Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing ONEV Share Count | ||||
Tower Research Capital LLC TRC | 60 | 1,292 | +1,232 | +2053.33% |
FMR LLC | 12 | 45 | +33 | +275.00% |
Creative Financial Designs Inc. ADV | 839 | 2,184 | +1,345 | +160.31% |
Stratos Wealth Partners LTD. | 6,203 | 14,121 | +7,918 | +127.65% |
SOA Wealth Advisors LLC. | 4,825 | 7,687 | +2,862 | +59.32% |
Dynamic Advisor Solutions LLC | 14,930 | 21,141 | +6,211 | +41.60% |
Avantax Advisory Services Inc. | 51,057 | 62,230 | +11,173 | +21.88% |
WFA Asset Management Corp | 3,242 | 3,897 | +655 | +20.20% |
LPL Financial LLC | 270,883 | 299,329 | +28,446 | +10.50% |
Ameritas Advisory Services LLC | 6,888 | 7,554 | +666 | +9.67% |
Atria Wealth Solutions Inc. | 3,514 | 3,781 | +267 | +7.60% |
Bank of America Corp DE | 21,638 | 22,840 | +1,202 | +5.56% |
HF Advisory Group LLC | 9,422 | 9,920 | +498 | +5.29% |
National Asset Management Inc. | 2,633 | 2,766 | +133 | +5.05% |
US Bancorp DE | 381 | 400 | +19 | +4.99% |
Financial Freedom LLC | 10,967 | 11,452 | +485 | +4.42% |
Ameritas Investment Partners Inc. | 264,221 | 270,240 | +6,019 | +2.28% |
Ausdal Financial Partners Inc. | 23,900 | 24,397 | +497 | +2.08% |
Equitable Holdings Inc. | 32,502 | 32,904 | +402 | +1.24% |
PSI Advisors LLC | 319 | 322 | +3 | +0.94% |
Provident Wealth Management LLC | 30,641 | 30,860 | +219 | +0.71% |
VitalStone Financial LLC | 140 | 141 | +1 | +0.71% |
Pacific Sun Financial Corp | 4,762 | 4,792 | +30 | +0.63% |
Householder Group Estate & Retirement Specialist LLC | 319 | 321 | +2 | +0.63% |
CWM LLC | 384 | 386 | +2 | +0.52% |
Flagship Harbor Advisors LLC | 2,868 | 2,883 | +15 | +0.52% |
MML Investors Services LLC | 9,409 | 9,449 | +40 | +0.43% |
13F Filers Reporting New Positions In ONEV | ||||
Wells Fargo & Company MN | 0 | 1 | +1 | +100% |
Proequities Inc. | 0 | 0 | UNCH | 100% |
Principal Securities Inc. | 0 | 237 | +237 | +100% |
Lincoln National Corp | 0 | 7,537 | +7,537 | +100% |
Harbour Investments Inc. | 0 | 1 | +1 | +100% |
Morgan Stanley | 0 | 1 | +1 | +100% |
Comerica Bank | 0 | 1,303 | +1,303 | +100% |
Mariner LLC | 0 | 2,564 | +2,564 | +100% |
Citadel Advisors LLC | 0 | 3,966 | +3,966 | +100% |
Susquehanna International Group LLP | 0 | 13,064 | +13,064 | +100% |
Arete Wealth Advisors LLC | 0 | 3,644 | +3,644 | +100% |
UBS Group AG | 0 | 435 | +435 | +100% |
Geneos Wealth Management Inc. | 0 | 1,423 | +1,423 | +100% |
Coppell Advisory Solutions LLC | 0 | 130 | +130 | +100% |
Ronald Blue Trust Inc. | 0 | 8 | +8 | +100% |
Glass Jacobson Investment Advisors llc | 0 | 532 | +532 | +100% |
13F Filers With Unchanged Share Count | ||||
Alaska Permanent Fund Corp | 3,012,245 | 3,012,245 | UNCH | 0.00% |
JJJ Advisors Inc. | 24 | 24 | UNCH | 0.00% |
Global Retirement Partners LLC | 20 | 20 | UNCH | 0.00% |
HighMark Wealth Management LLC | 75 | 75 | UNCH | 0.00% |
13F Filers Decreasing ONEV Share Count | ||||
Assetmark Inc. | 1,012 | 20 | -992 | -98.02% |
Grey Fox Wealth Advisors LLC | 17,072 | 3,435 | -13,637 | -79.88% |
Cambridge Investment Research Advisors Inc. | 6,858 | 3,414 | -3,444 | -50.22% |
Cetera Investment Advisers | 11,942 | 6,539 | -5,403 | -45.24% |
Raymond James Financial Services Advisors Inc. | 18,767 | 11,343 | -7,424 | -39.56% |
Royal Bank of Canada | 381 | 246 | -135 | -35.43% |
Tsfg LLC | 23,468 | 16,655 | -6,813 | -29.03% |
Northwestern Mutual Wealth Management Co. | 32,127 | 28,020 | -4,107 | -12.78% |
Advisor Group Holdings Inc. | 20,583 | 18,706 | -1,877 | -9.12% |
WealthCare Investment Partners LLC | 7,469 | 7,013 | -456 | -6.11% |
The PNC Financial Services Group Inc. | 21,097 | 19,813 | -1,284 | -6.09% |
Scarborough Advisors LLC | 117,188 | 112,759 | -4,429 | -3.78% |
Commonwealth Equity Services LLC | 13,720 | 13,219 | -501 | -3.65% |
Fermata Advisors LLC | 11,114 | 10,776 | -338 | -3.04% |
Buckingham Strategic Partners | 5,205 | 5,067 | -138 | -2.65% |
Cetera Advisor Networks LLC | 3,840 | 3,743 | -97 | -2.53% |
Stratos Wealth Advisors LLC | 20,890 | 20,404 | -486 | -2.33% |
Raymond James & Associates | 12,282 | 12,080 | -202 | -1.64% |
Envestnet Asset Management Inc. | 24,841 | 24,603 | -238 | -0.96% |
Kingsview Wealth Management LLC | 43,906 | 43,613 | -293 | -0.67% |
PFG Advisors | 2,527 | 2,521 | -6 | -0.24% |
13F Filers Exiting ONEV | ||||
Paul Damon & Associates Inc. | 2,014 | 0 | -2,014 | -100.00% |
RIA Advisory Group LLC | 2,489 | 0 | -2,489 | -100.00% |
Annapolis Financial Services LLC | 33 | 0 | -33 | -100.00% |
Marshall Financial Group LLC | 11,782 | 0 | -11,782 | -100.00% |
Wolf Group Capital Advisors | 62,572 | 0 | -62,572 | -100.00% |
See Summary: Institutional Holders of ONEV
See Details: Top 10 Hedge Funds Holding ONEV