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Institutional Ownership · SEC Form 13F

Who owns VONE (VONE)


Which tracked institutional funds hold VONE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VONE company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

383
Institutional holders
13,603,085
Shares held (tracked funds)

How the tape is positioned

60 tracked funds added or opened VONE while 82 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

VONE’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes VONE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VONE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 383 tracked filers holding VONE, 168 increased or opened the position and 136 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in VONE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 17

  • VANGUARD ADVISERS INC$33M
  • Owl Creek Wealth Partners LLC$9M
  • Navigate Wealth Management, LLC$8M
  • FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$8M
  • Roble, Belko & Company, Inc$7M
  • Vanguard National Trust Co$2M

Full exits 19

  • Austin Private Wealth, LLC$40M
  • VANGUARD GROUP INC$24M
  • Litman Gregory Wealth Management LLC$20M
  • SAWGRASS ASSET MANAGEMENT LLC$15M
  • COMERICA BANK$8M
  • Stratos Wealth Advisors, LLC$8M

Largest adds

  • Cerity Partners LLC$35M
  • Beacon Pointe Advisors, LLC$21M
  • AMERIPRISE FINANCIAL INC$19M
  • Apella Capital, LLC$18M
  • MORGAN STANLEY$12M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12M

Largest trims

  • BANK OF AMERICA CORP /DE/$77M
  • BANK OF MONTREAL /CAN/$58M
  • UBS Group AG$35M
  • FMR LLC$14M
  • Modern Wealth Management, LLC$12M
  • RED CEDAR INVESTMENT MANAGEMENT, LLC$12M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added1,298,467$383M9.8%2026-Q1
AMERIPRISE FINANCIAL INC added910,365$269M6.9%2026-Q1
FMR LLC trimmed728,258$215M5.5%2026-Q1
UBS Group AG trimmed711,234$210M5.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed555,398$164M4.2%2026-Q1
RED CEDAR INVESTMENT MANAGEMENT, LLC trimmed517,016$153M3.9%2026-Q1
STIFEL FINANCIAL CORP added488,395$144M3.7%2026-Q1
Bank of New York Mellon Corp trimmed479,116$141M3.6%2026-Q1
CITIGROUP INC added459,109$135M3.5%2026-Q1
Jordan Park Group LLC added407,664$120M3.1%2026-Q1
Apella Capital, LLC added330,603$106M2.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added311,963$92M2.4%2026-Q1
Waverly Advisors, LLC trimmed297,130$88M2.2%2026-Q1
Cerity Partners LLC added290,154$86M2.2%2026-Q1
Hilltop Partners LLC added250,902$74M1.9%2026-Q1
Flower City Capital added240,752$71M1.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added235,834$70M1.8%2026-Q1
WELLS FARGO & COMPANY/MN added229,988$68M1.7%2026-Q1
Beacon Pointe Advisors, LLC added171,696$51M1.3%2026-Q1
MAI Capital Management added161,932$48M1.2%2026-Q1
Sherrill & Hutchins Financial Advisory, Inc trimmed157,505$46M1.2%2026-Q1
Heartwood Wealth Advisors LLC added146,084$43M1.1%2026-Q1
HighTower Advisors, LLC trimmed118,906$35M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added116,149$34M0.9%2026-Q1
VANGUARD ADVISERS INC new112,817$33M0.9%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed109,356$32M0.8%2026-Q1
LPL Financial LLC trimmed108,146$32M0.8%2026-Q1
OLD NATIONAL BANCORP /IN/ added105,777$31M0.8%2026-Q1
Cetera Investment Advisers added98,852$29M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added98,700$28M0.7%2026-Q1
Hirtle & Co., LLC added94,531$28M0.7%2026-Q1
EVOKE WEALTH, LLC trimmed90,192$27M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added79,941$24M0.6%2026-Q1
CHOREO, LLC added74,259$22M0.6%2026-Q1
CHERRYDALE WEALTH MANAGEMENT, LLC added73,093$22M0.6%2026-Q1
