| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $798.6M | 4.33M | Reduced | Q1 2026 |
| 2 | EP Wealth Advisors, LLC | $762.9M | 4.14M | Added | Q1 2026 |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $299.8M | 1.63M | New | Q1 2026 |
| 4 | Orgel Wealth Management, LLC | $165.7M | 899.1K | Added | Q1 2026 |
| 5 | Waverly Advisors, LLC | $97.7M | 529.9K | Reduced | Q1 2026 |
| 6 | McAdam, LLC | $65.2M | 354.0K | Added | Q1 2026 |
| 7 | Private Advisor Group, LLC | $54.5M | 295.7K | Added | Q1 2026 |
| 8 | CWM, LLC | $53.6M | 290.9K | Added | Q1 2026 |
| 9 | MML INVESTORS SERVICES, LLC | $44.5M | 241.7K | Reduced | Q1 2026 |
| 10 | HUB Investment Partners, LLC | $43.5M | 235.9K | Added | Q1 2026 |
| 11 | NewEdge Advisors, LLC | $36.6M | 198.6K | New | Q1 2026 |
| 12 | Summit Financial, LLC | $35.9M | 195.0K | Added | Q1 2026 |
| 13 | BLAIR WILLIAM & CO/IL | $32.7M | 177.6K | Added | Q1 2026 |
| 14 | Kestra Advisory Services, LLC | $30.3M | 164.2K | Added | Q1 2026 |
| 15 | Beacon Pointe Advisors, LLC | $29.3M | 159.2K | Added | Q1 2026 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.5M | 148.6K | Reduced | Q1 2026 |
| 17 | Mesirow Financial Investment Management, Inc. | $27.3M | 148.0K | Added | Q1 2026 |
| 18 | &PARTNERS | $26.1M | 141.4K | Added | Q1 2026 |
| 19 | STEPHENS INC /AR/ | $23.8M | 129.1K | Added | Q1 2026 |
| 20 | Equitable Holdings, Inc. | $23.2M | 130.9K | Reduced | Q1 2026 |
| 21 | Bryn Mawr Trust Advisors, LLC | $20.0M | 108.5K | Added | Q1 2026 |
| 22 | Advisory Alpha, LLC | $18.7M | 101.7K | Reduced | Q1 2026 |
| 23 | Chicago Partners Investment Group LLC | $17.3M | 89.9K | New | Q1 2026 |
| 24 | DAVENPORT & Co LLC | $16.1M | 87.3K | Added | Q1 2026 |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $15.3M | 83.2K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 280 funds | $42.3B |
| LPHABET INCGOOG | 280 funds | $19.9B |
| Jpmorgan Chase & Co - USJPM | 280 funds | $18.8B |
| Nvidia Corp ComNVDA | 279 funds | $50.7B |
| Apple Inc - USAAPL | 278 funds | $57.6B |
| Amazon.com IncAMZN | 278 funds | $30.5B |
| Lilly Eli & CompanyLLY | 278 funds | $13.1B |
| Exxon Mobil CorporationXOM | 278 funds | $11.2B |
| Johnson & JohnsonJNJ | 278 funds | $11.2B |
| Walmart Inc.WMT | 278 funds | $10.5B |
| TATE STR SPDR S&P 500 ETF TSPY | 277 funds | $37.3B |
| GOOGLE INCGOOGL | 277 funds | $27.4B |
Ranked by how many of VOE'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 VOE. 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.