OneDigital Investment Advisors LLC
Follow13F filer, CIK 1690370, OVERLAND PARK, KS
OneDigital Investment Advisors LLC reported $10,299,707,268 across 1,462 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 23.51% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001690370-26-000004
- Period
- 2026-03-31
- Reported value
- $10.3B
- Holdings
- 1,462
- Top 10 weight
- 23.51%
- New
- 116
- Sold out
- 157
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| COROnew | +3,926,072 | $126M |
| SPTIadded | +3,477,038 | $99.7M |
| SPYMadded | +1,025,127 | $78.5M |
| BLCRnew | +1,463,092 | $60.1M |
| IUSBadded | +729,973 | $33.7M |
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 |
|---|---|---|
| OEFreduced | -393,561 | -$125M |
| IAUreduced | -514,687 | -$45.4M |
| VOOreduced | -60,554 | -$36.2M |
| SCHZreduced | -1,514,810 | -$35.2M |
| DYNFreduced | -515,031 | -$30M |
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 1,446 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T SHS | call | 5,200 | $3.38M | +400 |
| NVDANVIDIA CORPORATION COM | put | 5,700 | $994K | new |
| WFCWELLS FARGO & CO COM | put | 6,100 | $486K | new |
| EFAISHARES TR MSCI EAFE ETF | call | 3,700 | $359K | new |
| HDHOME DEPOT INC COM | call | 400 | $132K | new |
| UNPUNION PAC CORP COM | call | 400 | $97K | new |
| NVDANVIDIA CORPORATION COM | call | 400 | $69.8K | new |
| EQTEQT CORP Stock | call | 900 | $57.3K | new |
| UBERUBER TECHNOLOGIES INC COM | put | 700 | $50.4K | new |
| BRK-BBERKSHIRE HATHAWAY INC DEL COM | call | 100 | $47.9K | new |
| RKLBROCKET LAB CORP STOK | call | 500 | $32.1K | new |
| SHOPSHOPIFY INC CL A SUB VTG SHS | call | 100 | $11.9K | new |
| ARKKARK ETF TR INNOVATION ETF | call | 100 | $6.76K | new |
| EOSEEOS ENERGY ENTERPRISES INC Stock | call | 1,000 | $4.96K | new |
| SOFISOFI TECHNOLOGIES INC Stock | call | 300 | $4.76K | new |
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| CAPITAL SOUTHWEST CORPCAPITAL SOUTHWEST CORP Convertible Bond | principal | 25,000 | $25.4K | 0 |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| COMTISHARES U S ETF TR | 441,620 | $11M | shares |
| EXASEXACT SCIENCES CORP | 84,995 | $8.63M | shares |
| LQDHISHARES U S ETF TR | 51,260 | $4.79M | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 24,454 | $2.25M | shares |
| ARESARES MANAGEMENT CORPORATION | 8,189 | $1.32M | shares |
| ALABASTERA LABS INC | 6,160 | $1.02M | shares |
| BNBROOKFIELD CORP | 21,313 | $978K | shares |
| ETHAISHARES ETHEREUM TR | 37,619 | $844K | shares |
| PIPRPIPER SANDLER COS | 2,003 | $681K | shares |
| HIMUBLACKROCK ETF TRUST II | 11,234 | $547K | shares |
| DASHDOORDASH INC | 2,280 | $516K | shares |
| ROPROPER TECHNOLOGIES INC | 1,121 | $499K | shares |
| ARKBARK 21SHARES BITCOIN ETF | 16,673 | $484K | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 4,990 | $476K | shares |
| INGING GROEP N.V. | 16,735 | $469K | shares |
| SJMSMUCKER J M CO | 4,765 | $466K | shares |
| HIHILLENBRAND INC | 13,377 | $424K | shares |
| TDSTELEPHONE & DATA SYS INC | 10,035 | $411K | shares |
| AIGAMERICAN INTL GROUP INC | 4,718 | $404K | shares |
| USFRWISDOMTREE TR | 7,970 | $401K | shares |
| CVNACARVANA CO | 920 | $388K | shares |
| WDAYWORKDAY INC | 1,766 | $379K | shares |
| COPXGLOBAL X FDS | 5,211 | $374K | shares |
| DXDYNEX CAP INC | 26,160 | $367K | shares |
| MDBMONGODB INC | 864 | $363K | shares |
| MNDYMONDAY COM LTD | 2,451 | $362K | shares |
