VONE

—

not in universe+ Compare Tear sheet →

$330.44

-4.91 (-1.46%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding VONE · 2026-Q1 methodology → sources →

382 holders

% of shares outstanding held

—

Shares held (13F)

13,623,300

Reporting holders

382

Top holders

largest 100 of 382 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,298,4671.3M	$383M	—	ADD 8%
2	AMERIPRISE FINANCIAL INC	910,365910,365	$269M	—	ADD 13%
3	FMR LLC	748,759748,759	$221M	—	—
4	UBS Group AG	711,234711,234	$210M	—	TRIM -10%
5	BANK OF AMERICA CORP /DE/	555,398555,398	$164M	—	TRIM -29%
6	RED CEDAR INVESTMENT MANAGEMENT, LLC	517,016517,016	$153M	—	TRIM -3%
7	STIFEL FINANCIAL CORP	488,395488,395	$144M	—	ADD 6%
8	Bank of New York Mellon Corp	479,116479,116	$141M	—	—
9	CITIGROUP INC	459,109459,109	$135M	—	—
10	Jordan Park Group LLC	407,664407,664	$120M	—	ADD 8%
11	Apella Capital, LLC	330,603330,603	$106M	—	ADD 16%
12	RAYMOND JAMES FINANCIAL INC	311,963311,963	$92M	—	ADD 4%
13	Waverly Advisors, LLC	297,130297,130	$88M	—	—
14	Cerity Partners LLC	290,154290,154	$86M	—	ADD 76%
15	Hilltop Partners LLC	250,902250,902	$74M	—	—
16	Flower City Capital	240,752240,752	$71M	—	—
17	ENVESTNET ASSET MANAGEMENT INC	235,834235,834	$70M	—	ADD 7%
18	WELLS FARGO & COMPANY/MN	229,988229,988	$68M	—	ADD 3%
19	Beacon Pointe Advisors, LLC	171,696171,696	$51M	—	ADD 77%
20	MAI Capital Management	161,932161,932	$48M	—	ADD 3%
21	Sherrill & Hutchins Financial Advisory, Inc	157,505157,505	$46M	—	—
22	Heartwood Wealth Advisors LLC	146,084146,084	$43M	—	ADD 4%
23	HighTower Advisors, LLC	118,906118,906	$35M	—	—
24	GOLDMAN SACHS GROUP INC	116,149116,149	$34M	—	ADD 6%
25	VANGUARD ADVISERS INC	112,817112,817	$33M	—	NEW
26	KEYBANK NATIONAL ASSOCIATION/OH	109,356109,356	$32M	—	TRIM -8%
27	LPL Financial LLC	108,146108,146	$32M	—	TRIM -8%
28	OLD NATIONAL BANCORP /IN/	105,777105,777	$31M	—	ADD 3%
29	Cetera Investment Advisers	98,85298,852	$29M	—	ADD 5%
30	JONES FINANCIAL COMPANIES LLLP	98,70098,700	$28M	—	ADD 21%
31	Hirtle & Co., LLC	94,53194,531	$28M	—	ADD 4%
32	EVOKE WEALTH, LLC	90,19290,192	$27M	—	—
33	AQR CAPITAL MANAGEMENT LLC	79,94179,941	$24M	—	ADD 64%
34	CHOREO, LLC	74,25974,259	$22M	—	ADD 9%
35	CHERRYDALE WEALTH MANAGEMENT, LLC	73,09373,093	$22M	—	ADD 9%
36	1900 WEALTH MANAGEMENT LLC	72,44172,441	$21M	—	—
37	JPMORGAN CHASE & CO	70,91070,910	$20M	—	ADD 3%
38	Parkside Financial Bank & Trust	68,55568,555	$20M	—	ADD 6%
39	Pathstone Holdings, LLC	67,48567,485	$20M	—	—
40	Stegner Investment Associates Inc.	67,32067,320	$20M	—	ADD 4%
41	MERCER GLOBAL ADVISORS INC /ADV	65,08765,087	$19M	—	—
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	63,77963,779	$19M	—	TRIM -35%
43	Opus Capital Group, LLC	63,82263,822	$19M	—	ADD 3%
44	NICOLET BANKSHARES INC	61,53161,531	$18M	—	ADD 93%
45	Modern Wealth Management, LLC	58,40158,401	$17M	—	TRIM -39%
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	54,67154,671	$16M	—	ADD 265%
47	Arbor Investment Advisors, LLC	53,28353,283	$16M	—	—
