Among active 13F managers last quarter, 4 opened and 20 added, while 13 reduced; the largest holder to move was Kestra Investment Management, LLC (+7.4%).
114 tracked 13F filers disclose a position in ONEY as of the latest SEC 13F filings, a combined $477.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 600K | $72.0M | ▼−9.0% Reduced · −59K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 588K | $70.7M | ▼−1.3% Reduced · −8K sh | Q1 2026 | |
| 3 | Alaska Permanent Fund Corp | 487K | $62.3M | ▼−70% Reduced · −1.1M sh | Q2 2026 | |
| 4 | Kestra Investment Management, LLC | 377K | $48.3M | ▲+7.4% Added · +26K sh | Q2 2026 | |
| 5 | Creative Planning | 243K | $29.1M | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 6 | Mariner, LLC | 217K | $26.0M | ▲+2.4% Added · +5K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 174K | $20.8M | ▼−9.7% Reduced · −19K sh | Q1 2026 | |
| 8 | Lebenthal Global Advisors, LLC | 114K | $14.5M | ▼−1.7% Reduced · −2K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 95K | $11.4M | ▲+15% Added · +13K sh | Q1 2026 | |
| 10 | Waverly Advisors, LLC | 72K | $9.2M | ▲+9.2% Added · +6K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | 59K | $7.1M | ▲+53% Added · +20K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | 56K | $7.2M | ▼−1.5% Reduced · −872 sh | Q2 2026 | |
| 13 | Northwestern Mutual Wealth Management Co | 55K | $6.6M | ▼−9.3% Reduced · −6K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | 54K | $6.9M | ▲+22% Added · +10K sh | Q2 2026 | |
| 15 | Kingsview Wealth Management, LLC | 43K | $5.5M | ▲+1.0% Added · +424 sh | Q2 2026 | |
| 16 | Holos Integrated Wealth LLC | 43K | $5.6M | ▼−2.0% Reduced · −868 sh | Q2 2026 | |
| 17 | Collaborative Wealth Managment Inc. | 40K | $5.2M | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 18 | FMA Wealth Management, LLC | 38K | $4.9M | ▼−1.4% Reduced · −541 sh | Q2 2026 | |
| 19 | Family Investment Center, Inc. | 35K | $4.5M | ▼−2.6% Reduced · −947 sh | Q2 2026 | |
| 20 | Pallas Capital Advisors LLC | 33K | $4.2M | ▲+2.6% Added · +824 sh | Q2 2026 | |
| 21 | Bank Of America Corp | 31K | $3.8M | ▲+32% Added · +8K sh | Q1 2026 | |
| 22 | Savvy Advisors, Inc. | 31K | $3.7M | ▲+13% Added · +4K sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 31K | $3.7M | ▲+2.5% Added · +742 sh | Q1 2026 | |
| 24 | IHT Wealth Management, LLC | 22K | $2.8M | ▲+12% Added · +2K sh | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | 18K | $2.3M | ▼−4.4% Reduced · −831 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ONEY and 20 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 51 funds | $4.8B |
| Vanguard S&P 500 ETFVOO | 51 funds | $3.6B |
| Microsoft CorpMSFT | 51 funds | $2.4B |
| Amazon.com IncAMZN | 51 funds | $2.0B |
| Broadcom IncAVGO | 51 funds | $1.3B |
| Tesla IncTSLA | 51 funds | $765.7M |
| Nvidia CorpNVDA | 50 funds | $3.7B |
| Vanguard Total Stock MKT ETFVTI | 50 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 50 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 49 funds | $2.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 49 funds | $2.2B |
| Alphabet Inc-CL AGOOGL | 49 funds | $1.6B |
Ranked by how many of ONEY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ONEY.
| Class | 13F holders | Value held |
|---|---|---|
| BILmc | 1183 funds | $24.6B |
| SPSMmc | 971 funds | $9.6B |
| JNKmc | 511 funds | $7.6B |
| SPHYmc | 507 funds | $6.1B |
| SPYDmc | 481 funds | $2.0B |
| SPTSmc | 379 funds | $4.1B |
| SJNKmc | 376 funds | $3.0B |
| SHMmc | 373 funds | $2.9B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ONEY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ONEY/capital-change-brief"
Use Arkolith's capital_change_brief for ONEY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ONEY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.