219 tracked 13F filers disclose a position in OUNZ as of the latest SEC 13F filings, a combined $968.9M 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 | VAN ECK ASSOCIATES CORP | Withheld | 3.8M | ▲+107% Added · +2.0M sh | Q1 2026 | |
| 2 | Morton Capital Management LLC/CA | $135.8M | 3.5M | ▲+2.5% Added · +86K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $146.0M | 3.2M | ▲+1.6% Added · +51K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $58.5M | 1.3M | ▲+81% Added · +582K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $46.8M | 1.0M | ▲+36% Added · +277K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $44.0M | 977K | ▼−8.3% Reduced · −89K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $36.1M | 802K | ▲+1.6% Added · +13K sh | Q1 2026 | |
| 8 | Modern Wealth Management, LLC | $24.9M | 544K | ▼−4.4% Reduced · −25K sh | Q1 2026 | |
| 9 | AE Wealth Management LLC | $20.1M | 446K | ▲55× Added · +438K sh | Q1 2026 | |
| 10 | Kiker Wealth Management, LLC | $16.3M | 423K | ▼−3.4% Reduced · −15K sh | Q2 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.0M | 381K | ▲+10% Added · +35K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $16.9M | 375K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $16.0M | 356K | ▼−14% Reduced · −59K sh | Q1 2026 | |
| 14 | SHUFRO ROSE & CO LLC | $15.9M | 353K | ▲23× Added · +338K sh | Q1 2026 | |
| 15 | Security National Bank | $12.4M | 322K | ▲+14% Added · +39K sh | Q2 2026 | |
| 16 | Accordant Advisory Group Inc | $10.5M | 273K | ▼−0.1% Reduced · −426 sh | Q2 2026 | |
| 17 | Pekin Hardy Strauss, Inc. | $10.3M | 267K | ▼−0.2% Reduced · −637 sh | Q2 2026 | |
| 18 | Dogwood Wealth Management LLC | $10.0M | 260K | ▲+13% Added · +30K sh | Q2 2026 | |
| 19 | Sanctuary Advisors, LLC | $11.4M | 252K | ▼−5.7% Reduced · −15K sh | Q1 2026 | |
| 20 | Ameritas Advisory Services, LLC | $11.3M | 251K | ▼−5.0% Reduced · −13K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $11.1M | 246K | ▼−39% Reduced · −160K sh | Q1 2026 | |
| 22 | Smart Money Group LLC | $9.5M | 246K | ▲+2.9% Added · +7K sh | Q2 2026 | |
| 23 | MONEY CONCEPTS CAPITAL CORP | $9.1M | 235K | ▲+1.4% Added · +3K sh | Q2 2026 | |
| 24 | FAS Wealth Partners, Inc. | $8.1M | 210K | ▲+3.8% Added · +8K sh | Q2 2026 | |
| 25 | Advisory Services Network, LLC | $9.3M | 206K | ▲+7.5% Added · +14K 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.
Last quarter, 2 funds opened a new position in OUNZ and 31 added to an existing one, while 14 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 |
|---|---|---|
| APPLE INCAAPL | 108 funds | $12.9B |
| MICROSOFT CORPMSFT | 107 funds | $8.8B |
| NVIDIA CORPNVDA | 106 funds | $14.2B |
| AMAZON.COM INCAMZN | 104 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 104 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 103 funds | $4.7B |
| BROADCOM INCAVGO | 101 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $3.7B |
| ELI LILLY & COLLY | 101 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 99 funds | $3.0B |
| COSTCO WHOLESALE CORPCOST | 99 funds | $2.6B |
| CHEVRON CORPCVX | 99 funds | $1.9B |
Ranked by how many of OUNZ'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 OUNZ
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/OUNZ/capital-change-brief"
Use Arkolith's capital_change_brief for OUNZ. 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 OUNZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.