Institutional Holders (2026 Q1)
83 + 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 | Alaska Permanent Fund Corp | 13.55% | 1,525,043 | $212.8M |
| 2 | Berkeley, Inc | 2.34% | 51,925 | $7.0M |
| 3 | Provident Wealth Management, LLC | 1.65% | 40,630 | $5.5M |
| 4 | Ameritas Investment Partners, Inc. | 1.46% | 355,230 | $47.7M |
| 5 | 21 West Wealth Management LLC | 1.41% | 11,323 | $1.5M |
| 6 | Avant Capital LLC | 0.92% | 9,764 | $1.3M |
| 7 | Proactive Wealth Strategies LLC | 0.58% | 23,041 | $3.1M |
| 8 | HF Advisory Group, LLC | 0.54% | 11,887 | $1.6M |
| 9 | Financial Freedom, LLC | 0.50% | 7,525 | $1.0M |
| 10 | Pacific Sun Financial Corp | 0.45% | 6,985 | $937K |
| 11 | Fifth Third Securities, INC. | 0.26% | 30,150 | $4.0M |
| 12 | SOA Wealth Advisors, LLC. | 0.26% | 10,305 | $1.4M |
| 13 | Argyle Capital Partners, LLC | 0.26% | 2,650 | $356K |
| 14 | TFB Advisors LLC | 0.18% | 2,633 | $353K |
| 15 | Dynamic Advisor Solutions LLC | 0.18% | 43,665 | $5.9M |
| 16 | Ausdal Financial Partners, Inc. | 0.15% | 25,547 | $3.4M |
| 17 | Keystone Financial Services, LLC | 0.15% | 1,687 | $226K |
| 18 | SMART Wealth LLC | 0.14% | 3,650 | $490K |
| 19 | Stratos Wealth Advisors, LLC | 0.13% | 15,920 | $2.1M |
| 20 | Creative Financial Designs Inc /Adv | 0.13% | 15,688 | $2.1M |
| 21 | Calton & Associates, INC. | 0.11% | 5,962 | $800K |
| 22 | Ameritas Advisory Services, LLC | 0.10% | 19,642 | $2.6M |
| 23 | RIA Advisory Group LLC | 0.09% | 2,953 | $396K |
| 24 | Fermata Advisors, LLC | 0.09% | 2,980 | $400K |
| 25 | Grey Fox Wealth Advisors, LLC | 0.08% | 3,143 | $422K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|