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Institutional Ownership · SEC Form 13F

Who owns ONEV (ONEV)


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

85
Institutional holders
3,268,023
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened ONEV while 9 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

ONEV’s largest tracked holder by dollar value, Alaska Permanent Fund Corp, sizes it at 13.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ONEV 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 85 tracked filers holding ONEV, 50 increased or opened the position and 33 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 ONEV 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 3

  • Coral Wealth Management, LLC$9M
  • Capital Analysts, LLC$1M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$589K

Full exits 2

  • Fisher Asset Management, LLC$1M
  • Diversify Advisory Services, LLC$569K

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
  • GOLDMAN SACHS GROUP INC$2M
  • Proactive Wealth Strategies LLC$2M
  • Fifth Third Securities, Inc.$588K
  • Berkeley, Inc$545K
  • CREATIVE FINANCIAL DESIGNS INC /ADV$528K

Largest trims

  • Alaska Permanent Fund Corp$44M
  • LPL Financial LLC$2M
  • OSAIC HOLDINGS, INC.$1M
  • NewEdge Advisors, LLC$1M
  • PFG Advisors$719K
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$473K

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
Alaska Permanent Fund Corp trimmed1,525,043$213M46.7%2026-Q1
Ameritas Investment Partners, Inc. trimmed355,230$48M10.5%2026-Q1
LPL Financial LLC trimmed262,131$35M7.7%2026-Q1
Coral Wealth Management, LLC new372,419$9M2.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed63,002$8M1.9%2026-Q1
Berkeley, Inc added51,925$7M1.5%2026-Q1
Cetera Investment Advisers added46,038$6M1.4%2026-Q1
Dynamic Advisor Solutions LLC added43,665$6M1.3%2026-Q1
Provident Wealth Management, LLC added40,630$5M1.2%2026-Q1
Equitable Holdings, Inc. trimmed36,677$5M1.1%2026-Q1
Fifth Third Securities, Inc. added30,150$4M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added29,345$4M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added27,630$4M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed26,205$4M0.8%2026-Q1
Ausdal Financial Partners, Inc. added25,547$3M0.8%2026-Q1
Proactive Wealth Strategies LLC added23,041$3M0.7%2026-Q1
Ameritas Advisory Services, LLC trimmed19,642$3M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed19,541$3M0.6%2026-Q1
Gotham Asset Management, LLC19,266$3M0.6%2026-Q1
Stratos Wealth Advisors, LLC added15,920$2M0.5%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added15,688$2M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added15,217$2M0.4%2026-Q1
Mariner, LLC added13,753$2M0.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed11,967$2M0.4%2026-Q1
HF Advisory Group, LLC trimmed11,887$2M0.4%2026-Q1
21 West Wealth Management LLC trimmed11,323$2M0.3%2026-Q1
SOA Wealth Advisors, LLC. added10,305$1M0.3%2026-Q1
Avant Capital LLC added9,764$1M0.3%2026-Q1
Capital Analysts, LLC added9,707$1M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed8,731$1M0.3%2026-Q1
TSFG, LLC trimmed7,797$1M0.2%2026-Q1
Financial Freedom, LLC trimmed7,525$1M0.2%2026-Q1
Pacific Sun Financial Corp added6,985$937K0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added6,503$859K0.2%2026-Q1
CALTON & ASSOCIATES, INC. trimmed5,962$800K0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new4,267$589K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added4,208$565K0.1%2026-Q1
