ONEV Institutional Ownership
State Street SPDR Russell 1000 Low Volatility Focus ETF
1W: -0.7%
1M: -6.4%
3M: -4.0%
YTD: +4.3%
1Y: +5.0%
3Y: +39.0%
5Y: +42.3%
$139.75
+0.22 (+0.16%)
Weekly Expected Move ±1.4%
$136
$138
$140
$142
$144
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ONEV
96
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
248M
Total Invested
10
New Positions
35
Increased
39
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (102 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Alaska Permanent Fund Corp | 501,380 | $70M | -1,023,663 | -67.1% | 13Q | SEC ↗ |
| 2 | Ameritas Investment Partners, Inc. | 243,256 | $34M | -111,974 | -31.5% | 26Q | SEC ↗ |
| 3 | LPL Financial LLC | 209,092 | $29M | -53,039 | -20.2% | 29Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 69,769 | $10M | +6,767 | +10.7% | 26Q | SEC ↗ |
| 5 | Berkeley, Inc | 53,132 | $7M | +1,207 | +2.3% | 23Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 44,732 | $6M | -1,306 | -2.8% | 18Q | SEC ↗ |
| 7 | Dynamic Advisor Solutions LLC | 43,231 | $6M | -434 | -1.0% | 6Q | SEC ↗ |
| 8 | Provident Wealth Management, LLC | 41,601 | $6M | +971 | +2.4% | 18Q | SEC ↗ |
| 9 | Equitable Holdings, Inc. | 35,184 | $5M | -1,493 | -4.1% | 27Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 33,435 | $5M | +4,090 | +13.9% | 5Q | SEC ↗ |
| 11 | Fifth Third Securities, Inc. | 32,573 | $5M | +2,423 | +8.0% | 10Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 25,671 | $4M | -534 | -2.0% | 15Q | SEC ↗ |
| 13 | Ausdal Financial Partners, Inc. | 25,595 | $4M | +48 | +0.2% | 18Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 24,166 | $3M | -3,464 | -12.5% | 21Q | SEC ↗ |
| 15 | Proactive Wealth Strategies LLC | 23,042 | $3M | +1 | +0.0% | 8Q | SEC ↗ |
| 16 | Gotham Asset Management, LLC | 19,266 | $3M | — | +0.0% | 8Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 19,001 | $3M | -540 | -2.8% | 7Q | SEC ↗ |
| 18 | Stratos Wealth Advisors, LLC | 16,319 | $2M | +399 | +2.5% | 29Q | SEC ↗ |
| 19 | Mariner, LLC | 16,183 | $2M | +2,430 | +17.7% | 11Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 14,603 | $2M | -614 | -4.0% | 23Q | SEC ↗ |
| 21 | Ameritas Advisory Services, LLC | 12,719 | $2M | -6,923 | -35.2% | 12Q | SEC ↗ |
| 22 | HF Advisory Group, LLC | 12,693 | $2M | +806 | +6.8% | 15Q | SEC ↗ |
| 23 | PNC Financial Services Group, Inc. | 12,011 | $2M | +44 | +0.4% | 15Q | SEC ↗ |
| 24 | SOA Wealth Advisors, LLC. | 11,855 | $2M | +1,550 | +15.0% | 15Q | SEC ↗ |
| 25 | 21 West Wealth Management LLC | 11,302 | $2M | -21 | -0.2% | 5Q | SEC ↗ |
| 26 | CREATIVE FINANCIAL DESIGNS INC /ADV | 10,312 | $1M | -5,376 | -34.3% | 17Q | SEC ↗ |
| 27 | Capital Analysts, LLC | 9,478 | $1M | -229 | -2.4% | 2Q | SEC ↗ |
| 28 | Avant Capital LLC | 9,233 | $1M | -531 | -5.4% | 7Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 8,996 | $1M | +94 | +1.1% | 10Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,884 | $1M | +4,676 | +111.1% | 5Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 8,111 | $1M | +1,608 | +24.7% | 9Q | SEC ↗ |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 8,058 | $1M | -673 | -7.7% | 30Q | SEC ↗ |
| 33 | TSFG, LLC | 7,596 | $1M | -201 | -2.6% | 15Q | SEC ↗ |
| 34 | Pacific Sun Financial Corp | 7,165 | $1M | +180 | +2.6% | 13Q | SEC ↗ |
| 35 | Vise Technologies, Inc. NEW | 6,140 | $858K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Financial Freedom, LLC | 5,880 | $822K | -1,645 | -21.9% | 15Q | SEC ↗ |
| 37 | CALTON & ASSOCIATES, INC. | 5,649 | $789K | -313 | -5.2% | 5Q | SEC ↗ |
| 38 | DIVERSIFY WEALTH MANAGEMENT, LLC | 4,292 | $600K | +25 | +0.6% | 2Q | SEC ↗ |
| 39 | Diversify Advisory Services, LLC NEW | 4,292 | $600K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 4,168 | $582K | +675 | +19.3% | 30Q | SEC ↗ |
| 41 | BRIGHTON JONES LLC | 4,154 | $581K | +11 | +0.3% | 2Q | SEC ↗ |
| 42 | HRT FINANCIAL LP NEW | 3,852 | $538K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 3,758 | $525K | +2,064 | +121.8% | 9Q | SEC ↗ |
