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Institutional Holders of ONEY

There is a long list of 96 institutional holders of ONEY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ONEY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ONEY table below, the initial column indicates the name of each top institutional holder of ONEY, with a link to that fund's top holdings. The next columns indicate the amount of ONEY stock held by each of the institutional holders of ONEY, followed by the ONEY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Alaska Permanent Fund Corp3,312,764$359,958 03/31/2024
     ONEY3,312,764$359,958 03/31/2024
LPL Financial LLC602,426$60,676 12/31/2023
     ONEY602,426$60,676 12/31/2023
Ameriprise Financial Inc.456,546$46,065 12/31/2023
     ONEY456,546$46,065 12/31/2023
Creative Planning231,684$23,335 12/31/2023
     ONEY231,684$23,335 12/31/2023
Raymond James Financial Services Advisors Inc.160,194$16,135 12/31/2023
     ONEY160,194$16,135 12/31/2023
Arden Trust Co134,388$14,602 03/31/2024
     ONEY134,388$14,602 03/31/2024
Mariner LLC120,117$12,098 12/31/2023
     ONEY120,117$12,098 12/31/2023
Envestnet Asset Management Inc.78,082$7,864 12/31/2023
     ONEY78,082$7,864 12/31/2023
Northwestern Mutual Wealth Management Co.72,230$7,275 12/31/2023
     ONEY72,230$7,275 12/31/2023
IHT Wealth Management LLC60,175$6,061 12/31/2023
     ONEY60,175$6,061 12/31/2023
Private Advisor Group LLC50,569$5,093 12/31/2023
     ONEY50,569$5,093 12/31/2023
Arkadios Wealth Advisors50,247$5,061 12/31/2023
     ONEY50,247$5,061 12/31/2023
Raymond James & Associates49,936$5,030 12/31/2023
     ONEY49,936$5,030 12/31/2023
Aspire Wealth Management Corp47,831$4,818 12/31/2023
     ONEY47,831$4,818 12/31/2023
Concurrent Investment Advisors LLC44,485$4,480 12/31/2023
     ONEY44,485$4,480 12/31/2023
Pallas Capital Advisors LLC33,971$3,691 03/31/2024
     ONEY33,971$3,691 03/31/2024
Bank of America Corp DE34,061$3,431 12/31/2023
     ONEY34,061$3,431 12/31/2023
Integrated Wealth Concepts LLC25,422$2,561 12/31/2023
     ONEY25,422$2,561 12/31/2023
Commonwealth Equity Services LLC21,715$2,187 12/31/2023
     ONEY21,715$2,187 12/31/2023
Crumly & Associates Inc.21,215$2,137 12/31/2023
     ONEY21,215$2,137 12/31/2023
Equitable Holdings Inc.20,838$2,099 12/31/2023
     ONEY20,838$2,099 12/31/2023
Collaborative Wealth Managment Inc.20,503$2,065 12/31/2023
     ONEY20,503$2,065 12/31/2023
MML Investors Services LLC17,349$1,747 12/31/2023
     ONEY17,349$1,747 12/31/2023
Leavell Investment Management Inc.15,216$1,533 12/31/2023
     ONEY15,216$1,533 12/31/2023
Baird Financial Group Inc.14,014$1,411 12/31/2023
     ONEY14,014$1,411 12/31/2023
Cetera Advisor Networks LLC13,869$1,397 12/31/2023
     ONEY13,869$1,397 12/31/2023
Proequities Inc.11,866$1,195 12/31/2023
     ONEY11,866$1,195 12/31/2023
Kingsview Wealth Management LLC11,521$1,160 12/31/2023
     ONEY11,521$1,160 12/31/2023
Horizon Wealth Management LLC10,631$1,155 03/31/2024
     ONEY10,631$1,155 03/31/2024
Advisor Group Holdings Inc.9,864$994 12/31/2023
     ONEY9,864$994 12/31/2023
Capital Asset Advisory Services LLC8,748$939 03/31/2024
     ONEY8,748$939 03/31/2024
Global Retirement Partners LLC9,256$909 12/31/2023
     ONEY9,256$909 12/31/2023
Avantax Advisory Services Inc.8,094$815 12/31/2023
     ONEY8,094$815 12/31/2023
Axxcess Wealth Management LLC7,959$802 12/31/2023
     ONEY7,959$802 12/31/2023
Fifth Third Securities Inc.7,349$799 03/31/2024
     ONEY7,349$799 03/31/2024
Financial Advocates Investment Management7,638$769 12/31/2023
     ONEY7,638$769 12/31/2023
FMA Wealth Management LLC7,523$758 12/31/2023
     ONEY7,523$758 12/31/2023
Truist Financial Corp7,233$729 12/31/2023
     ONEY7,233$729 12/31/2023
Cetera Investment Advisers7,084$713 12/31/2023
     ONEY7,084$713 12/31/2023
Cambridge Investment Research Advisors Inc.6,630$668 12/31/2023
     ONEY6,630$668 12/31/2023
RFG Advisory LLC4,925$535 03/31/2024
     ONEY4,925$535 03/31/2024
Insight Advisors LLC PA5,161$520 12/31/2023
     ONEY5,161$520 12/31/2023
Atlas Private Wealth Advisors4,876$491 12/31/2023
     ONEY4,876$491 12/31/2023
Centaurus Financial Inc.4,798$483 12/31/2023
     ONEY4,798$483 12/31/2023
Essex Financial Services Inc.4,465$450 12/31/2023
     ONEY4,465$450 12/31/2023
Venture Visionary Partners LLC4,331$436 12/31/2023
     ONEY4,331$436 12/31/2023
Quadcap Wealth Management LLC4,089$412 12/31/2023
     ONEY4,089$412 12/31/2023
Kestra Advisory Services LLC3,969$400 12/31/2023
     ONEY3,969$400 12/31/2023
Ally Invest Advisors Inc.3,755$378 12/31/2023
     ONEY3,755$378 12/31/2023
Gladstone Institutional Advisory LLC3,743$377 12/31/2023
     ONEY3,743$377 12/31/2023

See All: Funds Holding ONEY
See Details: Top 10 Hedge Funds Holding ONEY
Also See: ONEY Holdings Changes

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