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Institutional Ownership · SEC Form 13F

Who owns ONEZ (ONEZ)


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

34
Institutional holders
3,773,796
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened ONEZ while 4 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

ONEZ’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ONEZ 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 34 tracked filers holding ONEZ, 20 increased or opened the position and 10 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 ONEZ 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

  • Elevated Capital Advisors, LLC$2M
  • FSA Advisors, Inc.$1M
  • POM Investment Strategies, LLC$1M

Largest adds

  • AE Wealth Management LLC$520K
  • Golden Reserve Retirement LLC$307K

Largest trims

  • Lloyd Advisory Services, LLC.$8M
  • Outlook Wealth Advisors, LLC$683K
  • LifeWealth Investments, LLC$366K
  • SMART Wealth LLC$317K

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
AE Wealth Management LLC added2,542,160$64M66.7%2026-Q1
Mid-American Wealth Advisory Group, Inc.154,728$4M4.2%2026-Q1
Wellment Financial added138,627$3M3.6%2026-Q1
SMART Wealth LLC trimmed122,673$3M3.2%2026-Q1
FWG Investments, LLC. added87,917$2M2.3%2026-Q1
Elevated Capital Advisors, LLC new87,029$2M2.3%2026-Q1
B.O.S.S. Retirement Advisors, LLC trimmed74,171$2M1.9%2026-Q1
HOWARD BAILEY SECURITIES, LLC trimmed69,222$2M1.8%2026-Q1
Integrated Wealth Management added55,094$1M1.4%2026-Q1
FSA Advisors, Inc. added50,376$1M1.3%2026-Q1
POM Investment Strategies, LLC new46,995$1M1.2%2026-Q1
LifeWealth Investments, LLC trimmed37,580$941K1.0%2026-Q1
Great Lakes Retirement, Inc. trimmed36,949$925K1.0%2026-Q1
Aegis Wealth Management, Inc. added30,348$760K0.8%2026-Q1
Csenge Advisory Group added30,075$753K0.8%2026-Q1
Quest 10 Wealth Builders, Inc. added28,743$720K0.8%2026-Q1
Centennial Advisors, LLC trimmed28,584$716K0.8%2026-Q1
Outlook Wealth Advisors, LLC trimmed26,107$654K0.7%2026-Q1
Golden Reserve Retirement LLC added20,667$517K0.5%2026-Q1
Networth Advisors, LLC trimmed18,922$474K0.5%2026-Q1
Authentikos Wealth Advisory, LLC added15,180$380K0.4%2026-Q1
Kingdom Financial Group LLC. trimmed14,905$373K0.4%2026-Q1
Lloyd Advisory Services, LLC. trimmed14,905$373K0.4%2026-Q1
Weaver Consulting Group11,950$299K0.3%2026-Q1
JANE STREET GROUP, LLC new10,561$264K0.3%2026-Q1
Triad Wealth Partners, LLC new8,417$211K0.2%2026-Q1
Mosley Wealth Management new3,725$99K0.1%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.2,417$61K0.1%2026-Q1
Key Capital Management, INC added2,375$59K0.1%2026-Q1
UBS Group AG added1,284$32K0.0%2026-Q1
Decker Retirement Planning Inc. added701$18K0.0%2026-Q1
GeoWealth Management, LLC trimmed279$7K0.0%2026-Q1
US BANCORP \DE\ new80$2K0.0%2026-Q1
Triumph Capital Management50$1K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new7,964$211K0.2%2025-Q3 stale
CITADEL ADVISORS LLC new7,734$205K0.2%2025-Q3 stale
Blackston Financial Advisory Group, LLC new7,577$201K0.2%2025-Q3 stale
Park Square Financial Group, LLC new1,690$43K0.0%2025-Q2 stale
Transce3nd, LLC new1,377$35K0.0%2025-Q2 stale
Lord & Richards Wealth Management, LLC new836$20K0.0%2025-Q1 stale
Richard W. Paul & Associates, LLC added135$4K0.0%2025-Q3 stale
JPMORGAN CHASE & CO new63$2K0.0%2025-Q2 stale
Global Retirement Partners, LLC new59$1K0.0%2025-Q2 stale
Pineridge Advisors LLC added47$1K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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