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Not Investment Advice

VCX

Fundrise Innovation Fund, LLC
1W: -1.0% 1M: -15.5% 3M: -61.3% YTD: -60.8%
$29.83
-0.05 (-0.17%)
 
Weekly Expected Move ±8.4%
$25 $27 $30 $32 $35
ETF NYSE · AUM $1.3B

Institutional Ownership — VCX

69
Institutional Holders
+43 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
42
New Positions
5
Increased
15
Reduced
13
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (68 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CloudAlpha Capital Management Limited/ 172,355 5M -30,749 -15.1% 2Q SEC ↗
2 Newtyn Management, LLC NEW 40,000 1M — +0.0% 1Q SEC ↗
3 LPL Financial LLC NEW 22,198 662K — +0.0% 1Q SEC ↗
4 Centiva Capital, LP NEW 21,700 647K — +0.0% 1Q SEC ↗
5 UBS Group AG 9,072 271K +8,546 +1624.7% 2Q SEC ↗
6 HRT FINANCIAL LP NEW 6,697 200K — +0.0% 1Q SEC ↗
7 JANE STREET GROUP, LLC NEW 5,900 176K — +0.0% 1Q SEC ↗
8 CreativeOne Wealth, LLC NEW 4,867 145K — +0.0% 1Q SEC ↗
9 Sanctuary Advisors, LLC NEW 4,733 141K — +0.0% 1Q SEC ↗
10 OSAIC HOLDINGS, INC. 4,652 139K +4,383 +1629.4% 2Q SEC ↗
11 KESTRA PRIVATE WEALTH SERVICES, LLC 4,220 126K +965 +29.6% 2Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 4,030 120K — +0.0% 1Q SEC ↗
13 Cetera Investment Advisers NEW 3,981 119K — +0.0% 1Q SEC ↗
14 Lake Hills Wealth Management, LLC NEW 3,471 104K — +0.0% 1Q SEC ↗
15 HighTower Advisors, LLC NEW 3,286 98K — +0.0% 1Q SEC ↗
16 SCOTIA CAPITAL INC. NEW 3,210 96K — +0.0% 1Q SEC ↗
17 Cambridge Investment Research Advisors NEW 2,701 81K — +0.0% 1Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC NEW 2,478 74K — +0.0% 1Q SEC ↗
19 NFSG Corp NEW 1,270 38K — +0.0% 1Q SEC ↗
20 IFG Advisory, LLC NEW 1,233 37K — +0.0% 1Q SEC ↗
21 Solstein Capital, LLC NEW 1,064 32K — +0.0% 1Q SEC ↗
22 WPG Advisers, LLC NEW 809 24K — +0.0% 1Q SEC ↗
23 Farther Finance Advisors, LLC NEW 715 21K — +0.0% 1Q SEC ↗
24 CSS LLC/IL NEW 500 15K — +0.0% 1Q SEC ↗
25 LRI Investments, LLC NEW 295 9K — +0.0% 1Q SEC ↗
26 INTERNATIONAL ASSETS INVESTMENT MANAGE NEW 280 8K — +0.0% 1Q SEC ↗
27 Berbice Capital Management LLC NEW 260 8K — +0.0% 1Q SEC ↗
28 PFS Partners, LLC NEW 225 7K — +0.0% 1Q SEC ↗
29 Ancora Advisors LLC NEW 199 6K — +0.0% 1Q SEC ↗
30 Integrated Wealth Concepts LLC NEW 184 5K — +0.0% 1Q SEC ↗
31 PNC Financial Services Group, Inc. NEW 150 4K — +0.0% 1Q SEC ↗
32 Steward Partners Investment Advisory, NEW 135 4K — +0.0% 1Q SEC ↗
33 IFP Advisors, Inc 113 3K +112 +11200.0% 2Q SEC ↗
34 MORGAN STANLEY 107 3K +7 +7.0% 2Q SEC ↗
35 Crewe Advisors LLC 100 3K — +0.0% 2Q SEC ↗
36 MARK SHEPTOFF FINANCIAL PLANNING, LLC NEW 75 2K — +0.0% 1Q SEC ↗
37 MERCER GLOBAL ADVISORS INC /ADV NEW 75 2K — +0.0% 1Q SEC ↗
38 HARBOUR INVESTMENTS, INC. NEW 69 2K — +0.0% 1Q SEC ↗
39 Winthrop Capital Management, LLC NEW 59 2K — +0.0% 1Q SEC ↗
40 Parallel Advisors, LLC NEW 49 1K — +0.0% 1Q SEC ↗
41 Seneschal Advisors, LLC NEW 40 1K — +0.0% 1Q SEC ↗
42 Atlantic Union Bankshares Corp NEW 36 1K — +0.0% 1Q SEC ↗
43 NATIONAL BANK OF CANADA /FI 35 1K — +0.0% 2Q SEC ↗
44 NewEdge Advisors, LLC 23 1K -1 -4.2% 2Q SEC ↗
45 EverSource Wealth Advisors, LLC NEW 22 1K — +0.0% 1Q SEC ↗
46 THURSTON, SPRINGER, MILLER, HERD & TIT NEW 15 0K — +0.0% 1Q SEC ↗
47 TD Waterhouse Canada Inc. NEW 13 0K — +0.0% 1Q SEC ↗
48 Global Retirement Partners, LLC NEW 13 0K — +0.0% 1Q SEC ↗
49 Larson Financial Group LLC NEW 10 0K — +0.0% 1Q SEC ↗
50 Golden State Wealth Management, LLC NEW 3 0K — +0.0% 1Q SEC ↗
Biggest Increases (5)
HolderAddedChange %Total Shares
UBS Group AG +8,546 +1624.7% 9,072
OSAIC HOLDINGS, INC. +4,383 +1629.4% 4,652
KESTRA PRIVATE WEALTH SERVICES, LLC +965 +29.6% 4,220
IFP Advisors, Inc +112 +11200.0% 113
MORGAN STANLEY +7 +7.0% 107
Biggest Decreases (2)
HolderReducedChange %Total Shares
CloudAlpha Capital Management Limit -30,749 -15.1% 172,355
NewEdge Advisors, LLC -1 -4.2% 23

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms