VCX · Fundrise Innovation Fund, LLC
$34.92
+1.10 (+3.25%)
At close · Jul 29
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 36
Total Value: $32,885,051
Total Shares: 256,197
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 27 13F filersTop Holder
78.6%
of institutional value
Top 5
97.4%
of institutional value
Top 10
99.7%
of institutional value
HHI
6,300
Highly concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid CloudAlpha Capital Management Limited/Hong Kong | $26,596,468 | 80.88% | 203,104 | Shares | Sole | 2026-05-13 | ||||
| Small Garden State Investment Advisory Services LLC | $3,026,647 | 9.20% | 23,113 | Shares | Sole | 2026-05-14 | ||||
| Mid Weiss Asset Management LP | $1,155,109 | 3.51% | 8,821 | Shares | Defined | 2026-05-15 | ||||
| Small Scientech Research LLC | $409,218 | 1.24% | 3,125 | Shares | Sole | 2026-05-15 | ||||
| Mid KESTRA PRIVATE WEALTH SERVICES, LLC | $364,734 | 1.11% | 4,220 | Shares | Sole | 2026-07-28 | ||||
| Micro Lake Hills Wealth Management, LLC | $299,998 | 0.91% | 3,471 | Shares | Sole | 2026-07-07 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $233,447 | 0.71% | 2,701 | Shares | Sole | 2026-07-27 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $214,173 | 0.65% | 2,478 | Shares | Sole | 2026-07-29 | ||||
| Large Marex Group plc | $204,674 | 0.62% | 1,563 | Shares | Defined | 2026-05-13 | ||||
| Mega UBS Group AG | $68,879 | 0.21% | 526 | Shares | Defined | 2026-05-05 | ||||
| Mid Farther Finance Advisors, LLC | $61,797 | 0.19% | 715 | Shares | Sole | 2026-07-17 | ||||
| Mid MAI Capital Management | $39,285 | 0.12% | 300 | Shares | Sole | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $35,225 | 0.11% | 269 | Shares | Defined | 2026-05-15 | ||||
| Small LRI Investments, LLC | $25,496 | 0.08% | 295 | Shares | Sole | 2026-07-14 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24,200 | 0.07% | 280 | Shares | Sole | 2026-07-22 | ||||
| Small Berbice Capital Management LLC | $22,471 | 0.07% | 260 | Shares | Sole | 2026-07-23 | ||||
| Micro PFS Partners, LLC | $19,446 | 0.06% | 225 | Shares | Sole | 2026-07-20 | ||||
| Mid Western Wealth Management, LLC | $15,190 | 0.05% | 116 | Shares | Sole | 2026-05-19 | ||||
| Mid Advisory Services Network, LLC | $14,928 | 0.05% | 114 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $13,095 | 0.04% | 100 | Shares | Defined | 2026-05-15 | ||||
| Mid IFP Advisors, Inc | $9,766 | 0.03% | 113 | Shares | Sole | 2026-07-20 | ||||
| Small Crewe Advisors LLC | $8,643 | 0.03% | 100 | Shares | Sole | 2026-07-24 | ||||
| Small GABLES CAPITAL MANAGEMENT INC. | $6,547 | 0.02% | 50 | Shares | Sole | 2026-05-01 | ||||
| Large NATIONAL BANK OF CANADA /FI/ Bank | $4,583 | 0.01% | 35 | Shares | Defined | 2026-05-15 | ||||
| Large NewEdge Advisors, LLC | $3,142 | 0.01% | 24 | Shares | Sole | 2026-06-03 | ||||
| Small Rossby Financial, LCC | $1,964 | 0.01% | 15 | Shares | Sole | 2026-05-11 | ||||
| Mid EverSource Wealth Advisors, LLC | $1,901 | 0.01% | 22 | Shares | Sole | 2026-07-24 | ||||
| Small THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1,296 | 0.00% | 15 | Shares | Sole | 2026-07-08 | ||||
| Large TD Waterhouse Canada Inc. | $1,123 | 0.00% | 13 | Shares | Defined | 2026-07-27 | ||||
| Mid HOLLENCREST CAPITAL MANAGEMENT | $392 | 0.00% | 3 | Shares | Sole | 2026-05-07 | ||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $261 | 0.00% | 2 | Shares | Sole | 2026-05-18 | ||||
| Large CWM, LLC | $261 | 0.00% | 2 | Shares | Sole | 2026-05-14 | ||||
| Small Salomon & Ludwin, LLC | $261 | 0.00% | 2 | Shares | Sole | 2026-05-11 | ||||
| Small Golden State Wealth Management, LLC | $259 | 0.00% | 3 | Shares | Sole | 2026-07-22 | ||||
| Small Lodestone Wealth Management LLC | $86 | 0.00% | 1 | Shares | Sole | 2026-07-24 | ||||
| Small Beaird Harris Wealth Management, LLC | $86 | 0.00% | 1 | Shares | Sole | 2026-07-08 | ||||
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