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VONE Holdings Changes image
This page summarizes the VONE holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether VONE is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing VONE Share Count
Citigroup Inc. 207 16,351 +16,144 +7799.03%
Northwestern Mutual Wealth Management Co. 83 1,335 +1,252 +1508.43%
Austin Private Wealth LLC 30,806 338,285 +307,479 +998.11%
Arkadios Wealth Advisors 100 725 +625 +625.00%
Beacon Pointe Advisors LLC 2,000 13,297 +11,297 +564.85%
Comerica Bank 8,425 28,339 +19,914 +236.37%
Rockefeller Capital Management L.P. 482 1,146 +664 +137.76%
Jane Street Group LLC 7,994 15,832 +7,838 +98.05%
Truist Financial Corp 6,795 12,537 +5,742 +84.50%
Private Advisor Group LLC 4,773 8,716 +3,943 +82.61%
Foster & Motley Inc. 6,221 10,729 +4,508 +72.46%
Envestnet Asset Management Inc. 75,514 102,540 +27,026 +35.79%
Cambridge Associates LLC MA ADV 75,185 95,423 +20,238 +26.92%
Colony Group LLC 25,750 32,528 +6,778 +26.32%
Cetera Advisor Networks LLC 9,322 11,622 +2,300 +24.67%
Morgan Stanley 31,184 38,866 +7,682 +24.63%
Keybank National Association OH 47,023 58,132 +11,109 +23.62%
Susquehanna International Group LLP 19,470 23,730 +4,260 +21.88%
HighTower Advisors LLC 28,993 34,924 +5,931 +20.46%
Raymond James Financial Services Advisors Inc. 16,754 19,907 +3,153 +18.82%
Bank of New York Mellon Corp 5,450 6,236 +786 +14.42%
National Asset Management Inc. 2,536 2,877 +341 +13.45%
Avantax Advisory Services Inc. 54,425 61,547 +7,122 +13.09%
Sequoia Financial Advisors LLC 1,831 2,066 +235 +12.83%
Cetera Advisors LLC 15,035 16,640 +1,605 +10.68%
MML Investors Services LLC 2,116 2,279 +163 +7.70%
UBS Group AG 382,588 404,759 +22,171 +5.80%
Bank of America Corp DE 155,483 162,985 +7,502 +4.82%
Lpwm LLC 6,918 7,190 +272 +3.93%
JPMorgan Chase & Co. 2,096 2,117 +21 +1.00%
Sontag Advisory LLC 3,842 3,858 +16 +0.42%
Alerus Financial NA 52,288 52,414 +126 +0.24%
PNC Financial Services Group Inc. 752 753 +1 +0.13%
JFS Wealth Advisors LLC 4,131 4,133 +2 +0.05%
Pathstone Family Office LLC 7,662 7,664 +2 +0.03%
13F Filers Reporting New Positions In VONE
Proequities Inc. 0 0 UNCH 100%
IFP Advisors Inc 0 0 UNCH 100%
M&T Bank Corp 0 14,881 +14,881 +100%
First Manhattan Co. 0 850 +850 +100%
MAI Capital Management 0 36,155 +36,155 +100%
Investment Partners LTD. 0 1,795 +1,795 +100%
M&R Capital Management Inc. 0 510 +510 +100%
WASHINGTON TRUST Co 0 237 +237 +100%
Veritable L.P. 0 21,175 +21,175 +100%
Geller Advisors LLC 0 3,096 +3,096 +100%
Welch Group LLC 0 5,207 +5,207 +100%
Captrust Financial Advisors 0 570 +570 +100%
Allworth Financial LP 0 8,828 +8,828 +100%
Empirical Finance LLC 0 4,243 +4,243 +100%
Arbor Investment Advisors LLC 0 8,262 +8,262 +100%
Abacus Planning Group Inc. 0 6,416 +6,416 +100%
Wealth Enhancement Advisory Services LLC 0 269,255 +269,255 +100%
Trexquant Investment LP 0 7,620 +7,620 +100%
Domani Wealth LLC 0 15,058 +15,058 +100%
Paracle Advisors LLC 0 18,330 +18,330 +100%
Advisor Group Holdings Inc. 0 5,352 +5,352 +100%
AlphaCore Capital LLC 0 410 +410 +100%
Prime Capital Investment Advisors LLC 0 330 +330 +100%
CFM Wealth Partners LLC 0 244 +244 +100%
Wealth CMT 0 42,426 +42,426 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 1,600 1,600 UNCH 0.00%
