Mega
CITADEL ADVISORS LLC
OBIL
1
$392,353
100.00%
7,851
—
New
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Mega
LPL Financial LLC
OBIL
$64,530,350
16447.01%
1,288,674
—
Sold Out
Shares
2026-05-06
Large
MML INVESTORS SERVICES, LLC
OBIL
$15,032,865
3831.46%
300,207
—
Sold Out
Shares
2026-05-04
Mega
MORGAN STANLEY
OBIL
1
$12,752,999
3250.39%
254,678
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
254,678
$12,752,999
100.0%
Defined
Large
STIFEL FINANCIAL CORP
OBIL
2
$12,747,892
3249.09%
254,576
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
STIFEL NICOLAUS & CO INC \MO\
253,368
$12,687,402
99.5%
Defined
Stifel Independent Advisors, LLC
1,208
$60,490
0.5%
Defined
Small
49 WEALTH MANAGEMENT, LLC
OBIL
$12,057,959
3073.24%
240,798
—
Sold Out
Shares
2026-05-13
Mid
Equitable Holdings, Inc.
OBIL
1
$8,396,926
2140.15%
167,687
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
EQUITABLE ADVISORS, LLC
167,687
$8,396,926
100.0%
Defined
Mega
RAYMOND JAMES FINANCIAL INC
OBIL
2
$8,136,836
2073.86%
162,493
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Mid
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
OBIL
$7,481,054
1906.72%
149,397
—
Sold Out
Shares
2026-04-15
Mega
ENVESTNET ASSET MANAGEMENT INC
OBIL
$7,277,549
1854.85%
145,333
—
Sold Out
Shares
2026-05-04
Mega
GOLDMAN SACHS GROUP INC
OBIL
1
$6,068,338
1546.65%
121,185
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
GOLDMAN SACHS & CO. LLC
121,185
$6,068,338
100.0%
Defined
Mega
UBS Group AG
OBIL
1
$5,735,440
1461.81%
114,537
—
Sold Out
Shares
2026-05-05
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
UBS Financial Services Inc
114,537
$5,735,440
100.0%
Defined
Small
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
OBIL
$4,618,968
1177.25%
92,241
—
Sold Out
Shares
2026-04-24
Micro
Sunrise Financial Services, LLC
OBIL
$3,730,787
950.88%
74,504
—
Sold Out
Shares
2026-04-29
Small
Alpine Bank Wealth Management
Bank
OBIL
$3,537,197
901.53%
70,638
—
Sold Out
Shares
2026-04-21
Large
Rockefeller Capital Management L.P.
OBIL
1
$2,923,178
745.04%
58,376
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
58,376
$2,923,178
100.0%
Defined
Large
TRUIST FINANCIAL CORP
OBIL
1
$2,253,425
574.34%
45,001
—
Sold Out
Shares
2026-04-27
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Truist Advisory Services, Inc.
45,001
$2,253,425
100.0%
Defined
Small
Formidable Asset Management, LLC
OBIL
$1,923,080
490.14%
38,404
—
Sold Out
Shares
2026-04-22
Mid
Private Advisor Group, LLC
OBIL
$1,831,843
466.89%
36,582
—
Sold Out
Shares
2026-04-27
Mid
Wealthcare Advisory Partners LLC
OBIL
$1,776,811
452.86%
35,483
—
Sold Out
Shares
2026-04-14
Small
Heck Capital Advisors, LLC
OBIL
$1,494,738
380.97%
29,850
—
Sold Out
Shares
2026-04-16
Large
Lido Advisors, LLC
OBIL
$1,424,183
362.99%
28,441
—
Sold Out
Shares
2026-05-13
Micro
Marshall & Sterling Wealth Advisors Inc.
