OneDigital Investment Advisors LLC
Follow13F filer, CIK 1690370, OVERLAND PARK, KS
OneDigital Investment Advisors LLC reported $8,440,684,953 across 1,393 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-29. Its ten largest share positions make up 25.19% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001690370-25-000004
- Period
- 2025-03-31
- Reported value
- $8.44B
- Holdings
- 1,393
- Top 10 weight
- 25.19%
- New
- 116
- Sold out
- 117
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XTENnew | +1,418,492 | $66.1M |
| IVEadded | +218,091 | $41.6M |
| OEFadded | +144,709 | $39.2M |
| XSOEadded | +1,045,679 | $32.3M |
| HEFAadded | +664,309 | $24.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EFGreduced | -577,980 | -$57.8M |
| SPTLreduced | -1,780,851 | -$48.5M |
| EFVreduced | -592,569 | -$34.9M |
| SPYMreduced | -403,593 | -$26.5M |
| EMXCreduced | -387,682 | -$21.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,393 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| FIXDFIRST TR EXCHNG TRADED FD VI | 130,259 | $5.6M | shares |
| HELOJ P MORGAN EXCHANGE TRADED F | 75,125 | $4.66M | shares |
| COWZPACER FDS TR | 52,803 | $2.98M | shares |
| FYXFIRST TR EXCHANGE-TRADED ALP | 28,391 | $2.87M | shares |
| INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD | 107,681 | $2.48M | shares |
| AVAVAEROVIRONMENT INC | 14,879 | $2.29M | shares |
| BUFDFIRST TR EXCHNG TRADED FD VI | 89,210 | $2.28M | shares |
| KEMXKRANESHARES TRUST | 72,528 | $2.01M | shares |
| JHMMJOHN HANCOCK EXCHANGE TRADED | 27,680 | $1.65M | shares |
| FNXFIRST TR EXCHANGE-TRADED ALP | 13,647 | $1.58M | shares |
| HYLSFIRST TR EXCHANGE-TRADED FD | 32,446 | $1.34M | shares |
| JPLDJ P MORGAN EXCHANGE TRADED F | 23,845 | $1.23M | shares |
| FBNDFIDELITY MERRIMACK STR TR | 26,761 | $1.2M | shares |
| SCHCSCHWAB STRATEGIC TR | 28,251 | $970K | shares |
| FTAFIRST TR EXCHANGE-TRADED ALP | 10,453 | $799K | shares |
| PEVERPURE INC | 12,739 | $783K | shares |
| FDNFIRST TR EXCHANGE-TRADED FD | 2,978 | $724K | shares |
| XBILRBB FD INC | 13,404 | $671K | shares |
| DFEBFIRST TR EXCHNG TRADED FD VI | 15,708 | $671K | shares |
| IYKISHARES TR | 9,519 | $624K | shares |
| BBAXJ P MORGAN EXCHANGE TRADED F | 12,593 | $614K | shares |
| NUVNUVEEN MUN VALUE FD INC | 69,383 | $596K | shares |
| IDVISHARES TR | 21,546 | $590K | shares |
| Direxion Daily NVDA Bear 1X…Direxion Daily NVDA Bear 1X Shares | 90,000 | $582K | shares |
| SMLVSPDR SERIES TRUST | 4,283 | $547K | shares |
| VOXVANGUARD WORLD FD | 3,438 | $533K | shares |
| ZSZSCALER INC | 2,905 | $524K | shares |
| VIOOVANGUARD ADMIRAL FDS INC | 4,844 | $514K | shares |
| DGSWISDOMTREE TR | 10,125 | $495K | shares |
| ISHARES TRISHARES TR | 7,065 | $494K | shares |
| QLTAISHARES TR | 10,425 | $488K | shares |
| SPBOSPDR SERIES TRUST | 16,987 | $487K | shares |
| IXCISHARES TR | 12,721 | $486K | shares |
| RBARB GLOBAL INC | 5,322 | $480K | shares |
| FRELFIDELITY COVINGTON TRUST | 16,822 | $455K | shares |
| TKOTKO GROUP HOLDINGS INC | 3,169 | $450K | shares |
| DONWISDOMTREE TR | 8,244 | $420K | shares |
| VCRVANGUARD WORLD FD | 1,100 | $413K | shares |
| NWSANEWS CORP NEW | 14,629 | $403K | shares |
| EFAVISHARES TR | 5,603 | $396K | shares |
| DAUGFIRST TR EXCHNG TRADED FD VI | 9,705 | $385K | shares |
| BSCSINVESCO EXCH TRD SLF IDX FD | 19,096 | $384K | shares |
| FOXAFOX CORP | 7,826 | $380K | shares |
| JHSCJOHN HANCOCK EXCHANGE TRADED | 9,473 | $376K | shares |
| YEARAB ACTIVE ETFS INC | 7,328 | $369K | shares |
| PAXSPIMCO ACCESS INCOME FUND | 23,868 | $364K | shares |
| FPXIFIRST TR EXCHANGE-TRADED FD | 7,611 | $359K | shares |
| ZZILLOW GROUP INC | 4,710 | $349K | shares |
| DESWISDOMTREE TR | 10,124 | $348K | shares |
| EXPDEXPEDITORS INTL WASH INC | 3,072 | $340K | shares |