48	Pitcairn Wealth Advisors LLC	43,73343,733	$14M	—	—
49	MML INVESTORS SERVICES, LLC	44,45544,455	$13M	—	TRIM -39%
50	BANK OF MONTREAL /CAN/	43,85343,853	$13M	—	TRIM -81%
51	Cambridge Investment Research Advisors, Inc.	43,82043,820	$13M	—	TRIM -19%
52	RHUMBLINE ADVISERS	40,72540,725	$12M	—	ADD 214%
53	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40,15140,151	$12M	—	TRIM -19%
54	Focus Partners Wealth	38,19638,196	$11M	—	TRIM -24%
55	Mariner, LLC	37,39537,395	$11M	—	ADD 33%
56	COZAD ASSET MANAGEMENT INC	34,14434,144	$10M	—	—
57	NORTHERN TRUST CORP	33,69433,694	$10M	—	—
58	COLDSTREAM CAPITAL MANAGEMENT INC	32,33032,330	$10M	—	TRIM -3%
59	Rialto Wealth Management, LLC	31,81531,815	$9M	—	—
60	Thrive Wealth Management, LLC	31,20231,202	$9M	—	TRIM -2%
61	HALBERT HARGROVE GLOBAL ADVISORS, LLC	30,90630,906	$9M	—	TRIM -7%
62	ROYAL BANK OF CANADA	30,69130,691	$9M	—	ADD 3%
63	Creative Planning	30,33030,330	$9M	—	ADD 8%
64	FOUNDERS CAPITAL MANAGEMENT, LLC	30,20430,204	$9M	—	—
65	FourThought Financial Partners, LLC	29,36729,367	$9M	—	ADD 2%
66	Owl Creek Wealth Partners LLC	29,18529,185	$9M	—	NEW
67	Navigate Wealth Management, LLC	26,58426,584	$8M	—	NEW
68	M&T Bank Corp	28,23028,230	$8M	—	—
69	Crusonia Wealth Advisors LLC	27,98927,989	$8M	—	TRIM -2%
70	Nova R Wealth, Inc.	27,58127,581	$8M	—	—
71	COMMERCE BANK	25,59225,592	$8M	—	ADD 25%
72	FIFTH THIRD BANCORP	25,58525,585	$8M	—	ADD 1493%
73	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	25,49825,498	$8M	—	NEW
74	Roble, Belko & Company, Inc	25,22525,225	$7M	—	NEW
75	COMMONWEALTH EQUITY SERVICES, LLC	24,65324,653	$7M	—	TRIM -4%
76	Thrivent Financial for Lutherans	23,63223,632	$7M	—	ADD 63%
77	Allworth Financial LP	22,81622,816	$7M	—	ADD 5%
78	Capstone Financial Advisors, Inc.	22,67022,670	$7M	—	—
79	CAPTRUST FINANCIAL ADVISORS	22,48322,483	$7M	—	ADD 34%
80	SoundView Advisors Inc.	22,44622,446	$7M	—	TRIM -2%
81	Alesco Advisors, LLC, An ESL Co	22,32022,320	$7M	—	ADD 13%
82	Note Advisors, LLC	22,06922,069	$7M	—	—
83	Hapanowicz & Associates Financial Services, Inc	22,06722,067	$7M	—	—
84	SouthState Bank Corp	21,59721,597	$6M	—	TRIM -9%
85	Brown Financial Advisory	21,19021,190	$6M	—	ADD 79%
86	Savant Capital, LLC	21,09721,097	$6M	—	TRIM -5%
87	Zhang Financial LLC	20,50720,507	$6M	—	ADD 8%
88	Brooklyn FI, LLC	19,53019,530	$6M	—	ADD 120%
89	Napier Financial, LLC	18,55318,553	$5M	—	ADD 2%
90	PRECEDENT WEALTH PARTNERS, LLC	18,11918,119	$5M	—	ADD 18%
91	Aaron Wealth Advisors LLC	18,08618,086	$5M	—	TRIM -29%
92	FIRST MANHATTAN CO. LLC.	17,87217,872	$5M	—	ADD 3%
93	CBIZ Investment Advisory Services, LLC	17,67417,674	$5M	—	TRIM -7%
94	Gotham Asset Management, LLC	17,41217,412	$5M	—	TRIM -13%
95	LPWM LLC	16,17416,174	$5M	—	—
96	Baird Financial Group, Inc.	15,48815,488	$5M	—	TRIM -4%
97	CMH Wealth Management LLC	15,36415,364	$5M	—	ADD 2%
98	REGIONS FINANCIAL CORP	15,13715,137	$4M	—	—
99	TRUIST FINANCIAL CORP	14,96914,969	$4M	—	ADD 9%
100	Francis Financial, Inc.	14,01014,010	$4M	—	TRIM -12%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

