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-Q1 13F filings (latest filed 2026-05-19). 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
4 tracked funds added or opened OWNS while 3 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
OWNS’s largest tracked holder by dollar value, Allianz Investment Management U.S. LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp 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 2025-Q4 and 2026-Q1, across 25 tracked filers holding OWNS, 20 increased or opened the position and 13 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 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.
Full exits 2
- Tolleson Wealth Management, Inc.$1M
- TrueWealth Financial Partners$826K
Largest adds
- NATURAL INVESTMENTS, LLC$2M
- OneAscent Financial Services LLC$1M
- GOLDMAN SACHS GROUP INC$867K
- Skyline Advisors, Inc.$396K
Largest trims
- LPL Financial LLC$16M
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 | 26.8% | 2026-Q1 |
| OneAscent Financial Services LLC added | 502,515 | $9M | 10.8% | 2026-Q1 |
| Orgel Wealth Management, LLC trimmed | 286,424 | $5M | 6.1% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 256,409 | $4M | 5.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 136,929 | $2M | 2.9% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 104,975 | $2M | 2.3% | 2026-Q1 |
| Riverwater Partners LLC added | 65,076 | $1M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 63,140 | $1M | 1.4% | 2026-Q1 |
| Skyline Advisors, Inc. added | 61,926 | $1M | 1.3% | 2026-Q1 |
| True Blue Financial, LLC trimmed | 45,633 | $791K | 1.0% | 2026-Q1 |
| PFG Investments, LLC added | 27,589 | $478K | 0.6% | 2026-Q1 |
| RFG Advisory, LLC added | 26,673 | $463K | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 22,033 | $382K | 0.5% | 2026-Q1 |
| Investor's Fiduciary Advisor Network, LLC trimmed | 20,998 | $364K | 0.4% | 2026-Q1 |
| First Affirmative Financial Network | 19,655 | $342K | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 19,170 | $332K | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 18,963 | $329K | 0.4% | 2026-Q1 |
| Mason & Associates Inc new | 13,382 | $234K | 0.3% | 2026-Q1 |
| Compton Financial Group, LLC added | 10,966 | $190K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC new | 2,758 | $48K | 0.1% | 2026-Q1 |
| UBS Group AG added | 1,769 | $31K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 1,676 | $29K | 0.0% | 2026-Q1 |
| Midway Capital Research & Management new | 1,155 | $20K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. new | 265 | $5K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. new | 35 | $607 | 0.0% | 2026-Q1 |
| Allianz Investment Management U.S. LLC | 1,248,751 | $22M | 26.8% | 2025-Q3 stale |
| WCG Wealth Advisors LLC trimmed | 130,926 | $2M | 2.8% | 2025-Q2 stale |
| Tolleson Wealth Management, Inc. | 71,101 | $1M | 1.6% | 2025-Q4 stale |
| TrueWealth Financial Partners new | 47,286 | $826K | 1.0% | 2025-Q4 stale |
| First Heartland Consultants, Inc. added | 34,410 | $598K | 0.7% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 25,596 | $447K | 0.6% | 2025-Q4 stale |
| Ethic Inc. trimmed | 25,227 | $435K | 0.5% | 2025-Q2 stale |
| Abacus Wealth Partners, LLC trimmed | 25,227 | $432K | 0.5% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC new | 22,249 | $381K | 0.5% | 2025-Q2 stale |
| VERUS CAPITAL PARTNERS, LLC added | 18,632 | $325K | 0.4% | 2025-Q4 stale |
| RWA WEALTH PARTNERS, LLC | 13,001 | $227K | 0.3% | 2025-Q4 stale |
| OneAscent Family Office, LLC new | 11,130 | $191K | 0.2% | 2025-Q2 stale |
| Dynamic Advisor Solutions LLC | 10,031 | $174K | 0.2% | 2025-Q3 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 5,747 | $100K | 0.1% | 2025-Q4 stale |
| Olde Wealth Management, LLC new | 4,048 | $70K | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 3,886 | $68K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 3,675 | $63K | 0.1% | 2025-Q2 stale |
| NATIONAL BANK OF CANADA /FI/ | 1,000 | $17K | 0.0% | 2025-Q2 stale |
| Geneos Wealth Management Inc. new | 446 | $8K | 0.0% | 2025-Q3 stale |
| NEW ENGLAND ASSET MANAGEMENT INC | 300 | $5K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 211 | $4K | 0.0% | 2025-Q4 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.