| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | NEOS Investment Management LLC | $661.6M | 6.60M | Added | Q1 2026 |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $126.9M | 1.27M | Added | Q1 2026 |
| 3 | EVOKE WEALTH, LLC | $57.2M | 570.8K | Added | Q1 2026 |
| 4 | AMG National Trust Bank | $51.9M | 518.3K | Added | Q1 2026 |
| 5 | Venturi Wealth Management, LLC | $41.5M | 414.0K | Added | Q1 2026 |
| 6 | Waverly Advisors, LLC | $31.8M | 317.0K | Added | Q1 2026 |
| 7 | Lido Advisors, LLC | $27.7M | 277.0K | Reduced | Q1 2026 |
| 8 | Envestnet Portfolio Solutions, Inc. | $20.3M | 202.2K | Reduced | Q1 2026 |
| 9 | GLENMEDE TRUST CO NA | $17.3M | 172.3K | Added | Q1 2026 |
| 10 | ALERUS FINANCIAL NA | $16.2M | 161.8K | Reduced | Q1 2026 |
| 11 | LBMC INVESTMENT ADVISORS, LLC | $15.0M | 149.4K | Reduced | Q1 2026 |
| 12 | Cresset Asset Management, LLC | $13.2M | 131.8K | Reduced | Q1 2026 |
| 13 | MML INVESTORS SERVICES, LLC | $13.2M | 131.4K | Reduced | Q1 2026 |
| 14 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $11.5M | 114.7K | Added | Q1 2026 |
| 15 | Beacon Pointe Advisors, LLC | $10.8M | 108.2K | Added | Q1 2026 |
| 16 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $10.0M | 100.0K | Held | Q1 2026 |
| 17 | Vise Technologies, Inc. | $9.3M | 93.2K | Held | Q1 2026 |
| 18 | BLAIR WILLIAM & CO/IL | $8.3M | 82.7K | Added | Q1 2026 |
| 19 | Financial Engines Advisors L.L.C. | $8.0M | 80.0K | Reduced | Q1 2026 |
| 20 | EP Wealth Advisors, LLC | $7.7M | 77.3K | Reduced | Q1 2026 |
| 21 | Kestra Advisory Services, LLC | $7.5M | 74.5K | Added | Q1 2026 |
| 22 | CHOREO, LLC | $7.2M | 72.0K | Added | Q1 2026 |
| 23 | Mesirow Financial Investment Management, Inc. | $7.1M | 70.5K | Added | Q1 2026 |
| 24 | D.A. DAVIDSON & CO. | $5.5M | 55.2K | Reduced | Q1 2026 |
| 25 | Gotham Asset Management, LLC | $5.3M | 52.8K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Broadcom LtdAVGO | 178 funds | $18.8B |
| Tesla MotorsTSLA | 178 funds | $8.0B |
| Apple IncAAPL | 177 funds | $50.1B |
| Nvidia CorporationNVDA | 177 funds | $47.1B |
| Microsoft CorpMSFT | 177 funds | $39.5B |
| JPMorgan Chase & CoJPM | 177 funds | $16.3B |
| Meta Platforms Inc Class AMETA | 177 funds | $16.1B |
| Visa Inc Class AV | 177 funds | $9.7B |
| ExxonMobilXOM | 177 funds | $9.2B |
| Mastercard Inc Class AMA | 177 funds | $6.2B |
| TATE STR SPDR S&P 500 ETF TSPY | 176 funds | $32.4B |
| Amazon.com IncAMZN | 176 funds | $28.8B |
Ranked by how many of VTWO'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 VTWO. 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.