EWA
ONT

EP Wealth Advisors’s Onterris Inc ONT Stock Holding History

EP Wealth Advisors’s Portfolio ONT Stock Details ONT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$213K Buy
+9,710
New +$174K ﹤0.01% 1220

Other funds holding ONT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EP Wealth Advisors's ONT Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Onterris Inc (ONT) in Q2 2025: 9,710 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings.

162 funds tracked by Wall St. Rank hold ONT as of Q2 2025.

  • EP Wealth Advisors held 9,710 shares of Onterris Inc worth $213K as of Q2 2025.
  • Onterris Inc was a new EP Wealth Advisors position in Q2 2025.
  • Onterris Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1220 holding.
  • 162 funds tracked by Wall St. Rank held Onterris Inc as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.