Who owns VONV (VONV)
Which tracked institutional funds hold VONV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VONV 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
140 tracked funds added or opened VONV while 67 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
VONV’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VONV 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 568 tracked filers holding VONV, 288 increased or opened the position and 208 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 VONV 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 25
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$542M
- TIAA Wealth Investment Management LLC$19M
- CIBC Bancorp USA Inc.$15M
- Spartan Wealth Advisory Services LLC$12M
- Moran Wealth Management, LLC$7M
- XML Financial, LLC$4M
Full exits 20
- SageView Advisory Group, LLC$273M
- COMERICA BANK$33M
- Global Retirement Partners, LLC$29M
- BNP PARIBAS FINANCIAL MARKETS$18M
- CIBC Private Wealth Group LLC$13M
- NewEdge Advisors, LLC$8M
Largest adds
- UBS Group AG$2.7B
- LPL Financial LLC$1.4B
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$495M
- Creative Planning$273M
- Equitable Holdings, Inc.$59M
- ENVESTNET ASSET MANAGEMENT INC$43M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$385M
- BANK OF AMERICA CORP /DE/$153M
- Valpey Financial Services, LLC$34M
- GOLDMAN SACHS GROUP INC$26M
- Cresset Asset Management, LLC$20M
- DAVENPORT & Co LLC$13M
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 |
|---|---|---|---|---|
| UBS Group AG added | 31,311,151 | $2.9B | 20.6% | 2026-Q1 |
| LPL Financial LLC added | 26,151,759 | $2.5B | 17.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 22,989,192 | $2.2B | 15.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 6,595,856 | $618M | 4.3% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 5,784,848 | $542M | 3.8% | 2026-Q1 |
| MORGAN STANLEY added | 5,745,624 | $539M | 3.8% | 2026-Q1 |
| Creative Planning added | 2,989,279 | $280M | 2.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,369,013 | $222M | 1.6% | 2026-Q1 |
| Phoenix Financial Ltd. | 2,362,300 | $221M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,242,978 | $210M | 1.5% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 1,821,200 | $171M | 1.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,718,133 | $161M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,569,045 | $147M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,548,170 | $145M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,492,477 | $140M | 1.0% | 2026-Q1 |
| Equitable Holdings, Inc. added | 937,175 | $139M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 1,370,202 | $128M | 0.9% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 1,193,702 | $112M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,176,058 | $110M | 0.8% | 2026-Q1 |
| Aaron Wealth Advisors LLC added | 1,086,914 | $102M | 0.7% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,044,856 | $98M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 963,518 | $90M | 0.6% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC added | 915,963 | $86M | 0.6% | 2026-Q1 |
| WestHill Financial Advisors, Inc. trimmed | 749,976 | $70M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 724,515 | $68M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 708,137 | $66M | 0.5% | 2026-Q1 |
| Adventist Health System/ West | 692,800 | $65M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 658,257 | $60M | 0.4% | 2026-Q1 |
| Hapanowicz & Associates Financial Services, Inc added | 615,768 | $58M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 566,284 | $52M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 550,370 | $52M | 0.4% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 543,867 | $51M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 533,338 | $50M | 0.4% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 512,009 | $48M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 505,856 | $47M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 455,687 | $43M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 453,813 | $43M | 0.3% | 2026-Q1 |
| Brio Consultants, LLC added | 387,183 | $39M | 0.3% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 398,463 | $37M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 377,087 | $35M | 0.2% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 375,902 | $35M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 374,185 | $35M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 357,336 | $33M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 353,420 | $33M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 339,962 | $32M | 0.2% | 2026-Q1 |
| Bernardo Wealth Planning LLC trimmed | 336,022 | $31M | 0.2% | 2026-Q1 |
| Wealth Dimensions Group, Ltd. added | 333,782 | $31M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 327,013 | $31M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 312,240 | $29M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 307,467 | $29M | 0.2% | 2026-Q1 |
| Windward Private Wealth Management Inc. trimmed | 305,776 | $29M | 0.2% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 283,781 | $27M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 279,083 | $26M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 277,249 | $26M | 0.2% | 2026-Q1 |
| COMMERCE BANK trimmed | 275,471 | $26M | 0.2% | 2026-Q1 |
| Verdence Capital Advisors LLC trimmed | 272,249 | $26M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 252,054 | $24M | 0.2% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 235,430 | $22M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 234,493 | $22M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 227,986 | $21M | 0.1% | 2026-Q1 |
| Financial Synergies Wealth Advisors, Inc. trimmed | 218,377 | $20M | 0.1% | 2026-Q1 |
| Waldron Private Wealth LLC added | 215,270 | $20M | 0.1% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 206,738 | $19M | 0.1% | 2026-Q1 |
| Balentine LLC trimmed | 180,169 | $17M | 0.1% | 2026-Q1 |
| M&T Bank Corp trimmed | 174,587 | $16M | 0.1% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 164,862 | $15M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 163,761 | $15M | 0.1% | 2026-Q1 |
| Arrowroot Family Office, LLC | 165,971 | $15M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 160,278 | $15M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 148,142 | $14M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 147,825 | $14M | 0.1% | 2026-Q1 |
| FourThought Financial Partners, LLC trimmed | 139,704 | $13M | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 148,039 | $13M | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 133,271 | $12M | 0.1% | 2026-Q1 |
| Brand Asset Management Group, Inc. added | 131,630 | $12M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 130,460 | $12M | 0.1% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV added | 130,339 | $12M | 0.1% | 2026-Q1 |
| Advisor OS, LLC added | 130,262 | $12M | 0.1% | 2026-Q1 |
| Centric Wealth Management added | 120,933 | $12M | 0.1% | 2026-Q1 |
| 71 West Capital Partners added | 128,633 | $12M | 0.1% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 127,567 | $12M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 126,880 | $12M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 125,862 | $12M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 125,145 | $12M | 0.1% | 2026-Q1 |
| &PARTNERS added | 118,862 | $11M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 115,932 | $11M | 0.1% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC added | 113,162 | $11M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 111,534 | $10M | 0.1% | 2026-Q1 |
| SageView Advisory Group, LLC added | 2,955,832 | $273M | 1.9% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 1,677,784 | $150M | 1.1% | 2025-Q3 stale |
| CW Advisors, LLC added | 409,969 | $35M | 0.2% | 2025-Q2 stale |
| COMERICA BANK trimmed | 353,097 | $33M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 319,347 | $29M | 0.2% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC trimmed | 264,410 | $22M | 0.2% | 2025-Q1 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 200,000 | $18M | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 142,348 | $13M | 0.1% | 2025-Q4 stale |
| KICKSTAND VENTURES, LLC. added | 143,256 | $12M | 0.1% | 2025-Q1 stale |
| HILLMAN CO | 131,536 | $11M | 0.1% | 2025-Q1 stale |
| COUNTRY CLUB BANK added | 118,775 | $11M | 0.1% | 2025-Q3 stale |
| Deane Retirement Strategies, Inc. added | 124,102 | $10M | 0.1% | 2025-Q1 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.