| CVLCMORGAN STANLEY ETF TRUST | 4,637 | $340K | shares |
| BMRNBIOMARIN PHARMACEUTICAL INC | 5,121 | $337K | shares |
| BTIBRITISH AMERN TOB PLC | 9,191 | $334K | shares |
| IYCISHARES TR | 3,450 | $332K | shares |
| RSPTINVESCO EXCHANGE TRADED FD T | 8,829 | $330K | shares |
| FCTRFIRST TR EXCHANGE-TRADED FD | 9,792 | $323K | shares |
| INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC | 3,772 | $315K | shares |
| PDPINVESCO EXCHANGE TRADED FD T | 2,846 | $306K | shares |
| XARSPDR SERIES TRUST | 1,767 | $293K | shares |
| SPGPINVESCO EXCHANGE TRADED FD T | 2,761 | $290K | shares |
| DECKDECKERS OUTDOOR CORP | 1,393 | $283K | shares |
| ELLAUDER ESTEE COS INC | 3,747 | $281K | shares |
| SIZEISHARES TR | 1,890 | $281K | shares |
| DIVOAMPLIFY ETF TR | 6,895 | $279K | shares |
| EPIWISDOMTREE TR | 6,040 | $273K | shares |
| HXLHEXCEL CORP NEW | 4,344 | $272K | shares |
| BLVVANGUARD BD INDEX FDS | 3,952 | $270K | shares |
| PTHINVESCO EXCHANGE TRADED FD T | 6,691 | $268K | shares |
| EMBJEMBRAER S.A. | 7,061 | $259K | shares |
| ABNBAIRBNB INC | 1,970 | $259K | shares |
| NYTNEW YORK TIMES CO MTN BE | 4,919 | $256K | shares |
| AVMUAMERICAN CENTY ETF TR | 5,499 | $254K | shares |
| TMTOYOTA MOTOR CORP | 1,297 | $252K | shares |
| ARMARM HOLDINGS PLC | 2,027 | $250K | shares |
| ILTBISHARES TR | 5,139 | $250K | shares |
| BOOTBOOT BARN HLDGS INC | 1,623 | $246K | shares |
| ONTOONTO INNOVATION INC | 1,459 | $243K | shares |
| MDBMONGODB INC | 1,044 | $243K | shares |
| TRUTRANSUNION | 2,579 | $239K | shares |
| CMCOCOLUMBUS MCKINNON CORP N Y | 6,410 | $239K | shares |
| HRBBLOCK H & R INC | 4,469 | $236K | shares |
| EXREXTRA SPACE STORAGE INC | 1,577 | $236K | shares |
| ARCBARCBEST CORP | 2,519 | $235K | shares |
| FXFINVESCO CURRENCYSHARES SWISS | 2,398 | $235K | shares |
| ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC | 921 | $230K | shares |
| SYLDCAMBRIA ETF TR | 3,349 | $229K | shares |
| GTLBGITLAB INC | 4,047 | $228K | shares |
| BKLCBNY MELLON ETF TRUST | 1,989 | $223K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 16,406 | $218K | shares |
| BRBRBELLRING BRANDS INC | 2,888 | $218K | shares |
| AOSSMITH A O CORP | 3,184 | $217K | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 5,465 | $216K | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 2,259 | $216K | shares |
| IMCBISHARES TR | 2,811 | $214K | shares |
| ZAUGINNOVATOR ETFS TRUST | 8,591 | $214K | shares |
| FXRFIRST TR EXCHANGE-TRADED FD | 2,845 | $213K | shares |
| IWYISHARES TR | 904 | $213K | shares |
| WINGWINGSTOP INC | 740 | $210K | shares |
| VKTXVIKING THERAPEUTICS INC | 5,189 | $209K | shares |
| QMARFIRST TR EXCHNG TRADED FD VI | 6,969 | $207K | shares |
| IYZISHARES TR | 7,702 | $207K | shares |
| SNDRSCHNEIDER NATIONAL INC | 6,983 | $204K | shares |
| SVOLSIMPLIFY EXCHANGE TRADED FUN | 9,802 | $204K | shares |
| PTFINVESCO EXCHANGE TRADED FD T | 2,803 | $203K | shares |
| ALKALASKA AIR GROUP INC | 3,115 | $202K | shares |
| EJANINNOVATOR ETFS TRUST | 6,848 | $202K | shares |
| BF-BBROWN FORMAN CORP | 5,289 | $201K | shares |
| AVKADVENT CONV & INCOME FD | 16,493 | $194K | shares |
| PDBCINVESCO ACTVELY MNGD ETC FD | 10,567 | $137K | shares |
| PMLPIMCO MUN INCOME FD II | 14,669 | $119K | shares |
| PROSPECT CAP CORPPROSPECT CAP CORP | 45,000 | $44.7K | principal |
| ABEVAMBEV SA | 22,174 | $41K | shares |
| INVZINNOVIZ TECHNOLOGIES LTD | 22,080 | $37.1K | shares |
| NNDMNANO DIMENSION LTD | 10,038 | $24.9K | shares |
| COMSTOCK INCCOMSTOCK INC | 20,048 | $16.1K | shares |
| CTSOCYTOSORBENTS CORP | 15,000 | $13.7K | shares |
| MLSSMILESTONE SCIENTIFIC INC | 10,514 | $10.1K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001690370-25-000004 | base | 2025-04-29 | acceptance time not in the bulk data set |