ONEO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow -15.8% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +2 | 49.39K | $7.55M | +3 | −1 |
| Q1 2026 | 8 | -2 | 41.97K | $5.58M | n/a | −2 |
| Q4 2025 | 10 | -1 | 49.85K | $6.45M | n/a | −1 |
| Q3 2025 | 3 | -1 | 6.49K | $835,322 | n/a | −1 |
| Q2 2025 | 2 | 0 | 3.20K | $395,535 | n/a | n/a |
| Q1 2025 | 1 | 0 | 4.74K | $546,045 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.54K | $657,196 | n/a | n/a |
| Q3 2024 | 1 | +1 | 3.53K | $420,114 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 17.39K | +1.0% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 12.25K | +17.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.66K | +1.1% | $753,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 3.49K | 0.0% | $463,915 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.82K | +10.3% | $242,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 1.22K | +358.5% | $161,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 129 | +19.4% | $17,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1 | n/a | $105 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.11M | was 0.0% |
| Stifel Financial Corp | $317,037 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 100.20K shares, $13.71M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.