| TRUETRUECAR INC | 158,167 | $357K | shares |
| EPAMEPAM SYS INC | 1,694 | $347K | shares |
| GILGILDAN ACTIVEWEAR INC | 5,317 | $332K | shares |
| XYZBLOCK INC | 4,943 | $322K | shares |
| CPAYCORPAY INC | 1,061 | $319K | shares |
| GPCGENUINE PARTS CO | 2,596 | $319K | shares |
| TEAMATLASSIAN CORPORATION | 1,948 | $316K | shares |
| PDIPIMCO DYNAMIC INCOME FD | 17,791 | $315K | shares |
| EAELECTRONIC ARTS INC | 1,541 | $315K | shares |
| GPIXGOLDMAN SACHS ETF TR | 5,935 | $313K | shares |
| FOXAFOX CORP | 4,248 | $310K | shares |
| LEUCENTRUS ENERGY CORP | 1,276 | $310K | shares |
| VCLTVANGUARD SCOTTSDALE FDS | 4,058 | $308K | shares |
| RSPNINVESCO EXCHANGE TRADED FD T | 5,355 | $303K | shares |
| APOAPOLLO GLOBAL MGMT INC | 2,081 | $301K | shares |
| STLDSTEEL DYNAMICS INC | 1,776 | $301K | shares |
| UPSTUPSTART HLDGS INC | 6,767 | $296K | shares |
| TRMBTRIMBLE INC | 3,756 | $294K | shares |
| KTOSKRATOS DEFENSE & SEC SOLUTIO | 3,857 | $293K | shares |
| JEFJEFFERIES FINANCIAL GROUP IN | 4,723 | $293K | shares |
| AZOAUTOZONE INC | 85 | $288K | shares |
| AMRNAMARIN CORP PLC | 20,326 | $284K | shares |
| TTEKTETRA TECH INC NEW | 8,370 | $281K | shares |
| AVNTAVIENT CORPORATION | 8,972 | $280K | shares |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 2,749 | $279K | shares |
| EXELEXELIXIS INC | 6,298 | $276K | shares |
| EZUISHARES INC | 4,287 | $275K | shares |
| WINGWINGSTOP INC | 1,149 | $274K | shares |
| FROGJFROG LTD | 4,385 | $274K | shares |
| KNSLKINSALE CAP GROUP INC | 696 | $272K | shares |
| CPRTCOPART INC | 6,926 | $271K | shares |
| KEYKEYCORP | 12,997 | $268K | shares |
| UNMUNUM GROUP | 3,410 | $264K | shares |
| MTDMETTLER TOLEDO INTERNATIONAL | 189 | $264K | shares |
| FTVFORTIVE CORP | 4,749 | $262K | shares |
| HUMHUMANA INC | 1,021 | $261K | shares |
| WBSWEBSTER FINL CORP | 4,122 | $259K | shares |
| HACKAMPLIFY ETF TR | 3,220 | $259K | shares |
| DKSDICKS SPORTING GOODS INC | 1,304 | $258K | shares |
| LLOEWS CORP | 2,420 | $255K | shares |
| DRIDARDEN RESTAURANTS INC | 1,384 | $255K | shares |
| MZTIMARZETTI COMPANY | 1,533 | $252K | shares |
| SLQDISHARES TR | 4,909 | $249K | shares |
| DOXAMDOCS LTD | 3,083 | $248K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 2,412 | $248K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 725 | $247K | shares |
| BOTZGLOBAL X FDS | 6,745 | $244K | shares |
| AYIACUITY INC | 678 | $244K | shares |
| VRSNVERISIGN INC | 1,003 | $244K | shares |
| LUVSOUTHWEST AIRLS CO | 5,866 | $242K | shares |
| TET1 ENERGY INC | 36,120 | $241K | shares |
| GBTCGRAYSCALE BITCOIN TRUST ETF | 3,527 | $241K | shares |
| GPIGROUP 1 AUTOMOTIVE INC | 612 | $241K | shares |
| SPGPINVESCO EXCHANGE TRADED FD T | 2,101 | $239K | shares |
| AMKRAMKOR TECHNOLOGY INC | 6,059 | $239K | shares |
| PKGPACKAGING CORP AMER | 1,156 | $238K | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 2,825 | $238K | shares |
| AVYAVERY DENNISON CORP | 1,307 | $238K | shares |
| APTVAPTIV PLC | 3,118 | $237K | shares |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 4,537 | $237K | shares |
| BKLNINVESCO EXCH TRADED FD TR II | 11,215 | $236K | shares |
| EXPDEXPEDITORS INTL WASH INC | 1,570 | $234K | shares |
| TYLTYLER TECHNOLOGIES INC | 515 | $234K | shares |
| FEGERBB FUND TRUST | 5,063 | $233K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 451 | $230K | shares |
| EVREVERCORE INC | 675 | $230K | shares |
