| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $551.1M | 2.14M | Reduced | Q1 2026 |
| 2 | EP Wealth Advisors, LLC | $399.2M | 1.55M | Added | Q1 2026 |
| 3 | Truepoint, Inc. | $284.6M | 1.11M | Added | Q1 2026 |
| 4 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $139.2M | 541.1K | New | Q1 2026 |
| 5 | Waverly Advisors, LLC | $61.9M | 240.6K | Reduced | Q1 2026 |
| 6 | Orgel Wealth Management, LLC | $56.4M | 219.1K | Added | Q1 2026 |
| 7 | McAdam, LLC | $53.7M | 208.8K | Added | Q1 2026 |
| 8 | Private Advisor Group, LLC | $50.1M | 194.6K | Added | Q1 2026 |
| 9 | Kestra Advisory Services, LLC | $39.9M | 155.1K | Added | Q1 2026 |
| 10 | MML INVESTORS SERVICES, LLC | $39.7M | 154.3K | Reduced | Q1 2026 |
| 11 | BENJAMIN EDWARDS INC | $33.0M | 128.2K | Added | Q1 2026 |
| 12 | CWM, LLC | $31.1M | 121.0K | Reduced | Q1 2026 |
| 13 | Cassaday & Co Wealth Management LLC | $26.9M | 104.4K | Reduced | Q1 2026 |
| 14 | Wilmington Savings Fund Society, FSB | $25.2M | 98.0K | Reduced | Q1 2026 |
| 15 | Dakota Wealth Management | $25.1M | 97.7K | Added | Q1 2026 |
| 16 | Bryn Mawr Trust Advisors, LLC | $24.4M | 94.8K | Reduced | Q1 2026 |
| 17 | ASSOCIATED BANC-CORP | $23.8M | 92.7K | Added | Q1 2026 |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.2M | 88.8K | Reduced | Q1 2026 |
| 19 | Beacon Pointe Advisors, LLC | $22.8M | 88.7K | Added | Q1 2026 |
| 20 | NewEdge Advisors, LLC | $20.1M | 64.0K | New | Q1 2026 |
| 21 | MAI Capital Management | $19.8M | 77.1K | Added | Q1 2026 |
| 22 | IFP Advisors, Inc | $19.6M | 76.2K | New | Q1 2026 |
| 23 | &PARTNERS | $18.8M | 73.0K | Added | Q1 2026 |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $14.8M | 57.3K | New | Q1 2026 |
| 25 | Steward Partners Investment Advisory, LLC | $13.9M | 53.9K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 274 funds | $44.0B |
| LPHABET INCGOOG | 274 funds | $20.3B |
| Jpmorgan Chase & CoJPM | 274 funds | $18.9B |
| Johnson & JohnsonJNJ | 274 funds | $11.4B |
| The Home Depot IncHD | 274 funds | $7.0B |
| Exxon Mobil CorporationXOM | 273 funds | $11.4B |
| Walmart Inc.WMT | 273 funds | $10.5B |
| Cisco Systems IncCSCO | 273 funds | $5.3B |
| Apple Inc.AAPL | 272 funds | $58.3B |
| Nvidia Corp ComNVDA | 272 funds | $48.4B |
| TATE STR SPDR S&P 500 ETF TSPY | 272 funds | $36.4B |
| AmazoncomAMZN | 272 funds | $29.9B |
Ranked by how many of VOT'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 VOT. 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.