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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Alaska Permanent Fund Corp | 3,312,764 | $359,958 | 03/31/2024 | ONEY | 3,312,764 | $359,958 | 03/31/2024 | LPL Financial LLC | 602,426 | $60,676 | 12/31/2023 | ONEY | 602,426 | $60,676 | 12/31/2023 | Ameriprise Financial Inc. | 456,546 | $46,065 | 12/31/2023 | ONEY | 456,546 | $46,065 | 12/31/2023 | Creative Planning | 231,684 | $23,335 | 12/31/2023 | ONEY | 231,684 | $23,335 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 160,194 | $16,135 | 12/31/2023 | ONEY | 160,194 | $16,135 | 12/31/2023 | Arden Trust Co | 134,388 | $14,602 | 03/31/2024 | ONEY | 134,388 | $14,602 | 03/31/2024 | Mariner LLC | 120,117 | $12,098 | 12/31/2023 | ONEY | 120,117 | $12,098 | 12/31/2023 | Envestnet Asset Management Inc. | 78,082 | $7,864 | 12/31/2023 | ONEY | 78,082 | $7,864 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 72,230 | $7,275 | 12/31/2023 | ONEY | 72,230 | $7,275 | 12/31/2023 | IHT Wealth Management LLC | 60,175 | $6,061 | 12/31/2023 | ONEY | 60,175 | $6,061 | 12/31/2023 | Private Advisor Group LLC | 50,569 | $5,093 | 12/31/2023 | ONEY | 50,569 | $5,093 | 12/31/2023 | Arkadios Wealth Advisors | 50,247 | $5,061 | 12/31/2023 | ONEY | 50,247 | $5,061 | 12/31/2023 | Raymond James & Associates | 49,936 | $5,030 | 12/31/2023 | ONEY | 49,936 | $5,030 | 12/31/2023 | Aspire Wealth Management Corp | 47,831 | $4,818 | 12/31/2023 | ONEY | 47,831 | $4,818 | 12/31/2023 | Concurrent Investment Advisors LLC | 44,485 | $4,480 | 12/31/2023 | ONEY | 44,485 | $4,480 | 12/31/2023 | Pallas Capital Advisors LLC | 33,971 | $3,691 | 03/31/2024 | ONEY | 33,971 | $3,691 | 03/31/2024 | Bank of America Corp DE | 34,061 | $3,431 | 12/31/2023 | ONEY | 34,061 | $3,431 | 12/31/2023 | Integrated Wealth Concepts LLC | 25,422 | $2,561 | 12/31/2023 | ONEY | 25,422 | $2,561 | 12/31/2023 | Commonwealth Equity Services LLC | 21,715 | $2,187 | 12/31/2023 | ONEY | 21,715 | $2,187 | 12/31/2023 | Crumly & Associates Inc. | 21,215 | $2,137 | 12/31/2023 | ONEY | 21,215 | $2,137 | 12/31/2023 | Equitable Holdings Inc. | 20,838 | $2,099 | 12/31/2023 | ONEY | 20,838 | $2,099 | 12/31/2023 | Collaborative Wealth Managment Inc. | 20,503 | $2,065 | 12/31/2023 | ONEY | 20,503 | $2,065 | 12/31/2023 | MML Investors Services LLC | 17,349 | $1,747 | 12/31/2023 | ONEY | 17,349 | $1,747 | 12/31/2023 | Leavell Investment Management Inc. | 15,216 | $1,533 | 12/31/2023 | ONEY | 15,216 | $1,533 | 12/31/2023 | Baird Financial Group Inc. | 14,014 | $1,411 | 12/31/2023 | ONEY | 14,014 | $1,411 | 12/31/2023 | Cetera Advisor Networks LLC | 13,869 | $1,397 | 12/31/2023 | ONEY | 13,869 | $1,397 | 12/31/2023 | Proequities Inc. | 11,866 | $1,195 | 12/31/2023 | ONEY | 11,866 | $1,195 | 12/31/2023 | Kingsview Wealth Management LLC | 11,521 | $1,160 | 12/31/2023 | ONEY | 11,521 | $1,160 | 12/31/2023 | Horizon Wealth Management LLC | 10,631 | $1,155 | 03/31/2024 | ONEY | 10,631 | $1,155 | 03/31/2024 | Advisor Group Holdings Inc. | 9,864 | $994 | 12/31/2023 | ONEY | 9,864 | $994 | 12/31/2023 | Capital Asset Advisory Services LLC | 8,748 | $939 | 03/31/2024 | ONEY | 8,748 | $939 | 03/31/2024 | Global Retirement Partners LLC | 9,256 | $909 | 12/31/2023 | ONEY | 9,256 | $909 | 12/31/2023 | Avantax Advisory Services Inc. | 8,094 | $815 | 12/31/2023 | ONEY | 8,094 | $815 | 12/31/2023 | Axxcess Wealth Management LLC | 7,959 | $802 | 12/31/2023 | ONEY | 7,959 | $802 | 12/31/2023 | Fifth Third Securities Inc. | 7,349 | $799 | 03/31/2024 | ONEY | 7,349 | $799 | 03/31/2024 | Financial Advocates Investment Management | 7,638 | $769 | 12/31/2023 | ONEY | 7,638 | $769 | 12/31/2023 | FMA Wealth Management LLC | 7,523 | $758 | 12/31/2023 | ONEY | 7,523 | $758 | 12/31/2023 | Truist Financial Corp | 7,233 | $729 | 12/31/2023 | ONEY | 7,233 | $729 | 12/31/2023 | Cetera Investment Advisers | 7,084 | $713 | 12/31/2023 | ONEY | 7,084 | $713 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 6,630 | $668 | 12/31/2023 | ONEY | 6,630 | $668 | 12/31/2023 | RFG Advisory LLC | 4,925 | $535 | 03/31/2024 | ONEY | 4,925 | $535 | 03/31/2024 | Insight Advisors LLC PA | 5,161 | $520 | 12/31/2023 | ONEY | 5,161 | $520 | 12/31/2023 | Atlas Private Wealth Advisors | 4,876 | $491 | 12/31/2023 | ONEY | 4,876 | $491 | 12/31/2023 | Centaurus Financial Inc. | 4,798 | $483 | 12/31/2023 | ONEY | 4,798 | $483 | 12/31/2023 | Essex Financial Services Inc. | 4,465 | $450 | 12/31/2023 | ONEY | 4,465 | $450 | 12/31/2023 | Venture Visionary Partners LLC | 4,331 | $436 | 12/31/2023 | ONEY | 4,331 | $436 | 12/31/2023 | Quadcap Wealth Management LLC | 4,089 | $412 | 12/31/2023 | ONEY | 4,089 | $412 | 12/31/2023 | Kestra Advisory Services LLC | 3,969 | $400 | 12/31/2023 | ONEY | 3,969 | $400 | 12/31/2023 | Ally Invest Advisors Inc. | 3,755 | $378 | 12/31/2023 | ONEY | 3,755 | $378 | 12/31/2023 | Gladstone Institutional Advisory LLC | 3,743 | $377 | 12/31/2023 | ONEY | 3,743 | $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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