The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query ONEY owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ONEY"
Use Arkolith to show who owns ONEY, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Investment Management, LLC | $42.1M | 351K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 2 | Waverly Advisors, LLC | $7.9M | 66K | ▲+7.9% Added · +5K sh | Q1 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | $6.9M | 57K | ▼−6.4% Reduced · −4K sh | Q1 2026 | |
| 4 | Kingsview Wealth Management, LLC | $5.1M | 43K | ▲+3.1% Added · +1K sh | Q1 2026 | |
| 5 | Equitable Holdings, Inc. | $5.0M | 44K | ▲+8.5% Added · +3K sh | Q1 2026 | |
| 6 | Pallas Capital Advisors LLC | $3.9M | 32K | ▼−7.9% Reduced · −3K sh | Q1 2026 | |
| 7 | IHT Wealth Management, LLC | $2.4M | 20K | ▼−1.4% Reduced · −280 sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $2.3M | 19K | ▲+262% Added · +14K sh | Q1 2026 | |
| 9 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.7M | 14K | ▼−1.8% Reduced · −265 sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $1.6M | 13K | ▼−68% Reduced · −28K sh | Q1 2026 | |
| 11 | Venture Visionary Partners LLC | $1.0M | 9K | —Held | Q1 2026 | |
| 12 | Essex Financial Services, Inc. | $887K | 7K | —Held | Q1 2026 | |
| 13 | Merit Financial Group, LLC | $664K | 6K | ▲New +6K sh | Q1 2026 | |
| 14 | Gladstone Institutional Advisory LLC | $523K | 4K | ▲+18% Added · +666 sh | Q1 2026 | |
| 15 | NorthRock Partners, LLC | $476K | 4K | ▲New +4K sh | Q1 2026 | |
| 16 | Cornerstone Wealth Management, LLC | $474K | 4K | ▲+49% Added · +1K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $451K | 4K | ▼−6.2% Reduced · −250 sh | Q1 2026 | |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $445K | 4K | ▲New +4K sh | Q1 2026 | |
| 19 | Valmark Advisers, Inc. | $434K | 4K | ▲+3.2% Added · +113 sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $399K | 3K | ▲New +3K sh | Q1 2026 | |
| 21 | NewEdge Wealth, LLC | $344K | 3K | ▼−34% Reduced · −1K sh | Q1 2026 | |
| 22 | Prime Capital Investment Advisors, LLC | $335K | 3K | ▲+3.6% Added · +98 sh | Q1 2026 | |
| 23 | McAdam, LLC | $331K | 3K | ▲+7.9% Added · +202 sh | Q1 2026 | |
| 24 | Dynamic Advisor Solutions LLC | $231K | 2K | ▼−80% Reduced · −8K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $213K | 2K | ▼−49% Reduced · −2K sh | Q1 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 40 funds | $12.2B |
| APPLE INCAAPL | 40 funds | $12.2B |
| MICROSOFT CORPMSFT | 40 funds | $9.5B |
| AMAZON.COM INCAMZN | 40 funds | $7.6B |
| ALPHABET INC-CL AGOOGL | 40 funds | $6.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $6.6B |
| BROADCOM INCAVGO | 40 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 40 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $4.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 40 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 40 funds | $3.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $3.6B |
Ranked by how many of ONEY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.