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Institutional Ownership · SEC Form 13F

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.

111
Institutional holders
5,323,278
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Alaska Permanent Fund Corp trimmed1,620,489$205M30.8%2026-Q1
LPL Financial LLC trimmed600,011$72M10.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed588,449$71M10.6%2026-Q1
Kestra Investment Management, LLC trimmed350,816$42M6.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added345,285$41M6.2%2026-Q1
Creative Planning trimmed242,772$29M4.4%2026-Q1
Mariner, LLC added216,622$26M3.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed173,536$21M3.1%2026-Q1
Lebenthal Global Advisors, LLC added115,566$14M2.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added94,836$11M1.7%2026-Q1
Waverly Advisors, LLC added65,654$8M1.2%2026-Q1
Cetera Investment Advisers added58,981$7M1.1%2026-Q1
Steward Partners Investment Advisory, LLC trimmed57,364$7M1.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added54,653$7M1.0%2026-Q1
Holos Integrated Wealth LLC trimmed43,528$5M0.8%2026-Q1
Kingsview Wealth Management, LLC added42,876$5M0.8%2026-Q1
Equitable Holdings, Inc. added43,771$5M0.7%2026-Q1
FMA Wealth Management, LLC added38,456$5M0.7%2026-Q1
Collaborative Wealth Managment Inc. added37,858$5M0.7%2026-Q1
Family Investment Center, Inc. trimmed35,905$4M0.6%2026-Q1
Pallas Capital Advisors LLC trimmed32,110$4M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added31,344$4M0.6%2026-Q1
Savvy Advisors, Inc. added30,747$4M0.6%2026-Q1
OSAIC HOLDINGS, INC. added30,662$4M0.6%2026-Q1
IHT Wealth Management, LLC trimmed19,769$2M0.4%2026-Q1
Kestra Advisory Services, LLC added18,831$2M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added17,385$2M0.3%2026-Q1
Thrivent Financial for Lutherans trimmed15,629$2M0.3%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. trimmed14,166$2M0.3%2026-Q1
Capital Analysts, LLC added13,893$2M0.3%2026-Q1
Crumly & Associates Inc.13,723$2M0.2%2026-Q1
Private Advisor Group, LLC trimmed13,185$2M0.2%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC trimmed12,784$2M0.2%2026-Q1
Horizon Wealth Management, LLC added12,035$1M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added10,726$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,656$1M0.2%2026-Q1
Fifth Third Securities, Inc. added10,630$1M0.2%2026-Q1
Bonfire Financial trimmed10,578$1M0.2%2026-Q1
Pathfinder Wealth Consulting, Inc. trimmed9,432$1M0.2%2026-Q1
Venture Visionary Partners LLC8,696$1M0.2%2026-Q1
Essex Financial Services, Inc.7,391$887K0.1%2026-Q1
Bank of New York Mellon Corp added6,540$785K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added6,534$784K0.1%2026-Q1
WELLS FARGO & COMPANY/MN added6,366$764K0.1%2026-Q1
Creekside Partners trimmed5,546$666K0.1%2026-Q1
Merit Financial Group, LLC new5,531$664K0.1%2026-Q1
BROWN, LISLE/CUMMINGS, INC.4,925$591K0.1%2026-Q1
TRUIST FINANCIAL CORP added4,592$551K0.1%2026-Q1
Gladstone Institutional Advisory LLC added4,354$523K0.1%2026-Q1
Insight Advisors, LLC/ PA trimmed4,241$509K0.1%2026-Q1
Meridian Wealth Management, LLC new4,189$503K0.1%2026-Q1
NorthRock Partners, LLC new3,961$476K0.1%2026-Q1
Cornerstone Wealth Management, LLC added3,947$474K0.1%2026-Q1
Farther Finance Advisors, LLC3,900$468K0.1%2026-Q1
Integrated Wealth Concepts LLC trimmed3,754$451K0.1%2026-Q1
WORLD EQUITY GROUP, INC. trimmed3,743$449K0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added3,699$445K0.1%2026-Q1
Valmark Advisers, Inc. added3,619$434K0.1%2026-Q1
CITADEL ADVISORS LLC added3,327$399K0.1%2026-Q1
Ally Invest Advisors Inc. added3,170$381K0.1%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC trimmed2,900$348K0.1%2026-Q1
NewEdge Wealth, LLC new2,868$344K0.1%2026-Q1
IVC Wealth Advisors LLC2,855$343K0.1%2026-Q1
Western Wealth Management, LLC2,804$337K0.1%2026-Q1
Prime Capital Investment Advisors, LLC added2,788$335K0.1%2026-Q1
Portland Financial Advisors Inc2,775$333K0.0%2026-Q1
World Investment Advisors added2,763$332K0.0%2026-Q1
McAdam, LLC added2,754$331K0.0%2026-Q1
Financial Partners Group, Inc2,629$316K0.0%2026-Q1
XML Financial, LLC trimmed2,510$301K0.0%2026-Q1
MORGAN STANLEY trimmed2,509$301K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed2,424$291K0.0%2026-Q1
Cascade Financial Partners, LLC2,399$288K0.0%2026-Q1
CAP Partners, LLC added2,388$287K0.0%2026-Q1
Lutz Financial Services LLC2,295$276K0.0%2026-Q1
IMC-Chicago, LLC trimmed2,225$267K0.0%2026-Q1
Financial Freedom, LLC added2,209$265K0.0%2026-Q1
Dynamic Advisor Solutions LLC added1,927$231K0.0%2026-Q1
RDA Financial Network added1,882$226K0.0%2026-Q1
MOULTON WEALTH MANAGEMENT, INC new198,524$8M1.2%2025-Q4 stale
Capital Asset Advisory Services LLC added11,874$1M0.2%2025-Q1 stale
AXXCESS WEALTH MANAGEMENT, LLC added11,845$1M0.2%2025-Q1 stale
CoreFirst Bank & Trust trimmed8,955$1M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed8,191$887K0.1%2025-Q2 stale
CW Advisors, LLC new7,876$860K0.1%2025-Q1 stale
HRT FINANCIAL LP added5,671$644K0.1%2025-Q4 stale
Financial Advocates Investment Management trimmed5,903$639K0.1%2025-Q2 stale
Global Retirement Partners, LLC trimmed4,824$548K0.1%2025-Q4 stale
RFG Advisory, LLC added4,953$541K0.1%2025-Q1 stale
Constant Guidance Financial LLC new6,492$536K0.1%2025-Q4 stale
Indie Asset Partners, LLC trimmed4,227$462K0.1%2025-Q1 stale
JANE STREET GROUP, LLC added3,002$325K0.0%2025-Q2 stale
ANGELES WEALTH MANAGEMENT, LLC2,616$296K0.0%2025-Q3 stale
MML INVESTORS SERVICES, LLC trimmed2,141$243K0.0%2025-Q4 stale
Main Street Financial Solutions, LLC2,110$239K0.0%2025-Q3 stale
Mayfair Advisory Group, LLC added2,052$232K0.0%2025-Q3 stale
BERKSHIRE ASSET MANAGEMENT LLC/PA new2,000$227K0.0%2025-Q4 stale
Rodgers & Associates, LTD2,061$223K0.0%2025-Q2 stale
Strategic Financial Concepts, LLC trimmed1,933$220K0.0%2025-Q4 stale
Quadcap Wealth Management, LLC trimmed2,019$219K0.0%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.

Learn how to read institutional ownership