| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $124.8M | 1.09M | Added | Q1 2026 |
| 2 | Pathstone Holdings, LLC | $40.6M | 353.9K | Added | Q1 2026 |
| 3 | Savant Capital, LLC | $23.3M | 202.9K | Reduced | Q1 2026 |
| 4 | AdvisorNet Financial, Inc | $16.1M | 140.3K | Added | Q1 2026 |
| 5 | MAI Capital Management | $7.8M | 68.1K | Added | Q1 2026 |
| 6 | Visionary Wealth Advisors | $6.4M | 55.3K | Added | Q1 2026 |
| 7 | SCS Capital Management LLC | $5.5M | 47.7K | Reduced | Q1 2026 |
| 8 | MML INVESTORS SERVICES, LLC | $5.5M | 47.6K | Added | Q1 2026 |
| 9 | Rockefeller Capital Management L.P. | $5.2M | 47.1K | New | Q4 2025 |
| 10 | Private Advisor Group, LLC | $4.8M | 41.7K | Added | Q1 2026 |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC | $4.6M | 40.0K | Added | Q1 2026 |
| 12 | EP Wealth Advisors, LLC | $4.1M | 36.1K | Reduced | Q1 2026 |
| 13 | BLAIR WILLIAM & CO/IL | $4.1M | 35.8K | Added | Q1 2026 |
| 14 | HBK Sorce Advisory LLC | $3.6M | 28.4K | Reduced | Q1 2026 |
| 15 | Valmark Advisers, Inc. | $3.4M | 29.4K | Reduced | Q1 2026 |
| 16 | REBALANCE, LLC | $3.0M | 25.8K | Reduced | Q1 2026 |
| 17 | Lido Advisors, LLC | $2.9M | 25.7K | Added | Q1 2026 |
| 18 | Kestra Advisory Services, LLC | $2.8M | 24.7K | Added | Q1 2026 |
| 19 | Geneos Wealth Management Inc. | $2.6M | 23.6K | New | Q4 2025 |
| 20 | Capital Asset Advisory Services LLC | $2.5M | 19.8K | Reduced | Q1 2026 |
| 21 | PFG Advisors | $2.4M | 20.5K | Reduced | Q1 2026 |
| 22 | Clearstead Advisors, LLC | $2.1M | 18.3K | Added | Q1 2026 |
| 23 | Pinnacle Financial Partners, Inc. | $1.9M | 16.9K | Reduced | Q1 2026 |
| 24 | Steward Partners Investment Advisory, LLC | $1.9M | 16.7K | Added | Q1 2026 |
| 25 | NewEdge Wealth, LLC | $1.8M | 16.1K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| iShares S&P 500 ETFIVV | 104 funds | $30.3B |
| Microsoft CorpMSFT | 104 funds | $21.9B |
| Apple IncAAPL | 103 funds | $29.2B |
| Vanguard S&P 500 ETFVOO | 103 funds | $17.6B |
| LPHABET INCGOOG | 103 funds | $10.8B |
| JPMorgan Chase & CoJPM | 103 funds | $10.0B |
| Johnson & JohnsonJNJ | 103 funds | $5.6B |
| iShares MSCI EAFE ETFEFA | 103 funds | $2.5B |
| Pepsico IncPEP | 103 funds | $2.1B |
| Nvidia CorpNVDA | 102 funds | $28.3B |
| TATE STR SPDR S&P 500 ETF TSPY | 102 funds | $25.5B |
| Vanguard Total Stock Market ETFVTI | 102 funds | $18.9B |
Ranked by how many of VIOO'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 VIOO. 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.