607K

889K

1.1M

1.2M

1.3M

$383M

AMERIPRISE FINANCIAL INC

789K

772K

787K

797K

808K

910K

$269M

FMR LLC

777K

783K

789K

772K

742K

749K

$221M

UBS Group AG

605K

674K

786K

763K

793K

711K

$210M

BANK OF AMERICA CORP /DE/

639K

573K

414K

394K

778K

555K

$164M

RED CEDAR INVESTMENT MANAGEMENT, LLC

675K

588K

561K

542K

532K

517K

$153M

STIFEL FINANCIAL CORP

353K

395K

417K

439K

462K

488K

$144M

Bank of New York Mellon Corp

224K

252K

520K

508K

484K

479K

$141M

CITIGROUP INC

459K

$135M

Jordan Park Group LLC

—

86K

347K

376K

408K

$120M

Apella Capital, LLC

35K

126K

209K

255K

285K

331K

$106M

RAYMOND JAMES FINANCIAL INC

273K

269K

290K

296K

299K

312K

$92M

Waverly Advisors, LLC

301K

298K

300K

299K

297K

$88M

Cerity Partners LLC

209K

186K

166K

165K

290K

$86M

Hilltop Partners LLC

271K

183K

247K

219K

249K

251K

$74M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	382	13,623,300	—	$4.0B
2025-Q4	377	13,708,660	—	$4.2B
2025-Q3	343	21,142,251	—	$3.8B
2025-Q2	334	12,519,543	—	$3.5B
2025-Q1	315	11,435,945	—	$2.9B
2024-Q4	314	11,164,314	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding VONE · 2026-Q1 methodology → sources →

382 holders

% of shares outstanding held

—

Shares held (13F)

