ONEY

—

not in universe+ Compare Tear sheet →

$134.90

+2.12 (+1.60%)

USD · as of 2026-07-28 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding ONEY · 2026-Q1 methodology → sources →

111 holders

% of shares outstanding held

—

Shares held (13F)

5,323,278

Reporting holders

111

Top holders

largest 100 of 111 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Alaska Permanent Fund Corp	1,620,4891.6M	$205M	—	TRIM -19%
2	LPL Financial LLC	600,011600,011	$72M	—	TRIM -9%
3	AMERIPRISE FINANCIAL INC	588,449588,449	$71M	—	—
4	Kestra Investment Management, LLC	350,816350,816	$42M	—	TRIM -4%
5	Cambridge Investment Research Advisors, Inc.	345,285345,285	$41M	—	ADD 365%
6	Creative Planning	242,772242,772	$29M	—	—
7	Mariner, LLC	216,622216,622	$26M	—	ADD 2%
8	RAYMOND JAMES FINANCIAL INC	173,536173,536	$21M	—	TRIM -10%
9	Lebenthal Global Advisors, LLC	115,566115,566	$14M	—	—
10	ENVESTNET ASSET MANAGEMENT INC	94,83694,836	$11M	—	ADD 15%
11	Waverly Advisors, LLC	65,65465,654	$8M	—	ADD 8%
12	Cetera Investment Advisers	58,98158,981	$7M	—	ADD 53%
13	Steward Partners Investment Advisory, LLC	57,36457,364	$7M	—	TRIM -6%
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	54,65354,653	$7M	—	TRIM -9%
15	Holos Integrated Wealth LLC	43,52843,528	$5M	—	TRIM -5%
16	Kingsview Wealth Management, LLC	42,87642,876	$5M	—	ADD 3%
17	Equitable Holdings, Inc.	43,77143,771	$5M	—	ADD 8%
18	FMA Wealth Management, LLC	38,45638,456	$5M	—	—
19	Collaborative Wealth Managment Inc.	37,85837,858	$5M	—	ADD 17%
20	Family Investment Center, Inc.	35,90535,905	$4M	—	—
21	Pallas Capital Advisors LLC	32,11032,110	$4M	—	TRIM -8%
22	BANK OF AMERICA CORP /DE/	31,34431,344	$4M	—	ADD 32%
23	Savvy Advisors, Inc.	30,74730,747	$4M	—	ADD 13%
24	OSAIC HOLDINGS, INC.	30,66230,662	$4M	—	ADD 2%
25	IHT Wealth Management, LLC	19,76919,769	$2M	—	—
26	Kestra Advisory Services, LLC	18,83118,831	$2M	—	ADD 262%
27	JONES FINANCIAL COMPANIES LLLP	17,38517,385	$2M	—	ADD 30%
28	Thrivent Financial for Lutherans	15,62915,629	$2M	—	TRIM -9%
29	LEAVELL INVESTMENT MANAGEMENT, INC.	14,16614,166	$2M	—	—
30	Capital Analysts, LLC	13,89313,893	$2M	—	ADD 5%
31	Crumly & Associates Inc.	13,72313,723	$2M	—	—
32	Private Advisor Group, LLC	13,18513,185	$2M	—	TRIM -68%
33	PRECEDENT WEALTH PARTNERS, LLC	12,78412,784	$2M	—	—
34	Horizon Wealth Management, LLC	12,03512,035	$1M	—	ADD 3%
35	GOLDMAN SACHS GROUP INC	10,72610,726	$1M	—	ADD 362%
36	SUSQUEHANNA INTERNATIONAL GROUP, LLP	10,65610,656	$1M	—	TRIM -56%
37	Fifth Third Securities, Inc.	10,63010,630	$1M	—	—
38	Bonfire Financial	10,57810,578	$1M	—	TRIM -7%
39	Pathfinder Wealth Consulting, Inc.	9,4329,432	$1M	—	—
40	Venture Visionary Partners LLC	8,6968,696	$1M	—	—
41	Essex Financial Services, Inc.	7,3917,391	$887,248	—	—
42	Bank of New York Mellon Corp	6,5406,540	$785,190	—	ADD 19%
43	COMMONWEALTH EQUITY SERVICES, LLC	6,5346,534	$784,400	—	ADD 7%
44	WELLS FARGO & COMPANY/MN	6,3666,366	$764,188	—	ADD 50%
45	Creekside Partners	5,5465,546	$665,772	—	TRIM -4%
46	Merit Financial Group, LLC	5,5315,531	$663,995	—	NEW