1900 WEALTH MANAGEMENT LLC added72,441$21M0.5%2026-Q1
JPMORGAN CHASE & CO added70,910$20M0.5%2026-Q1
Parkside Financial Bank & Trust added68,555$20M0.5%2026-Q1
Pathstone Holdings, LLC added67,485$20M0.5%2026-Q1
Stegner Investment Associates Inc. added67,320$20M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed65,087$19M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed63,779$19M0.5%2026-Q1
Opus Capital Group, LLC added63,822$19M0.5%2026-Q1
NICOLET BANKSHARES INC added61,531$18M0.5%2026-Q1
Modern Wealth Management, LLC trimmed58,401$17M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added54,671$16M0.4%2026-Q1
Arbor Investment Advisors, LLC added53,283$16M0.4%2026-Q1
Pitcairn Wealth Advisors LLC43,733$14M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed44,455$13M0.3%2026-Q1
BANK OF MONTREAL /CAN/ trimmed43,853$13M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed43,820$13M0.3%2026-Q1
RHUMBLINE ADVISERS added40,725$12M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added40,151$12M0.3%2026-Q1
Focus Partners Wealth trimmed38,196$11M0.3%2026-Q1
Mariner, LLC added37,395$11M0.3%2026-Q1
COZAD ASSET MANAGEMENT INC trimmed34,144$10M0.3%2026-Q1
NORTHERN TRUST CORP added33,694$10M0.3%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC trimmed32,330$10M0.2%2026-Q1
Rialto Wealth Management, LLC trimmed31,815$9M0.2%2026-Q1
Thrive Wealth Management, LLC trimmed31,202$9M0.2%2026-Q1
HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed30,906$9M0.2%2026-Q1
ROYAL BANK OF CANADA added30,691$9M0.2%2026-Q1
Creative Planning added30,330$9M0.2%2026-Q1
FOUNDERS CAPITAL MANAGEMENT, LLC30,204$9M0.2%2026-Q1
FourThought Financial Partners, LLC added29,367$9M0.2%2026-Q1
Owl Creek Wealth Partners LLC new29,185$9M0.2%2026-Q1
Navigate Wealth Management, LLC new26,584$8M0.2%2026-Q1
M&T Bank Corp trimmed28,230$8M0.2%2026-Q1
Crusonia Wealth Advisors LLC trimmed27,989$8M0.2%2026-Q1
Nova R Wealth, Inc. trimmed27,581$8M0.2%2026-Q1
COMMERCE BANK added25,592$8M0.2%2026-Q1
FIFTH THIRD BANCORP added25,585$8M0.2%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added25,498$8M0.2%2026-Q1
Roble, Belko & Company, Inc added25,225$7M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed24,653$7M0.2%2026-Q1
Thrivent Financial for Lutherans added23,632$7M0.2%2026-Q1
Allworth Financial LP added22,816$7M0.2%2026-Q1
Capstone Financial Advisors, Inc. added22,670$7M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added22,483$7M0.2%2026-Q1
SoundView Advisors Inc. trimmed22,446$7M0.2%2026-Q1
Alesco Advisors, LLC, An ESL Co added22,320$7M0.2%2026-Q1
Note Advisors, LLC trimmed22,069$7M0.2%2026-Q1
Hapanowicz & Associates Financial Services, Inc trimmed22,067$7M0.2%2026-Q1
SouthState Bank Corp trimmed21,597$6M0.2%2026-Q1
Brown Financial Advisory added21,190$6M0.2%2026-Q1
Savant Capital, LLC trimmed21,097$6M0.2%2026-Q1
Zhang Financial LLC added20,507$6M0.2%2026-Q1
Brooklyn FI, LLC added19,530$6M0.1%2026-Q1
Napier Financial, LLC added18,553$5M0.1%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC added18,119$5M0.1%2026-Q1
Austin Private Wealth, LLC trimmed130,664$40M1.0%2025-Q4 stale
VANGUARD GROUP INC trimmed78,744$24M0.6%2025-Q4 stale
Litman Gregory Wealth Management LLC trimmed66,031$20M0.5%2025-Q4 stale
KICKSTAND VENTURES, LLC. trimmed67,223$17M0.4%2025-Q1 stale
SAWGRASS ASSET MANAGEMENT LLC49,218$15M0.4%2025-Q4 stale
PITCAIRN CO43,749$13M0.3%2025-Q3 stale
COMERICA BANK added26,766$8M0.2%2025-Q4 stale
Stratos Wealth Advisors, LLC added25,520$8M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed27,426$8M0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed19,962$6M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership