| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | WIT, LLC | $200.3M | 2.65M | New | Q1 2026 |
| 2 | Nicholas Hoffman & Company, LLC. | $178.9M | 2.37M | Added | Q1 2026 |
| 3 | Evanson Asset Management, LLC | $142.2M | 1.88M | Reduced | Q1 2026 |
| 4 | Elm Partners Management LLC | $139.4M | 1.84M | Added | Q1 2026 |
| 5 | SCS Capital Management LLC | $112.3M | 1.48M | Added | Q1 2026 |
| 6 | GREENHAVEN ASSOCIATES INC | $90.5M | 1.20M | Added | Q1 2026 |
| 7 | Apella Capital, LLC | $34.4M | 454.6K | Added | Q1 2026 |
| 8 | Garde Capital, Inc. | $22.9M | 302.8K | New | Q1 2026 |
| 9 | Cardinal Point Capital Management ULC | $20.7M | 273.1K | New | Q1 2026 |
| 10 | Symmetry Partners, LLC | $20.7M | 273.1K | Added | Q1 2026 |
| 11 | CreativeOne Wealth, LLC | $19.2M | 254.1K | Added | Q1 2026 |
| 12 | BENJAMIN EDWARDS INC | $12.5M | 165.9K | Reduced | Q1 2026 |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.8M | 130.0K | Added | Q1 2026 |
| 14 | GenTrust, LLC | $8.5M | 112.0K | Added | Q1 2026 |
| 15 | Cambria Investment Management, L.P. | $8.4M | 111.9K | New | Q1 2026 |
| 16 | Kingsview Wealth Management, LLC | $6.9M | 90.6K | Added | Q1 2026 |
| 17 | Cresset Asset Management, LLC | $6.8M | 90.2K | Reduced | Q1 2026 |
| 18 | First Pacific Advisors, LP | $6.8M | 90.2K | New | Q1 2026 |
| 19 | Greenspring Advisors, LLC | $6.4M | 84.9K | Added | Q1 2026 |
| 20 | CWA Asset Management Group, LLC | $6.4M | 84.5K | Added | Q1 2026 |
| 21 | Perigon Wealth Management, LLC | $6.3M | 83.7K | Added | Q1 2026 |
| 22 | NewEdge Wealth, LLC | $5.5M | 72.3K | Reduced | Q1 2026 |
| 23 | FLPUTNAM INVESTMENT MANAGEMENT CO | $5.1M | 67.3K | Reduced | Q1 2026 |
| 24 | Savant Capital, LLC | $4.9M | 64.3K | New | Q1 2026 |
| 25 | Sowell Financial Services LLC | $4.3M | 56.4K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 75 funds | $12.0B |
| JPMORGAN CHASE & CO.JPM | 75 funds | $7.2B |
| LPHABET INCGOOG | 75 funds | $7.2B |
| TESLA MTRS INCTSLA | 75 funds | $3.6B |
| APPLE INC COMAAPL | 74 funds | $20.3B |
| NVIDIA CORPORATION COMNVDA | 74 funds | $18.6B |
| MICROSOFT CORP COMMSFT | 74 funds | $15.0B |
| TATE STR SPDR S&P 500 ETF TSPY | 74 funds | $13.9B |
| GOOGLE INCGOOGL | 74 funds | $10.8B |
| BROADCOM INC COMAVGO | 74 funds | $7.0B |
| META PLATFORMS INC CL AMETA | 74 funds | $7.0B |
| VANGUARD TAX-MANAGED INTL FDVEA | 74 funds | $6.1B |
Ranked by how many of VBIL'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 VBIL. 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.