DaveManuel.com · Institutional Ownership · Who Owns It
FUNDRISE INNOVATION FD LLC (VCX)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
58
Reporting holders
$95.4M
Reported value
43.8%
Calls
26.3%
Puts
+33
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38.8M incl. $38.5M options CALL+PUT | 4,030 | 0.00% | new | NEW |
| CloudAlpha Capital Management Limited/Hong Kong | $14.9M | 172,355 | 0.42% | 2q | -15.1%-$2.7M |
| CITADEL ADVISORS LLC | $11.4M CALL+PUT | options only | 0.00% | new | OPTIONS |
| JANE STREET GROUP, LLC | $4.9M incl. $4.4M options CALL+PUT | 5,900 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $4.9M CALL+PUT | options only | 0.00% | new | OPTIONS |
| Centiva Capital, LP | $4.2M incl. $2.4M options CALL+PUT | 21,700 | 0.04% | new | NEW |
| Newtyn Management, LLC | $3.5M | 40,000 | 0.43% | new | NEW |
| IMC-Chicago, LLC | $2.3M CALL+PUT | options only | 0.00% | new | OPTIONS |
| LPL Financial LLC | $1.9M | 22,198 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $1.3M CALL+PUT | options only | 0.00% | new | OPTIONS |
| CSS LLC/IL | $795.2K incl. $751.9K options CALL+PUT | 500 | 0.03% | new | NEW |
| UBS Group AG | $784.1K | 9,072 | 0.00% | 2q | +1624.7%+$738.6K |
| Belvedere Trading LLC | $648.2K CALL+PUT | options only | 0.00% | new | OPTIONS |
| HRT FINANCIAL LP | $578.0K | 6,697 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $466.0K | 5,402 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $420.7K | 4,867 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $417.7K incl. $8.6K options CALL | 4,733 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $402.0K | 4,652 | 0.00% | 2q | +1629.4%+$378.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $364.7K | 4,220 | 0.00% | 2q | +29.6%+$83.4K |
| LEVIN CAPITAL STRATEGIES, L.P. | $345.7K PUT | options only | 0.02% | new | OPTIONS |
| Cetera Investment Advisers | $344.1K | 3,981 | 0.00% | new | NEW |
| Lake Hills Wealth Management, LLC | $300.0K | 3,471 | 0.14% | new | NEW |
| HighTower Advisors, LLC | $284.0K | 3,286 | 0.00% | new | NEW |
| SCOTIA CAPITAL INC. | $277.4K | 3,210 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $214.2K | 2,478 | 0.00% | new | NEW |
| NFSG Corp | $109.8K | 1,270 | 0.01% | new | NEW |
| IFG Advisory, LLC | $106.6K | 1,233 | 0.00% | new | NEW |
| Solstein Capital, LLC | $92.0K | 1,064 | 0.03% | new | NEW |
| WPG Advisers, LLC | $69.9K | 809 | 0.04% | new | NEW |
| Farther Finance Advisors, LLC | $61.8K | 715 | 0.00% | new | NEW |
| LRI Investments, LLC | $25.5K | 295 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24.5K | 280 | 0.00% | new | NEW |
| Berbice Capital Management LLC | $22.5K | 260 | 0.01% | new | NEW |
| PFS Partners, LLC | $19.4K | 225 | 0.01% | new | NEW |
| Ancora Advisors LLC | $17.2K | 199 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $13.0K | 150 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $11.7K | 135 | 0.00% | new | NEW |
| IFP Advisors, Inc | $9.8K | 113 | 0.00% | 2q | +11200.0%+$9.7K |
| MORGAN STANLEY | $9.2K | 107 | 0.00% | 2q | +7.0% |
| Crewe Advisors LLC | $8.6K | 100 | 0.00% | 2q | HELD |
| James T. Borello RIA | $8.6K | 100 | 0.00% | new | NEW |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $6.5K | 75 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $6.0K | 69 | 0.00% | new | NEW |
| Winthrop Capital Management, LLC | $5.0K | 59 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $4.3K | 49 | 0.00% | new | NEW |
| Seneschal Advisors, LLC | $3.5K | 40 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $3.1K | 36 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $3.0K | 35 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $2.0K | 23 | 0.00% | 2q | -4.2% |
| EverSource Wealth Advisors, LLC | $1.9K | 22 | 0.00% | new | NEW |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.3K | 15 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $1.1K | 13 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.1K | 13 | 0.00% | new | NEW |
| Larson Financial Group LLC | $864 | 10 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $259 | 3 | 0.00% | new | NEW |
| Salomon & Ludwin, LLC | $175 | 2 | 0.00% | 2q | HELD |
| Beaird Harris Wealth Management, LLC | $87 | 1 | 0.00% | 2q | HELD |
| Lodestone Wealth Management LLC | $61 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $2.1M | 72,061 | 6 | 5 | 1 | 0.0% |
| Q2 2026 | 58 | $95.4M | 330,273 | 50 | 5 | 2 | 70.1% |
| Q1 2026 | 25 | $33.8M | 258,284 | 25 | 0 | 0 | 0.0% |