FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.72-0.09%
STOXX50E5,860.32-0.39%
XLF51.71-0.19%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29.2°C
UV7.2
Feels33.1°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:34 PM
13F QoQ Ownership Changes

ONCY Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 15 new · 8 added · 39 reduced · 8 exited

New Positions(15)

ManagerSharesΔ SharesValueΔ Value% Δ
Connective Capital Management, LLC150,340+150,340$131.4K+$131.4K
XTX Topco Ltd78,661+78,661$68.8K+$68.8K
TOCQUEVILLE ASSET MANAGEMENT L.P.72,000+72,000$62.9K+$62.9K
CIBC Private Wealth Group LLC50,000+50,000$43.7K+$43.7K
Ground Swell Capital, LLC34,398+34,398$30.1K+$30.1K
RAYMOND JAMES FINANCIAL INC33,368+33,368$29.2K+$29.2K
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/33,255+33,255$29.1K+$29.1K
BLAIR WILLIAM & CO/IL31,467+31,467$27.5K+$27.5K
AlphaCore Capital LLC22,500+22,500$19.7K+$19.7K
Huntleigh Advisors, Inc.13,000+13,000$11.4K+$11.4K
Allworth Financial LP8,452+8,452$7.4K+$7.4K
IFP Advisors, Inc100+100$140+$140
Virtu Financial LLC77,883+77,883$68+$68
Investors Portfolio Services LLC42+42$37+$37
CITIGROUP INC1+1$1+$1

Added To(8)

ManagerSharesΔ SharesValueΔ Value% Δ
MORGAN STANLEY426,518+43,172$372.8K-$163.9K11.3%
COMMONWEALTH EQUITY SERVICES, LLC35,114+10,000$30.7K+$30.7K39.8%
BANK OF MONTREAL /CAN/38,336+125$24.4K-$29.1K0.3%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC208,150+1,250$181.9K+$26.7K0.6%
CIBC WORLD MARKET INC.70,408+10,027$61.3K-$23.3K16.6%
PFG Investments, LLC22,900+2,400$20.0K-$8.7K11.7%
OSAIC HOLDINGS, INC.5,563+5,500$4.8K+$4.8K8730.1%
WELLS FARGO & COMPANY/MN5,401+1,000$4.7K-$1.4K22.7%

Reduced(39)

ManagerSharesΔ SharesValueΔ Value% Δ
MARSHALL WACE, LLP262,170-61,812$228.1K-$225.5K-19.1%
GOLDMAN SACHS GROUP INC169,899-38,799$148.5K-$143.7K-18.6%
SEEDS INVESTOR LLC258,3060$225.8K-$135.9K0.0%
LPL Financial LLC40,418-10,937$35.3K-$36.6K-21.3%
GEODE CAPITAL MANAGEMENT, LLC66,9390$58.5K-$35.2K0.0%
HEADINVEST, LLC44,7000$39.1K-$23.5K0.0%
Royal Bank of Canada68,311-57,311$60.0K-$22.0K-45.6%
Badgley Phelps Wealth Managers, LLC40,0000$35.0K-$21.0K0.0%
Federation des caisses Desjardins du Quebec31,8990$27.9K-$16.8K0.0%
Vantage Point Financial LLC29,7440$26.0K-$15.6K0.0%
BRAVE ASSET MANAGEMENT INC25,0000$21.9K-$13.2K0.0%
NATIONAL BANK OF CANADA /FI/24,5420$21.7K-$12.2K0.0%
UBS Group AG22,8960$20.0K-$12.0K0.0%
Rockefeller Capital Management L.P.20,9390$18.3K-$11.0K0.0%
SeaCrest Wealth Management, LLC32,0000$30.7K-$10.2K0.0%
PNC Financial Services Group, Inc.15,0550$13.2K-$7.9K0.0%
Creative Planning13,3300$11.7K-$7.0K0.0%
JANE STREET GROUP, LLC13,715-6,615$14.2K-$6.5K-32.5%
Ausdal Financial Partners, Inc.12,0000$10.5K-$6.3K0.0%
Kingsview Wealth Management, LLC11,2100$9.8K-$5.9K0.0%
Cerity Partners LLC10,0000$8.7K-$5.3K0.0%
Cedar Mountain Advisors, LLC5,6510$4.9K-$3.0K0.0%
Activest Wealth Management5,0000$4.4K-$2.6K0.0%
BlackRock, Inc.3,0000$2.6K-$1.6K0.0%
FRANKLIN RESOURCES INC69,8420$72.3K+$1.0K0.0%
JONES FINANCIAL COMPANIES LLLP2,0530$1.8K-$8540.0%
BANK OF AMERICA CORP /DE/1,0000$874-$5260.0%
MAI Capital Management5260$460-$2770.0%
TD Waterhouse Canada Inc.4000$353-$2090.0%
JNBA Financial Advisors2100$184-$1100.0%
Dogwood Wealth Management LLC1460$128-$760.0%
Sound Income Strategies, LLC1940$196-$450.0%
Aviso Financial Inc.520$45-$270.0%
Ball & Co Wealth Management Inc.38,2530$33-$200.0%
HRT FINANCIAL LP11,993-7,790$10-$17-39.4%
WOLFF WIESE MAGANA LLC310$28-$160.0%
PROFESSIONAL ADVISORY SERVICES INC20,0000$17-$110.0%
VALLEY NATIONAL ADVISERS INC7,0000$6-$30.0%
CWM, LLC1,3250$1-$10.0%

Sold Out(8)

ManagerSharesΔ SharesValueΔ Value% Δ
CITADEL ADVISORS LLC0-382,051$0-$534.9K
Quadrature Capital Ltd0-106,076$0-$146.4K
Scientech Research LLC0-18,204$0-$25.5K
SPC Financial, Inc.0-12,500$0-$17.5K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors0-15,000$0-$11.6K
BNP PARIBAS FINANCIAL MARKETS0-2,884$0-$4.0K
Cambridge Investment Research Advisors, Inc.0-24,771$0-$35
ROVIN CAPITAL /UT/ /ADV0-20,620$0-$29