Stock
ONEQ
| Ownership Count: | 588 |
| Ownership Count: | 588 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 0.15% |
Added 11.30%
|
1,251,973 | $95,225,000.0 |
| LPL Financial LLC | 0.03% |
Added 39.97%
|
1,079,347 | $82,095,000.0 |
| FMR LLC | 0.01% |
Added 0.53%
|
916,841 | $69,734,000.0 |
| Fisher Asset Management, LLC | 0.02% |
Reduced 7.20%
|
809,409 | $61,563,000.0 |
| Freed Investment Group | 33.28% |
No Change
|
777,052 | $43,655,000.0 |
| Analyst IMS Investment Management Services Ltd. | 1.46% |
No Change
|
490,990 | $37,345,000.0 |
| Kestra Advisory Services, LLC | 0.22% |
Added 18.39%
|
490,594 | $37,314,000.0 |
| NFP Retirement, Inc. | 2.54% |
Added 0.76%
|
457,247 | $29,449,000.0 |
| TWO SIGMA INVESTMENTS, LP | 0.09% |
Added 40.66%
|
457,000 | $34,759,000.0 |
| DIVERGENT WEALTH ADVISORS, LLC | 5.9% |
No Change
|
450,496 | $32,255,000.0 |
| Divergent Wealth Advisors | 5.9% |
Reduced 0.42%
|
450,496 | $32,255,000.0 |
| HighTower Advisors, LLC | 0.05% |
Reduced 12.85%
|
435,231 | $33,103,000.0 |
| JPMORGAN CHASE & CO | 0.0% |
Added 265.42%
|
381,785 | $29,038,000.0 |
| MORGAN STANLEY | 0.0% |
Added 8.45%
|
360,954 | $27,454,000.0 |
| Prasad Wealth Partners, LLC | 9.2% |
No Change
|
355,038 | $27,004,000.0 |