| RLRALPH LAUREN CORP | 648 | $229K | shares |
| HALOHALOZYME THERAPEUTICS INC | 3,404 | $229K | shares |
| XBILRBB FD INC | 4,541 | $227K | shares |
| HLNEHAMILTON LANE INC | 1,687 | $227K | shares |
| FUTUFUTU HLDGS LTD | 1,376 | $226K | shares |
| GLGLOBE LIFE INC | 1,614 | $226K | shares |
| WFRDWEATHERFORD INTL PLC | 2,880 | $225K | shares |
| HYLBDBX ETF TR | 6,115 | $225K | shares |
| TOLTOLL BROTHERS INC | 1,647 | $223K | shares |
| CADECADENCE BANK | 5,141 | $220K | shares |
| HRBBLOCK H & R INC | 5,052 | $220K | shares |
| RSRELIANCE INC | 759 | $219K | shares |
| PEGAPEGASYSTEMS INC | 3,669 | $219K | shares |
| SSNCSS&C TECH HLDGS | 2,505 | $219K | shares |
| FICOFAIR ISAAC CORP | 129 | $218K | shares |
| ILMNILLUMINA INC | 1,656 | $217K | shares |
| ARRARMOUR RESIDENTIAL REIT INC | 12,256 | $217K | shares |
| IYGISHARES TR | 2,346 | $216K | shares |
| SITESITEONE LANDSCAPE SUPPLY INC | 1,729 | $215K | shares |
| SMINISHARES TR | 3,078 | $215K | shares |
| EHCENCOMPASS HEALTH CORP | 2,020 | $214K | shares |
| PDDPDD HOLDINGS INC | 1,889 | $214K | shares |
| THCTENET HEALTHCARE CORP | 1,077 | $214K | shares |
| ARMARM HOLDINGS PLC | 1,955 | $214K | shares |
| EQHEQUITABLE HLDGS INC | 4,459 | $212K | shares |
| IPORENAISSANCE CAP GREENWICH FD | 4,634 | $212K | shares |
| FFIVF5 INC | 828 | $211K | shares |
| NEUNEWMARKET CORP | 307 | $211K | shares |
| BIDUBAIDU INC | 1,611 | $210K | shares |
| FWONKLIBERTY MEDIA CORP DEL | 2,130 | $210K | shares |
| MKC-VMCCORMICK & CO INC | 3,082 | $210K | shares |
| HLIHOULIHAN LOKEY INC | 1,200 | $209K | shares |
| CRKCOMSTOCK RES INC | 8,973 | $208K | shares |
| WCCWESCO INTL INC | 844 | $206K | shares |
| RGLDROYAL GOLD INC | 928 | $206K | shares |
| HUBSHUBSPOT INC | 512 | $205K | shares |
| LFUSLITTELFUSE INC | 811 | $205K | shares |
| EMQQEXCHANGE TRADED CONCEPTS TRU | 5,073 | $205K | shares |
| SOLZVOLATILITY SHS TR | 16,045 | $204K | shares |
| CRCRANE COMPANY | 1,099 | $203K | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 510 | $203K | shares |
| AVBAVALONBAY CMNTYS INC | 1,114 | $202K | shares |
| FLRNSPDR SERIES TRUST | 6,558 | $202K | shares |
| SAILSAILPOINT INC | 9,960 | $201K | shares |
| TMTOYOTA MOTOR CORP | 939 | $201K | shares |
| HOLXHOLOGIC INC | 2,692 | $201K | shares |
| FTDRFRONTDOOR INC | 3,475 | $200K | shares |
| NMRKNEWMARK GROUP INC | 11,138 | $193K | shares |
| NGDNEW GOLD INC | 17,745 | $155K | shares |
| PRPERMIAN RESOURCES CORP | 10,691 | $150K | shares |
| EXKENDEAVOUR SILVER CORP | 12,671 | $119K | shares |
| WUWESTERN UN CO | 11,965 | $111K | shares |
| AMCOR PLCAMCOR PLC | 12,742 | $106K | shares |
| TMCTMC THE METALS COMPANY INC | 16,579 | $102K | shares |
| LUMNLUMEN TECHNOLOGIES INC | 12,604 | $97.9K | shares |
| NBNIOCORP DEVS LTD | 13,524 | $71.7K | shares |
| NVDGRANITESHARES ETF TR | 10,000 | $71.5K | shares |
| BBAIBIGBEAR AI HLDGS INC | 10,567 | $57.1K | shares |
| IAUXI-80 GOLD CORP | 33,160 | $48.4K | shares |
| PLBYPLAYBOY INC | 13,784 | $25.9K | shares |
| BITFBITFARMS LTD | 10,858 | $25.5K | shares |
| ARECAMERICAN RES CORP | 10,000 | $24.8K | shares |
| RALLYBIO CORPRALLYBIO CORP | 20,000 | $13.7K | shares |
| STRIVE INCSTRIVE INC | 16,756 | $12.4K | shares |
| MVISMICROVISION INC DEL | 10,642 | $8.81K | shares |
How Q1 2026 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 0001690370-26-000004 | base | 2026-05-08 | acceptance time not in the bulk data set |