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Funds Holding OWNS

On this page, we present all of the funds holding OWNS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OWNS, with a link to that fund's top holdings. The next columns indicate the amount of OWNS stock held by each of the funds holding OWNS, followed by the OWNS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding OWNS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Allianz Investment Management U.S. LLC. For more details on the positions held by Allianz Investment Management U.S. LLC (or by any of the other funds holding OWNS), click the fund name in the "Holder" column of the funds-holding-OWNS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Allianz Investment Management U.S. LLC1,248,751$21,491 12/31/2023
     OWNS1,248,751$21,491 12/31/2023
LPL Financial LLC670,161$11,554 12/31/2023
     OWNS670,161$11,554 12/31/2023
WCG Wealth Advisors LLC238,754$4,116 12/31/2023
     OWNS238,754$4,116 12/31/2023
Adviser Investments LLC189,006$3,196 03/31/2024
     OWNS189,006$3,196 03/31/2024
Jane Street Group LLC80,089$1,381 12/31/2023
     OWNS80,089$1,381 12/31/2023
Abacus Wealth Partners LLC64,651$1,093 03/31/2024
     OWNS64,651$1,093 03/31/2024
OneAscent Financial Services LLC38,353$654 03/31/2024
     OWNS38,353$654 03/31/2024
OneAscent Wealth Management LLC36,429$622 03/31/2024
     OWNS36,429$622 03/31/2024
Tolleson Wealth Management Inc.34,512$595 12/31/2023
     OWNS34,512$595 12/31/2023
Verus Capital Partners LLC13,741$237 12/31/2023
     OWNS13,741$237 12/31/2023
PFG Investments LLC12,176$206 03/31/2024
     OWNS12,176$206 03/31/2024
GWM Advisors LLC3,029$52 12/31/2023
     OWNS3,029$52 12/31/2023
National Bank of Canada FI1,700$29 12/31/2023
     OWNS1,700$29 12/31/2023
ICA Group Wealth Management LLC380$7 12/31/2023
     OWNS380$7 12/31/2023
Global Retirement Partners LLC358$6 03/31/2024
     OWNS358$6 03/31/2024
New England Asset Management Inc.300$5 12/31/2023
     OWNS300$5 12/31/2023
Private Trust Co. NA100$2 03/31/2024
     OWNS100$2 03/31/2024
Proequities Inc.0$0 12/31/2023
     OWNS0$0 12/31/2023

See Summary: Institutional Holders of OWNS
See Details: Top 10 Hedge Funds Holding OWNS
Also See: OWNS Holdings Changes

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