| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Jordan Park Group LLC | $120.3M | 407.7K | Added | Q1 2026 |
| 2 | Apella Capital, LLC | $106.4M | 330.6K | Added | Q1 2026 |
| 3 | Waverly Advisors, LLC | $87.7M | 297.1K | Reduced | Q1 2026 |
| 4 | Beacon Pointe Advisors, LLC | $50.7M | 171.7K | Added | Q1 2026 |
| 5 | MAI Capital Management | $47.8M | 161.9K | Added | Q1 2026 |
| 6 | VANGUARD ADVISERS INC | $33.3M | 112.8K | New | Q1 2026 |
| 7 | Hirtle & Co., LLC | $27.9M | 94.5K | Added | Q1 2026 |
| 8 | EVOKE WEALTH, LLC | $26.6M | 90.2K | Reduced | Q1 2026 |
| 9 | CHOREO, LLC | $21.9M | 74.3K | Added | Q1 2026 |
| 10 | Pathstone Holdings, LLC | $19.6M | 66.4K | Reduced | Q1 2026 |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.0M | 63.8K | Reduced | Q1 2026 |
| 12 | NICOLET BANKSHARES INC | $13.3M | 45.2K | Added | Q1 2026 |
| 13 | MML INVESTORS SERVICES, LLC | $13.1M | 44.5K | Reduced | Q1 2026 |
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | $9.5M | 32.3K | Reduced | Q1 2026 |
| 15 | Capstone Financial Advisors, Inc. | $6.7M | 22.7K | Added | Q1 2026 |
| 16 | SouthState Bank Corp | $6.4M | 21.6K | Reduced | Q1 2026 |
| 17 | Savant Capital, LLC | $6.2M | 21.1K | Reduced | Q1 2026 |
| 18 | Zhang Financial LLC | $6.1M | 20.5K | Added | Q1 2026 |
| 19 | Aaron Wealth Advisors LLC | $5.3M | 18.1K | Reduced | Q1 2026 |
| 20 | FIRST MANHATTAN CO. LLC. | $5.3M | 17.9K | New | Q1 2026 |
| 21 | CBIZ Investment Advisory Services, LLC | $5.2M | 17.7K | Reduced | Q1 2026 |
| 22 | Gotham Asset Management, LLC | $5.1M | 17.4K | Reduced | Q1 2026 |
| 23 | REGIONS FINANCIAL CORP | $4.5M | 15.1K | Held | Q1 2026 |
| 24 | Arax Advisory Partners | $4.1M | 13.8K | Added | Q1 2026 |
| 25 | SAPIENT CAPITAL LLC | $3.9M | 13.2K | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 119 funds | $32.7B |
| TATE STR SPDR S&P 500 ETF TSPY | 119 funds | $25.1B |
| Apple IncAAPL | 118 funds | $37.1B |
| Microsoft CorpMSFT | 118 funds | $28.9B |
| iShares S&P 500 ETFIVV | 118 funds | $27.4B |
| Vanguard Total Stock Market ETFVTI | 118 funds | $21.8B |
| Amazon.com IncAMZN | 118 funds | $20.1B |
| LPHABET INCGOOG | 118 funds | $13.2B |
| Meta Platforms Inc Class AMETA | 118 funds | $10.3B |
| Exxon Mobil CorpXOM | 118 funds | $7.1B |
| Vanguard S&P 500 ETFVOO | 117 funds | $18.7B |
| GOOGLE INCGOOGL | 117 funds | $17.5B |
Ranked by how many of VONE's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VONE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.