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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 2,542,160 | $64M | 66.7% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 154,728 | $4M | 4.2% | 2026-Q1 |
| Wellment Financial added | 138,627 | $3M | 3.6% | 2026-Q1 |
| SMART Wealth LLC trimmed | 122,673 | $3M | 3.2% | 2026-Q1 |
| FWG Investments, LLC. added | 87,917 | $2M | 2.3% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 87,029 | $2M | 2.3% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 74,171 | $2M | 1.9% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 69,222 | $2M | 1.8% | 2026-Q1 |
| Integrated Wealth Management added | 55,094 | $1M | 1.4% | 2026-Q1 |
| FSA Advisors, Inc. added | 50,376 | $1M | 1.3% | 2026-Q1 |
| POM Investment Strategies, LLC new | 46,995 | $1M | 1.2% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 37,580 | $941K | 1.0% | 2026-Q1 |
| Great Lakes Retirement, Inc. trimmed | 36,949 | $925K | 1.0% | 2026-Q1 |
| Aegis Wealth Management, Inc. added | 30,348 | $760K | 0.8% | 2026-Q1 |
| Csenge Advisory Group added | 30,075 | $753K | 0.8% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. added | 28,743 | $720K | 0.8% | 2026-Q1 |
| Centennial Advisors, LLC trimmed | 28,584 | $716K | 0.8% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 26,107 | $654K | 0.7% | 2026-Q1 |
| Golden Reserve Retirement LLC added | 20,667 | $517K | 0.5% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 18,922 | $474K | 0.5% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC added | 15,180 | $380K | 0.4% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 14,905 | $373K | 0.4% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 14,905 | $373K | 0.4% | 2026-Q1 |
| Weaver Consulting Group | 11,950 | $299K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 10,561 | $264K | 0.3% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 8,417 | $211K | 0.2% | 2026-Q1 |
| Mosley Wealth Management new | 3,725 | $99K | 0.1% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 2,417 | $61K | 0.1% | 2026-Q1 |
| Key Capital Management, INC added | 2,375 | $59K | 0.1% | 2026-Q1 |
| UBS Group AG added | 1,284 | $32K | 0.0% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 701 | $18K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 279 | $7K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ new | 80 | $2K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 50 | $1K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 7,964 | $211K | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC new | 7,734 | $205K | 0.2% | 2025-Q3 stale |
| Blackston Financial Advisory Group, LLC new | 7,577 | $201K | 0.2% | 2025-Q3 stale |
| Park Square Financial Group, LLC new | 1,690 | $43K | 0.0% | 2025-Q2 stale |
| Transce3nd, LLC new | 1,377 | $35K | 0.0% | 2025-Q2 stale |
| Lord & Richards Wealth Management, LLC new | 836 | $20K | 0.0% | 2025-Q1 stale |
| Richard W. Paul & Associates, LLC added | 135 | $4K | 0.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO new | 63 | $2K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC new | 59 | $1K | 0.0% | 2025-Q2 stale |
| Pineridge Advisors LLC added | 47 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.