| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $394.8M | 1.37M | New | Q1 2026 |
| 2 | Nicholas Hoffman & Company, LLC. | $340.6M | 1.19M | Added | Q1 2026 |
| 3 | REGIONS FINANCIAL CORP | $303.2M | 1.06M | Added | Q1 2026 |
| 4 | Midwest Trust Co | $295.1M | 1.03M | Added | Q1 2026 |
| 5 | Beacon Pointe Advisors, LLC | $213.1M | 742.2K | Added | Q1 2026 |
| 6 | Clearstead Advisors, LLC | $203.8M | 709.7K | Added | Q1 2026 |
| 7 | Rockefeller Capital Management L.P. | $200.1M | 689.5K | New | Q4 2025 |
| 8 | Joel Isaacson & Co., LLC | $136.5M | 475.3K | Added | Q1 2026 |
| 9 | Bleakley Financial Group, LLC | $135.8M | 472.7K | Added | Q1 2026 |
| 10 | CULLEN/FROST BANKERS, INC. | $126.9M | 442.0K | Added | Q1 2026 |
| 11 | Chicago Partners Investment Group LLC | $123.8M | 1.62M | New | Q1 2026 |
| 12 | Catalyst Capital Advisors LLC | $121.0M | 421.2K | Added | Q1 2026 |
| 13 | Equitable Holdings, Inc. | $109.1M | 375.9K | Added | Q1 2026 |
| 14 | Kestra Advisory Services, LLC | $105.1M | 366.0K | Added | Q1 2026 |
| 15 | COUNTRY TRUST BANK | $102.2M | 356.0K | Added | Q1 2026 |
| 16 | Waverly Advisors, LLC | $102.1M | 355.4K | Added | Q1 2026 |
| 17 | MML INVESTORS SERVICES, LLC | $96.3M | 335.5K | Reduced | Q1 2026 |
| 18 | Cresset Asset Management, LLC | $94.6M | 329.6K | Reduced | Q1 2026 |
| 19 | NewEdge Advisors, LLC | $90.6M | 315.5K | New | Q1 2026 |
| 20 | Capital Asset Advisory Services LLC | $78.7M | 1.02M | Added | Q1 2026 |
| 21 | &PARTNERS | $77.6M | 270.3K | Added | Q1 2026 |
| 22 | ASSETMARK, INC | $77.5M | 269.9K | Reduced | Q1 2026 |
| 23 | ASSOCIATED BANC-CORP | $72.8M | 253.5K | Added | Q1 2026 |
| 24 | DAVENPORT & Co LLC | $64.5M | 224.4K | Added | Q1 2026 |
| 25 | Private Advisor Group, LLC | $60.2M | 209.8K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 402 funds | $76.4B |
| Microsoft CorporationMSFT | 402 funds | $62.1B |
| Apple Inc.AAPL | 401 funds | $79.5B |
| Lilly Eli & CompanyLLY | 401 funds | $17.3B |
| Amazon.com IncAMZN | 400 funds | $44.1B |
| Jpmorgan Chase & Co - USJPM | 400 funds | $26.7B |
| Johnson & JohnsonJNJ | 400 funds | $18.4B |
| ISHARES TRXOM | 400 funds | $14.9B |
| LPHABET INCGOOG | 399 funds | $29.4B |
| Meta Platforms, Inc.META | 399 funds | $23.4B |
| Visa Inc.V | 399 funds | $15.8B |
| ISHARES TRCOST | 398 funds | $14.5B |
Ranked by how many of VO'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 VO. 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.