HolderBook

FUNDRISE INNOVATION FD LLC (VCX)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

53
Reporting holders
$85.9M
Reported value
68.0%
Held as options
+29
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
SUSQUEHANNA INTERNATIONAL GROUP, LLP$38.8M4,0300.00%newNEW
CloudAlpha Capital Management Limited/Hong Kong$14.9M172,3550.42%2q-15.1%-$2.7M
CITADEL ADVISORS LLC$11.4Moptions only0.00%newOPTIONS
JANE STREET GROUP, LLC$4.9M5,9000.00%newNEW
Centiva Capital, LP$4.2M21,7000.04%newNEW
Newtyn Management, LLC$3.5M40,0000.43%newNEW
LPL Financial LLC$1.9M22,1980.00%newNEW
CSS LLC/IL$795.2K5000.03%newNEW
UBS Group AG$784.1K9,0720.00%2q+1624.7%+$738.6K
Belvedere Trading LLC$648.2Koptions only0.00%newOPTIONS
CreativeOne Wealth, LLC$420.7K4,8670.01%newNEW
Sanctuary Advisors, LLC$417.7K4,7330.00%newNEW
OSAIC HOLDINGS, INC.$402.0K4,6520.00%2q+1629.4%+$378.8K
KESTRA PRIVATE WEALTH SERVICES, LLC$364.7K4,2200.00%2q+29.6%+$83.4K
LEVIN CAPITAL STRATEGIES, L.P.$345.7Koptions only0.02%newOPTIONS
Cetera Investment Advisers$344.1K3,9810.00%newNEW
Lake Hills Wealth Management, LLC$300.0K3,4710.14%newNEW
HighTower Advisors, LLC$284.0K3,2860.00%newNEW
SCOTIA CAPITAL INC.$277.4K3,2100.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$214.2K2,4780.00%newNEW
NFSG Corp$109.8K1,2700.01%newNEW
IFG Advisory, LLC$106.6K1,2330.00%newNEW
Solstein Capital, LLC$92.0K1,0640.03%newNEW
WPG Advisers, LLC$69.9K8090.04%newNEW
Farther Finance Advisors, LLC$61.8K7150.00%newNEW
LRI Investments, LLC$25.5K2950.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$24.5K2800.00%newNEW
Berbice Capital Management LLC$22.5K2600.01%newNEW
PFS Partners, LLC$19.4K2250.01%newNEW
Ancora Advisors LLC$17.2K1990.00%newNEW
Integrated Wealth Concepts LLC$15.9K1840.00%newNEW
PNC Financial Services Group, Inc.$13.0K1500.00%newNEW
Steward Partners Investment Advisory, LLC$11.7K1350.00%newNEW
IFP Advisors, Inc$9.8K1130.00%2q+11200.0%+$9.7K
MORGAN STANLEY$9.2K1070.00%2q+7.0%
Crewe Advisors LLC$8.6K1000.00%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$6.5K750.00%newNEW
MARK SHEPTOFF FINANCIAL PLANNING, LLC$6.5K750.00%newNEW
HARBOUR INVESTMENTS, INC.$6.0K690.00%newNEW
Parallel Advisors, LLC$4.3K490.00%newNEW
Seneschal Advisors, LLC$3.5K400.00%newNEW
Atlantic Union Bankshares Corp$3.1K360.00%newNEW
NATIONAL BANK OF CANADA /FI/$3.0K350.00%2qHELD
NewEdge Advisors, LLC$2.0K230.00%newNEW
EverSource Wealth Advisors, LLC$1.9K220.00%newNEW
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$1.3K150.00%newNEW
TD Waterhouse Canada Inc.$1.1K130.00%newNEW
Global Retirement Partners, LLC$1.1K130.00%newNEW
Larson Financial Group LLC$864100.00%newNEW
HRT FINANCIAL LP$5786,6970.00%newNEW
Cambridge Investment Research Advisors, Inc.$4665,4020.00%newNEW
Golden State Wealth Management, LLC$25930.00%newNEW
Salomon & Ludwin, LLC$17520.00%2qHELD
Beaird Harris Wealth Management, LLC$8710.00%2qHELD
Lodestone Wealth Management LLC$6110.00%newNEW
Winthrop Capital Management, LLC$5590.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202653$85.9M318,274435168.0%
Q1 202624$33.8M258,04624000.0%