0.4% | 2026-Q1 |
| RIA Advisory Group LLC added | 115,339 | $37M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 114,129 | $36M | 0.4% | 2026-Q1 |
| Financial Partners Group, Inc trimmed | 113,101 | $36M | 0.3% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. trimmed | 100,856 | $32M | 0.3% | 2026-Q1 |
| Demars Financial Group, LLC trimmed | 100,515 | $32M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 96,188 | $31M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC added | 94,791 | $30M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 94,029 | $30M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 90,586 | $29M | 0.3% | 2026-Q1 |
| Financial Enhancement Group LLC added | 82,383 | $29M | 0.3% | 2026-Q1 |
| Ackerman Asset Management, LLC trimmed | 87,574 | $28M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 87,360 | $28M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 86,718 | $28M | 0.3% | 2026-Q1 |
| Harbour Trust & Investment Management Co added | 82,359 | $26M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 78,387 | $25M | 0.2% | 2026-Q1 |
| Empowered Funds, LLC added | 78,138 | $25M | 0.2% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 76,554 | $24M | 0.2% | 2026-Q1 |
| Marin Bay Wealth Advisors, LLC trimmed | 76,486 | $24M | 0.2% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ added | 75,050 | $24M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 67,597 | $22M | 0.2% | 2026-Q1 |
| Cardinal Strategic Wealth Guidance added | 67,234 | $21M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 64,023 | $20M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 63,934 | $20M | 0.2% | 2026-Q1 |
| Panoramic Capital Partners, LLC added | 62,556 | $20M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 62,144 | $20M | 0.2% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 62,121 | $20M | 0.2% | 2026-Q1 |
| Avid Wealth Partners LLC added | 60,105 | $19M | 0.2% | 2026-Q1 |
| Wealth Forward, LLC added | 59,761 | $19M | 0.2% | 2026-Q1 |
| Jackson Wealth Management, LLC trimmed | 58,726 | $19M | 0.2% | 2026-Q1 |
| Investors Research Corp added | 58,637 | $19M | 0.2% | 2026-Q1 |
| Wealth Group Ltd added | 56,788 | $18M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 56,083 | $18M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 55,935 | $18M | 0.2% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 54,471 | $17M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 54,362 | $17M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 52,578 | $17M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 52,258 | $17M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 51,711 | $16M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 51,121 | $16M | 0.2% | 2026-Q1 |
| Creative Planning added | 49,955 | $16M | 0.2% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 48,950 | $16M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC added | 48,017 | $15M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 47,794 | $15M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 47,712 | $15M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 47,137 | $15M | 0.1% | 2026-Q1 |
| QUEST INVESTMENT MANAGEMENT LLC | 46,975 | $15M | 0.1% | 2026-Q1 |
| Meridian Wealth Advisors, LLC added | 46,576 | $15M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 482,215 | $165M | 1.6% | 2025-Q4 stale |
| Mirae Asset Global Investments Co., Ltd. new | 193,670 | $59M | 0.6% | 2025-Q2 stale |
| SoundView Advisors Inc. new | 547,227 | $50M | 0.5% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 119,684 | $40M | 0.4% | 2025-Q3 stale |
| Aveo Capital Partners, LLC added | 116,427 | $32M | 0.3% | 2025-Q1 stale |
| High Falls Advisors, Inc added | 74,369 | $26M | 0.2% | 2025-Q4 stale |
| SEVEN MILE ADVISORY added | 73,057 | $25M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 75,924 | $23M | 0.2% | 2025-Q2 stale |
| TABR Capital Management, LLC trimmed | 56,139 | $19M | 0.2% | 2025-Q4 stale |
| Dynasty Wealth Management, LLC added | 48,726 | $17M | 0.2% | 2025-Q4 stale |
| Goldstein Advisors, LLC added | 47,001 | $16M | 0.2% | 2025-Q4 stale |
| SWMG, LLC added | 45,253 | $15M | 0.1% | 2025-Q4 stale |
| COUNTRY CLUB BANK trimmed | 44,580 | $15M | 0.1% | 2025-Q3 stale |
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.
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.