Signals

← Signals

☆VONE

477 in-universe funds with a nonzero position in VONE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#501
Score / z0.359 / 0.41
Consensus174.39 over 281 funds
Momentum-0.12 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-1%
Short interest+6% / 3.5d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 490.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 282.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 246.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 230.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 175.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 171.9 16.3% 5 +0.5 pp -1.5 pp -2.9 pp -3.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 163.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 160.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 155.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 146.5 7.4% 5 +1.0 pp +0.7 pp +1.4 pp +5.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 121.8 1.7% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 108.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 99.7 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 97.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 86.9 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 85.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Flower City Capital CIK 0001808394 0.859 49 82.7 36.4% 5 +0.8 pp -1.1 pp -0.9 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 75.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 72.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 62.9 27.9% 1 +27.9 pp +27.9 pp +27.9 pp +27.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 59.9 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 52.8 25.2% 5 -2.2 pp -9.9 pp -10.4 pp -10.8 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 50.9 4.0% 5 +0.2 pp -0.0 pp -0.0 pp -0.2 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 46.8 11.3% 5 -7.7 pp -8.4 pp -8.4 pp -9.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 42.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 41.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 38.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 37.9 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 35.8 1.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 32.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 28.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 27.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 26.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 25.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 25.6 6.7% 5 +0.0 pp +0.4 pp +0.8 pp +1.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 25.2 1.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 23.6 0.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 23.5 1.6% 5 +0.1 pp +0.1 pp +0.2 pp -0.2 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 22.8 10.8% 5 -0.0 pp +0.2 pp +0.1 pp -0.3 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 21.7 0.7% 3 +0.0 pp -0.9 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 21.2 2.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 18.1 2.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.1 0.2% 6 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 14.5 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 13.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 10.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 10.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 10.4 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 10.2 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 10.2 0.4% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 10.1 2.0% 5 -0.1 pp -0.4 pp -0.5 pp -0.8 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 10.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 9.7 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 9.3 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 9.0 2.6% 5 +0.0 pp -0.5 pp +0.5 pp +0.5 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 8.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 8.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 7.7 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 7.6 2.5% 3 +0.1 pp +0.0 pp +2.5 pp -0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 7.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 7.4 1.2% 5 +0.2 pp +0.2 pp +0.5 pp +0.8 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 7.3 2.3% 5 -0.3 pp -0.5 pp -0.7 pp -0.6 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 7.2 3.1% 5 -0.1 pp -0.4 pp -1.1 pp -1.5 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 7.2 3.0% 5 -0.1 pp +1.2 pp +1.1 pp +1.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 6.9 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.5 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 6.6 1.2% 5 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 6.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 6.0 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 5.7 1.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 5.5 0.9% 5 +0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 5.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 5.2 0.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 4.8 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 4.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 4.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.3 0.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 4.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.9 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.4 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 3.4 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 3.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 3.1 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 3.0 0.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 2.9 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 2.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 2.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 2.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.5 1.4% 5 -0.1 pp -0.3 pp -0.4 pp -0.7 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 2.5 2.6% 3 -0.1 pp -0.0 pp +2.6 pp +2.6 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.4 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 2.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.9 1.6% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 1.9 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -3.0 pp -3.1 pp -3.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.0 0.0% 0 +0.0 pp -1.9 pp -1.8 pp -1.6 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VONE). Qtrs Held counts distinct quarters this fund has actually held VONE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VONE position size. Δ columns are the percentage-point change in VONE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status