| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | $640.4M | 7.24M | Added | Q1 2026 |
| 2 | SCS Capital Management LLC | $56.9M | 642.9K | Reduced | Q1 2026 |
| 3 | NewEdge Advisors, LLC | $32.4M | 365.8K | New | Q1 2026 |
| 4 | Cresset Asset Management, LLC | $29.7M | 336.1K | Reduced | Q1 2026 |
| 5 | CHOREO, LLC | $27.1M | 306.2K | Added | Q1 2026 |
| 6 | Resonant Capital Advisors, LLC | $23.9M | 270.4K | Reduced | Q1 2026 |
| 7 | EASTERN BANK | $18.7M | 211.7K | Reduced | Q1 2026 |
| 8 | MML INVESTORS SERVICES, LLC | $17.7M | 200.1K | Reduced | Q1 2026 |
| 9 | Avantax Planning Partners, Inc. | $16.9M | 190.9K | Reduced | Q1 2026 |
| 10 | Private Advisor Group, LLC | $16.4M | 185.0K | Added | Q1 2026 |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.8M | 154.2K | Reduced | Q1 2026 |
| 12 | Rockefeller Capital Management L.P. | $12.6M | 138.1K | New | Q4 2025 |
| 13 | D.A. DAVIDSON & CO. | $10.4M | 117.5K | Added | Q1 2026 |
| 14 | Steward Partners Investment Advisory, LLC | $10.4M | 117.0K | Added | Q1 2026 |
| 15 | Kestra Advisory Services, LLC | $10.0M | 113.3K | Added | Q1 2026 |
| 16 | BLAIR WILLIAM & CO/IL | $8.6M | 97.2K | Reduced | Q1 2026 |
| 17 | IEQ CAPITAL, LLC | $7.5M | 84.8K | Added | Q1 2026 |
| 18 | LEAVELL INVESTMENT MANAGEMENT, INC. | $7.1M | 80.7K | Reduced | Q1 2026 |
| 19 | Apella Capital, LLC | $7.0M | 74.4K | New | Q1 2026 |
| 20 | Gotham Asset Management, LLC | $7.0M | 78.7K | Added | Q1 2026 |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | $6.2M | 70.1K | Reduced | Q1 2026 |
| 22 | Cornerstone Wealth Management, LLC | $5.8M | 65.9K | Reduced | Q1 2026 |
| 23 | Equitable Holdings, Inc. | $5.7M | 62.4K | Added | Q1 2026 |
| 24 | Ashton Thomas Private Wealth, LLC | $5.5M | 62.1K | Reduced | Q1 2026 |
| 25 | OPPENHEIMER & CO INC | $5.3M | 60.3K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 153 funds | $29.9B |
| Broadcom LimitedAVGO | 153 funds | $13.3B |
| Jpmorgan Chase & CoJPM | 153 funds | $12.4B |
| Procter & Gamble Co.PG | 153 funds | $4.0B |
| Nvidia Corp ComNVDA | 152 funds | $34.4B |
| LPHABET INCGOOG | 152 funds | $15.0B |
| Walmart Inc.WMT | 152 funds | $7.1B |
| Exxon Mobil CorporationXOM | 152 funds | $6.9B |
| Tesla Motors IncTSLA | 152 funds | $6.4B |
| Cisco Systems IncCSCO | 152 funds | $3.4B |
| Apple IncAAPL | 151 funds | $38.9B |
| TATE STR SPDR S&P 500 ETF TSPY | 151 funds | $28.0B |
Ranked by how many of VIGI'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 VIGI. 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.