Position in ONIT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,059
-$3,380 QoQ
Shares Held
77
-53.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 105 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ONIT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $463,154 across 9 Mortgage Finance names. ONIT ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
19,791 | $311,704 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,106 | $60,496 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
|
10,000 | $58,000 | |
| 4 | UWMC |
UWM Holdings Corp
|
6,645 | $15,214 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
144 | $12,540 | |
| 6 | ONIT |
Onity Group Inc.
This page
|
77 | $3,059 | |
| 7 | VEL |
Velocity Financial, Inc.
|
50 | $920 | |
| 8 | LDI |
loanDepot, Inc.
|
714 | $892 |
All Filings in ONIT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059 | 77 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,439 | 164 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,392 | 227 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,711 | 193 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,526 | 171 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||