Who owns OWNS
Which tracked institutional funds hold OWNS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OWNS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 OWNS while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
OWNS’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% 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 OWNS 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 2026-Q1 and 2026-Q2, across 26 tracked filers holding OWNS, 22 increased or opened the position and 9 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 OWNS between the 2026-Q1 and 2026-Q2 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.
Full exits 2
- NATURAL INVESTMENTS, LLC$4M
- GOLDMAN SACHS GROUP INC$1M
Largest adds
- LPL Financial LLC$816K
- OneAscent Wealth Management LLC$723K
- OneAscent Financial Services LLC$628K
- Skyline Advisors, Inc.$417K
- Mason & Associates Inc$297K
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 |
|---|---|---|---|---|
| Allianz SE | 1,248,751 | $22M | 34.0% | 2026-Q2 |
| OneAscent Financial Services LLC added | 540,765 | $9M | 14.7% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 294,906 | $5M | 8.0% | 2026-Q2 |
| LPL Financial LLC added | 184,699 | $3M | 5.0% | 2026-Q2 |
| OneAscent Wealth Management LLC added | 147,202 | $3M | 4.0% | 2026-Q2 |
| Tolleson Wealth Management, Inc. | 113,332 | $2M | 3.1% | 2026-Q2 |
| Skyline Advisors, Inc. added | 86,279 | $1M | 2.3% | 2026-Q2 |
| Riverwater Partners LLC added | 65,945 | $1M | 1.8% | 2026-Q2 |
| True Blue Financial, LLC added | 48,914 | $845K | 1.3% | 2026-Q2 |
| PFG Investments, LLC added | 36,005 | $622K | 1.0% | 2026-Q2 |
| RFG Advisory, LLC added | 31,850 | $550K | 0.9% | 2026-Q2 |
| Mason & Associates Inc added | 30,716 | $531K | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 22,090 | $379K | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC added | 21,645 | $374K | 0.6% | 2026-Q2 |
| Atria Investments, Inc added | 19,626 | $339K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 14,507 | $251K | 0.4% | 2026-Q2 |
| OneAscent Family Office, LLC trimmed | 10,480 | $181K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 6,154 | $106K | 0.2% | 2026-Q2 |
| First Pacific Financial new | 5,727 | $99K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 3,972 | $69K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 2,752 | $48K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,676 | $29K | 0.0% | 2026-Q2 |
| Midway Capital Research & Management added | 1,443 | $25K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 651 | $11K | 0.0% | 2026-Q2 |
| NEW ENGLAND ASSET MANAGEMENT INC | 300 | $5K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 265 | $5K | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC added | 256,409 | $4M | 7.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 63,140 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 22,033 | $382K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Investor's Fiduciary Advisor Network, LLC trimmed | 20,998 | $364K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| First Affirmative Financial Network | 19,655 | $342K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Compton Financial Group, LLC added | 10,966 | $190K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 2,758 | $48K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 1,769 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 35 | $607 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TrueWealth Financial Partners new | 47,286 | $826K | 1.3% | 2025-Q4 stale (2 quarters behind) |
| VERUS CAPITAL PARTNERS, LLC added | 18,632 | $325K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| RWA WEALTH PARTNERS, LLC | 13,001 | $227K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 5,747 | $100K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC added | 211 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| First Heartland Consultants, Inc. added | 34,410 | $598K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Dynamic Advisor Solutions LLC | 10,031 | $174K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Geneos Wealth Management Inc. new | 446 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WCG Wealth Advisors LLC trimmed | 130,926 | $2M | 3.5% | 2025-Q2 stale (4 quarters behind) |
| Ethic Inc. trimmed | 25,227 | $435K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Abacus Wealth Partners, LLC trimmed | 25,227 | $432K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC new | 22,249 | $381K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| JPMORGAN CHASE & CO new | 3,675 | $63K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ | 1,000 | $17K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Allianz Investment Management U.S. LLC (last filed 2025-Q3, 1,248,751 shares) reconciles to its 1 current affiliate (1,248,751 shares) — 0.000% apart.
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.