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VCX · Fundrise Innovation Fund, LLC · Holdings

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$33.50 +0.00 (+0.00%) At close · Sep 11
Rebalance outlook locked
Market Cap
$1.20B
Shares
35.80M

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.

Use institutional holdings through the 13F API or MCP →
Holders: 54
Total Value: $86,678,204
Total Shares: 1,002,872

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 54 13F filers · Δ vs Mar 31, 2026
Top Holder
44.8%
Mar 2026 → Jun 2026 · range 44.8% – 78.6%
−33.8 pts
Top 5
85.7%
Mar 2026 → Jun 2026 · range 85.7% – 97.4%
−11.8 pts
Top 10
94.4%
Mar 2026 → Jun 2026 · range 94.4% – 99.7%
−5.2 pts
HHI
2,554
Mar 2026 → Jun 2026 · range 2,554 – 6,300
Highly concentrated−3,746

Quarterly Activity

vs Mar 31, 2026
New
43
Increased
5
Decreased
2
Sold Out
16
Unchanged
4
Holder count: +27
Institutional value: +156.2%
Shares held: +288.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
UBS Group AG +8,546 9,072
OSAIC HOLDINGS, INC. +4,383 4,652
KESTRA PRIVATE WEALTH SERVICES, LLC +965 4,220
IFP Advisors, Inc +112 113
MORGAN STANLEY +7 107

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CloudAlpha Capital Management Limited/Hong Kong −30,749 172,355
NewEdge Advisors, LLC −1 23

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 448,930 $38,801,019
CITADEL ADVISORS LLC 132,100 $11,417,403
JANE STREET GROUP, LLC 56,800 $4,909,224
Centiva Capital, LP 48,900 $4,226,427
Newtyn Management, LLC 40,000 $3,457,200

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Garden State Investment Advisory Services LLC 23,113 $3,026,647
Moss Adams Wealth Advisors LLC 13,426 $1,758,134
Weiss Asset Management LP 8,821 $1,155,109
Scientech Research LLC 3,125 $409,218
Marex Group plc 1,563 $204,674
Filter: New 43 Increased 5 Reduced 2 Sold out 16 Unchanged 4
Showing 65 of 65
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP $25,514,136 29.44% 295,200
CloudAlpha Capital Management Limited/Hong Kong $14,896,642 17.19% 172,355
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,938,571 14.93% 149,700
CITADEL ADVISORS LLC $6,948,972 8.02% 80,400
CITADEL ADVISORS LLC $4,468,431 5.16% 51,700
JANE STREET GROUP, LLC $3,604,131 4.16% 41,700
Newtyn Management, LLC $3,457,200 3.99% 40,000
LPL Financial LLC $1,918,573 2.21% 22,198
Centiva Capital, LP $1,875,531 2.16% 21,700
Centiva Capital, LP $1,875,531 2.16% 21,700
JANE STREET GROUP, LLC $795,156 0.92% 9,200
UBS Group AG $784,092 0.90% 9,072
CSS LLC/IL $674,154 0.78% 7,800
HRT FINANCIAL LP $578,821 0.67% 6,697
JANE STREET GROUP, LLC $509,937 0.59% 5,900
Centiva Capital, LP $475,365 0.55% 5,500
CreativeOne Wealth, LLC $420,654 0.49% 4,867
Sanctuary Advisors, LLC $409,073 0.47% 4,733
OSAIC HOLDINGS, INC. $402,072 0.46% 4,652
KESTRA PRIVATE WEALTH SERVICES, LLC $364,734 0.42% 4,220
Belvedere Trading LLC $354,363 0.41% 4,100
SUSQUEHANNA INTERNATIONAL GROUP, LLP $348,312 0.40% 4,030
LEVIN CAPITAL STRATEGIES, L.P. $345,720 0.40% 4,000
Cetera Investment Advisers $344,077 0.40% 3,981
Lake Hills Wealth Management, LLC $299,998 0.35% 3,471
Belvedere Trading LLC $293,862 0.34% 3,400
HighTower Advisors, LLC $284,008 0.33% 3,286
SCOTIA CAPITAL INC. $277,440 0.32% 3,210
Cambridge Investment Research Advisors, Inc. $233,447 0.27% 2,701
COMMONWEALTH EQUITY SERVICES, LLC $214,173 0.25% 2,478
NFSG Corp $109,766 0.13% 1,270
IFG Advisory, LLC $106,568 0.12% 1,233
Solstein Capital, LLC $91,961 0.11% 1,064
CSS LLC/IL $77,787 0.09% 900
WPG Advisers, LLC $69,921 0.08% 809
Farther Finance Advisors, LLC $61,797 0.07% 715
CSS LLC/IL $43,215 0.05% 500
LRI Investments, LLC $25,496 0.03% 295
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $24,200 0.03% 280
Berbice Capital Management LLC $22,471 0.03% 260
PFS Partners, LLC $19,446 0.02% 225
Ancora Advisors LLC $17,199 0.02% 199
PNC FINANCIAL SERVICES GROUP, INC. $12,964 0.01% 150
Steward Partners Investment Advisory, LLC $11,668 0.01% 135
IFP Advisors, Inc $9,766 0.01% 113
MORGAN STANLEY $9,248 0.01% 107
Crewe Advisors LLC $8,643 0.01% 100
Sanctuary Advisors, LLC $8,643 0.01% 100
MARK SHEPTOFF FINANCIAL PLANNING, LLC $6,482 0.01% 75
HARBOUR INVESTMENTS, INC. $5,963 0.01% 69
Winthrop Capital Management, LLC $5,099 0.01% 59
Parallel Advisors, LLC $4,235 0.00% 49
Seneschal Advisors, LLC $3,457 0.00% 40
Atlantic Union Bankshares Corp $3,111 0.00% 36
NATIONAL BANK OF CANADA /FI/ $3,025 0.00% 35
NewEdge Advisors, LLC $1,987 0.00% 23
EverSource Wealth Advisors, LLC $1,901 0.00% 22
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $1,296 0.00% 15
Global Retirement Partners, LLC $1,123 0.00% 13
TD Waterhouse Canada Inc. $1,123 0.00% 13
Larson Financial Group LLC $864 0.00% 10
Golden State Wealth Management, LLC $259 0.00% 3
Salomon & Ludwin, LLC $172 0.00% 2
Lodestone Wealth Management LLC $86 0.00% 1
Beaird Harris Wealth Management, LLC $86 0.00% 1
Key facts CIK 1867090 CUSIP 360852107 13F (30d) 12 filings 12 filers Visit website