Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on VONE is one-sided between 2026-Q1 and 2026-Q2: 146 added or opened and 31 trimmed or exited — on balance accumulating.
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 0.1% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 390 tracked filers holding VONE, 161 increased or opened the position and 155 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 2026-Q1 and 2026-Q2 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 13
- Summit Trail Advisors, LLC$72M
- Colter Lewis Investment Partners LLC$63M
- Global Retirement Partners, LLC$4M
- RENAISSANCE TECHNOLOGIES LLC$3M
- NewEdge Advisors, LLC$2M
- Royal Fund Management, LLC$2M
Full exits 19
- HighTower Advisors, LLC$35M
- EVOKE WEALTH, LLC$27M
- Parkside Financial Bank & Trust$20M
- Opus Capital Group, LLC$19M
- Cambridge Investment Research Advisors, Inc.$13M
- Roble, Belko & Company, Inc$7M
Largest adds
- MORGAN STANLEY$107M
- MAI Capital Management$39M
- STIFEL FINANCIAL CORP$32M
- FMR LLC$32M
- Jordan Park Group LLC$26M
- Bank of New York Mellon Corp$22M
Largest trims
- Hilltop Partners LLC$27M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16M
- BANK OF MONTREAL /CAN/$11M
- LPL Financial LLC$6M
- BANK OF AMERICA CORP /DE/$4M
- KEYBANK NATIONAL ASSOCIATION/OH$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,447,810 | $490M | 11.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 834,987 | $283M | 6.4% | 2026-Q2 |
| FMR LLC trimmed | 727,608 | $246M | 5.6% | 2026-Q2 |
| UBS Group AG trimmed | 679,587 | $230M | 5.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 519,135 | $176M | 4.0% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC trimmed | 507,403 | $172M | 3.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 483,139 | $164M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 472,836 | $160M | 3.6% | 2026-Q2 |
| CITIGROUP INC trimmed | 459,097 | $156M | 3.5% | 2026-Q2 |
| Jordan Park Group LLC added | 432,391 | $146M | 3.3% | 2026-Q2 |
| Apella Capital, LLC added | 359,515 | $122M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 320,828 | $109M | 2.5% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 294,301 | $100M | 2.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 287,674 | $97M | 2.2% | 2026-Q2 |
| MAI Capital Management added | 256,565 | $87M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 250,978 | $85M | 1.9% | 2026-Q2 |
| Flower City Capital added | 244,063 | $83M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 223,611 | $76M | 1.7% | 2026-Q2 |
| Summit Trail Advisors, LLC new | 212,940 | $72M | 1.6% | 2026-Q2 |
| Colter Lewis Investment Partners LLC new | 185,576 | $63M | 1.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 176,755 | $60M | 1.4% | 2026-Q2 |
| Sherrill & Hutchins Financial Advisory, Inc trimmed | 155,798 | $53M | 1.2% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 150,400 | $51M | 1.2% | 2026-Q2 |
| Hilltop Partners LLC trimmed | 138,127 | $47M | 1.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 126,472 | $42M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 125,051 | $42M | 1.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 112,042 | $38M | 0.9% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ added | 111,935 | $38M | 0.9% | 2026-Q2 |
| Hirtle & Co., LLC added | 105,694 | $36M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 99,482 | $34M | 0.8% | 2026-Q2 |
| Pathstone Holdings, LLC added | 96,431 | $33M | 0.7% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 85,086 | $29M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 80,637 | $27M | 0.6% | 2026-Q2 |
| CHOREO, LLC added | 77,331 | $26M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 76,622 | $26M | 0.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 76,260 | $26M | 0.6% | 2026-Q2 |
| CHERRYDALE WEALTH MANAGEMENT, LLC added | 75,506 | $26M | 0.6% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC added | 74,306 | $25M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 73,816 | $25M | 0.6% | 2026-Q2 |
| Zhang Financial LLC added | 69,623 | $24M | 0.5% | 2026-Q2 |