47	BROWN, LISLE/CUMMINGS, INC.	4,9254,925	$591,245	—	—
48	TRUIST FINANCIAL CORP	4,5924,592	$551,269	—	ADD 22%
49	Gladstone Institutional Advisory LLC	4,3544,354	$522,723	—	ADD 18%
50	Insight Advisors, LLC/ PA	4,2414,241	$509,089	—	—
51	Meridian Wealth Management, LLC	4,1894,189	$502,889	—	NEW
52	NorthRock Partners, LLC	3,9613,961	$475,524	—	NEW
53	Cornerstone Wealth Management, LLC	3,9473,947	$473,838	—	ADD 49%
54	Farther Finance Advisors, LLC	3,9003,900	$468,156	—	—
55	Integrated Wealth Concepts LLC	3,7543,754	$450,613	—	TRIM -6%
56	WORLD EQUITY GROUP, INC.	3,7433,743	$449,346	—	—
57	UNITED CAPITAL FINANCIAL ADVISORS, LLC	3,6993,699	$444,537	—	NEW
58	Valmark Advisers, Inc.	3,6193,619	$434,460	—	ADD 3%
59	CITADEL ADVISORS LLC	3,3273,327	$399,406	—	NEW
60	Ally Invest Advisors Inc.	3,1703,170	$380,592	—	ADD 4%
61	THOROUGHBRED FINANCIAL SERVICES, LLC	2,9002,900	$348,000	—	TRIM -2%
62	NewEdge Wealth, LLC	2,8682,868	$344,322	—	NEW
63	IVC Wealth Advisors LLC	2,8552,855	$342,742	—	—
64	Western Wealth Management, LLC	2,8042,804	$336,620	—	—
65	Prime Capital Investment Advisors, LLC	2,7882,788	$334,644	—	ADD 4%
66	Portland Financial Advisors Inc	2,7752,775	$333,138	—	—
67	World Investment Advisors	2,7632,763	$331,698	—	NEW
68	McAdam, LLC	2,7542,754	$330,617	—	ADD 8%
69	Financial Partners Group, Inc	2,6292,629	$315,637	—	—
70	XML Financial, LLC	2,5102,510	$301,325	—	TRIM -8%
71	MORGAN STANLEY	2,5092,509	$301,205	—	—
72	Tower Research Capital LLC (TRC)	2,4242,424	$291,001	—	TRIM -63%
73	Cascade Financial Partners, LLC	2,3992,399	$287,999	—	—
74	CAP Partners, LLC	2,3882,388	$286,687	—	ADD 2%
75	Lutz Financial Services LLC	2,2952,295	$275,514	—	—
76	IMC-Chicago, LLC	2,2252,225	$267,111	—	NEW
77	Financial Freedom, LLC	2,2092,209	$265,147	—	—
78	Dynamic Advisor Solutions LLC	1,9271,927	$231,326	—	NEW
79	RDA Financial Network	1,8821,882	$225,934	—	—
80	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,7651,765	$212,557	—	TRIM -49%
81	Meriwether Wealth & Planning, LLC	1,7471,747	$209,727	—	TRIM -10%
82	Keating Financial Advisory Services, Inc.	1,6831,683	$202,039	—	ADD 182%
83	MAI Capital Management	1,5441,544	$185,357	—	NEW
84	ROYAL BANK OF CANADA	1,5041,504	$181,000	—	ADD 18%
85	BlackRock, Inc.	1,4521,452	$174,349	—	NEW
86	Bogart Wealth, LLC	1,0041,004	$120,542	—	—
87	Cornerstone Planning Group LLC	688688	$86,429	—	TRIM -78%
88	JPMORGAN CHASE & CO	702702	$83,183	—	ADD 145%
89	FMR LLC	604604	$72,486	—	ADD 43%
90	Geneos Wealth Management Inc.	600600	$72,030	—	—
91	Orion Capital Management LLC	546546	$65,578	—	—
92	Root Financial Partners, LLC	537537	$64,467	—	NEW
93	Allworth Financial LP	432432	$51,854	—	—
94	Walsh & Associates, LLC	415415	$49,821	—	—
95	Sound Income Strategies, LLC	305305	$36,612	—	—
96	HARBOUR INVESTMENTS, INC.	268268	$32,173	—	ADD 319%
97	NFSG Corp	250250	$30,012	—	TRIM -22%
98	Winthrop Capital Management, LLC	225225	$27,000	—	—
99	CWM, LLC	218218	$26,171	—	—
100	BEACON INVESTMENT ADVISORY SERVICES, INC.	206206	$24,731	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Alaska Permanent Fund Corp

