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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Alaska Permanent Fund Corp trimmed | 1,525,043 | $213M | 46.7% | 2026-Q1 |
| Ameritas Investment Partners, Inc. trimmed | 355,230 | $48M | 10.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 262,131 | $35M | 7.7% | 2026-Q1 |
| Coral Wealth Management, LLC new | 372,419 | $9M | 2.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 63,002 | $8M | 1.9% | 2026-Q1 |
| Berkeley, Inc added | 51,925 | $7M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 46,038 | $6M | 1.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 43,665 | $6M | 1.3% | 2026-Q1 |
| Provident Wealth Management, LLC added | 40,630 | $5M | 1.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 36,677 | $5M | 1.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 30,150 | $4M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 29,345 | $4M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 27,630 | $4M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 26,205 | $4M | 0.8% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 25,547 | $3M | 0.8% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 23,041 | $3M | 0.7% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 19,642 | $3M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 19,541 | $3M | 0.6% | 2026-Q1 |
| Gotham Asset Management, LLC | 19,266 | $3M | 0.6% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 15,920 | $2M | 0.5% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 15,688 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 15,217 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 13,753 | $2M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 11,967 | $2M | 0.4% | 2026-Q1 |
| HF Advisory Group, LLC trimmed | 11,887 | $2M | 0.4% | 2026-Q1 |
| 21 West Wealth Management LLC trimmed | 11,323 | $2M | 0.3% | 2026-Q1 |
| SOA Wealth Advisors, LLC. added | 10,305 | $1M | 0.3% | 2026-Q1 |
| Avant Capital LLC added | 9,764 | $1M | 0.3% | 2026-Q1 |
| Capital Analysts, LLC added | 9,707 | $1M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,731 | $1M | 0.3% | 2026-Q1 |
| TSFG, LLC trimmed | 7,797 | $1M | 0.2% | 2026-Q1 |
| Financial Freedom, LLC trimmed | 7,525 | $1M | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp added | 6,985 | $937K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,503 | $859K | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 5,962 | $800K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 4,267 | $589K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,208 | $565K | 0.1% | 2026-Q1 |
| SMART Wealth LLC added | 3,650 | $490K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,638 | $489K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 3,540 | $475K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 3,493 | $469K | 0.1% | 2026-Q1 |
| Grey Fox Wealth Advisors, LLC added | 3,143 | $422K | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 2,980 | $400K | 0.1% | 2026-Q1 |
| RIA Advisory Group LLC added | 2,953 | $396K | 0.1% | 2026-Q1 |
| Argyle Capital Partners, LLC added | 2,650 | $356K | 0.1% | 2026-Q1 |
| TFB Advisors LLC added | 2,633 | $353K | 0.1% | 2026-Q1 |
| FARMERS & MERCHANTS INVESTMENTS INC added | 2,332 | $313K | 0.1% | 2026-Q1 |
| Scarborough Advisors, LLC trimmed | 2,143 | $288K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 2,094 | $281K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp new | 2,082 | $279K | 0.1% | 2026-Q1 |
| Goldstein Advisors, LLC new | 2,038 | $273K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,958 | $265K | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC | 1,950 | $262K | 0.1% | 2026-Q1 |
| Phillip James Consulting Co. new | 4,317 | $244K | 0.1% | 2026-Q1 |
| PFG Advisors trimmed | 1,708 | $229K | 0.1% | 2026-Q1 |
| NFSG Corp | 1,695 | $227K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC | 1,694 | $227K | 0.0% | 2026-Q1 |
| Keystone Financial Services, LLC trimmed | 1,687 | $226K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,636 | $220K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 1,233 | $165K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ added | 1,145 | $154K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 997 | $134K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC added | 911 | $122K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 757 | $102K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 542 | $73K | 0.0% | 2026-Q1 |
| FMR LLC | 510 | $68K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 348 | $47K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 317 | $42K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 291 | $39K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 221 | $30K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 192 | $26K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 185 | $25K | 0.0% | 2026-Q1 |
| CWM, LLC added | 168 | $22K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 142 | $19K | 0.0% | 2026-Q1 |
| CFG Wealth Management Services, Inc. added | 85 | $11K | 0.0% | 2026-Q1 |
| CW Advisors, LLC new | 128,763 | $17M | 3.6% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 93,366 | $12M | 2.6% | 2025-Q2 stale |
| Wolf Group Capital Advisors trimmed | 64,046 | $8M | 1.8% | 2025-Q1 stale |
| Integrated Capital Management, LLC added | 55,485 | $7M | 1.6% | 2025-Q2 stale |
| Hilltop Holdings Inc. added | 8,313 | $1M | 0.2% | 2025-Q3 stale |
| Fisher Asset Management, LLC new | 7,846 | $1M | 0.2% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP | 5,474 | $707K | 0.2% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC trimmed | 5,553 | $704K | 0.2% | 2025-Q1 stale |
| Diversify Advisory Services, LLC new | 4,095 | $569K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 3,611 | $466K | 0.1% | 2025-Q2 stale |
| B. Riley Wealth Advisors, Inc. trimmed | 3,377 | $450K | 0.1% | 2025-Q4 stale |
| WFA Asset Management Corp added | 3,408 | $442K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 2,809 | $369K | 0.1% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 1,600 | $213K | 0.0% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC new | 1,635 | $211K | 0.0% | 2025-Q2 stale |
| Vista Cima Wealth Management LLC new | 250,000 | $175K | 0.0% | 2025-Q1 stale |
| Bellwether Advisors, LLC | 1,280 | $165K | 0.0% | 2025-Q2 stale |
| COMERICA BANK | 1,303 | $165K | 0.0% | 2025-Q1 stale |
| Empowered Funds, LLC new | 996 | $133K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 640 | $85K | 0.0% | 2025-Q4 stale |
| Nova Wealth Management, Inc. added | 401 | $52K | 0.0% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 361 | $48K | 0.0% | 2025-Q3 stale |
| Kestra Advisory Services, LLC new | 267 | $36K | 0.0% | 2025-Q4 stale |
| Glass Jacobson Investment Advisors llc trimmed | 213 | $27K | 0.0% | 2025-Q2 stale |
| HighMark Wealth Management LLC | 75 | $10K | 0.0% | 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.
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.