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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,298,467 | $383M | 9.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 910,365 | $269M | 6.9% | 2026-Q1 |
| FMR LLC trimmed | 728,258 | $215M | 5.5% | 2026-Q1 |
| UBS Group AG trimmed | 711,234 | $210M | 5.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 555,398 | $164M | 4.2% | 2026-Q1 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC trimmed | 517,016 | $153M | 3.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 488,395 | $144M | 3.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 479,116 | $141M | 3.6% | 2026-Q1 |
| CITIGROUP INC added | 459,109 | $135M | 3.5% | 2026-Q1 |
| Jordan Park Group LLC added | 407,664 | $120M | 3.1% | 2026-Q1 |
| Apella Capital, LLC added | 330,603 | $106M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 311,963 | $92M | 2.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 297,130 | $88M | 2.2% | 2026-Q1 |
| Cerity Partners LLC added | 290,154 | $86M | 2.2% | 2026-Q1 |
| Hilltop Partners LLC added | 250,902 | $74M | 1.9% | 2026-Q1 |
| Flower City Capital added | 240,752 | $71M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 235,834 | $70M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 229,988 | $68M | 1.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 171,696 | $51M | 1.3% | 2026-Q1 |
| MAI Capital Management added | 161,932 | $48M | 1.2% | 2026-Q1 |
| Sherrill & Hutchins Financial Advisory, Inc trimmed | 157,505 | $46M | 1.2% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 146,084 | $43M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 118,906 | $35M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 116,149 | $34M | 0.9% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 112,817 | $33M | 0.9% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 109,356 | $32M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 108,146 | $32M | 0.8% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ added | 105,777 | $31M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 98,852 | $29M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 98,700 | $28M | 0.7% | 2026-Q1 |
| Hirtle & Co., LLC added | 94,531 | $28M | 0.7% | 2026-Q1 |
| EVOKE WEALTH, LLC trimmed | 90,192 | $27M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 79,941 | $24M | 0.6% | 2026-Q1 |
| CHOREO, LLC added | 74,259 | $22M | 0.6% | 2026-Q1 |
| CHERRYDALE WEALTH MANAGEMENT, LLC added | 73,093 | $22M | 0.6% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 72,441 | $21M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 70,910 | $20M | 0.5% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 68,555 | $20M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC added | 67,485 | $20M | 0.5% | 2026-Q1 |
| Stegner Investment Associates Inc. added | 67,320 | $20M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 65,087 | $19M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 63,779 | $19M | 0.5% | 2026-Q1 |
| Opus Capital Group, LLC added | 63,822 | $19M | 0.5% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 61,531 | $18M | 0.5% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 58,401 | $17M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 54,671 | $16M | 0.4% | 2026-Q1 |
| Arbor Investment Advisors, LLC added | 53,283 | $16M | 0.4% | 2026-Q1 |
| Pitcairn Wealth Advisors LLC | 43,733 | $14M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 44,455 | $13M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 43,853 | $13M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 43,820 | $13M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 40,725 | $12M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 40,151 | $12M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 38,196 | $11M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 37,395 | $11M | 0.3% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 34,144 | $10M | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 33,694 | $10M | 0.3% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 32,330 | $10M | 0.2% | 2026-Q1 |
| Rialto Wealth Management, LLC trimmed | 31,815 | $9M | 0.2% | 2026-Q1 |
| Thrive Wealth Management, LLC trimmed | 31,202 | $9M | 0.2% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 30,906 | $9M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 30,691 | $9M | 0.2% | 2026-Q1 |
| Creative Planning added | 30,330 | $9M | 0.2% | 2026-Q1 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 30,204 | $9M | 0.2% | 2026-Q1 |
| FourThought Financial Partners, LLC added | 29,367 | $9M | 0.2% | 2026-Q1 |
| Owl Creek Wealth Partners LLC new | 29,185 | $9M | 0.2% | 2026-Q1 |
| Navigate Wealth Management, LLC new | 26,584 | $8M | 0.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 28,230 | $8M | 0.2% | 2026-Q1 |
| Crusonia Wealth Advisors LLC trimmed | 27,989 | $8M | 0.2% | 2026-Q1 |
| Nova R Wealth, Inc. trimmed | 27,581 | $8M | 0.2% | 2026-Q1 |
| COMMERCE BANK added | 25,592 | $8M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 25,585 | $8M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 25,498 | $8M | 0.2% | 2026-Q1 |
| Roble, Belko & Company, Inc added | 25,225 | $7M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 24,653 | $7M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 23,632 | $7M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 22,816 | $7M | 0.2% | 2026-Q1 |
| Capstone Financial Advisors, Inc. added | 22,670 | $7M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 22,483 | $7M | 0.2% | 2026-Q1 |
| SoundView Advisors Inc. trimmed | 22,446 | $7M | 0.2% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 22,320 | $7M | 0.2% | 2026-Q1 |
| Note Advisors, LLC trimmed | 22,069 | $7M | 0.2% | 2026-Q1 |
| Hapanowicz & Associates Financial Services, Inc trimmed | 22,067 | $7M | 0.2% | 2026-Q1 |
| SouthState Bank Corp trimmed | 21,597 | $6M | 0.2% | 2026-Q1 |
| Brown Financial Advisory added | 21,190 | $6M | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 21,097 | $6M | 0.2% | 2026-Q1 |
| Zhang Financial LLC added | 20,507 | $6M | 0.2% | 2026-Q1 |
| Brooklyn FI, LLC added | 19,530 | $6M | 0.1% | 2026-Q1 |
| Napier Financial, LLC added | 18,553 | $5M | 0.1% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 18,119 | $5M | 0.1% | 2026-Q1 |
| Austin Private Wealth, LLC trimmed | 130,664 | $40M | 1.0% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 78,744 | $24M | 0.6% | 2025-Q4 stale |
| Litman Gregory Wealth Management LLC trimmed | 66,031 | $20M | 0.5% | 2025-Q4 stale |
| KICKSTAND VENTURES, LLC. trimmed | 67,223 | $17M | 0.4% | 2025-Q1 stale |
| SAWGRASS ASSET MANAGEMENT LLC | 49,218 | $15M | 0.4% | 2025-Q4 stale |
| PITCAIRN CO | 43,749 | $13M | 0.3% | 2025-Q3 stale |
| COMERICA BANK added | 26,766 | $8M | 0.2% | 2025-Q4 stale |
| Stratos Wealth Advisors, LLC added | 25,520 | $8M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 27,426 | $8M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 19,962 | $6M | 0.1% | 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.
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.