| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | $728.8M | 5.00M | Added | Q1 2026 |
| 2 | State of New Jersey Common Pension Fund D | $220.6M | 1.51M | Held | Q1 2026 |
| 3 | ASSETMARK, INC | $108.3M | 742.8K | Added | Q1 2026 |
| 4 | WIT, LLC | $96.0M | 658.5K | Held | Q1 2026 |
| 5 | Clark Capital Management Group, Inc. | $66.9M | 458.6K | Added | Q1 2026 |
| 6 | Advisory Alpha, LLC | $41.9M | 287.3K | Reduced | Q1 2026 |
| 7 | STATE STREET CORP | $39.7M | 272.4K | Reduced | Q1 2026 |
| 8 | Apella Capital, LLC | $26.9M | 167.9K | Reduced | Q1 2026 |
| 9 | Savant Capital, LLC | $25.6M | 175.6K | Reduced | Q1 2026 |
| 10 | Vontobel Holding Ltd. | $23.3M | 160.0K | Held | Q1 2026 |
| 11 | ASPIRIANT, LLC | $13.6M | 92.9K | Reduced | Q1 2026 |
| 12 | Lido Advisors, LLC | $12.2M | 83.6K | Added | Q1 2026 |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | $12.2M | 83.5K | Reduced | Q1 2026 |
| 14 | Modera Wealth Management, LLC | $11.8M | 80.8K | Reduced | Q1 2026 |
| 15 | CITADEL ADVISORS LLC | $11.3M | 79.5K | New | Q3 2025 |
| 16 | Texas Yale Capital Corp. | $11.1M | 75.8K | Added | Q1 2026 |
| 17 | Valmark Advisers, Inc. | $10.7M | 73.4K | Added | Q1 2026 |
| 18 | Beacon Pointe Advisors, LLC | $10.5M | 71.8K | Reduced | Q1 2026 |
| 19 | Cambria Investment Management, L.P. | $10.1M | 69.5K | Added | Q1 2026 |
| 20 | MAI Capital Management | $9.2M | 63.0K | Reduced | Q1 2026 |
| 21 | Checchi Capital Advisers, LLC | $9.2M | 62.8K | Reduced | Q1 2026 |
| 22 | EXENCIAL WEALTH ADVISORS, LLC | $8.3M | 57.0K | Reduced | Q1 2026 |
| 23 | Rockefeller Capital Management L.P. | $8.1M | 56.3K | New | Q4 2025 |
| 24 | Sequoia Financial Advisors, LLC | $6.4M | 44.2K | Reduced | Q1 2026 |
| 25 | PRINCIPAL SECURITIES, INC. | $6.4M | 44.1K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| LPHABET INCGOOG | 190 funds | $70.5B |
| JPMorgan Chase & CoJPM | 190 funds | $53.2B |
| Microsoft CorpMSFT | 189 funds | $154.5B |
| Exxon Mobil CorpXOM | 189 funds | $45.9B |
| THE PROCTER & GAMBLE COPG | 189 funds | $20.4B |
| Apple IncAAPL | 188 funds | $202.1B |
| Amazon.Com IncAMZN | 188 funds | $108.8B |
| Johnson & JohnsonJNJ | 188 funds | $45.0B |
| Chevron CorpCVX | 188 funds | $38.4B |
| Cisco Systems IncCSCO | 188 funds | $19.9B |
| Nvidia CorpNVDA | 187 funds | $215.2B |
| GOOGLE INCGOOGL | 187 funds | $92.7B |
Ranked by how many of VSS'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 VSS. 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.