$44.97
-0.40 (-0.88%)
Market Cap
$2.6B
Shares Outstanding
51,437,079
Institutional Holders
183
Total Inst. Value
$681.6M
% of Float Held
—
QoQ Holder Change
+98
Institutional data as of Q1 2025
New Positions
60
Closed Positions
15
Increased
52
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Morton Capital Management LLC/CA | $125.5M | 4,163,696 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $75.7M | 2,513 |
| 3 | Cetera Investment Advisers | $49.9M | 1,656,064 |
| 4 | PITCAIRN CO | $46.9M | 1,557,445 |
| 5 | VAN ECK ASSOCIATES CORPNew | $26.6M | 883,682 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.5M | 713,610 |
| 7 | AMERIPRISE FINANCIAL INC | $20.5M | 680,527 |
| 8 | Modern Wealth Management, LLC | $18.9M | 628,209 |
| 9 | RAYMOND JAMES FINANCIAL INC | $17.2M | 571,970 |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $15.5M | 512,900 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +3K | $75.7M |
| Cetera Investment Advisers | +48K | $49.9M |
| PITCAIRN CO | +15K | $46.9M |
| VAN ECK ASSOCIATES CORPNew | +884K | $26.6M |
| AMERIPRISE FINANCIAL INC | +64K | $20.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -355K | $440K |
| Strategic Financial Concepts, LLC | -242K | $412K |
| Morton Capital Management LLC/CA | -103K | $125.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -44K | $21.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | -44K | $4K |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold OUNZ?
As of Q1 2025, 183 institutional investors report holding OUNZ (VanEck Merk Gold ETF) in their 13F filings.
Which hedge fund owns the most OUNZ?
The largest institutional holder of OUNZ is Morton Capital Management LLC/CA with $125.5M in shares.
Are institutions buying or selling OUNZ?
This quarter, 60 institutions opened new positions in OUNZ and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.