| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | PGIM Custom Harvest LLC | $360.6M | 2.01M | Added | Q1 2026 |
| 2 | Beacon Capital Management, Inc. | $73.4M | 408.1K | New | Q1 2026 |
| 3 | ASSETMARK, INC | $61.7M | 342.9K | Added | Q1 2026 |
| 4 | KCM INVESTMENT ADVISORS LLC | $44.6M | 248.0K | Reduced | Q1 2026 |
| 5 | Empower Advisory Group, LLC | $43.0M | 239.3K | Reduced | Q1 2026 |
| 6 | Lido Advisors, LLC | $33.7M | 187.5K | Added | Q1 2026 |
| 7 | Ameritas Advisory Services, LLC | $17.6M | 97.8K | Reduced | Q1 2026 |
| 8 | CITADEL ADVISORS LLC | $9.0M | 50.3K | Added | Q1 2026 |
| 9 | AlphaCore Capital LLC | $8.7M | 48.2K | Reduced | Q1 2026 |
| 10 | Merit Financial Group, LLC | $6.2M | 34.6K | Added | Q1 2026 |
| 11 | Federation des caisses Desjardins du Quebec | $5.7M | 31.5K | Reduced | Q1 2026 |
| 12 | Retirement Planning Group, LLC | $5.3M | 29.4K | Added | Q1 2026 |
| 13 | Kestra Advisory Services, LLC | $4.5M | 25.2K | Added | Q1 2026 |
| 14 | PINNACLE ASSOCIATES LTD | $4.3M | 23.8K | Added | Q1 2026 |
| 15 | IEQ CAPITAL, LLC | $3.8M | 21.3K | Added | Q1 2026 |
| 16 | Atria Investments, Inc | $3.6M | 20.3K | Reduced | Q1 2026 |
| 17 | Advisors Capital Management, LLC | $3.6M | 19.8K | Added | Q1 2026 |
| 18 | U.S. Capital Wealth Advisors, LLC | $3.3M | 18.4K | Reduced | Q1 2026 |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.3M | 18.2K | Added | Q1 2026 |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | $3.2M | 17.9K | Reduced | Q1 2026 |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | $3.1M | 17.5K | Reduced | Q1 2026 |
| 22 | D.A. DAVIDSON & CO. | $3.1M | 17.1K | Added | Q1 2026 |
| 23 | Sanctuary Advisors, LLC | $2.8M | 15.6K | Added | Q1 2026 |
| 24 | BANK OF NOVA SCOTIA | $2.6M | 14.3K | Held | Q1 2026 |
| 25 | SCOTIA CAPITAL INC. | $2.5M | 14.0K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Broadcom LtdAVGO | 169 funds | $17.3B |
| Microsoft CorporationMSFT | 168 funds | $34.0B |
| Nvidia Corp ComNVDA | 167 funds | $45.9B |
| TATE STR SPDR S&P 500 ETF TSPY | 167 funds | $31.4B |
| Jpmorgan Chase & Co - USJPM | 167 funds | $15.9B |
| Meta Platforms, Inc.META | 167 funds | $14.9B |
| Lilly Eli & CompanyLLY | 167 funds | $9.3B |
| Exxon Mobil CorporationXOM | 167 funds | $8.7B |
| Visa Inc.V | 167 funds | $8.6B |
| Tesla, IncTSLA | 167 funds | $8.4B |
| Costco Wholesale CorporationCOST | 167 funds | $8.4B |
| Unitedhealth Group Inc - USUNH | 167 funds | $3.4B |
Ranked by how many of VOX'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 VOX. 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.