| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | $31.2M | 306.7K | Reduced | Q1 2026 |
| 2 | Concurrent Investment Advisors, LLC | $19.5M | 192.1K | Added | Q1 2026 |
| 3 | CAPITAL ADVISORS INC/OK | $15.3M | 150.8K | Added | Q1 2026 |
| 4 | Gallagher Fiduciary Advisors, LLC | $14.7M | 144.7K | Reduced | Q1 2026 |
| 5 | Atria Investments, Inc | $14.5M | 142.5K | Reduced | Q1 2026 |
| 6 | Savant Capital, LLC | $12.1M | 119.1K | New | Q1 2026 |
| 7 | FIRST MANHATTAN CO. LLC. | $12.1M | 118.7K | New | Q1 2026 |
| 8 | CWM, LLC | $7.4M | 72.7K | Reduced | Q1 2026 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.2M | 61.2K | Reduced | Q1 2026 |
| 10 | Pathstone Holdings, LLC | $5.9M | 57.8K | Reduced | Q1 2026 |
| 11 | Mutual Advisors, LLC | $5.8M | 56.8K | Added | Q1 2026 |
| 12 | D.A. DAVIDSON & CO. | $5.3M | 52.4K | Added | Q1 2026 |
| 13 | EVERGREEN CAPITAL MANAGEMENT LLC | $4.2M | 41.3K | Reduced | Q1 2026 |
| 14 | EXENCIAL WEALTH ADVISORS, LLC | $3.1M | 30.9K | Added | Q1 2026 |
| 15 | CITADEL ADVISORS LLC | $2.6M | 27.6K | New | Q3 2025 |
| 16 | EP Wealth Advisors, LLC | $2.6M | 25.1K | Reduced | Q1 2026 |
| 17 | Diversified Enterprises, LLC | $2.2M | 21.4K | New | Q1 2026 |
| 18 | Composition Wealth, LLC | $1.7M | 16.2K | Held | Q1 2026 |
| 19 | Private Advisor Group, LLC | $1.5M | 15.1K | Reduced | Q1 2026 |
| 20 | MML INVESTORS SERVICES, LLC | $1.2M | 11.8K | Reduced | Q1 2026 |
| 21 | Focus Partners Advisor Solutions, LLC | $1.2M | 11.8K | Added | Q1 2026 |
| 22 | Envestnet Portfolio Solutions, Inc. | $1.1M | 10.6K | Reduced | Q1 2026 |
| 23 | ASSETMARK, INC | $1.0M | 9.9K | Added | Q1 2026 |
| 24 | Waverly Advisors, LLC | $953K | 9.4K | Added | Q1 2026 |
| 25 | HB Wealth Management, LLC | $882K | 8.7K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Vanguard Total Stock Market ETFVTI | 59 funds | $18.5B |
| Apple IncAAPL | 59 funds | $18.0B |
| iShares S&P 500 ETFIVV | 59 funds | $16.1B |
| Microsoft CorpMSFT | 59 funds | $14.5B |
| NVIDIA CorpNVDA | 59 funds | $14.2B |
| Vanguard S&P 500 ETFVOO | 59 funds | $10.9B |
| TATE STR SPDR S&P 500 ETF TSPY | 59 funds | $10.0B |
| Amazon Com IncAMZN | 59 funds | $9.6B |
| Vanguard Growth ETFVUG | 59 funds | $7.3B |
| LPHABET INCGOOG | 59 funds | $7.2B |
| Vanguard Value ETFVTV | 59 funds | $6.7B |
| Vanguard FTSE Developed Markets ETFVEA | 59 funds | $6.3B |
Ranked by how many of VIOV'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 VIOV. 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.