2.4M

2.0M

1.6M

$205M

LPL Financial LLC

619K

609K

616K

633K

660K

600K

$72M

AMERIPRISE FINANCIAL INC

771K

1.2M

1.3M

1.2M

596K

588K

$71M

Kestra Investment Management, LLC

67K

842K

674K

264K

364K

351K

$42M

Cambridge Investment Research Advisors, Inc.

48K

64K

66K

72K

74K

345K

$41M

Creative Planning

257K

254K

251K

250K

245K

243K

$29M

Mariner, LLC

162K

173K

188K

208K

212K

217K

$26M

RAYMOND JAMES FINANCIAL INC

205K

204K

192K

196K

192K

174K

$21M

Lebenthal Global Advisors, LLC

111K

115K

113K

115K

116K

$14M

ENVESTNET ASSET MANAGEMENT INC

51K

50K

58K

70K

82K

95K

$11M

Waverly Advisors, LLC

—

61K

66K

$8M

Cetera Investment Advisers

36K

26K

25K

36K

38K

59K

$7M

Steward Partners Investment Advisory, LLC

15K

51K

53K

57K

61K

57K

$7M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

56K

59K

58K

64K

60K

55K

$7M

Holos Integrated Wealth LLC

49K

57K

58K

46K

44K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	111	5,323,278	—	$650M
2025-Q4	109	5,689,830	—	$644M
2025-Q3	105	6,311,710	—	$711M
2025-Q2	111	6,677,672	—	$727M
2025-Q1	114	6,733,631	—	$701M
2024-Q4	118	5,551,332	—	$604M
2024-Q3	102	6,026,645	—	$676M
2024-Q2	106	6,919,276	—	$656M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding ONEY · 2026-Q1 methodology → sources →

111 holders

% of shares outstanding held

—

Shares held (13F)

