| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | $854.4M | 11.05M | Added | Q1 2026 |
| 2 | Advance Capital Management, Inc. | $288.0M | 3.72M | Added | Q1 2026 |
| 3 | Forvis Mazars Wealth Advisors, LLC | $158.7M | 2.05M | Added | Q1 2026 |
| 4 | ASSETMARK, INC | $107.2M | 1.38M | Added | Q1 2026 |
| 5 | Financial Engines Advisors L.L.C. | $76.0M | 982.7K | Added | Q1 2026 |
| 6 | BLB&B Advisors, LLC | $73.9M | 955.4K | Added | Q1 2026 |
| 7 | ALERUS FINANCIAL NA | $73.4M | 948.8K | Added | Q1 2026 |
| 8 | Orion Porfolio Solutions, LLC | $56.9M | 735.6K | Reduced | Q1 2026 |
| 9 | BOK Financial Private Wealth, Inc. | $47.3M | 610.7K | New | Q1 2026 |
| 10 | Envestnet Portfolio Solutions, Inc. | $41.4M | 534.4K | Added | Q1 2026 |
| 11 | Zhang Financial LLC | $40.7M | 525.4K | Added | Q1 2026 |
| 12 | HUB Investment Partners, LLC | $39.7M | 513.2K | Added | Q1 2026 |
| 13 | EVOLVE PRIVATE WEALTH, LLC | $36.1M | 466.9K | New | Q1 2026 |
| 14 | Meeder Advisory Services, Inc. | $35.1M | 453.1K | Added | Q1 2026 |
| 15 | NewEdge Wealth, LLC | $27.1M | 350.9K | Added | Q1 2026 |
| 16 | Acropolis Investment Management, LLC | $22.4M | 289.9K | Added | Q1 2026 |
| 17 | SCOTIA CAPITAL INC. | $18.6M | 240.1K | Added | Q1 2026 |
| 18 | Chicago Partners Investment Group LLC | $13.5M | 174.0K | New | Q1 2026 |
| 19 | Private Advisor Group, LLC | $12.7M | 164.7K | Added | Q1 2026 |
| 20 | PRINCIPAL SECURITIES, INC. | $10.4M | 135.0K | Added | Q1 2026 |
| 21 | NewEdge Advisors, LLC | $10.3M | 133.2K | New | Q1 2026 |
| 22 | CreativeOne Wealth, LLC | $9.4M | 121.5K | Added | Q1 2026 |
| 23 | MISSION WEALTH MANAGEMENT, LP | $8.1M | 104.4K | Added | Q1 2026 |
| 24 | MML INVESTORS SERVICES, LLC | $7.9M | 102.3K | Added | Q1 2026 |
| 25 | CITADEL ADVISORS LLC | $5.5M | 70.5K | Added | Q3 2025 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETFVTI | 74 funds | $15.6B |
| ISHARES TR CORE S&P500 ETFIVV | 74 funds | $13.5B |
| NVIDIA CORPORATION COMNVDA | 74 funds | $12.4B |
| VANGUARD S&P 500 ETFVOO | 74 funds | $11.3B |
| MICROSOFT CORP COMMSFT | 74 funds | $11.0B |
| VANGUARD INDEX FDS GROWTH ETFVUG | 74 funds | $6.3B |
| STATE STREET SPDR S&P 500 ETFSPY | 74 funds | $5.8B |
| VANGUARD VALUE ETFVTV | 74 funds | $5.5B |
| JPMORGAN CHASE &COJPM | 74 funds | $5.1B |
| BROADCOM LTD SHSAVGO | 74 funds | $5.0B |
| META PLATFORMS, INC. CLASS AMETA | 74 funds | $4.5B |
| ALPHABET INC CL CGOOG | 74 funds | $4.3B |
Ranked by how many of VCRB'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 VCRB. 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.