| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC. | $51.1M | 903.6K | Added | Q1 2026 |
| 2 | CITADEL ADVISORS LLC | $2.3M | 42.2K | Added | Q4 2025 |
| 3 | Trilogy Capital Inc. | $1.3M | 23.2K | Reduced | Q1 2026 |
| 4 | Dakota Wealth Management | $604K | 10.7K | Added | Q1 2026 |
| 5 | Private Advisor Group, LLC | $367K | 6.5K | Added | Q1 2026 |
| 6 | Rockefeller Capital Management L.P. | $64K | 1.2K | New | Q4 2025 |
| 7 | Steward Partners Investment Advisory, LLC | $57K | 1.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $3.2B |
| NVIDIA CORPORATIONNVDA | 6 funds | $2.9B |
| MICROSOFT CORPMSFT | 6 funds | $2.7B |
| STATE STR SPDR S&P 500 ETF TSPY | 6 funds | $2.6B |
| AMAZON COM INCAMZN | 6 funds | $2.1B |
| ALPHABET INCGOOGL | 6 funds | $2.0B |
| ISHARES TRIVV | 6 funds | $1.7B |
| INVESCO QQQ TRQQQ | 6 funds | $1.4B |
| BROADCOM INCAVGO | 6 funds | $1.4B |
| VANGUARD INDEX FDSVOO | 6 funds | $1.4B |
| JPMORGAN CHASE & CO.JPM | 6 funds | $1.2B |
| META PLATFORMS INCMETA | 6 funds | $1.2B |
Ranked by how many of VSMV'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 VSMV. 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.