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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 1,673,109 | $142M | 9.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,251,791 | $106M | 7.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,174,416 | $100M | 6.8% | 2026-Q1 |
| Wealthfront Advisers LLC added | 689,936 | $59M | 4.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 616,562 | $52M | 3.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 588,759 | $50M | 3.4% | 2026-Q1 |
| Heck Capital Advisors, LLC trimmed | 586,662 | $50M | 3.4% | 2026-Q1 |
| Lebenthal Global Advisors, LLC added | 544,302 | $46M | 3.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 510,241 | $43M | 3.0% | 2026-Q1 |
| Analyst IMS Investment Management Services Ltd. trimmed | 499,133 | $42M | 2.9% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 468,223 | $40M | 2.7% | 2026-Q1 |
| LJI Wealth Management, LLC added | 383,316 | $33M | 2.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 376,200 | $32M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 349,017 | $30M | 2.0% | 2026-Q1 |
| TCP Asset Management, LLC trimmed | 301,984 | $26M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 285,116 | $24M | 1.6% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 253,916 | $22M | 1.5% | 2026-Q1 |
| UBS Group AG added | 235,992 | $20M | 1.4% | 2026-Q1 |
| David Kennon Inc added | 234,676 | $20M | 1.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 173,164 | $15M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 173,104 | $15M | 1.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 171,836 | $15M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 165,171 | $14M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 151,790 | $13M | 0.9% | 2026-Q1 |
| SMITH CHAS P & ASSOCIATES PA CPAS trimmed | 145,940 | $12M | 0.8% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 145,768 | $12M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 145,571 | $12M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 137,528 | $12M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 131,902 | $11M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 129,773 | $11M | 0.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 118,114 | $10M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 119,601 | $10M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 114,704 | $10M | 0.7% | 2026-Q1 |
| Silicon Valley Capital Partners trimmed | 111,089 | $9M | 0.6% | 2026-Q1 |
| jvl associates llc trimmed | 110,900 | $9M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 109,536 | $9M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 107,306 | $9M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 102,939 | $9M | 0.6% | 2026-Q1 |
| Coastline Complete Wealth LLC new | 101,306 | $9M | 0.6% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 95,768 | $9M | 0.6% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 99,327 | $8M | 0.6% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 97,176 | $8M | 0.6% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 96,266 | $8M | 0.6% | 2026-Q1 |
| Sigma Planning Corp added | 80,961 | $7M | 0.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 78,530 | $7M | 0.5% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 77,604 | $7M | 0.4% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 77,124 | $7M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 76,453 | $6M | 0.4% | 2026-Q1 |
| Spire Wealth Management added | 70,050 | $6M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 69,816 | $6M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 68,672 | $6M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 68,421 | $6M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 67,695 | $6M | 0.4% | 2026-Q1 |
| Creative Planning added | 66,480 | $6M | 0.4% | 2026-Q1 |
| Hubbell Strickland Wealth Management, LLC added | 61,341 | $5M | 0.4% | 2026-Q1 |
| EQ LLC added | 60,280 | $5M | 0.3% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. added | 59,810 | $5M | 0.3% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC added | 59,279 | $5M | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 57,745 | $5M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 56,853 | $5M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 55,988 | $5M | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 55,032 | $5M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 49,990 | $5M | 0.3% | 2026-Q1 |
| B&D White Capital Company, LLC added | 53,508 | $5M | 0.3% | 2026-Q1 |
| Keenan, LLC added | 53,896 | $5M | 0.3% | 2026-Q1 |
| Pacific Capital Wealth Advisors, Inc. | 53,391 | $5M | 0.3% | 2026-Q1 |
| Cedar Point Capital Partners, LLC added | 51,664 | $4M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 50,835 | $4M | 0.3% | 2026-Q1 |
| Moors & Cabot, Inc. | 48,648 | $4M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 48,317 | $4M | 0.3% | 2026-Q1 |
| Madison Wealth Partners, Inc trimmed | 47,552 | $4M | 0.3% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 47,422 | $4M | 0.3% | 2026-Q1 |
| Pinnacle Family Advisors, LLC added | 46,610 | $4M | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC added | 46,351 | $4M | 0.3% | 2026-Q1 |
| Oasis Advisors, LLC added | 45,661 | $4M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 44,849 | $4M | 0.3% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 44,797 | $4M | 0.3% | 2026-Q1 |
| Bawa N Mallick Trust | 43,000 | $4M | 0.2% | 2026-Q1 |
| Focused Wealth Management, Inc added | 40,568 | $3M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 40,490 | $3M | 0.2% | 2026-Q1 |
| Roxbury Financial LLC added | 40,212 | $3M | 0.2% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. trimmed | 40,061 | $3M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 39,857 | $3M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 39,578 | $3M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 39,039 | $3M | 0.2% | 2026-Q1 |
| Blue Zone Wealth Advisors, LLC added | 38,960 | $3M | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 38,579 | $3M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 38,181 | $3M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 38,105 | $3M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 37,417 | $3M | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. | 37,000 | $3M | 0.2% | 2026-Q1 |
| CWM, LLC added | 35,887 | $3M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 35,529 | $3M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 31,454 | $3M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 119,300 | $11M | 0.7% | 2025-Q4 stale |
| VEGA INVESTMENT SOLUTIONS new | 150,553 | $10M | 0.7% | 2025-Q1 stale |
| Elevation Capital Advisory, LLC trimmed | 111,305 | $9M | 0.6% | 2025-Q2 stale |
| Harvest Investment Advisors, LLC trimmed | 82,214 | $8M | 0.5% | 2025-Q4 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP added | 87,425 | $6M | 0.4% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 48,418 | $3M | 0.2% | 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.
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.