Signals

← Signals

☆VONE

392 in-universe funds with a nonzero position in VONE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#690
Score / z0.186 / 0.25
Consensus156.65 over 252 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+77% / 1.0d ⚡

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 371.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 249.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 245.1 0.0% 3 +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 240.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 229.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 164.4 17.8% 3 -1.4 pp -2.1 pp +17.8 pp +17.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 149.7 0.0% 3 -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 142.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 141.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 116.2 6.7% 3 +0.7 pp +5.2 pp +6.7 pp +6.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 92.3 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 88.1 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 76.8 19.8% 3 +0.0 pp -1.2 pp +19.8 pp +19.8 pp
☆Flower City Capital CIK 0001808394 0.859 49 73.6 37.5% 3 +0.2 pp +1.2 pp +37.5 pp +37.5 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 71.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 69.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 68.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 49.5 35.1% 3 -0.5 pp -0.9 pp +35.1 pp +35.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 48.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 43.3 4.0% 3 +0.0 pp -0.1 pp +4.0 pp +4.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 40.4 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 36.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 36.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 31.8 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 29.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.6 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 28.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 28.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 24.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 22.2 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 21.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 20.7 6.3% 3 +0.4 pp +0.6 pp +6.3 pp +6.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 20.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 20.4 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 20.1 1.5% 3 +0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 20.0 10.6% 3 -0.1 pp -0.5 pp +10.6 pp +10.6 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 19.2 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 16.4 2.2% 3 -0.0 pp -0.3 pp +2.2 pp +2.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 15.2 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 13.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 10.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 10.2 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 10.0 2.4% 3 -0.1 pp -0.4 pp +2.4 pp +2.4 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 9.9 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 9.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 9.3 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 8.9 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 8.6 3.1% 3 +1.0 pp +0.9 pp +3.1 pp +3.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 7.9 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 7.4 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 7.1 2.5% 1 +2.5 pp -0.1 pp +2.5 pp +2.5 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 7.0 3.6% 3 -0.6 pp -1.0 pp +3.6 pp +3.6 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 7.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 6.9 2.7% 3 -0.2 pp -0.2 pp +2.7 pp +2.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 6.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 5.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 5.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPWM LLC CIK 0001801101 0.514 98 5.0 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 4.9 1.0% 3 +0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 4.7 1.0% 3 +0.3 pp +0.6 pp +1.0 pp +1.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 4.7 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 4.3 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 3.6 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 3.0 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 2.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 2.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 2.5 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.4 1.7% 3 -0.1 pp -0.4 pp +1.7 pp +1.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 2.3 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 2.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.8 1.1% 3 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 1.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 1.6 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.6 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp -0.1 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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.2 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
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☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.1 pp -0.1 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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