Who owns ONEZWhat ONEZ owns — n/a

Who owns ONEZ?

Institutional ownership of ONEZ from SEC Form 13F filings across 24 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

13F holders

$222.4M

value, 2026 filers

8.1M

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ONEZ's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	AE Wealth Management LLC	5.8M	$160.0M	0.7%	—	+128.1%
2	Lloyd Advisory Services, LLC.	694,179	$19.2M	7.4%	—	+4557.4%
3	Wellment Financial	334,374	$9.2M	10.5%	—	+141.2%
4	POM Investment Strategies, LLC	215,521	$5.9M	6.7%	—	+358.6%
5	B.O.S.S. Retirement Advisors, LLC	196,263	$5.4M	1.5%	—	+164.6%
6	Elevated Capital Advisors, LLC	143,052	$3.9M	1.1%	—	+64.4%
7	FSA Advisors, Inc.	115,085	$3.2M	1.5%	—	+128.5%
8	TOUNJIAN ADVISORY PARTNERS, LLCNEW	100,246	$2.8M	1.2%	—	new
9	ENVESTNET ASSET MANAGEMENT INCNEW	81,374	$2.2M	0.0%	—	new
10	Networth Advisors, LLC	76,330	$2.1M	1.2%	—	+303.4%
11	Mosley Wealth Management	65,768	$1.8M	0.6%	—	+1665.6%
12	Quest 10 Wealth Builders, Inc.	56,277	$1.6M	1.2%	—	+95.8%
13	Csenge Advisory Group	49,075	$1.4M	0.1%	—	+63.2%
14	Kingdom Financial Group LLC.	35,845	$988,960	0.3%	—	+140.5%
15	Blackston Financial Advisory Group, LLCNEW	26,225	$723,548	0.4%	—	new
16	Montgomery Financial Services LLCNEW	22,698	$626,238	0.5%	—	new
17	IFG Advisory, LLCNEW	21,507	$593,378	0.0%	—	new
18	McAdam, LLCNEW	8,246	$227,507	0.0%	—	new
19	SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW	7,681	$211,919	0.0%	—	new
20	Decker Retirement Planning Inc.	6,138	$169,347	0.1%	—	+775.6%
21	Key Capital Management, INC	5,506	$151,911	0.1%	—	+131.8%
22	EVOLUTION WEALTH MANAGEMENT INC.	2,972	$81,997	0.0%	—	+23.0%
23	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW	418	$11,533	0.0%	—	new
24	COMPASS FINANCIAL MANAGEMENT LLCNEW	370	$10,434	0.0%	—	new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.