| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | LINCOLN NATIONAL CORP | $133.0M | 462.6K | Added | Q1 2026 |
| 2 | Callan Family Office, LLC | $64.0M | 222.6K | Reduced | Q1 2026 |
| 3 | Fund Evaluation Group, LLC | $25.1M | 87.1K | Added | Q1 2026 |
| 4 | Diversified Trust Co | $23.1M | 80.2K | Added | Q1 2026 |
| 5 | OpenArc Corporate Advisory, LLC | $19.1M | 66.3K | Reduced | Q1 2026 |
| 6 | Gotham Asset Management, LLC | $15.2M | 52.9K | Added | Q1 2026 |
| 7 | NewEdge Advisors, LLC | $14.5M | 50.5K | New | Q1 2026 |
| 8 | AlphaCore Capital LLC | $13.7M | 47.8K | Added | Q1 2026 |
| 9 | MML INVESTORS SERVICES, LLC | $11.1M | 38.8K | Added | Q1 2026 |
| 10 | Beacon Pointe Advisors, LLC | $10.3M | 35.7K | Reduced | Q1 2026 |
| 11 | CWM, LLC | $9.4M | 32.6K | Reduced | Q1 2026 |
| 12 | Private Advisor Group, LLC | $8.9M | 30.8K | Added | Q1 2026 |
| 13 | Greenspring Advisors, LLC | $8.5M | 29.6K | Reduced | Q1 2026 |
| 14 | COMMERCE BANK | $8.4M | 29.2K | Reduced | Q1 2026 |
| 15 | Prosperity Consulting Group, LLC | $7.0M | 24.3K | Held | Q1 2026 |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 23.1K | Reduced | Q1 2026 |
| 17 | IEQ CAPITAL, LLC | $6.6M | 22.9K | Held | Q1 2026 |
| 18 | GLENMEDE TRUST CO NA | $6.1M | 21.1K | Held | Q1 2026 |
| 19 | Pathstone Holdings, LLC | $5.9M | 20.5K | Added | Q1 2026 |
| 20 | Linscomb Wealth, Inc. | $5.7M | 20.0K | Reduced | Q1 2026 |
| 21 | Bleakley Financial Group, LLC | $5.6M | 19.3K | Added | Q1 2026 |
| 22 | Kestra Advisory Services, LLC | $5.0M | 17.3K | Reduced | Q1 2026 |
| 23 | Clearstead Advisors, LLC | $4.0M | 13.9K | Added | Q1 2026 |
| 24 | Steward Partners Investment Advisory, LLC | $4.0M | 13.8K | Reduced | Q1 2026 |
| 25 | Lido Advisors, LLC | $3.5M | 12.1K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Vanguard Total Stock Market ETFVTI | 78 funds | $19.6B |
| Vanguard S&P 500 ETFVOO | 78 funds | $15.2B |
| Apple IncAAPL | 77 funds | $26.2B |
| NVIDIA CorpNVDA | 77 funds | $23.0B |
| Microsoft CorpMSFT | 77 funds | $19.9B |
| TATE STR SPDR S&P 500 ETF TSPY | 76 funds | $23.4B |
| iShares S&P 500 ETFIVV | 76 funds | $23.3B |
| Amazon Com IncAMZN | 76 funds | $14.2B |
| LPHABET INCGOOG | 76 funds | $9.0B |
| Broadcom LtdAVGO | 76 funds | $8.9B |
| JPMorgan Chase & CoJPM | 76 funds | $8.0B |
| Meta Platforms Inc AMETA | 76 funds | $8.0B |
Ranked by how many of VTHR'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 VTHR. 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.