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Security record

ONEV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
28Tracked holders
+2Δ holders
534.42KShares held
$76.47MReported value
+4New positions
−2Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.7% · share flow -5.6% · net new positions +7.1%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 28 +2 534.42K $76.47M +4 −2
Q1 2026 27 0 566.05K $75.94M +3 −3
Q4 2025 27 +2 584.36K $77.85M +3 −1
Q3 2025 5 -1 37.20K $4.95M −1
Q2 2025 3 0 26.05K $3.36M
Q1 2025 2 0 27.21K $3.45M
Q4 2024 2 0 20.93K $2.63M
Q3 2024 2 +2 10.36K $1.34M +2
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 209.09K -20.2% $29.91M 0.0% ▼ Trim 3 SEC ↗
2 Osaic Holdings, Inc. 69.77K +10.7% $9.99M 0.0% ▲ Add 3 SEC ↗
3 Osaic Holdings, Inc. 69.77K +10.7% $9.99M 0.0% ▲ Add 3 SEC ↗
4 Osaic Holdings, Inc. 69.77K +10.7% $9.99M 0.0% ▲ Add 3 SEC ↗
5 Cetera Investment Advisers 44.73K -2.8% $6.40M 0.0% ▼ Trim 3 SEC ↗
6 Goldman Sachs Group 33.44K +13.9% $4.78M 0.0% ▲ Add 4 SEC ↗
7 Bank Of America Corp /De/ 25.67K -2.0% $3.67M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 25.67K -2.0% $3.67M 0.0% ▼ Trim 3 SEC ↗
9 Northwestern Mutual Wealth… 24.17K -12.5% $3.46M 0.0% ▼ Trim 3 SEC ↗
10 Gotham Asset Management 19.27K 0.0% $2.76M 0.0% Held 8 SEC ↗
11 Raymond James Financial Inc 19.00K -2.8% $2.72M 0.0% ▼ Trim 3 SEC ↗
12 Raymond James Financial Inc 19.00K -2.8% $2.72M 0.0% ▼ Trim 3 SEC ↗
13 Raymond James Financial Inc 19.00K -2.8% $2.72M 0.0% ▼ Trim 3 SEC ↗
14 Mariner, LLC 16.18K +17.7% $2.32M 0.0% ▲ Add 3 SEC ↗
15 Commonwealth Equity Services, Llc 14.60K -4.0% $2.09M 0.0% ▼ Trim 3 SEC ↗
16 Pnc Financial Services Group, Inc. 12.01K +0.4% $1.72M 0.0% ▲ Add 3 SEC ↗
17 Susquehanna International Group, Llp 8.88K +111.1% $1.27M 0.0% ▲ Add 3 SEC ↗
18 Susquehanna International Group, Llp 8.88K +111.1% $1.27M 0.0% ▲ Add 3 SEC ↗
19 Jones Financial Companies Lllp 8.11K +24.7% $1.17M 0.0% ▲ Add 3 SEC ↗
20 Envestnet Asset Management Inc 8.06K -7.7% $1.15M 0.0% ▼ Trim 3 SEC ↗
21 Hrt Financial Lp 3.85K New $551,000 0.0% New 1 SEC ↗
22 Royal Bank Of Canada 3.57K -1.8% $510,000 0.0% ▼ Trim 3 SEC ↗
23 Royal Bank Of Canada 3.57K -1.8% $510,000 0.0% ▼ Trim 3 SEC ↗
24 Royal Bank Of Canada 3.57K -1.8% $510,000 0.0% ▼ Trim 3 SEC ↗
25 Citadel Advisors 2.95K +80.3% $421,900 0.0% ▲ Add 3 SEC ↗
26 Jane Street Group, Llc 2.91K New $416,320 0.0% New 1 SEC ↗
27 Bank of New York Mellon Corp 2.24K +7.8% $321,066 0.0% ▲ Add 2 SEC ↗
28 Bank of New York Mellon Corp 2.24K +7.8% $321,066 0.0% ▲ Add 2 SEC ↗
29 Mercer Global Advisors Inc /Adv 2.12K New $302,784 0.0% New 1 SEC ↗
30 Us Bancorp \De\ 1.33K +16.1% $190,234 0.0% ▲ Add 3 SEC ↗
31 Rockefeller Capital Management L.P. 757 0.0% $108,347 0.0% Held 3 SEC ↗
32 UBS Group AG 699 +3783.3% $100,002 0.0% ▲ Add 2 SEC ↗
33 Fidelity (FMR) 510 0.0% $73,028 0.0% Held 5 SEC ↗
34 JPMorgan Chase 317 0.0% $45,445 0.0% Held 2 SEC ↗
35 Morgan Stanley 176 -8.3% $25,216 0.0% ▼ Trim 4 SEC ↗
36 Morgan Stanley 176 -8.3% $25,216 0.0% ▼ Trim 4 SEC ↗
37 Assetmark, Inc 3 New $429 0.0% New 1 SEC ↗
38 Wells Fargo & Company/Mn 1 -97.8% $127 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Hrt Financial Lp $551,000 0.0%
Jane Street Group, Llc $416,320 0.0%
Mercer Global Advisors Inc… $302,784 0.0%
Assetmark, Inc $429 0.0%

Exited

Wealth Enhancement Advisory… $264,922 was 0.0%
Russell Investments Group… $5,635 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 3.27M shares, $401.59M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API