Huntington National Bank 1 1 UNCH 0.00%
Northern Trust Corp 73,289 73,289 UNCH 0.00%
Blair William & Co. IL 5,337 5,337 UNCH 0.00%
QCI Asset Management Inc. NY 665 665 UNCH 0.00%
Ameritas Investment Company LLC 221 221 UNCH 0.00%
MUFG Americas Holdings Corp 202 202 UNCH 0.00%
Raymond James Trust N.A. 4,796 4,796 UNCH 0.00%
Daido Life Insurance Co. 1,338,490 1,338,490 UNCH 0.00%
Farmers & Merchants Investments Inc. 100 100 UNCH 0.00%
Regions Financial Corp 16,747 16,747 UNCH 0.00%
AdvisorNet Financial Inc 4 4 UNCH 0.00%
Ancora Advisors LLC 801 801 UNCH 0.00%
Neuberger Berman Group LLC 17,562 17,562 UNCH 0.00%
CWM LLC 109 109 UNCH 0.00%
Creative Planning 9,992 9,992 UNCH 0.00%
Lakeview Capital Partners LLC 325 325 UNCH 0.00%
Steward Partners Investment Advisory LLC 165 165 UNCH 0.00%
Private Capital Group LLC 90 90 UNCH 0.00%
Selective Wealth Management Inc. 1,761 1,761 UNCH 0.00%
13F Filers Decreasing VONE Share Count
Tower Research Capital LLC TRC 3,571 1,023 -2,548 -71.35%
Starfire Investment Advisers Inc. 15,595 9,705 -5,890 -37.77%
BlackRock Inc. 70 51 -19 -27.14%
Wealthcare Advisory Partners LLC 117 102 -15 -12.82%
Opus Capital Group LLC 23,085 20,157 -2,928 -12.68%
NEXT Financial Group Inc 186,163 164,996 -21,167 -11.37%
LPL Financial LLC 65,068 58,148 -6,920 -10.64%
Newport Wealth Strategies Inc. 19,576 17,562 -2,014 -10.29%
Emerald Investment Partners LLC 3,594 3,239 -355 -9.88%
Royal Bank of Canada 35,168 31,849 -3,319 -9.44%
Wells Fargo & Company MN 41,941 38,433 -3,508 -8.36%
Brown Advisory Inc. 4,924 4,599 -325 -6.60%
Strategic Wealth Advisors Group LLC 12,217 11,462 -755 -6.18%
Ameriprise Financial Inc. 17,561 16,495 -1,066 -6.07%
Raymond James & Associates 101,573 97,970 -3,603 -3.55%
Cordatus Wealth Management LLC 3,531 3,429 -102 -2.89%
Prospera Financial Services Inc 4,115 3,999 -116 -2.82%
Stifel Financial Corp 7,839 7,626 -213 -2.72%
Eagle Ridge Investment Management 1,829 1,803 -26 -1.42%
Warren Averett Asset Management LLC 322,493 318,422 -4,071 -1.26%
Bridgeworth LLC 11,741 11,627 -114 -0.97%
Commonwealth Equity Services LLC 22,872 22,699 -173 -0.76%
First Republic Investment Management Inc. 6,001 5,975 -26 -0.43%
Mitchell Mcleod Pugh & Williams Inc. 9,469 9,439 -30 -0.32%
FMR LLC 495 494 -1 -0.20%
Hapanowicz & Associates Financial Services Inc 16,315 16,306 -9 -0.06%
13F Filers Exiting VONE
Eudaimonia Partners LLC 197 0 -197 -100.00%
Archer Investment Corp 35 0 -35 -100.00%
Coastal Investment Advisors Inc. 157 0 -157 -100.00%
VisionPoint Advisory Group LLC 1,360 0 -1,360 -100.00%
Ambassador Advisors LLC 8 0 -8 -100.00%
Telemus Capital LLC 11,520 0 -11,520 -100.00%
Berkshire Money Management Inc. 18,130 0 -18,130 -100.00%
Chevy Chase Trust Holdings Inc. 653 0 -653 -100.00%
Citadel Advisors LLC 10,978 0 -10,978 -100.00%
Cambridge Investment Research Advisors Inc. 3,538 0 -3,538 -100.00%
Cambridge Trust Co. 2,395 0 -2,395 -100.00%
Renaissance Technologies LLC 1,600 0 -1,600 -100.00%
Bank of Montreal Can 113 0 -113 -100.00%
Pitcairn Co. 1,358 0 -1,358 -100.00%

See Summary: Institutional Holders of VONE
See Details: Top 10 Hedge Funds Holding VONE

VONE Holdings Changes | www.HoldingsChannel.com

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