23 tracked 13F filers disclose a position in OWNS as of the latest SEC 13F filings, a combined $49.3M 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 | ALLIANZ SE | $21.7M | 1.2M | —Held | Q1 2026 | |
| 2 | OneAscent Financial Services LLC | $9.3M | 541K | ▲+7.6% Added · +38K sh | Q2 2026 | |
| 3 | Orgel Wealth Management, LLC | $5.1M | 295K | ▲+3.0% Added · +8K sh | Q2 2026 | |
| 4 | OneAscent Wealth Management LLC | $2.5M | 147K | ▲+40% Added · +42K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $2.4M | 137K | ▼−87% Reduced · −911K sh | Q1 2026 | |
| 6 | Tolleson Wealth Management, Inc. | $2.0M | 113K | —Held | Q2 2026 | |
| 7 | Skyline Advisors, Inc. | $1.5M | 86K | ▲+39% Added · +24K sh | Q2 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $1.1M | 63K | ▲+384% Added · +50K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $671K | 39K | ▲+76% Added · +17K sh | Q2 2026 | |
| 10 | RFG Advisory, LLC | $550K | 32K | ▲+19% Added · +5K sh | Q2 2026 | |
| 11 | Mason & Associates Inc | $531K | 31K | ▲+130% Added · +17K sh | Q2 2026 | |
| 12 | PFG Investments, LLC | $478K | 28K | ▲+27% Added · +6K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $379K | 22K | ▲New +22K sh | Q2 2026 | |
| 14 | Merit Financial Group, LLC | $374K | 22K | ▲+13% Added · +2K sh | Q2 2026 | |
| 15 | Atria Investments, Inc | $339K | 20K | ▲+3.5% Added · +663 sh | Q2 2026 | |
| 16 | OneAscent Family Office, LLC | $181K | 10K | ▲New +10K sh | Q2 2026 | |
| 17 | First Pacific Financial | $99K | 6K | ▲New +6K sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | $69K | 4K | ▲+1.0% Added · +41 sh | Q2 2026 | |
| 19 | UBS Group AG | $31K | 2K | ▲+899% Added · +2K sh | Q1 2026 | |
| 20 | Smartleaf Asset Management LLC | $29K | 2K | —Held | Q2 2026 | |
| 21 | Midway Capital Research & Management | $25K | 1K | ▲+25% Added · +288 sh | Q2 2026 | |
| 22 | NEW ENGLAND ASSET MANAGEMENT INC | $5K | 300 | ▲Added Added · +300 sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $5K | 265 | ▲New +265 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 OWNS and 9 added to an existing one, while 0 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 | 13 funds | $966.8M |
| MICROSOFT CORPMSFT | 13 funds | $629.6M |
| JPMORGAN CHASE & COJPM | 13 funds | $291.3M |
| HOME DEPOT INCHD | 13 funds | $101.6M |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $1.9B |
| NVIDIA CORPNVDA | 12 funds | $852.3M |
| VANGUARD S&P 500 ETFVOO | 12 funds | $736.7M |
| AMAZON.COM INCAMZN | 12 funds | $472.6M |
| ALPHABET INC-CL AGOOGL | 12 funds | $469.6M |
| BROADCOM INCAVGO | 12 funds | $316.9M |
| ALPHABET INC-CL CGOOG | 12 funds | $313.8M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 12 funds | $300.5M |
Ranked by how many of OWNS'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 OWNS
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/OWNS/capital-change-brief"
Use Arkolith's capital_change_brief for OWNS. 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 OWNS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.