— Know what they know.
Not Investment Advice

ONEO Institutional Ownership

State Street SPDR Russell 1000 Momentum Focus ETF
1W: +0.2% 1M: -2.8% 3M: -1.5% YTD: +14.9% 1Y: +17.1% 3Y: +65.4% 5Y: +58.4%
$150.47
+1.16 (+0.77%)
 
Weekly Expected Move ±1.4%
$146 $148 $150 $153 $155
ETF AMEX · AUM $111.5M

Institutional Ownership — ONEO

18
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
4
New Positions
5
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (22 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Alaska Permanent Fund Corp 35,053 $5M — +0.0% 13Q SEC ↗
2 LPL Financial LLC 16,658 $3M -735 -4.2% 26Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 13,075 $2M +821 +6.7% 3Q SEC ↗
4 Merit Financial Group, LLC 10,454 $2M -495 -4.5% 17Q SEC ↗
5 Insight Advisors, LLC/ PA 10,000 $2M -296 -2.9% 23Q SEC ↗
6 BANK OF AMERICA CORP /DE 5,914 $890K +250 +4.4% 15Q SEC ↗
7 CITADEL ADVISORS LLC NEW 5,037 $758K — +0.0% 1Q SEC ↗
8 GOLDMAN SACHS GROUP INC 3,488 $525K +2 +0.1% 8Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 2,191 $330K — +0.0% 1Q SEC ↗
10 Boyce & Associates Wealth Consulting, 1,668 $251K +4 +0.2% 15Q SEC ↗
11 Cetera Investment Advisers 1,627 $245K -198 -10.8% 3Q SEC ↗
12 HighTower Advisors, LLC NEW 1,500 $226K — +0.0% 1Q SEC ↗
13 OSAIC HOLDINGS, INC. 1,395 $210K +180 +14.8% 17Q SEC ↗
14 Pinnacle Bancorp, Inc. 251 $38K — +0.0% 6Q SEC ↗
15 FIRST COMMUNITY TRUST NA 18 $3K — +0.0% 3Q SEC ↗
16 MORGAN STANLEY NEW 1 $0K — +0.0% 1Q SEC ↗
17 WELLS FARGO & COMPANY/MN 1 $0K — +0.0% 15Q SEC ↗
18 STIFEL FINANCIAL CORP 0 $0K -2,450 -100.0% 8Q SEC ↗
19 IFC & Insurance Marketing, Inc. 0 $0K -126 -100.0% 1Q SEC ↗
20 Kestra Advisory Services, LLC 0 $0K -248 -100.0% 1Q SEC ↗
21 UBS Group AG 0 $0K -129 -100.0% 5Q SEC ↗
22 Equitable Holdings, Inc. 0 $0K -6,666 -100.0% 3Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
CITADEL ADVISORS LLC 5,037 $758K
SUSQUEHANNA INTERNATIONAL GROUP, LL 2,191 $330K
HighTower Advisors, LLC 1,500 $226K
MORGAN STANLEY 1 $0K
Sold Out (5)
HolderPrev SharesPrev Value
Equitable Holdings, Inc. 6,666 $1M
STIFEL FINANCIAL CORP 2,450 $369K
Kestra Advisory Services, LLC 248 $37K
UBS Group AG 129 $19K
IFC & Insurance Marketing, Inc. 126 $19K
Biggest Increases (5)
HolderAddedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC +821 +6.7% 13,075
BANK OF AMERICA CORP /DE +250 +4.4% 5,914
OSAIC HOLDINGS, INC. +180 +14.8% 1,395
Boyce & Associates Wealth Consultin +4 +0.2% 1,668
GOLDMAN SACHS GROUP INC +2 +0.1% 3,488
Biggest Decreases (4)
HolderReducedChange %Total Shares
LPL Financial LLC -735 -4.2% 16,658
Merit Financial Group, LLC -495 -4.5% 10,454
Insight Advisors, LLC/ PA -296 -2.9% 10,000
Cetera Investment Advisers -198 -10.8% 1,627

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms