Who owns ONEY (ONEY)
Which tracked institutional funds hold ONEY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ONEY 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
23 tracked funds added or opened ONEY while 12 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
ONEY’s largest tracked holder by dollar value, Alaska Permanent Fund Corp, sizes it at 13.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ONEY 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 111 tracked filers holding ONEY, 56 increased or opened the position and 42 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 ONEY 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 2
- Merit Financial Group, LLC$664K
- Meridian Wealth Management, LLC$503K
Full exits 5
- MOULTON WEALTH MANAGEMENT, INC$8M
- CoreFirst Bank & Trust$1M
- HRT FINANCIAL LP$644K
- Global Retirement Partners, LLC$548K
- Constant Guidance Financial LLC$536K
Largest adds
- Cambridge Investment Research Advisors, Inc.$33M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- AMERIPRISE FINANCIAL INC$3M
- Cetera Investment Advisers$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Mariner, LLC$2M
Largest trims
- Alaska Permanent Fund Corp$32M
- Private Advisor Group, LLC$3M
- LPL Financial LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- RAYMOND JAMES FINANCIAL INC$1M
- Tower Research Capital LLC (TRC)$459K
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 | 1,620,489 | $205M | 30.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 600,011 | $72M | 10.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 588,449 | $71M | 10.6% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 350,816 | $42M | 6.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 345,285 | $41M | 6.2% | 2026-Q1 |
| Creative Planning trimmed | 242,772 | $29M | 4.4% | 2026-Q1 |
| Mariner, LLC added | 216,622 | $26M | 3.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 173,536 | $21M | 3.1% | 2026-Q1 |
| Lebenthal Global Advisors, LLC added | 115,566 | $14M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 94,836 | $11M | 1.7% | 2026-Q1 |
| Waverly Advisors, LLC added | 65,654 | $8M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 58,981 | $7M | 1.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 57,364 | $7M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 54,653 | $7M | 1.0% | 2026-Q1 |
| Holos Integrated Wealth LLC trimmed | 43,528 | $5M | 0.8% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 42,876 | $5M | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. added | 43,771 | $5M | 0.7% | 2026-Q1 |
| FMA Wealth Management, LLC added | 38,456 | $5M | 0.7% | 2026-Q1 |
| Collaborative Wealth Managment Inc. added | 37,858 | $5M | 0.7% | 2026-Q1 |
| Family Investment Center, Inc. trimmed | 35,905 | $4M | 0.6% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 32,110 | $4M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 31,344 | $4M | 0.6% | 2026-Q1 |
| Savvy Advisors, Inc. added | 30,747 | $4M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 30,662 | $4M | 0.6% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 19,769 | $2M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 18,831 | $2M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 17,385 | $2M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 15,629 | $2M | 0.3% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 14,166 | $2M | 0.3% | 2026-Q1 |
| Capital Analysts, LLC added | 13,893 | $2M | 0.3% | 2026-Q1 |
| Crumly & Associates Inc. | 13,723 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 13,185 | $2M | 0.2% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 12,784 | $2M | 0.2% | 2026-Q1 |
| Horizon Wealth Management, LLC added | 12,035 | $1M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 10,726 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,656 | $1M | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 10,630 | $1M | 0.2% | 2026-Q1 |
| Bonfire Financial trimmed | 10,578 | $1M | 0.2% | 2026-Q1 |
| Pathfinder Wealth Consulting, Inc. trimmed | 9,432 | $1M | 0.2% | 2026-Q1 |
| Venture Visionary Partners LLC | 8,696 | $1M | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. | 7,391 | $887K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 6,540 | $785K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,534 | $784K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 6,366 | $764K | 0.1% | 2026-Q1 |
| Creekside Partners trimmed | 5,546 | $666K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC new | 5,531 | $664K | 0.1% | 2026-Q1 |
| BROWN, LISLE/CUMMINGS, INC. | 4,925 | $591K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 4,592 | $551K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 4,354 | $523K | 0.1% | 2026-Q1 |
| Insight Advisors, LLC/ PA trimmed | 4,241 | $509K | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC new | 4,189 | $503K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC new | 3,961 | $476K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 3,947 | $474K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 3,900 | $468K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 3,754 | $451K | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 3,743 | $449K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 3,699 | $445K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 3,619 | $434K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,327 | $399K | 0.1% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 3,170 | $381K | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 2,900 | $348K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC new | 2,868 | $344K | 0.1% | 2026-Q1 |
| IVC Wealth Advisors LLC | 2,855 | $343K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC | 2,804 | $337K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 2,788 | $335K | 0.1% | 2026-Q1 |
| Portland Financial Advisors Inc | 2,775 | $333K | 0.0% | 2026-Q1 |
| World Investment Advisors added | 2,763 | $332K | 0.0% | 2026-Q1 |
| McAdam, LLC added | 2,754 | $331K | 0.0% | 2026-Q1 |
| Financial Partners Group, Inc | 2,629 | $316K | 0.0% | 2026-Q1 |
| XML Financial, LLC trimmed | 2,510 | $301K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,509 | $301K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 2,424 | $291K | 0.0% | 2026-Q1 |
| Cascade Financial Partners, LLC | 2,399 | $288K | 0.0% | 2026-Q1 |
| CAP Partners, LLC added | 2,388 | $287K | 0.0% | 2026-Q1 |
| Lutz Financial Services LLC | 2,295 | $276K | 0.0% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 2,225 | $267K | 0.0% | 2026-Q1 |
| Financial Freedom, LLC added | 2,209 | $265K | 0.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 1,927 | $231K | 0.0% | 2026-Q1 |
| RDA Financial Network added | 1,882 | $226K | 0.0% | 2026-Q1 |
| MOULTON WEALTH MANAGEMENT, INC new | 198,524 | $8M | 1.2% | 2025-Q4 stale |
| Capital Asset Advisory Services LLC added | 11,874 | $1M | 0.2% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 11,845 | $1M | 0.2% | 2025-Q1 stale |
| CoreFirst Bank & Trust trimmed | 8,955 | $1M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 8,191 | $887K | 0.1% | 2025-Q2 stale |
| CW Advisors, LLC new | 7,876 | $860K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 5,671 | $644K | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 5,903 | $639K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 4,824 | $548K | 0.1% | 2025-Q4 stale |
| RFG Advisory, LLC added | 4,953 | $541K | 0.1% | 2025-Q1 stale |
| Constant Guidance Financial LLC new | 6,492 | $536K | 0.1% | 2025-Q4 stale |
| Indie Asset Partners, LLC trimmed | 4,227 | $462K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 3,002 | $325K | 0.0% | 2025-Q2 stale |
| ANGELES WEALTH MANAGEMENT, LLC | 2,616 | $296K | 0.0% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC trimmed | 2,141 | $243K | 0.0% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC | 2,110 | $239K | 0.0% | 2025-Q3 stale |
| Mayfair Advisory Group, LLC added | 2,052 | $232K | 0.0% | 2025-Q3 stale |
| BERKSHIRE ASSET MANAGEMENT LLC/PA new | 2,000 | $227K | 0.0% | 2025-Q4 stale |
| Rodgers & Associates, LTD | 2,061 | $223K | 0.0% | 2025-Q2 stale |
| Strategic Financial Concepts, LLC trimmed | 1,933 | $220K | 0.0% | 2025-Q4 stale |
| Quadcap Wealth Management, LLC trimmed | 2,019 | $219K | 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.