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Disclosery

ONEV SPDR SERIES TRUST

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RUSSELL LOW VOL (fund)

73 managers (74 13F filers) reported a position in ONEV shares at 2025-03-31, 3,678,337 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
73
13F filers
74
New
3
Added
33
Reduced
26
Sold out
7
Shares held by filers
3,678,337

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Alaska Permanent Fund Corp2,238,048$278M3.91%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding322,436$40.9M+8,053Timeline
LPL Financial LLC266,287$33.8M0.01%-5,68813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.108,493$13.8M0.08%+1,65613F-HRTimeline
Wolf Group Capital Advisors64,046$8.12M2.73%new13F-HRTimeline
Integrated Capital Management, LLC52,737$6.69M3.68%+1,28513F-HRTimeline
Dynamic Advisor Solutions LLC47,844$6.07M0.2%new13F-HRTimeline
Kingsview Wealth Management, LLC42,534$5.39M0.1%-1,01013F-HRTimeline
Provident Wealth Management, LLC39,632$5.02M1.73%+1,63313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,584$4.51M0.04%+20713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,506$3.99M<0.01%+96213F-HRTimelineGroup
Destiny Wealth Partners, LLC27,556$3.49M0.55%+31013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,476$3.36M<0.01%-1,22813F-HRTimelineGroup
Ausdal Financial Partners, Inc.24,814$3.15M0.24%-56913F-HRTimeline
Berkeley, Inc24,282$3.08M1.44%-11,28113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,862$2.9M0.01%+10,22913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,875$2.52M<0.01%+313F-HRTimelineGroup
Gotham Asset Management, LLC19,266$2.44M0.02%+7,12913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…17,352$2.2M0.19%+1,57913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,320$2.2M<0.01%+51813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,306$2.07M<0.01%-44613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,273$2.06M<0.01%-3,81213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding13,244$1.68M-23,459Timeline
HF Advisory Group, LLC12,109$1.54M0.67%-45213F-HRTimeline
TSFG, LLC11,496$1.46M0.3%-30713F-HRTimeline
Proactive Wealth Strategies LLC11,324$1.44M0.77%+4613F-HRTimeline
Financial Freedom, LLC9,054$1.15M0.66%-2,30213F-HRTimeline
SOA Wealth Advisors, LLC.8,201$1.04M0.22%+36813F-HRTimeline
UBS Group AGin group UBS Group AG8,172$1.04M<0.01%+6,37813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,941$1.01M<0.01%-84813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV7,804$989K0.08%+54313F-HRTimeline
PFG Advisors7,801$989K0.06%+1413F-HRTimeline
Avant Capital LLC7,535$955K0.79%+91813F-HRTimeline
Cetera Investment Advisers6,232$790K<0.01%-99313F-HRTimeline
Pacific Sun Financial Corp6,025$764K0.43%+82313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,613$712K<0.01%+1,02513F-HRTimeline
MML INVESTORS SERVICES, LLC5,553$704K<0.01%-4,10913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,474$694K<0.01%new13F-HRTimelineGroup
WFA Asset Management Corp4,119$511K0.27%+74113F-HRTimeline
Cambridge Investment Research Advisors,…3,968$503K<0.01%+17513F-HRTimeline
Grey Fox Wealth Advisors, LLC3,832$486K0.13%+813F-HRTimeline
B. Riley Wealth Advisors, Inc.3,811$483K0.01%-2,93013F-HRTimeline
Atria Wealth Solutions, Inc.3,786$480K0.01%+3813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,486$442K0.01%+1,28013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,435$432K<0.01%+52313F-HR/ATimelineGroup
Fermata Advisors, LLC3,073$390K0.07%-513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,996$380K<0.01%+2,75013F-HR/ATimelineGroup
RIA Advisory Group LLC2,806$356K0.12%+27313F-HRTimeline
NewEdge Advisors, LLC2,700$342K<0.01%-16013F-HRTimeline
Scarborough Advisors, LLC2,680$340K0.05%-1,63013F-HRTimeline
WealthCare Investment Partners, LLC2,649$313K0.13%-86913F-HRTimeline
Mariner, LLCin group Mariner, LLC2,431$308K<0.01%-6313F-HRTimelineGroup
TFB Advisors LLC2,368$300K0.09%-88513F-HRTimeline
NFSG Corp1,695$215K0.05%-4013F-HRTimeline
Private Advisor Group, LLC1,693$215K<0.01%-813F-HRTimeline
Argyle Capital Partners, LLC1,684$214K0.18%-74113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,349$171K0.01%-3,49813F-HRTimelineGroup
COMERICA BANK1,303$165K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,280$162K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,259$160K<0.01%+67713F-HRTimelineGroup
Clearstead Advisors, LLC894$113K<0.01%+313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY733$93K<0.01%+56713F-HRTimelineGroup
Farther Finance Advisors, LLC694$88K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC526$66.7K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc468$58.7K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC413$51.9K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN385$48.8K<0.01%+38413F-HRTimelineGroup
Nova Wealth Management, Inc.320$40.6K0.04%013F-HR/ATimeline
CWM, LLCin group CWM, LLC265$34K<0.01%+1913F-HRTimelineGroup
HighMark Wealth Management LLC75$9.51K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC53$6.72K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1$141<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.