Institutional Holders (2026 Q2)
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 | Berkeley, Inc | 2.39% | 53,132 | $7.6M |
| 2 | Alaska Permanent Fund Corp | 1.62% | 158,073 | $23.4M |
| 3 | Provident Wealth Management, LLC | 1.53% | 41,601 | $6.0M |
| 4 | 21 West Wealth Management LLC | 1.38% | 11,302 | $1.6M |
| 5 | Ameritas Investment Partners, Inc. | 0.93% | 243,256 | $34.8M |
| 6 | Avant Capital LLC | 0.83% | 9,233 | $1.3M |
| 7 | HF Advisory Group, LLC | 0.56% | 12,693 | $1.8M |
| 8 | Proactive Wealth Strategies LLC | 0.53% | 23,042 | $3.3M |
| 9 | Pacific Sun Financial Corp | 0.42% | 7,165 | $1.0M |
| 10 | Financial Freedom, LLC | 0.39% | 5,880 | $841K |
| 11 | SOA Wealth Advisors, LLC. | 0.29% | 11,855 | $1.7M |
| 12 | Fifth Third Securities, INC. | 0.27% | 32,573 | $4.7M |
| 13 | Argyle Capital Partners, LLC | 0.24% | 2,650 | $379K |
| 14 | Dynamic Advisor Solutions LLC | 0.18% | 43,231 | $6.2M |
| 15 | Keystone Financial Services, LLC | 0.16% | 1,833 | $262K |
| 16 | Ausdal Financial Partners, Inc. | 0.14% | 25,595 | $3.7M |
| 17 | Stratos Wealth Advisors, LLC | 0.13% | 16,319 | $2.3M |
| 18 | Calton & Associates, INC. | 0.12% | 5,649 | $808K |
| 19 | SMART Wealth LLC | 0.12% | 3,747 | $536K |
| 20 | RIA Advisory Group LLC | 0.09% | 2,857 | $409K |
| 21 | Fermata Advisors, LLC | 0.09% | 2,981 | $427K |
| 22 | Grey Fox Wealth Advisors, LLC | 0.07% | 3,151 | $451K |
| 23 | Creative Financial Designs Inc /Adv | 0.07% | 10,312 | $1.5M |
| 24 | WealthCare Investment Partners, LLC | 0.06% | 1,720 | $246K |
| 25 | Ameritas Advisory Services, LLC | 0.04% | 12,719 | $1.8M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|