Security record · archived quarter
ONEY
name pending profile ingest
29Tracked holders
0Δ holders
2.17MShares held
$260.41MReported value
+3New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 600.01K | -9.0% | $72.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 588.45K | -1.3% | $70.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Creative Planning | 242.77K | -1.0% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Mariner, LLC | 216.62K | +2.4% | $26.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 173.54K | -9.7% | $20.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 94.84K | +15.5% | $11.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 58.98K | +53.2% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 54.65K | -9.3% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 31.34K | +31.6% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 30.66K | +2.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Jones Financial Companies Lllp | 17.39K | +29.6% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 10.73K | +361.5% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 10.66K | -56.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Bank of New York Mellon Corp | 6.54K | +18.9% | $785,190 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Commonwealth Equity Services, Llc | 6.53K | +7.5% | $784,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 6.37K | +50.2% | $764,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 4.59K | +21.8% | $551,269 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 3.33K | New | $399,406 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.51K | -0.9% | $301,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | IMC-Chicago, LLC | 2.23K | New | $267,111 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 1.76K | -48.7% | $212,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.50K | +18.4% | $181,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 1.45K | New | $174,349 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 702 | +145.4% | $83,183 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Fidelity (FMR) ✦ | 604 | +42.8% | $72,486 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Cwm, Llc | 218 | 0.0% | $26,171 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 134 | 0.0% | $16,087 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 70 | 0.0% | $8,403 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 30 | +3.5% | $3,546 | 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
| Citadel Advisors | $399,406 | 0.0% |
| IMC-Chicago, LLC | $267,111 | 0.0% |
| BlackRock | $174,349 | 0.0% |
Exited
| Hrt Financial Lp | $644,000 | was 0.0% |
| Mml Investors Services, Llc | $243,099 | was 0.0% |
| UBS Group AG | $129,119 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 5.32M shares, $604.34M 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: Q1 2026 ·
Methodology ·
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