Signals

← Signals

☆VONV

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

Flow ranking

Rank#24958
Score / z-0.781 / -0.96
Consensus235.40 over 424 funds
Momentum-0.12 =

Price & positioning

224 cached closes, trailing year
Drawdown-1%
Short interest+2% / 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 ▾
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,529.9 0.6% 5 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,877.3 0.6% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 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 2,514.4 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 635.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 608.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆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 604.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 323.1 2.2% 4 +0.1 pp -0.2 pp -1.2 pp +2.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 294.3 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 293.9 9.6% 5 -0.5 pp +0.4 pp +1.1 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 254.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 251.2 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 193.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 187.9 0.1% 6 +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 180.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 168.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 163.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 132.3 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 131.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 116.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 110.0 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 103.8 5.3% 5 -0.6 pp +0.8 pp +0.9 pp -1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 100.7 0.6% 5 -0.3 pp +0.1 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 92.0 8.2% 5 -0.2 pp +0.1 pp +0.1 pp +0.3 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 79.7 13.6% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 74.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 74.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 73.7 11.5% 5 +0.0 pp +0.8 pp +1.5 pp +2.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 69.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 65.4 20.3% 5 -2.6 pp -1.7 pp -4.6 pp -5.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 59.6 3.5% 5 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 59.2 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 55.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 54.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 54.2 0.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 44.2 3.0% 5 +0.2 pp +0.4 pp +0.4 pp -0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 43.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 42.2 4.9% 4 +0.1 pp +0.5 pp +0.7 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 40.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 39.3 2.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 38.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 38.2 0.6% 1 +0.6 pp +0.1 pp -0.0 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 37.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 36.3 6.2% 5 +0.0 pp +0.3 pp +0.3 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 36.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 35.3 6.3% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 34.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 33.9 0.0% 6 +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 33.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 32.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 32.8 10.5% 5 +0.6 pp +0.6 pp +1.0 pp +1.2 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 30.2 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 29.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 29.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 28.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 28.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 28.3 1.5% 5 -0.0 pp -0.6 pp +0.2 pp +0.2 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 27.0 4.2% 5 +1.8 pp +1.8 pp +2.6 pp +2.6 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 26.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 26.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 25.2 2.7% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 23.1 2.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 22.3 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 22.2 0.6% 5 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 20.3 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 19.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 19.3 5.5% 4 -0.1 pp -0.1 pp +0.2 pp +5.5 pp
☆Balentine LLC CIK 0001586678 0.932 243 19.1 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 15.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 15.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 15.0 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 14.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 14.6 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 14.1 3.1% 5 -0.1 pp +0.2 pp +0.3 pp -0.3 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 13.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 13.4 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 13.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 13.3 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 12.3 2.5% 5 -0.2 pp -0.3 pp +0.1 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 11.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.8 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 10.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 10.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 10.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 10.2 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 9.7 3.5% 2 +1.9 pp +3.5 pp +3.5 pp +3.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 9.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 8.9 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -1.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 8.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 8.4 5.9% 4 -0.0 pp +0.1 pp +0.2 pp +5.9 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 7.9 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 7.7 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 7.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 7.1 1.4% 5 +0.2 pp +0.3 pp +0.6 pp +0.7 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 7.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 7.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 7.0 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 6.7 3.2% 5 -0.2 pp -0.1 pp +0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 6.4 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 6.2 0.5% 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 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 5.5 1.9% 5 -0.2 pp -0.6 pp -0.8 pp -1.8 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.479 66 5.4 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 5.1 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 5.1 1.1% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 5.1 1.5% 5 +0.0 pp +0.3 pp -0.0 pp -0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 5.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.0 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Optas, LLC CIK 0001802961 0.460 494 5.0 0.7% 5 -0.0 pp -0.1 pp -0.5 pp -1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 4.8 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 4.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 4.8 3.9% 5 +0.1 pp +0.2 pp +0.1 pp -0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.8 0.1% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 4.7 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 4.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.5 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 4.4 0.5% 5 -0.0 pp +0.0 pp +0.1 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.7 1.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.0 0.0% 0 -1.3 pp -1.0 pp -0.7 pp -0.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 0.0 0.0% 0 -7.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COOKE & BIELER LP CIK 0000024386 0.694 100 0.0 0.0% 0 +0.0 pp -0.1 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 -0.3 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 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
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 VONV). Qtrs Held counts distinct quarters this fund has actually held VONV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VONV position size. Δ columns are the percentage-point change in VONV'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