13,623,300

Reporting holders

382

Top holders

largest 100 of 382 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,298,4671.3M	$383M	—	ADD 8%
2	AMERIPRISE FINANCIAL INC	910,365910,365	$269M	—	ADD 13%
3	FMR LLC	748,759748,759	$221M	—	—
4	UBS Group AG	711,234711,234	$210M	—	TRIM -10%
5	BANK OF AMERICA CORP /DE/	555,398555,398	$164M	—	TRIM -29%
6	RED CEDAR INVESTMENT MANAGEMENT, LLC	517,016517,016	$153M	—	TRIM -3%
7	STIFEL FINANCIAL CORP	488,395488,395	$144M	—	ADD 6%
8	Bank of New York Mellon Corp	479,116479,116	$141M	—	—
9	CITIGROUP INC	459,109459,109	$135M	—	—
10	Jordan Park Group LLC	407,664407,664	$120M	—	ADD 8%
11	Apella Capital, LLC	330,603330,603	$106M	—	ADD 16%
12	RAYMOND JAMES FINANCIAL INC	311,963311,963	$92M	—	ADD 4%
13	Waverly Advisors, LLC	297,130297,130	$88M	—	—
14	Cerity Partners LLC	290,154290,154	$86M	—	ADD 76%
15	Hilltop Partners LLC	250,902250,902	$74M	—	—
16	Flower City Capital	240,752240,752	$71M	—	—
17	ENVESTNET ASSET MANAGEMENT INC	235,834235,834	$70M	—	ADD 7%
18	WELLS FARGO & COMPANY/MN	229,988229,988	$68M	—	ADD 3%
19	Beacon Pointe Advisors, LLC	171,696171,696	$51M	—	ADD 77%
20	MAI Capital Management	161,932161,932	$48M	—	ADD 3%
21	Sherrill & Hutchins Financial Advisory, Inc	157,505157,505	$46M	—	—
22	Heartwood Wealth Advisors LLC	146,084146,084	$43M	—	ADD 4%
23	HighTower Advisors, LLC	118,906118,906	$35M	—	—
24	GOLDMAN SACHS GROUP INC	116,149116,149	$34M	—	ADD 6%
25	VANGUARD ADVISERS INC	112,817112,817	$33M	—	NEW
26	KEYBANK NATIONAL ASSOCIATION/OH	109,356109,356	$32M	—	TRIM -8%
27	LPL Financial LLC	108,146108,146	$32M	—	TRIM -8%
28	OLD NATIONAL BANCORP /IN/	105,777105,777	$31M	—	ADD 3%
29	Cetera Investment Advisers	98,85298,852	$29M	—	ADD 5%
30	JONES FINANCIAL COMPANIES LLLP	98,70098,700	$28M	—	ADD 21%
31	Hirtle & Co., LLC	94,53194,531	$28M	—	ADD 4%
32	EVOKE WEALTH, LLC	90,19290,192	$27M	—	—
33	AQR CAPITAL MANAGEMENT LLC	79,94179,941	$24M	—	ADD 64%
34	CHOREO, LLC	74,25974,259	$22M	—	ADD 9%
35	CHERRYDALE WEALTH MANAGEMENT, LLC	73,09373,093	$22M	—	ADD 9%
36	1900 WEALTH MANAGEMENT LLC	72,44172,441	$21M	—	—
37	JPMORGAN CHASE & CO	70,91070,910	$20M	—	ADD 3%
38	Parkside Financial Bank & Trust	68,55568,555	$20M	—	ADD 6%
39	Pathstone Holdings, LLC	67,48567,485	$20M	—	—
40	Stegner Investment Associates Inc.	67,32067,320	$20M	—	ADD 4%
41	MERCER GLOBAL ADVISORS INC /ADV	65,08765,087	$19M	—	—
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	63,77963,779	$19M	—	TRIM -35%
43	Opus Capital Group, LLC	63,82263,822	$19M	—	ADD 3%
44	NICOLET BANKSHARES INC	61,53161,531	$18M	—	ADD 93%
45	Modern Wealth Management, LLC	58,40158,401	$17M	—	TRIM -39%
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	54,67154,671	$16M	—	ADD 265%
47	Arbor Investment Advisors, LLC	53,28353,283	$16M	—	—
48	Pitcairn Wealth Advisors LLC	43,73343,733	$14M	—	—
49	MML INVESTORS SERVICES, LLC	44,45544,455	$13M	—	TRIM -39%
50	BANK OF MONTREAL /CAN/	43,85343,853	$13M	—	TRIM -81%
51	Cambridge Investment Research Advisors, Inc.	43,82043,820	$13M	—	TRIM -19%
52	RHUMBLINE ADVISERS	40,72540,725	$12M	—	ADD 214%
53	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40,15140,151	$12M	—	TRIM -19%
54	Focus Partners Wealth	38,19638,196	$11M	—	TRIM -24%
55	Mariner, LLC	37,39537,395	$11M	—	ADD 33%
56	COZAD ASSET MANAGEMENT INC	34,14434,144	$10M	—	—
57	NORTHERN TRUST CORP	33,69433,694	$10M	—	—
58	COLDSTREAM CAPITAL MANAGEMENT INC	32,33032,330	$10M	—	TRIM -3%
59	Rialto Wealth Management, LLC	31,81531,815	$9M	—	—
60	Thrive Wealth Management, LLC	31,20231,202	$9M	—	TRIM -2%
61	HALBERT HARGROVE GLOBAL ADVISORS, LLC	30,90630,906	$9M	—	TRIM -7%
62	ROYAL BANK OF CANADA	30,69130,691	$9M	—	ADD 3%
63	Creative Planning	30,33030,330	$9M	—	ADD 8%
64	FOUNDERS CAPITAL MANAGEMENT, LLC	30,20430,204	$9M	—	—
65	FourThought Financial Partners, LLC	29,36729,367	$9M	—	ADD 2%
66	Owl Creek Wealth Partners LLC	29,18529,185	$9M	—	NEW
67	Navigate Wealth Management, LLC	26,58426,584	$8M	—	NEW
68	M&T Bank Corp	28,23028,230	$8M	—	—
69	Crusonia Wealth Advisors LLC	27,98927,989	$8M	—	TRIM -2%
70	Nova R Wealth, Inc.	27,58127,581	$8M	—	—
71	COMMERCE BANK	25,59225,592	$8M	—	ADD 25%
72	FIFTH THIRD BANCORP	25,58525,585	$8M	—	ADD 1493%
73	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	25,49825,498	$8M	—	NEW
74	Roble, Belko & Company, Inc	25,22525,225	$7M	—	NEW
75	COMMONWEALTH EQUITY SERVICES, LLC	24,65324,653	$7M	—	TRIM -4%
76	Thrivent Financial for Lutherans	23,63223,632	$7M	—	ADD 63%
77	Allworth Financial LP	22,81622,816	$7M	—	ADD 5%
78	Capstone Financial Advisors, Inc.	22,67022,670	$7M	—	—
79	CAPTRUST FINANCIAL ADVISORS	22,48322,483	$7M	—	ADD 34%
80	SoundView Advisors Inc.	22,44622,446	$7M	—	TRIM -2%
81	Alesco Advisors, LLC, An ESL Co	22,32022,320	$7M	—	ADD 13%
82	Note Advisors, LLC	22,06922,069	$7M	—	—
83	Hapanowicz & Associates Financial Services, Inc	22,06722,067	$7M	—	—
84	SouthState Bank Corp	21,59721,597	$6M	—	TRIM -9%
85	Brown Financial Advisory	21,19021,190	$6M	—	ADD 79%
86	Savant Capital, LLC	21,09721,097	$6M	—	TRIM -5%
87	Zhang Financial LLC	20,50720,507	$6M	—	ADD 8%
88	Brooklyn FI, LLC	19,53019,530	$6M	—	ADD 120%
89	Napier Financial, LLC	18,55318,553	$5M	—	ADD 2%
90	PRECEDENT WEALTH PARTNERS, LLC	18,11918,119	$5M	—	ADD 18%
91	Aaron Wealth Advisors LLC	18,08618,086	$5M	—	TRIM -29%
92	FIRST MANHATTAN CO. LLC.	17,87217,872	$5M	—	ADD 3%
93	CBIZ Investment Advisory Services, LLC	17,67417,674	$5M	—	TRIM -7%
94	Gotham Asset Management, LLC	17,41217,412	$5M	—	TRIM -13%
95	LPWM LLC	16,17416,174	$5M	—	—
96	Baird Financial Group, Inc.	15,48815,488	$5M	—	TRIM -4%
97	CMH Wealth Management LLC	15,36415,364	$5M	—	ADD 2%
98	REGIONS FINANCIAL CORP	15,13715,137	$4M	—	—
99	TRUIST FINANCIAL CORP	14,96914,969	$4M	—	ADD 9%
100	Francis Financial, Inc.	14,01014,010	$4M	—	TRIM -12%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

