99 tracked 13F filers disclose a position in ONEY as of the latest SEC 13F filings, a combined $417.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $72.0M | 600K | ▼−9.0% Reduced · −59K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $70.7M | 588K | ▼−1.3% Reduced · −8K sh | Q1 2026 | |
| 3 | Kestra Investment Management, LLC | $48.3M | 377K | ▲+7.4% Added · +26K sh | Q2 2026 | |
| 4 | Creative Planning | $29.1M | 243K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 5 | Mariner, LLC | $26.0M | 217K | ▲+2.4% Added · +5K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $20.8M | 174K | ▼−9.7% Reduced · −19K sh | Q1 2026 | |
| 7 | Lebenthal Global Advisors, LLC | $14.5M | 114K | ▼−1.7% Reduced · −2K sh | Q2 2026 | |
| 8 | Alaska Permanent Fund Corp | $14.8M | 112K | ▼−93% Reduced · −1.5M sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 95K | ▲+15% Added · +13K sh | Q1 2026 | |
| 10 | Waverly Advisors, LLC | $7.9M | 66K | ▲+7.9% Added · +5K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $7.1M | 59K | ▲+53% Added · +20K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $6.9M | 57K | ▼−6.4% Reduced · −4K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 55K | ▼−9.3% Reduced · −6K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $5.0M | 44K | ▲+8.5% Added · +3K sh | Q1 2026 | |
| 15 | Kingsview Wealth Management, LLC | $5.1M | 43K | ▲+3.1% Added · +1K sh | Q1 2026 | |
| 16 | Holos Integrated Wealth LLC | $5.6M | 43K | ▼−2.0% Reduced · −868 sh | Q2 2026 | |
| 17 | Collaborative Wealth Managment Inc. | $5.2M | 40K | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 18 | FMA Wealth Management, LLC | $4.9M | 38K | ▼−1.4% Reduced · −541 sh | Q2 2026 | |
| 19 | Family Investment Center, Inc. | $4.5M | 35K | ▼−2.6% Reduced · −947 sh | Q2 2026 | |
| 20 | Pallas Capital Advisors LLC | $3.9M | 32K | ▼−7.9% Reduced · −3K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $3.8M | 31K | ▲+32% Added · +8K sh | Q1 2026 | |
| 22 | Savvy Advisors, Inc. | $3.7M | 31K | ▲+13% Added · +4K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $3.7M | 31K | ▲+2.5% Added · +742 sh | Q1 2026 | |
| 24 | IHT Wealth Management, LLC | $2.4M | 20K | ▼−1.4% Reduced · −280 sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $2.3M | 18K | ▼−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 19 added to an existing one, while 8 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 39 funds | $2.4B |
| NVIDIA CORPNVDA | 38 funds | $6.1B |
| APPLE INCAAPL | 38 funds | $5.2B |
| AMAZON.COM INCAMZN | 38 funds | $3.2B |
| MICROSOFT CORPMSFT | 38 funds | $3.0B |
| BROADCOM INCAVGO | 38 funds | $1.9B |
| TESLA INCTSLA | 38 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 37 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 37 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 37 funds | $956.9M |
Ranked by how many of ONEY's institutional holders also hold each name, a cross-fund conviction signal.
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.