AI Holders Summary · Q2 2026

430 institutions reported VONE in Q2 2026. MORGAN STANLEY leads at 15.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$490M1.4M0.03%Q2 2026 02

AMERIPRISE FINANCIAL INC

CIK 0000820027

$283M835K0.06%Q2 2026 03

FMR LLC

CIK 0000315066

$246M728K0.01%Q2 2026 04

UBS Group AG

CIK 0001610520

$230M680K0.03%Q2 2026 05

STIFEL FINANCIAL CORP

CIK 0000720672

$176M519K0.15%Q2 2026 06

RED CEDAR INVESTMENT MANAGEMENT, LLC

CIK 0001734398

$172M507K16.28%Q2 2026 07

Bank of New York Mellon Corp

CIK 0001390777

$164M483K0.03%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$160M473K0.01%Q2 2026 09

CITIGROUP INC

CIK 0000831001

$156M459K0.05%Q2 2026 10

Jordan Park Group LLC

CIK 0001707975

$146M432K7.43%Q2 2026 11

Apella Capital, LLC

CIK 0001801507

$122M360K1.72%Q2 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$109M321K0.03%Q2 2026 13

Waverly Advisors, LLC

CIK 0001568787

$100M294K0.58%Q2 2026 14

Cerity Partners LLC

CIK 0001566475

$97M288K0.12%Q2 2026 15

MAI Capital Management

CIK 0001040197

$87M257K0.33%Q2 2026 16

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$85M251K0.02%Q2 2026 17

Flower City Capital

CIK 0001808394

$83M244K36.40%Q2 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$76M224K0.01%Q2 2026 19

Summit Trail Advisors, LLC

CIK 0001698478

$72M213K0.91%Q2 2026 20

Colter Lewis Investment Partners LLC

CIK 0002107902

$63M186K27.94%Q2 2026

Page 1 of 22

410 more holders available. Log in →