5,323,278

Reporting holders

111

Top holders

largest 100 of 111 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Alaska Permanent Fund Corp	1,620,4891.6M	$205M	—	TRIM -19%
2	LPL Financial LLC	600,011600,011	$72M	—	TRIM -9%
3	AMERIPRISE FINANCIAL INC	588,449588,449	$71M	—	—
4	Kestra Investment Management, LLC	350,816350,816	$42M	—	TRIM -4%
5	Cambridge Investment Research Advisors, Inc.	345,285345,285	$41M	—	ADD 365%
6	Creative Planning	242,772242,772	$29M	—	—
7	Mariner, LLC	216,622216,622	$26M	—	ADD 2%
8	RAYMOND JAMES FINANCIAL INC	173,536173,536	$21M	—	TRIM -10%
9	Lebenthal Global Advisors, LLC	115,566115,566	$14M	—	—
10	ENVESTNET ASSET MANAGEMENT INC	94,83694,836	$11M	—	ADD 15%
11	Waverly Advisors, LLC	65,65465,654	$8M	—	ADD 8%
12	Cetera Investment Advisers	58,98158,981	$7M	—	ADD 53%
13	Steward Partners Investment Advisory, LLC	57,36457,364	$7M	—	TRIM -6%
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	54,65354,653	$7M	—	TRIM -9%
15	Holos Integrated Wealth LLC	43,52843,528	$5M	—	TRIM -5%
16	Kingsview Wealth Management, LLC	42,87642,876	$5M	—	ADD 3%
17	Equitable Holdings, Inc.	43,77143,771	$5M	—	ADD 8%
18	FMA Wealth Management, LLC	38,45638,456	$5M	—	—
19	Collaborative Wealth Managment Inc.	37,85837,858	$5M	—	ADD 17%
20	Family Investment Center, Inc.	35,90535,905	$4M	—	—
21	Pallas Capital Advisors LLC	32,11032,110	$4M	—	TRIM -8%
22	BANK OF AMERICA CORP /DE/	31,34431,344	$4M	—	ADD 32%
23	Savvy Advisors, Inc.	30,74730,747	$4M	—	ADD 13%
24	OSAIC HOLDINGS, INC.	30,66230,662	$4M	—	ADD 2%
25	IHT Wealth Management, LLC	19,76919,769	$2M	—	—
26	Kestra Advisory Services, LLC	18,83118,831	$2M	—	ADD 262%
27	JONES FINANCIAL COMPANIES LLLP	17,38517,385	$2M	—	ADD 30%
28	Thrivent Financial for Lutherans	15,62915,629	$2M	—	TRIM -9%
29	LEAVELL INVESTMENT MANAGEMENT, INC.	14,16614,166	$2M	—	—
30	Capital Analysts, LLC	13,89313,893	$2M	—	ADD 5%
31	Crumly & Associates Inc.	13,72313,723	$2M	—	—
32	Private Advisor Group, LLC	13,18513,185	$2M	—	TRIM -68%
33	PRECEDENT WEALTH PARTNERS, LLC	12,78412,784	$2M	—	—
34	Horizon Wealth Management, LLC	12,03512,035	$1M	—	ADD 3%
35	GOLDMAN SACHS GROUP INC	10,72610,726	$1M	—	ADD 362%
36	SUSQUEHANNA INTERNATIONAL GROUP, LLP	10,65610,656	$1M	—	TRIM -56%
37	Fifth Third Securities, Inc.	10,63010,630	$1M	—	—
38	Bonfire Financial	10,57810,578	$1M	—	TRIM -7%
39	Pathfinder Wealth Consulting, Inc.	9,4329,432	$1M	—	—
40	Venture Visionary Partners LLC	8,6968,696	$1M	—	—
41	Essex Financial Services, Inc.	7,3917,391	$887,248	—	—
42	Bank of New York Mellon Corp	6,5406,540	$785,190	—	ADD 19%
43	COMMONWEALTH EQUITY SERVICES, LLC	6,5346,534	$784,400	—	ADD 7%
44	WELLS FARGO & COMPANY/MN	6,3666,366	$764,188	—	ADD 50%
45	Creekside Partners	5,5465,546	$665,772	—	TRIM -4%
46	Merit Financial Group, LLC	5,5315,531	$663,995	—	NEW
47	BROWN, LISLE/CUMMINGS, INC.	4,9254,925	$591,245	—	—
48	TRUIST FINANCIAL CORP	4,5924,592	$551,269	—	ADD 22%
49	Gladstone Institutional Advisory LLC	4,3544,354	$522,723	—	ADD 18%
50	Insight Advisors, LLC/ PA	4,2414,241	$509,089	—	—
51	Meridian Wealth Management, LLC	4,1894,189	$502,889	—	NEW
52	NorthRock Partners, LLC	3,9613,961	$475,524	—	NEW
53	Cornerstone Wealth Management, LLC	3,9473,947	$473,838	—	ADD 49%
54	Farther Finance Advisors, LLC	3,9003,900	$468,156	—	—
55	Integrated Wealth Concepts LLC	3,7543,754	$450,613	—	TRIM -6%
56	WORLD EQUITY GROUP, INC.	3,7433,743	$449,346	—	—
57	UNITED CAPITAL FINANCIAL ADVISORS, LLC	3,6993,699	$444,537	—	NEW
58	Valmark Advisers, Inc.	3,6193,619	$434,460	—	ADD 3%
59	CITADEL ADVISORS LLC	3,3273,327	$399,406	—	NEW
60	Ally Invest Advisors Inc.	3,1703,170	$380,592	—	ADD 4%
61	THOROUGHBRED FINANCIAL SERVICES, LLC	2,9002,900	$348,000	—	TRIM -2%
62	NewEdge Wealth, LLC	2,8682,868	$344,322	—	NEW
63	IVC Wealth Advisors LLC	2,8552,855	$342,742	—	—
64	Western Wealth Management, LLC	2,8042,804	$336,620	—	—
65	Prime Capital Investment Advisors, LLC	2,7882,788	$334,644	—	ADD 4%
66	Portland Financial Advisors Inc	2,7752,775	$333,138	—	—
67	World Investment Advisors	2,7632,763	$331,698	—	NEW
68	McAdam, LLC	2,7542,754	$330,617	—	ADD 8%
69	Financial Partners Group, Inc	2,6292,629	$315,637	—	—
70	XML Financial, LLC	2,5102,510	$301,325	—	TRIM -8%
71	MORGAN STANLEY	2,5092,509	$301,205	—	—
72	Tower Research Capital LLC (TRC)	2,4242,424	$291,001	—	TRIM -63%
73	Cascade Financial Partners, LLC	2,3992,399	$287,999	—	—
74	CAP Partners, LLC	2,3882,388	$286,687	—	ADD 2%
75	Lutz Financial Services LLC	2,2952,295	$275,514	—	—
76	IMC-Chicago, LLC	2,2252,225	$267,111	—	NEW
77	Financial Freedom, LLC	2,2092,209	$265,147	—	—
78	Dynamic Advisor Solutions LLC	1,9271,927	$231,326	—	NEW
79	RDA Financial Network	1,8821,882	$225,934	—	—
80	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,7651,765	$212,557	—	TRIM -49%
81	Meriwether Wealth & Planning, LLC	1,7471,747	$209,727	—	TRIM -10%
82	Keating Financial Advisory Services, Inc.	1,6831,683	$202,039	—	ADD 182%
83	MAI Capital Management	1,5441,544	$185,357	—	NEW
84	ROYAL BANK OF CANADA	1,5041,504	$181,000	—	ADD 18%
85	BlackRock, Inc.	1,4521,452	$174,349	—	NEW
86	Bogart Wealth, LLC	1,0041,004	$120,542	—	—
87	Cornerstone Planning Group LLC	688688	$86,429	—	TRIM -78%
88	JPMORGAN CHASE & CO	702702	$83,183	—	ADD 145%
89	FMR LLC	604604	$72,486	—	ADD 43%
90	Geneos Wealth Management Inc.	600600	$72,030	—	—
91	Orion Capital Management LLC	546546	$65,578	—	—
92	Root Financial Partners, LLC	537537	$64,467	—	NEW
93	Allworth Financial LP	432432	$51,854	—	—
94	Walsh & Associates, LLC	415415	$49,821	—	—
95	Sound Income Strategies, LLC	305305	$36,612	—	—
96	HARBOUR INVESTMENTS, INC.	268268	$32,173	—	ADD 319%
97	NFSG Corp	250250	$30,012	—	TRIM -22%
98	Winthrop Capital Management, LLC	225225	$27,000	—	—
99	CWM, LLC	218218	$26,171	—	—
100	BEACON INVESTMENT ADVISORY SERVICES, INC.	206206	$24,731	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Alaska Permanent Fund Corp