OBIL
$1,352,575
344.73%
27,011
—
Sold Out
Shares
2026-05-07
Mid
Independent Advisor Alliance
OBIL
$1,114,118
283.96%
22,249
—
Sold Out
Shares
2026-05-12
Small
KPP Advisory Services LLC
OBIL
$1,065,245
271.50%
21,273
—
Sold Out
Shares
2026-04-24
Large
COMMONWEALTH EQUITY SERVICES, LLC
OBIL
$1,039,857
265.03%
20,766
—
Sold Out
Shares
2026-04-27
Large
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OBIL
$1,027,889
261.98%
20,527
—
Sold Out
Shares
2026-04-08
Small
Curran Financial Partners, LLC
OBIL
$928,140
236.56%
18,535
—
Sold Out
Shares
2026-04-15
Large
Kestra Advisory Services, LLC
OBIL
$834,249
212.63%
16,660
—
Sold Out
Shares
2026-04-30
Small
Crescent Grove Advisors, LLC
OBIL
$703,804
179.38%
14,055
—
Sold Out
Shares
2026-05-06
Small
Amplius Wealth Advisors, LLC
OBIL
$674,760
171.98%
13,475
—
Sold Out
Shares
2026-04-13
Mid
Jaffetilchin Investment Partners, LLC
OBIL
$671,005
171.02%
13,400
—
Sold Out
Shares
2026-05-13
Micro
RETIREMENT CAPITAL STRATEGIES
Pension
OBIL
$606,658
154.62%
12,115
—
Sold Out
Shares
2026-05-15
Small
Crew Capital Management, Ltd
OBIL
$591,736
150.82%
11,817
—
Sold Out
Shares
2026-04-22
Micro
Global View Capital Management LLC
OBIL
$588,431
149.97%
11,751
—
Sold Out
Shares
2026-05-04
Mid
MGO ONE SEVEN LLC
OBIL
$520,529
132.67%
10,395
—
Sold Out
Shares
2026-05-14
Mid
HighPoint Advisor Group LLC
OBIL
$512,768
130.69%
10,240
—
Sold Out
Shares
2026-05-14
Mid
World Investment Advisors
OBIL
$505,106
128.74%
10,087
—
Sold Out
Shares
2026-04-27
Micro
Valtinson Bruner Financial Planning LLC
OBIL
$501,350
127.78%
10,012
—
Sold Out
Shares
2026-05-05
Large
Cetera Investment Advisers
OBIL
$473,208
120.61%
9,450
—
Sold Out
Shares
2026-05-13
Large
Mariner, LLC
OBIL
1
$425,988
108.57%
8,507
—
Sold Out
Shares
2026-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Mariner Independent Advisor Network, LLC
8,507
$425,988
100.0%
Other
Small
SAX WEALTH ADVISORS, LLC
OBIL
$415,872
105.99%
8,305
—
Sold Out
Shares
2026-04-08
Large
Janney Montgomery Scott LLC
OBIL
$381,020
97.11%
7,609
—
Sold Out
Shares
2026-04-22
Mid
GTS SECURITIES LLC
Broker-Dealer
OBIL
$377,315
96.17%
7,535
—
Sold Out
Shares
2026-05-15
Mid
Kingsview Wealth Management, LLC
OBIL
$349,573
89.10%
6,981
—
Sold Out
Shares
2026-05-12
Mega
JANE STREET GROUP, LLC
OBIL
1
$331,897
84.59%
6,628
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
6,628
$331,897
100.0%
Defined
Micro
PERSPECTIVE WEALTH ADVISORS LLC
OBIL
$328,592
83.75%
6,562
—
Sold Out
Shares
2026-05-08
Mid
Sigma Planning Corp
OBIL
$317,375
80.89%
6,338
—
Sold Out
Shares
2026-05-04
Large
Cambridge Investment Research Advisors, Inc.
OBIL
$314,571
80.18%
6,282
—
Sold Out
Shares
2026-04-30
Mid
Stratos Wealth Partners, LTD.
OBIL
$274,661
70.00%
5,485
—
Sold Out
Shares
2026-04-28
Mid
Integrated Wealth Concepts LLC
OBIL
$250,375
63.81%
5,000
—
Sold Out
Shares
2026-05-15
Small
Crews Bank & Trust
Bank
OBIL
$180,270
45.95%
3,600
—
Sold Out
Shares
2026-05-13
Mid
IFP Advisors, Inc
OBIL
$170,104
43.35%
3,397
—
Sold Out
Shares
2026-04-13
Mid
Western Wealth Management, LLC
OBIL
$148,021
37.73%
2,956
—
Sold Out
Shares
2026-05-19
Mid
CENTRAL TRUST Co
Bank
OBIL
$50,075
12.76%
1,000
—
Sold Out
Shares
2026-04-17
Large
OSAIC HOLDINGS, INC.
OBIL
1
$25,037
6.38%
500
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
500
$25,037
100.0%
Defined
Small
NBC SECURITIES, INC.
Broker-Dealer
OBIL
$25,037
6.38%
500
—
Sold Out
Shares
2026-04-14
Mega
FMR LLC
OBIL
1
$11,567
2.95%
231
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
STRATEGIC ADVISERS LLC
231
$11,567
100.0%
Defined
Small
Front Row Advisors LLC
OBIL
$10,015
2.55%
200
—
Sold Out
Shares
2026-05-19
Small
Financial Gravity Asset Management, Inc.
OBIL
$7,661
1.95%
153
—
Sold Out
Shares
2026-05-08
Small
Founders Financial Alliance, LLC
OBIL
$1,251
0.32%
25
—
Sold Out
Shares
2026-05-11
Micro
DHJJ Financial Advisors, Ltd.
OBIL
$100
0.03%
2
—
Sold Out
Shares
2026-04-09
Mid
Advisory Services Network, LLC
OBIL
$50
0.01%
1
—
Sold Out
Shares
2026-05-15
Small
Destiny Wealth Partners, LLC
OBIL
$9
0.00%
0
—
Sold Out
Shares
2026-05-11
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