| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | $216.7M | 1.46M | Reduced | Q1 2026 |
| 2 | Pathstone Holdings, LLC | $207.2M | 1.40M | Added | Q1 2026 |
| 3 | Kestra Advisory Services, LLC | $186.7M | 1.26M | Added | Q1 2026 |
| 4 | Howard Capital Management Inc. | $167.8M | 1.13M | Held | Q1 2026 |
| 5 | Joel Isaacson & Co., LLC | $154.0M | 1.04M | Added | Q1 2026 |
| 6 | Wharton Business Group, LLC | $131.7M | 889.4K | Reduced | Q1 2026 |
| 7 | D.A. DAVIDSON & CO. | $128.6M | 868.5K | Added | Q1 2026 |
| 8 | Florida Trust Wealth Management Co | $114.9M | 776.0K | Reduced | Q1 2026 |
| 9 | Equitable Holdings, Inc. | $99.4M | 692.2K | Added | Q1 2026 |
| 10 | ASSETMARK, INC | $98.0M | 662.0K | Reduced | Q1 2026 |
| 11 | Stratos Wealth Partners, LTD. | $93.0M | 627.9K | Reduced | Q1 2026 |
| 12 | SBI Securities Co., Ltd. | $86.8M | 586.3K | Added | Q1 2026 |
| 13 | Mesirow Financial Investment Management, Inc. | $81.8M | 552.5K | Added | Q1 2026 |
| 14 | PINNACLE ASSOCIATES LTD | $81.6M | 550.8K | Added | Q1 2026 |
| 15 | MML INVESTORS SERVICES, LLC | $77.4M | 522.5K | Reduced | Q1 2026 |
| 16 | Steward Partners Investment Advisory, LLC | $76.5M | 516.7K | Added | Q1 2026 |
| 17 | Waverly Advisors, LLC | $64.7M | 437.0K | Added | Q1 2026 |
| 18 | Baltimore-Washington Financial Advisors, Inc. | $62.4M | 421.2K | Added | Q1 2026 |
| 19 | Wealthcare Advisory Partners LLC | $58.8M | 396.9K | Added | Q1 2026 |
| 20 | Private Advisor Group, LLC | $56.7M | 382.7K | Added | Q1 2026 |
| 21 | Waldron Private Wealth LLC | $55.8M | 376.9K | Added | Q1 2026 |
| 22 | COMMERCE BANK | $51.7M | 349.4K | Added | Q1 2026 |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $51.2M | 345.5K | Reduced | Q1 2026 |
| 24 | NewEdge Advisors, LLC | $50.0M | 337.5K | New | Q1 2026 |
| 25 | DAVENPORT & Co LLC | $49.7M | 335.3K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 367 funds | $68.8B |
| Microsoft CorporationMSFT | 367 funds | $59.7B |
| LPHABET INCGOOG | 367 funds | $27.7B |
| Apple Inc.AAPL | 366 funds | $77.0B |
| Amazon.com IncAMZN | 366 funds | $41.9B |
| Jpmorgan Chase & CoJPM | 366 funds | $24.9B |
| Johnson & JohnsonJNJ | 366 funds | $17.1B |
| ISHARES TRXOM | 365 funds | $14.5B |
| TATE STR SPDR S&P 500 ETF TSPY | 364 funds | $42.8B |
| GOOGLE INCGOOGL | 364 funds | $39.5B |
| Lilly Eli & CompanyLLY | 364 funds | $16.6B |
| Meta Platforms, Inc.META | 363 funds | $23.7B |
Ranked by how many of VYM'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 VYM. 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.