SMART Wealth LLC added3,650$490K0.1%2026-Q1
ROYAL BANK OF CANADA added3,638$489K0.1%2026-Q1
Focus Partners Advisor Solutions, LLC trimmed3,540$475K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added3,493$469K0.1%2026-Q1
Grey Fox Wealth Advisors, LLC added3,143$422K0.1%2026-Q1
Fermata Advisors, LLC trimmed2,980$400K0.1%2026-Q1
RIA Advisory Group LLC added2,953$396K0.1%2026-Q1
Argyle Capital Partners, LLC added2,650$356K0.1%2026-Q1
TFB Advisors LLC added2,633$353K0.1%2026-Q1
FARMERS & MERCHANTS INVESTMENTS INC added2,332$313K0.1%2026-Q1
Scarborough Advisors, LLC trimmed2,143$288K0.1%2026-Q1
Kingsview Wealth Management, LLC added2,094$281K0.1%2026-Q1
Bank of New York Mellon Corp new2,082$279K0.1%2026-Q1
Goldstein Advisors, LLC new2,038$273K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,958$265K0.1%2026-Q1
WealthCare Investment Partners, LLC1,950$262K0.1%2026-Q1
Phillip James Consulting Co. new4,317$244K0.1%2026-Q1
PFG Advisors trimmed1,708$229K0.1%2026-Q1
NFSG Corp1,695$227K0.0%2026-Q1
Private Advisor Group, LLC1,694$227K0.0%2026-Q1
Keystone Financial Services, LLC trimmed1,687$226K0.0%2026-Q1
CITADEL ADVISORS LLC trimmed1,636$220K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed1,233$165K0.0%2026-Q1
US BANCORP \DE\ added1,145$154K0.0%2026-Q1
Larson Financial Group LLC added997$134K0.0%2026-Q1
Clearstead Advisors, LLC added911$122K0.0%2026-Q1
Rockefeller Capital Management L.P.757$102K0.0%2026-Q1
IFP Advisors, Inc542$73K0.0%2026-Q1
FMR LLC510$68K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed348$47K0.0%2026-Q1
JPMORGAN CHASE & CO added317$42K0.0%2026-Q1
Parallel Advisors, LLC added291$39K0.0%2026-Q1
Allworth Financial LP221$30K0.0%2026-Q1
MORGAN STANLEY trimmed192$26K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added185$25K0.0%2026-Q1
CWM, LLC added168$22K0.0%2026-Q1
Root Financial Partners, LLC new142$19K0.0%2026-Q1
CFG Wealth Management Services, Inc. added85$11K0.0%2026-Q1
CW Advisors, LLC new128,763$17M3.6%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed93,366$12M2.6%2025-Q2 stale
Wolf Group Capital Advisors trimmed64,046$8M1.8%2025-Q1 stale
Integrated Capital Management, LLC added55,485$7M1.6%2025-Q2 stale
Hilltop Holdings Inc. added8,313$1M0.2%2025-Q3 stale
Fisher Asset Management, LLC new7,846$1M0.2%2025-Q4 stale
STIFEL FINANCIAL CORP5,474$707K0.2%2025-Q2 stale
MML INVESTORS SERVICES, LLC trimmed5,553$704K0.2%2025-Q1 stale
Diversify Advisory Services, LLC new4,095$569K0.1%2025-Q4 stale
HRT FINANCIAL LP new3,611$466K0.1%2025-Q2 stale
B. Riley Wealth Advisors, Inc. trimmed3,377$450K0.1%2025-Q4 stale
WFA Asset Management Corp added3,408$442K0.1%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed2,809$369K0.1%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP new1,600$213K0.0%2025-Q4 stale
OLD MISSION CAPITAL LLC new1,635$211K0.0%2025-Q2 stale
Vista Cima Wealth Management LLC new250,000$175K0.0%2025-Q1 stale
Bellwether Advisors, LLC1,280$165K0.0%2025-Q2 stale
COMERICA BANK1,303$165K0.0%2025-Q1 stale
Empowered Funds, LLC new996$133K0.0%2025-Q4 stale
Global Retirement Partners, LLC added640$85K0.0%2025-Q4 stale
Nova Wealth Management, Inc. added401$52K0.0%2025-Q2 stale
PRINCIPAL SECURITIES, INC. trimmed361$48K0.0%2025-Q3 stale
Kestra Advisory Services, LLC new267$36K0.0%2025-Q4 stale
Glass Jacobson Investment Advisors llc trimmed213$27K0.0%2025-Q2 stale
HighMark Wealth Management LLC75$10K0.0%2025-Q2 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.

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