| 44 | SMART Wealth LLC | 3,747 | $524K | +97 | +2.7% | 3Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 3,571 | $499K | -67 | -1.8% | 20Q | SEC ↗ |
| 46 | Focus Partners Advisor Solutions, LLC | 3,541 | $495K | +1 | +0.0% | 13Q | SEC ↗ |
| 47 | Grey Fox Wealth Advisors, LLC | 3,151 | $440K | +8 | +0.3% | 15Q | SEC ↗ |
| 48 | Fermata Advisors, LLC | 2,981 | $417K | +1 | +0.0% | 12Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 2,949 | $412K | +1,313 | +80.3% | 3Q | SEC ↗ |
| 50 | JANE STREET GROUP, LLC NEW | 2,910 | $407K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 6,140 | $858K |
| Diversify Advisory Services, LLC | 4,292 | $600K |
| HRT FINANCIAL LP | 3,852 | $538K |
| JANE STREET GROUP, LLC | 2,910 | $407K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,116 | $296K |
| ASPIRIANT, LLC | 1,399 | $196K |
| Global Retirement Partners, LLC | 706 | $99K |
| Integrated Wealth Concepts LLC | 470 | $66K |
| Guardian Partners Inc. | 178 | $25K |
| ASSETMARK, INC | 3 | $0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Coral Wealth Management, LLC | 372,419 | $52M |
| Fisher Asset Management, LLC | 7,846 | $1M |
| Phillip James Consulting Co. | 4,317 | $603K |
| B. Riley Wealth Advisors, Inc. | 3,377 | $472K |
| TFB Advisors LLC | 2,633 | $368K |
| Kingsview Wealth Management, LLC | 2,094 | $293K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 1,958 | $274K |
| TWO SIGMA INVESTMENTS, LP | 1,600 | $224K |
| Empowered Funds, LLC | 996 | $139K |
| Parallel Advisors, LLC | 291 | $41K |
| Kestra Advisory Services, LLC | 267 | $37K |
| Root Financial Partners, LLC | 142 | $20K |
| CFG Wealth Management Services, Inc | 85 | $12K |
| Destiny Wealth Partners, LLC | 61 | $9K |
| Russell Investments Group, Ltd. | 42 | $6K |
| Advisory Services Network, LLC | 40 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +6,767 | +10.7% | 69,769 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,676 | +111.1% | 8,884 |
| GOLDMAN SACHS GROUP INC | +4,090 | +13.9% | 33,435 |
| Mariner, LLC | +2,430 | +17.7% | 16,183 |
| Fifth Third Securities, Inc. | +2,423 | +8.0% | 32,573 |
| Private Advisor Group, LLC | +2,064 | +121.8% | 3,758 |
| JONES FINANCIAL COMPANIES LLLP | +1,608 | +24.7% | 8,111 |
| SOA Wealth Advisors, LLC. | +1,550 | +15.0% | 11,855 |
| CITADEL ADVISORS LLC | +1,313 | +80.3% | 2,949 |
| Berkeley, Inc | +1,207 | +2.3% | 53,132 |
| Provident Wealth Management, LLC | +971 | +2.4% | 41,601 |
| HF Advisory Group, LLC | +806 | +6.8% | 12,693 |
| UBS Group AG | +681 | +3783.3% | 699 |
| Cambridge Investment Research Advis | +675 | +19.3% | 4,168 |
| Stratos Wealth Advisors, LLC | +399 | +2.5% | 16,319 |
| Goldstein Advisors, LLC | +200 | +9.8% | 2,238 |
| US BANCORP \DE | +184 | +16.1% | 1,329 |
| Pacific Sun Financial Corp | +180 | +2.6% | 7,165 |
| Bank of New York Mellon Corp | +162 | +7.8% | 2,244 |
| Keystone Financial Services, LLC | +146 | +8.7% | 1,833 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Alaska Permanent Fund Corp | -1,023,663 | -67.1% | 501,380 |
| Ameritas Investment Partners, Inc. | -111,974 | -31.5% | 243,256 |
| LPL Financial LLC | -53,039 | -20.2% | 209,092 |
| Ameritas Advisory Services, LLC | -6,923 | -35.2% | 12,719 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -5,376 | -34.3% | 10,312 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -3,464 | -12.5% | 24,166 |
| Financial Freedom, LLC | -1,645 | -21.9% | 5,880 |
| Equitable Holdings, Inc. | -1,493 | -4.1% | 35,184 |
| Cetera Investment Advisers | -1,306 | -2.8% | 44,732 |
| ENVESTNET ASSET MANAGEMENT INC | -673 | -7.7% | 8,058 |
| COMMONWEALTH EQUITY SERVICES, LLC | -614 | -4.0% | 14,603 |
| RAYMOND JAMES FINANCIAL INC | -540 | -2.8% | 19,001 |
| BANK OF AMERICA CORP /DE | -534 | -2.0% | 25,671 |
| Avant Capital LLC | -531 | -5.4% | 9,233 |
| Dynamic Advisor Solutions LLC | -434 | -1.0% | 43,231 |
| CALTON & ASSOCIATES, INC. | -313 | -5.2% | 5,649 |
| WealthCare Investment Partners, LLC | -230 | -11.8% | 1,720 |
| Capital Analysts, LLC | -229 | -2.4% | 9,478 |
| TSFG, LLC | -201 | -2.6% | 7,596 |
| NFSG Corp | -100 | -5.9% | 1,595 |