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Institutional Ownership · SEC Form 13F

Who owns ONEQ (ONEQ)


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

394
Institutional holders
18,658,885
Shares held (tracked funds)

How the tape is positioned

39 tracked funds added or opened ONEQ while 81 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

ONEQ’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ONEQ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ONEQ 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 394 tracked filers holding ONEQ, 182 increased or opened the position and 166 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 ONEQ 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 12

  • Coastline Complete Wealth LLC$9M
  • Independent Advisor Alliance$6M
  • OneDigital Investment Advisors LLC$3M
  • Spartan Wealth Advisory Services LLC$3M
  • CIBC Bancorp USA Inc.$2M
  • CITADEL ADVISORS LLC$2M

Full exits 14

  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$11M
  • Harvest Investment Advisors, LLC$8M
  • KM Capital Management Ltd.$3M
  • CIBC Private Wealth Group LLC$2M
  • Fortune Financial Group, Inc.$2M
  • Dentgroup LLC$1M

Largest adds

  • TWO SIGMA INVESTMENTS, LP$19M
  • FMR LLC$14M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
  • ENVESTNET ASSET MANAGEMENT INC$6M
  • Kestra Advisory Services, LLC$5M
  • Gateway Wealth Partners, LLC$4M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38M
  • BANK OF AMERICA CORP /DE/$25M
  • COMMONWEALTH EQUITY SERVICES, LLC$17M
  • Madison Wealth Partners, Inc$17M
  • Steward Partners Investment Advisory, LLC$14M
  • OSAIC HOLDINGS, INC.$14M

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).

FundSharesReported value% of valueQuarter
FMR LLC added1,673,109$142M9.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,251,791$106M7.2%2026-Q1
LPL Financial LLC trimmed1,174,416$100M6.8%2026-Q1
Wealthfront Advisers LLC added689,936$59M4.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed616,562$52M3.6%2026-Q1
Fisher Asset Management, LLC trimmed588,759$50M3.4%2026-Q1
Heck Capital Advisors, LLC trimmed586,662$50M3.4%2026-Q1
Lebenthal Global Advisors, LLC added544,302$46M3.1%2026-Q1
Kestra Advisory Services, LLC added510,241$43M3.0%2026-Q1
Analyst IMS Investment Management Services Ltd. trimmed499,133$42M2.9%2026-Q1
Wealthspire Retirement, LLC added468,223$40M2.7%2026-Q1
LJI Wealth Management, LLC added383,316$33M2.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added376,200$32M2.2%2026-Q1
MORGAN STANLEY trimmed349,017$30M2.0%2026-Q1
TCP Asset Management, LLC trimmed301,984$26M1.7%2026-Q1
AMERIPRISE FINANCIAL INC added285,116$24M1.6%2026-Q1
Prasad Wealth Partners, LLC added253,916$22M1.5%2026-Q1
UBS Group AG added235,992$20M1.4%2026-Q1
David Kennon Inc added234,676$20M1.4%2026-Q1
Thrivent Financial for Lutherans added173,164$15M1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed173,104$15M1.0%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT trimmed171,836$15M1.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed165,171$14M1.0%2026-Q1
HighTower Advisors, LLC trimmed151,790$13M0.9%2026-Q1
SMITH CHAS P & ASSOCIATES PA CPAS trimmed145,940$12M0.8%2026-Q1
Commonwealth Financial Services, LLC added145,768$12M0.8%2026-Q1
ROYAL BANK OF CANADA trimmed145,571$12M0.8%2026-Q1
Cetera Investment Advisers added137,528$12M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added131,902$11M0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added129,773$11M0.7%2026-Q1
Focus Partners Wealth trimmed118,114$10M0.7%2026-Q1
JPMORGAN CHASE & CO added119,601$10M0.7%2026-Q1
WELLS FARGO & COMPANY/MN added114,704$10M0.7%2026-Q1
Silicon Valley Capital Partners trimmed111,089$9M0.6%2026-Q1
jvl associates llc trimmed110,900$9M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added109,536$9M0.6%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added107,306$9M0.6%2026-Q1
Mariner, LLC added102,939$9M0.6%2026-Q1
Coastline Complete Wealth LLC new101,306$9M0.6%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. added95,768$9M0.6%2026-Q1
Aptus Capital Advisors, LLC trimmed99,327$8M0.6%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC trimmed97,176$8M0.6%2026-Q1
Gateway Wealth Partners, LLC added96,266$8M0.6%2026-Q1
Sigma Planning Corp added80,961$7M0.5%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed78,530$7M0.5%2026-Q1
Snowden Capital Advisors LLC added77,604$7M0.4%2026-Q1
Portfolio Strategies, Inc. trimmed77,124$7M0.4%2026-Q1
STIFEL FINANCIAL CORP trimmed76,453$6M0.4%2026-Q1
Spire Wealth Management added70,050$6M0.4%2026-Q1
Independent Advisor Alliance added69,816$6M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed68,672$6M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added68,421$6M0.4%2026-Q1
AE Wealth Management LLC trimmed67,695$6M0.4%2026-Q1
Creative Planning added66,480$6M0.4%2026-Q1
Hubbell Strickland Wealth Management, LLC added61,341$5M0.4%2026-Q1
EQ LLC added60,280$5M0.3%2026-Q1
Ayalon Insurance Comp Ltd. added59,810$5M0.3%2026-Q1
Lineweaver Wealth Advisors, LLC added59,279$5M0.3%2026-Q1
Sunbelt Securities, Inc. trimmed57,745$5M0.3%2026-Q1
Cornerstone Wealth Management, LLC trimmed56,853$5M0.3%2026-Q1
Prime Capital Investment Advisors, LLC added55,988$5M0.3%2026-Q1
Patriot Financial Group Insurance Agency, LLC added55,032$5M0.3%2026-Q1
Equitable Holdings, Inc. added49,990$5M0.3%2026-Q1
B&D White Capital Company, LLC added53,508$5M0.3%2026-Q1
Keenan, LLC added53,896$5M0.3%2026-Q1
Pacific Capital Wealth Advisors, Inc.53,391$5M0.3%2026-Q1
Cedar Point Capital Partners, LLC added51,664$4M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added50,835$4M0.3%2026-Q1
Moors & Cabot, Inc.48,648$4M0.3%2026-Q1
Lido Advisors, LLC added48,317$4M0.3%2026-Q1
Madison Wealth Partners, Inc trimmed47,552$4M0.3%2026-Q1
MONEY CONCEPTS CAPITAL CORP added47,422$4M0.3%2026-Q1
Pinnacle Family Advisors, LLC added46,610$4M0.3%2026-Q1
Strategic Blueprint, LLC added46,351$4M0.3%2026-Q1
Oasis Advisors, LLC added45,661$4M0.3%2026-Q1
MML INVESTORS SERVICES, LLC added44,849$4M0.3%2026-Q1
KFA Private Wealth Group, LLC added44,797$4M0.3%2026-Q1
Bawa N Mallick Trust43,000$4M0.2%2026-Q1
Focused Wealth Management, Inc added40,568$3M0.2%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed40,490$3M0.2%2026-Q1
Roxbury Financial LLC added40,212$3M0.2%2026-Q1
Migdal Insurance & Financial Holdings Ltd. trimmed40,061$3M0.2%2026-Q1
OneDigital Investment Advisors LLC added39,857$3M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed39,578$3M0.2%2026-Q1
Summit Financial, LLC added39,039$3M0.2%2026-Q1
Blue Zone Wealth Advisors, LLC added38,960$3M0.2%2026-Q1
Capital Investment Advisory Services, LLC trimmed38,579$3M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added38,181$3M0.2%2026-Q1
BESSEMER GROUP INC added38,105$3M0.2%2026-Q1
Baird Financial Group, Inc. added37,417$3M0.2%2026-Q1
Texas Yale Capital Corp.37,000$3M0.2%2026-Q1
CWM, LLC added35,887$3M0.2%2026-Q1
Smartleaf Asset Management LLC trimmed35,529$3M0.2%2026-Q1
Advisory Services Network, LLC trimmed31,454$3M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed119,300$11M0.7%2025-Q4 stale
VEGA INVESTMENT SOLUTIONS new150,553$10M0.7%2025-Q1 stale
Elevation Capital Advisory, LLC trimmed111,305$9M0.6%2025-Q2 stale
Harvest Investment Advisors, LLC trimmed82,214$8M0.5%2025-Q4 stale
OLIVER LAGORE VANVALIN INVESTMENT GROUP added87,425$6M0.4%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed48,418$3M0.2%2025-Q1 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.

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