| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $415.7M | 8.85M | Added | Q1 2026 |
| 2 | TD PRIVATE CLIENT WEALTH LLC | $248.3M | 5.29M | Added | Q1 2026 |
| 3 | LINCOLN NATIONAL CORP | $178.0M | 3.79M | Added | Q1 2026 |
| 4 | Clearstead Advisors, LLC | $141.7M | 3.02M | Added | Q1 2026 |
| 5 | Valmark Advisers, Inc. | $74.7M | 1.59M | Added | Q1 2026 |
| 6 | CASTLEARK MANAGEMENT LLC | $69.9M | 1.49M | Reduced | Q1 2026 |
| 7 | Financial Engines Advisors L.L.C. | $65.4M | 1.39M | Reduced | Q1 2026 |
| 8 | Merit Financial Group, LLC | $63.6M | 1.35M | Added | Q1 2026 |
| 9 | NorthRock Partners, LLC | $44.9M | 957.1K | Reduced | Q1 2026 |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $41.5M | 885.9K | Added | Q1 2026 |
| 11 | SOFI WEALTH, LLC | $39.1M | 832.5K | Added | Q1 2026 |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $37.5M | 800.1K | Reduced | Q1 2026 |
| 13 | Envestnet Portfolio Solutions, Inc. | $33.9M | 723.0K | Reduced | Q1 2026 |
| 14 | MANNING & NAPIER ADVISORS LLC | $33.3M | 708.8K | Reduced | Q1 2026 |
| 15 | Kestra Investment Management, LLC | $32.7M | 696.1K | Added | Q1 2026 |
| 16 | Orion Porfolio Solutions, LLC | $32.0M | 682.2K | Added | Q1 2026 |
| 17 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $30.9M | 662.2K | Added | Q1 2026 |
| 18 | HBK Sorce Advisory LLC | $30.3M | 645.8K | Added | Q1 2026 |
| 19 | COURIER CAPITAL LLC | $25.7M | 547.6K | New | Q1 2026 |
| 20 | Acropolis Investment Management, LLC | $25.2M | 535.8K | Reduced | Q1 2026 |
| 21 | Baker Avenue Asset Management, LP | $23.6M | 503.5K | Added | Q1 2026 |
| 22 | SYON CAPITAL LLC | $22.9M | 487.3K | New | Q1 2026 |
| 23 | ST GERMAIN D J CO INC | $22.8M | 485.6K | Reduced | Q1 2026 |
| 24 | Jaffetilchin Investment Partners, LLC | $22.4M | 477.4K | Added | Q1 2026 |
| 25 | Hamilton Capital, LLC | $22.4M | 476.6K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 185 funds | $36.1B |
| Microsoft CorpMSFT | 185 funds | $30.4B |
| LPHABET INCGOOG | 185 funds | $14.3B |
| Exxon Mobil CorporationXOM | 185 funds | $8.1B |
| Amazon.com IncAMZN | 184 funds | $21.9B |
| Jpmorgan Chase & CoJPM | 184 funds | $13.1B |
| Lilly Eli & CompanyLLY | 184 funds | $8.0B |
| Visa Inc Class AV | 184 funds | $7.5B |
| Johnson & JohnsonJNJ | 184 funds | $7.3B |
| Chevron CorporationCVX | 184 funds | $5.1B |
| Home Depot IncHD | 184 funds | $4.9B |
| Procter & Gamble CoPG | 184 funds | $4.5B |
Ranked by how many of VMBS'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 VMBS. 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.