Signals

← Signals

☆VONV

655 in-universe funds with a nonzero position in VONV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#398
Score / z0.549 / 0.48
Consensus219.65 over 391 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 2,935.1 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,451.5 0.7% 4 +0.4 pp +0.4 pp +0.4 pp +0.7 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 2,155.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 618.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 542.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 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 538.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 280.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 278.4 10.2% 4 +0.9 pp +1.7 pp +1.0 pp +10.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 222.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 221.4 2.1% 3 -0.3 pp -1.4 pp +2.1 pp +2.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 210.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 170.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 147.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 145.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 139.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 139.4 0.9% 4 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 128.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 111.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 110.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 101.9 5.9% 4 +1.4 pp +1.5 pp -0.5 pp +5.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 97.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 90.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 85.9 8.4% 4 +0.3 pp +0.3 pp +0.5 pp +8.4 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 70.3 13.4% 4 +0.3 pp +0.4 pp +0.5 pp +13.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 64.9 11.5% 4 +0.8 pp +1.4 pp +2.7 pp +11.5 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.769 37 57.7 23.0% 4 +0.9 pp -2.0 pp -2.4 pp +23.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 52.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 51.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 51.0 3.1% 4 +2.1 pp +2.1 pp +2.1 pp +3.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 50.0 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 48.0 0.8% 4 +0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 47.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 42.7 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 42.5 0.0% 4 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 39.4 4.8% 3 +0.3 pp +0.6 pp +4.8 pp +4.8 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 37.4 2.9% 4 +0.2 pp +0.3 pp -0.5 pp +2.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 35.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 35.2 2.9% 4 +0.1 pp +0.1 pp +0.1 pp +2.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 35.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 33.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 31.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 31.5 6.2% 4 +0.3 pp +0.3 pp -0.0 pp +6.2 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 31.3 6.2% 4 +0.1 pp +0.3 pp +0.4 pp +6.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 28.7 9.9% 4 +0.0 pp +0.4 pp +0.7 pp +9.9 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 26.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 26.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 25.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 25.5 1.5% 4 -0.6 pp +0.2 pp +0.2 pp +1.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 23.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 22.1 2.8% 4 +0.1 pp +0.1 pp -0.1 pp +2.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 20.5 2.0% 4 -0.0 pp -0.1 pp -0.1 pp +2.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 20.2 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Balentine LLC CIK 0001586678 0.932 243 16.9 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 15.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 15.3 5.6% 3 +0.0 pp +0.3 pp +5.6 pp +5.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 13.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 13.1 1.1% 4 +0.0 pp -0.0 pp +0.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 12.3 3.2% 4 +0.3 pp +0.4 pp -0.2 pp +3.2 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 12.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 12.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 12.2 2.4% 4 +0.0 pp +0.8 pp +0.8 pp +2.4 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 12.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 11.8 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 10.6 2.7% 4 -0.1 pp +0.3 pp +0.2 pp +2.7 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 10.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 9.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 9.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 9.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 7.4 5.9% 3 +0.1 pp +0.2 pp +5.9 pp +5.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 7.1 0.9% 4 -0.0 pp -0.0 pp -0.9 pp +0.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 6.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 6.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 6.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 6.1 1.3% 4 +0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 5.9 3.4% 4 +0.1 pp +0.3 pp +0.1 pp +3.4 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 5.8 1.2% 4 +0.1 pp +0.4 pp +0.5 pp +1.2 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 5.7 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 5.6 2.1% 4 -0.5 pp -0.6 pp -1.6 pp +2.1 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 5.5 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 5.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 4.8 0.7% 4 -0.0 pp -0.5 pp -1.1 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.8 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.478 66 4.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 4.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 4.4 1.5% 4 +0.2 pp -0.1 pp -0.1 pp +1.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.3 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 4.2 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 4.2 3.9% 4 +0.2 pp +0.0 pp -0.3 pp +3.9 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 4.2 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 3.9 1.4% 5 +0.2 pp +0.6 pp +0.8 pp +1.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.8 0.5% 4 +0.1 pp +0.1 pp -0.3 pp +0.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 3.8 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.8 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 3.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 3.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 3.4 2.2% 3 +0.9 pp +0.0 pp +2.2 pp +2.2 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 2.9 2.3% 3 +0.2 pp +0.4 pp +2.3 pp +2.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 2.7 1.6% 6 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
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☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.5 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Embree Financial Group CIK 0002020860 0.466 283 2.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 2.2 1.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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☆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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 1.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kelsey Financial, LLC CIK 0002022609 0.607 65 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Addison Advisors LLC CIK 0001843745 0.131 707 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.762 87 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Affiance Financial, LLC CIK 0001723681 0.836 110 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
☆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
☆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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆COOKE & BIELER LP CIK 0000024386 0.694 100 0.0 0.0% 0 -0.1 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 -0.1 pp -0.1 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
☆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
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 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 -0.1 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆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
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 -0.6 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
☆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
☆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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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