| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $266.0M | 3.49M | New | Q1 2026 |
| 2 | Integrated Wealth Concepts LLC | $4.3M | 56.0K | New | Q1 2026 |
| 3 | TD Waterhouse Canada Inc. | $2.1M | 27.4K | Reduced | Q1 2026 |
| 4 | Robertson Stephens Wealth Management, LLC | $1.6M | 21.0K | Added | Q1 2026 |
| 5 | Sanctuary Advisors, LLC | $1.5M | 20.2K | Added | Q1 2026 |
| 6 | CITADEL ADVISORS LLC | $1.0M | 13.2K | New | Q1 2026 |
| 7 | Prospera Financial Services Inc | $836K | 11.0K | Held | Q1 2026 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $744K | 9.8K | Reduced | Q1 2026 |
| 9 | Kestra Advisory Services, LLC | $512K | 6.7K | Added | Q1 2026 |
| 10 | Focus Partners Advisor Solutions, LLC | $389K | 5.1K | Held | Q1 2026 |
| 11 | HBK Sorce Advisory LLC | $249K | 3.3K | Held | Q1 2026 |
| 12 | Aptus Capital Advisors, LLC | $234K | 3.1K | New | Q1 2026 |
| 13 | VANGUARD ADVISERS INC | $19K | 249 | New | Q1 2026 |
| 14 | CWM, LLC | $12K | 157 | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 14 funds | $8.3B |
| MICROSOFT CORPMSFT | 14 funds | $4.4B |
| JPMORGAN CHASE & CO.JPM | 14 funds | $2.4B |
| ALPHABET INCGOOG | 14 funds | $2.2B |
| STATE STREETSPY | 14 funds | $2.1B |
| META PLATFORMS INCMETA | 14 funds | $2.1B |
| ISHARES TRAGG | 14 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 14 funds | $1.6B |
| VANGUARD VALUEVTV | 14 funds | $1.1B |
| HOME DEPOT INCHD | 14 funds | $1.1B |
| MASTERCARD INCORPORATEDMA | 14 funds | $888.5M |
| ISHARES INCIEMG | 14 funds | $884.2M |
Ranked by how many of VSDB'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 VSDB. 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.