Among active 13F managers last quarter, 1 opened and 34 added, while 15 reduced; the largest holder to move was Van Eck Associates Corp (+43%).
252 tracked 13F filers disclose a position in OUNZ as of the latest SEC 13F filings, a combined $1.3B 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 | Van Eck Associates Corp | 5.5M | $211.1M | ▲+43% Added · +1.7M sh | Q2 2026 | |
| 2 | Morton Capital Management LLC | 3.5M | $135.8M | ▲+2.5% Added · +86K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 3.2M | $146.0M | ▲+1.6% Added · +51K sh | Q1 2026 | |
| 4 | Pitcairn Wealth Advisors LLC | 1.3M | $50.9M | ▼−1.3% Reduced · −17K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 1.3M | $58.5M | ▲+81% Added · +582K sh | Q1 2026 | |
| 6 | Envestnet Asset Management Inc | 1.0M | $46.8M | ▲+36% Added · +277K sh | Q1 2026 | |
| 7 | Modern Wealth Management, LLC | 1.0M | $40.0M | ▲+91% Added · +494K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | 977K | $44.0M | ▼−8.3% Reduced · −89K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 802K | $36.1M | ▲+1.6% Added · +13K sh | Q1 2026 | |
| 10 | Shufro Rose & Co LLC | 620K | $23.9M | ▲+76% Added · +267K sh | Q2 2026 | |
| 11 | Drake & Associates, LLC | 553K | $21.3M | ▲+8.4% Added · +43K sh | Q2 2026 | |
| 12 | Ameritas Advisory Services, LLC | 487K | $18.8M | ▲+94% Added · +236K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 469K | $18.1M | ▲+32% Added · +113K sh | Q2 2026 | |
| 14 | AE Wealth Management LLC | 446K | $20.1M | ▲55× Added · +438K sh | Q1 2026 | |
| 15 | Kiker Wealth Management, LLC | 423K | $16.3M | ▼−3.4% Reduced · −15K sh | Q2 2026 | |
| 16 | Wealth Enhancement Advisory Services, LLC | 381K | $15.0M | ▲+10% Added · +35K sh | Q2 2026 | |
| 17 | HighTower Advisors, LLC | 375K | $16.9M | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 18 | Silver Oak Securities, Incorporated | 335K | $12.9M | ▲+3.6% Added · +12K sh | Q2 2026 | |
| 19 | Security National Bank | 322K | $12.4M | ▲+14% Added · +39K sh | Q2 2026 | |
| 20 | Solstein Capital, LLC | 280K | $10.8M | ▲+7.8% Added · +20K sh | Q2 2026 | |
| 21 | Accordant Advisory Group Inc | 273K | $10.5M | ▼−0.1% Reduced · −426 sh | Q2 2026 | |
| 22 | Pekin Hardy Strauss, Inc. | 267K | $10.3M | ▼−0.2% Reduced · −637 sh | Q2 2026 | |
| 23 | Dogwood Wealth Management LLC | 260K | $10.0M | ▲+13% Added · +30K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 246K | $11.1M | ▼−39% Reduced · −160K sh | Q1 2026 | |
| 25 | Smart Money Group LLC | 246K | $9.5M | ▲+2.9% Added · +7K 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, 1 fund opened a new position in OUNZ and 34 added to an existing one, while 15 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 | 133 funds | $13.8B |
| Nvidia CorpNVDA | 132 funds | $27.8B |
| Microsoft CorpMSFT | 132 funds | $9.3B |
| Alphabet Inc-CL AGOOGL | 130 funds | $5.8B |
| Amazon.com IncAMZN | 129 funds | $6.1B |
| Alphabet Inc-CL CGOOG | 129 funds | $4.8B |
| Meta Platforms Inc-Class AMETA | 127 funds | $3.3B |
| Broadcom IncAVGO | 125 funds | $10.7B |
| Eli Lilly & CoLLY | 125 funds | $3.1B |
| JPMorgan Chase & CoJPM | 123 funds | $3.2B |
| Walmart IncWMT | 123 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 122 funds | $4.5B |
Ranked by how many of OUNZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OUNZ.
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.