| Stegner Investment Associates Inc. added | 67,323 | $23M | 0.5% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 64,114 | $22M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 62,305 | $21M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 60,641 | $21M | 0.5% | 2026-Q2 |
| Arbor Investment Advisors, LLC added | 53,349 | $18M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 50,499 | $17M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 45,225 | $15M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 44,773 | $14M | 0.3% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC trimmed | 42,892 | $15M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 40,358 | $14M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 38,925 | $13M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 33,698 | $11M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP | 33,694 | $11M | 0.3% | 2026-Q2 |
| Creative Planning added | 32,384 | $11M | 0.2% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 31,881 | $11M | 0.2% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 31,718 | $11M | 0.2% | 2026-Q2 |
| M&T Bank Corp added | 30,880 | $10M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 30,736 | $10M | 0.2% | 2026-Q2 |
| Thrive Wealth Management, LLC trimmed | 30,625 | $10M | 0.2% | 2026-Q2 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 30,204 | $10M | 0.2% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 30,154 | $10M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 29,929 | $10M | 0.2% | 2026-Q2 |
| Rialto Wealth Management, LLC trimmed | 29,688 | $10M | 0.2% | 2026-Q2 |
| Owl Creek Wealth Partners LLC added | 29,573 | $10M | 0.2% | 2026-Q2 |
| FourThought Financial Partners, LLC trimmed | 28,769 | $10M | 0.2% | 2026-Q2 |
| Crusonia Wealth Advisors LLC trimmed | 27,524 | $9M | 0.2% | 2026-Q2 |
| COMMERCE BANK added | 27,318 | $9M | 0.2% | 2026-Q2 |
| Nova R Wealth, Inc. trimmed | 26,655 | $9M | 0.2% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 26,626 | $9M | 0.2% | 2026-Q2 |
| Navigate Wealth Management, LLC trimmed | 26,535 | $9M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 25,789 | $9M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 25,435 | $9M | 0.2% | 2026-Q2 |
| Capstone Financial Advisors, Inc. trimmed | 22,634 | $8M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 22,119 | $7M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 21,917 | $7M | 0.2% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 21,793 | $7M | 0.2% | 2026-Q2 |
| Hapanowicz & Associates Financial Services, Inc trimmed | 21,485 | $7M | 0.2% | 2026-Q2 |
| Note Advisors, LLC trimmed | 21,373 | $7M | 0.2% | 2026-Q2 |
| Brown Financial Advisory trimmed | 21,172 | $7M | 0.2% | 2026-Q2 |
| SouthState Bank Corp trimmed | 20,394 | $7M | 0.2% | 2026-Q2 |
| Brooklyn FI, LLC trimmed | 19,425 | $7M | 0.1% | 2026-Q2 |
| Napier Financial, LLC added | 19,114 | $6M | 0.1% | 2026-Q2 |
| Aaron Wealth Advisors LLC trimmed | 17,861 | $6M | 0.1% | 2026-Q2 |
| CBIZ Investment Advisory Services, LLC | 17,674 | $5M | 0.1% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 17,633 | $6M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 17,451 | $6M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 17,412 | $6M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,786 | $6M | 0.1% | 2026-Q2 |
| LPWM LLC added | 16,780 | $6M | 0.1% | 2026-Q2 |
| Francis Financial, Inc. added | 16,268 | $6M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 15,459 | $5M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 15,448 | $5M | 0.1% | 2026-Q2 |
| CMH Wealth Management LLC trimmed | 15,258 | $5M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 15,137 | $5M | 0.1% | 2026-Q2 |
| Keystone Financial Group added | 14,048 | $5M | 0.1% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 13,818 | $5M | 0.1% | 2026-Q2 |
| SAPIENT CAPITAL LLC added | 13,229 | $4M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 12,654 | $4M | 0.1% | 2026-Q2 |
| Nadler Financial Group, Inc. trimmed | 11,725 | $4M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 11,471 | $4M | 0.1% | 2026-Q2 |
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.