| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $288.8M | 3.06M | Added | Q1 2026 |
| 2 | Confluence Wealth Services, Inc. | $127.9M | 1.36M | Added | Q1 2026 |
| 3 | CWM, LLC | $63.4M | 673.2K | Added | Q1 2026 |
| 4 | Equitable Holdings, Inc. | $54.0M | 600.5K | Added | Q1 2026 |
| 5 | ASSETMARK, INC | $37.5M | 397.6K | Reduced | Q1 2026 |
| 6 | NorthRock Partners, LLC | $30.5M | 323.5K | Reduced | Q1 2026 |
| 7 | Beacon Pointe Advisors, LLC | $23.2M | 246.3K | Added | Q1 2026 |
| 8 | MML INVESTORS SERVICES, LLC | $22.2M | 235.2K | Reduced | Q1 2026 |
| 9 | Pathstone Holdings, LLC | $19.6M | 207.7K | Added | Q1 2026 |
| 10 | Joel Isaacson & Co., LLC | $17.8M | 189.2K | Added | Q1 2026 |
| 11 | Waverly Advisors, LLC | $17.3M | 183.6K | Added | Q1 2026 |
| 12 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $17.1M | 181.3K | Added | Q1 2026 |
| 13 | Meeder Advisory Services, Inc. | $16.9M | 179.5K | Added | Q1 2026 |
| 14 | SEGALL BRYANT & HAMILL, LLC | $16.3M | 172.5K | New | Q1 2026 |
| 15 | Gotham Asset Management, LLC | $15.2M | 161.5K | Added | Q1 2026 |
| 16 | Regal Investment Advisors LLC | $14.3M | 151.9K | Reduced | Q1 2026 |
| 17 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $14.2M | 150.8K | Added | Q1 2026 |
| 18 | Procyon Advisors, LLC | $14.0M | 148.3K | Reduced | Q1 2026 |
| 19 | Sanctuary Advisors, LLC | $13.0M | 138.1K | Added | Q1 2026 |
| 20 | Moran Wealth Management, LLC | $12.5M | 132.8K | Added | Q1 2026 |
| 21 | Envestnet Portfolio Solutions, Inc. | $12.5M | 132.7K | Reduced | Q1 2026 |
| 22 | NewEdge Advisors, LLC | $12.4M | 131.7K | New | Q1 2026 |
| 23 | COURIER CAPITAL LLC | $12.4M | 131.3K | New | Q1 2026 |
| 24 | EQUITABLE TRUST CO | $12.2M | 129.1K | Added | Q1 2026 |
| 25 | STEPHENS INC /AR/ | $12.1M | 128.1K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 214 funds | $37.5B |
| Jpmorgan Chase & CoJPM | 214 funds | $16.2B |
| Apple IncAAPL | 213 funds | $48.9B |
| Amazon.com IncAMZN | 213 funds | $27.1B |
| LPHABET INCGOOG | 213 funds | $18.0B |
| Johnson & JohnsonJNJ | 213 funds | $12.0B |
| Nvidia CorporationNVDA | 212 funds | $42.8B |
| Procter & Gamble CoPG | 212 funds | $5.5B |
| iShares S&P 500 ETFIVV | 211 funds | $36.6B |
| Broadcom LimitedAVGO | 211 funds | $16.7B |
| Lilly Eli & CompanyLLY | 211 funds | $10.5B |
| Visa Inc Class AV | 211 funds | $9.2B |
Ranked by how many of VYMI'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 VYMI. 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.