Institutional Holders (2026 Q3)
84 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ONEV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Berkeley, Inc | 1.53% | 35,629 | $4.9M |
| 2 | Provident Wealth Management, LLC | 1.47% | 29,875 | $4.2M |
| 3 | 21 West Wealth Management LLC | 1.36% | 11,256 | $1.6M |
| 4 | Ameritas Investment Partners, Inc. | 0.92% | 242,846 | $33.7M |
| 5 | Avant Capital LLC | 0.90% | 9,731 | $1.5M |
| 6 | Alaska Permanent Fund Corp | 0.70% | 64,520 | $9.0M |
| 7 | HF Advisory Group, LLC | 0.53% | 12,841 | $1.8M |
| 8 | Proactive Wealth Strategies LLC | 0.48% | 22,599 | $3.1M |
| 9 | 15 Wealth Advisors LLC | 0.26% | 7,597 | $1.1M |
| 10 | Financial Freedom, LLC | 0.24% | 3,755 | $522K |
| 11 | Argyle Capital Partners, LLC | 0.24% | 2,756 | $383K |
| 12 | Fifth Third Securities, INC. | 0.23% | 32,295 | $4.5M |
| 13 | Dynamic Advisor Solutions LLC | 0.17% | 43,156 | $6.0M |
| 14 | Keystone Financial Services, LLC | 0.15% | 1,855 | $258K |
| 15 | SOA Wealth Advisors, LLC. | 0.15% | 6,637 | $922K |
| 16 | Kirkwood Financial Services | 0.14% | 2,136 | $271K |
| 17 | Stratos Wealth Advisors, LLC | 0.12% | 16,720 | $2.3M |
| 18 | RIA Advisory Group LLC | 0.11% | 2,749 | $382K |
| 19 | SMART Wealth LLC | 0.11% | 3,766 | $523K |
| 20 | Fermata Advisors, LLC | 0.07% | 2,750 | $382K |
| 21 | Grey Fox Wealth Advisors, LLC | 0.07% | 3,158 | $439K |
| 22 | Calton & Associates, INC. | 0.07% | 4,273 | $594K |
| 23 | Creative Financial Designs Inc /Adv | 0.06% | 10,198 | $1.4M |
| 24 | WealthCare Investment Partners, LLC | 0.06% | 1,696 | $236K |
| 25 | Kfg LLC | 0.05% | 493 | $68K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|