2.4M

2.0M

1.6M

$205M

LPL Financial LLC

619K

609K

616K

633K

660K

600K

$72M

AMERIPRISE FINANCIAL INC

771K

1.2M

1.3M

1.2M

596K

588K

$71M

Kestra Investment Management, LLC

67K

842K

674K

264K

364K

351K

$42M

Cambridge Investment Research Advisors, Inc.

48K

64K

66K

72K

74K

345K

$41M

Creative Planning

257K

254K

251K

250K

245K

243K

$29M

Mariner, LLC

162K

173K

188K

208K

212K

217K

$26M

RAYMOND JAMES FINANCIAL INC

205K

204K

192K

196K

192K

174K

$21M

Lebenthal Global Advisors, LLC

111K

115K

113K

115K

116K

$14M

ENVESTNET ASSET MANAGEMENT INC

51K

50K

58K

70K

82K

95K

$11M

Waverly Advisors, LLC

—

61K

66K

$8M

Cetera Investment Advisers

36K

26K

25K

36K

38K

59K

$7M

Steward Partners Investment Advisory, LLC

15K

51K

53K

57K

61K

57K

$7M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

56K

59K

58K

64K

60K

55K

$7M

Holos Integrated Wealth LLC

49K

57K

58K

46K

44K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	111	5,323,278	—	$650M
2025-Q4	109	5,689,830	—	$644M
2025-Q3	105	6,311,710	—	$711M
2025-Q2	111	6,677,672	—	$727M
2025-Q1	114	6,733,631	—	$701M
2024-Q4	118	5,551,332	—	$604M
2024-Q3	102	6,026,645	—	$676M
2024-Q2	106	6,919,276	—	$656M

Short interest has its own tab now — open SI →

ONEY☆

Institutional ownership· 13F filers holding ONEY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding ONEY · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

ONEY