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Institutional Ownership · SEC Form 13F

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.

568
Institutional holders
152,172,384
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
UBS Group AG added31,311,151$2.9B20.6%2026-Q1
LPL Financial LLC added26,151,759$2.5B17.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed22,989,192$2.2B15.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added6,595,856$618M4.3%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new5,784,848$542M3.8%2026-Q1
MORGAN STANLEY added5,745,624$539M3.8%2026-Q1
Creative Planning added2,989,279$280M2.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed2,369,013$222M1.6%2026-Q1
Phoenix Financial Ltd.2,362,300$221M1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,242,978$210M1.5%2026-Q1
OpenArc Corporate Advisory, LLC added1,821,200$171M1.2%2026-Q1
Janney Montgomery Scott LLC added1,718,133$161M1.1%2026-Q1
WELLS FARGO & COMPANY/MN added1,569,045$147M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,548,170$145M1.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,492,477$140M1.0%2026-Q1
Equitable Holdings, Inc. added937,175$139M1.0%2026-Q1
TRUIST FINANCIAL CORP trimmed1,370,202$128M0.9%2026-Q1
Pathstone Holdings, LLC trimmed1,193,702$112M0.8%2026-Q1
AMERIPRISE FINANCIAL INC added1,176,058$110M0.8%2026-Q1
Aaron Wealth Advisors LLC added1,086,914$102M0.7%2026-Q1
CITIGROUP INC trimmed1,044,856$98M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed963,518$90M0.6%2026-Q1
Global Strategic Investment Solutions, LLC added915,963$86M0.6%2026-Q1
WestHill Financial Advisors, Inc. trimmed749,976$70M0.5%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed724,515$68M0.5%2026-Q1
ROYAL BANK OF CANADA added708,137$66M0.5%2026-Q1
Adventist Health System/ West692,800$65M0.5%2026-Q1
JPMORGAN CHASE & CO added658,257$60M0.4%2026-Q1
Hapanowicz & Associates Financial Services, Inc added615,768$58M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added566,284$52M0.4%2026-Q1
Rockefeller Capital Management L.P. added550,370$52M0.4%2026-Q1
TIAA TRUST, NATIONAL ASSOCIATION trimmed543,867$51M0.4%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC added533,338$50M0.4%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed512,009$48M0.3%2026-Q1
HighTower Advisors, LLC added505,856$47M0.3%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added455,687$43M0.3%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added453,813$43M0.3%2026-Q1
Brio Consultants, LLC added387,183$39M0.3%2026-Q1
Parkside Financial Bank & Trust added398,463$37M0.3%2026-Q1
Private Advisor Group, LLC added377,087$35M0.2%2026-Q1
CONDOR CAPITAL MANAGEMENT trimmed375,902$35M0.2%2026-Q1
Sequoia Financial Advisors, LLC trimmed374,185$35M0.2%2026-Q1
FIFTH THIRD BANCORP added357,336$33M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed353,420$33M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added339,962$32M0.2%2026-Q1
Bernardo Wealth Planning LLC trimmed336,022$31M0.2%2026-Q1
Wealth Dimensions Group, Ltd. added333,782$31M0.2%2026-Q1
Focus Partners Wealth trimmed327,013$31M0.2%2026-Q1
Cetera Investment Advisers added312,240$29M0.2%2026-Q1
Baird Financial Group, Inc. added307,467$29M0.2%2026-Q1
Windward Private Wealth Management Inc. trimmed305,776$29M0.2%2026-Q1
Callan Family Office, LLC trimmed283,781$27M0.2%2026-Q1
Lido Advisors, LLC trimmed279,083$26M0.2%2026-Q1
Beacon Pointe Advisors, LLC added277,249$26M0.2%2026-Q1
COMMERCE BANK trimmed275,471$26M0.2%2026-Q1
Verdence Capital Advisors LLC trimmed272,249$26M0.2%2026-Q1
Clearstead Advisors, LLC added252,054$24M0.2%2026-Q1
FSM Wealth Advisors, LLC added235,430$22M0.2%2026-Q1
Mariner, LLC added234,493$22M0.2%2026-Q1
Thrivent Financial for Lutherans added227,986$21M0.1%2026-Q1
Financial Synergies Wealth Advisors, Inc. trimmed218,377$20M0.1%2026-Q1
Waldron Private Wealth LLC added215,270$20M0.1%2026-Q1
TIAA Wealth Investment Management LLC new206,738$19M0.1%2026-Q1
Balentine LLC trimmed180,169$17M0.1%2026-Q1
M&T Bank Corp trimmed174,587$16M0.1%2026-Q1
New York Life Investment Management LLC trimmed164,862$15M0.1%2026-Q1
Integrated Wealth Concepts LLC added163,761$15M0.1%2026-Q1
Arrowroot Family Office, LLC165,971$15M0.1%2026-Q1
CIBC Bancorp USA Inc. new160,278$15M0.1%2026-Q1
Kestra Advisory Services, LLC added148,142$14M0.1%2026-Q1
FIRST NATIONAL BANK OF OMAHA added147,825$14M0.1%2026-Q1
FourThought Financial Partners, LLC trimmed139,704$13M0.1%2026-Q1
EverSource Wealth Advisors, LLC added148,039$13M0.1%2026-Q1
Allworth Financial LP trimmed133,271$12M0.1%2026-Q1
Brand Asset Management Group, Inc. added131,630$12M0.1%2026-Q1
NATIXIS ADVISORS, LLC added130,460$12M0.1%2026-Q1
MJP ASSOCIATES INC /ADV added130,339$12M0.1%2026-Q1
Advisor OS, LLC added130,262$12M0.1%2026-Q1
Centric Wealth Management added120,933$12M0.1%2026-Q1
71 West Capital Partners added128,633$12M0.1%2026-Q1
Spartan Wealth Advisory Services LLC new127,567$12M0.1%2026-Q1
Perigon Wealth Management, LLC added126,880$12M0.1%2026-Q1
Fifth Third Securities, Inc. trimmed125,862$12M0.1%2026-Q1
Quantinno Capital Management LP trimmed125,145$12M0.1%2026-Q1
&PARTNERS added118,862$11M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed115,932$11M0.1%2026-Q1
HIGHLINE WEALTH PARTNERS LLC added113,162$11M0.1%2026-Q1
One Capital Management, LLC added111,534$10M0.1%2026-Q1
SageView Advisory Group, LLC added2,955,832$273M1.9%2025-Q4 stale
MACQUARIE GROUP LTD added1,677,784$150M1.1%2025-Q3 stale
CW Advisors, LLC added409,969$35M0.2%2025-Q2 stale
COMERICA BANK trimmed353,097$33M0.2%2025-Q4 stale
Global Retirement Partners, LLC added319,347$29M0.2%2025-Q4 stale
CAROLINAS WEALTH CONSULTING LLC trimmed264,410$22M0.2%2025-Q1 stale
BNP PARIBAS FINANCIAL MARKETS added200,000$18M0.1%2025-Q4 stale
CIBC Private Wealth Group LLC added142,348$13M0.1%2025-Q4 stale
KICKSTAND VENTURES, LLC. added143,256$12M0.1%2025-Q1 stale
HILLMAN CO131,536$11M0.1%2025-Q1 stale
COUNTRY CLUB BANK added118,775$11M0.1%2025-Q3 stale
Deane Retirement Strategies, Inc. added124,102$10M0.1%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.

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