607K

889K

1.1M

1.2M

1.3M

$383M

AMERIPRISE FINANCIAL INC

789K

772K

787K

797K

808K

910K

$269M

FMR LLC

777K

783K

789K

772K

742K

749K

$221M

UBS Group AG

605K

674K

786K

763K

793K

711K

$210M

BANK OF AMERICA CORP /DE/

639K

573K

414K

394K

778K

555K

$164M

RED CEDAR INVESTMENT MANAGEMENT, LLC

675K

588K

561K

542K

532K

517K

$153M

STIFEL FINANCIAL CORP

353K

395K

417K

439K

462K

488K

$144M

Bank of New York Mellon Corp

224K

252K

520K

508K

484K

479K

$141M

CITIGROUP INC

459K

$135M

Jordan Park Group LLC

—

86K

347K

376K

408K

$120M

Apella Capital, LLC

35K

126K

209K

255K

285K

331K

$106M

RAYMOND JAMES FINANCIAL INC

273K

269K

290K

296K

299K

312K

$92M

Waverly Advisors, LLC

301K

298K

300K

299K

297K

$88M

Cerity Partners LLC

209K

186K

166K

165K

290K

$86M

Hilltop Partners LLC

271K

183K

247K

219K

249K

251K

$74M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	382	13,623,300	—	$4.0B
2025-Q4	377	13,708,660	—	$4.2B
2025-Q3	343	21,142,251	—	$3.8B
2025-Q2	334	12,519,543	—	$3.5B
2025-Q1	315	11,435,945	—	$2.9B
2024-Q4	314	11,164,314	—

Short interest has its own tab now — open SI →

VONE☆

Institutional ownership· 13F filers holding VONE · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding VONE · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

VONE