WASHINGTON, DC
FUNDRISE INNOVATION FUND, LLCVCX— Latest position per institution from SEC 13F filings
15
Institutional holders
258.37K
Total shares held
33.79M
Estimated value
12.92K
Avg. position size
CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG
CIK 1745907
Shares
203.10K
Value
26.60M
Filed
Mar 31, 2026
GARDEN STATE INVESTMENT ADVISORY SERVICES LLC
CIK 1965351
Shares
23.11K
Value
3.03M
Filed
Mar 31, 2026
MOSS ADAMS WEALTH ADVISORS LLC
CIK 1661245
Shares
13.43K
Value
1.76M
Filed
Mar 31, 2026
WEISS ASSET MANAGEMENT LP
CIK 1357550
Shares
8.82K
Value
1.16M
Filed
Mar 31, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 1649451
Shares
3.25K
Value
426.24K
Filed
Mar 31, 2026
SCIENTECH RESEARCH LLC
CIK 2011556
Shares
3.13K
Value
409.22K
Filed
Mar 31, 2026
MAREX GROUP PLC
CIK 1997464
Shares
1.56K
Value
204.68K
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
526.00
Value
68.88K
Filed
Mar 31, 2026
FNY INVESTMENT ADVISERS, LLC
CIK 1742998
Shares
330.00
Value
43.00
Filed
Mar 31, 2026
MAI CAPITAL MANAGEMENT
CIK 1040197
Shares
300.00
Value
39.28K
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
269.00
Value
35.22K
Filed
Mar 31, 2026
WESTERN WEALTH MANAGEMENT, LLC
CIK 1767902
Shares
116.00
Value
15.19K
Filed
Mar 31, 2026
ADVISORY SERVICES NETWORK, LLC
CIK 1573876
Shares
114.00
Value
14.93K
Filed
Mar 31, 2026
CREWE ADVISORS LLC
CIK 1730033
Shares
100.00
Value
13.10K
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
100.00
Value
13.10K
Filed
Mar 31, 2026
GABLES CAPITAL MANAGEMENT INC.
CIK 1740839
Shares
50.00
Value
6.55K
Filed
Mar 31, 2026
NATIONAL BANK OF CANADA /FI/
CIK 926171
Shares
35.00
Value
4.38K
Filed
Mar 31, 2026
ROSSBY FINANCIAL, LCC
CIK 2056510
Shares
15.00
Value
1.73K
Filed
Mar 31, 2026
HOLLENCREST CAPITAL MANAGEMENT
CIK 1161722
Shares
3.00
Value
393.00
Filed
Mar 31, 2026
WALL STREET FINANCIAL GROUP, INC.
CIK 2019337
Shares
3.00
Value
393.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG | 1745907 | 203.10K | 26.60M | Mar 31, 2026 |
| 2 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 1965351 | 23.11K | 3.03M | Mar 31, 2026 |
| 3 | MOSS ADAMS WEALTH ADVISORS LLC | 1661245 | 13.43K | 1.76M | Mar 31, 2026 |
| 4 | WEISS ASSET MANAGEMENT LP | 1357550 | 8.82K | 1.16M | Mar 31, 2026 |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1649451 | 3.25K | 426.24K | Mar 31, 2026 |
| 6 | SCIENTECH RESEARCH LLC | 2011556 | 3.13K | 409.22K | Mar 31, 2026 |
| 7 | MAREX GROUP PLC | 1997464 | 1.56K | 204.68K | Mar 31, 2026 |
| 8 | UBS GROUP AG | 1610520 | 526.00 | 68.88K | Mar 31, 2026 |
| 9 | FNY INVESTMENT ADVISERS, LLC | 1742998 | 330.00 | 43.00 | Mar 31, 2026 |
| 10 | MAI CAPITAL MANAGEMENT | 1040197 | 300.00 | 39.28K | Mar 31, 2026 |
| 11 | OSAIC HOLDINGS, INC. | 1677044 | 269.00 | 35.22K | Mar 31, 2026 |
| 12 | WESTERN WEALTH MANAGEMENT, LLC | 1767902 | 116.00 | 15.19K | Mar 31, 2026 |
| 13 | ADVISORY SERVICES NETWORK, LLC | 1573876 | 114.00 | 14.93K | Mar 31, 2026 |
| 14 | CREWE ADVISORS LLC | 1730033 | 100.00 | 13.10K | Mar 31, 2026 |
| 15 | MORGAN STANLEY | 895421 | 100.00 | 13.10K | Mar 31, 2026 |
| 16 | GABLES CAPITAL MANAGEMENT INC. | 1740839 | 50.00 | 6.55K | Mar 31, 2026 |
| 17 | NATIONAL BANK OF CANADA /FI/ | 926171 | 35.00 | 4.38K | Mar 31, 2026 |
| 18 | ROSSBY FINANCIAL, LCC | 2056510 | 15.00 | 1.73K | Mar 31, 2026 |
| 19 | HOLLENCREST CAPITAL MANAGEMENT | 1161722 | 3.00 | 393.00 | Mar 31, 2026 |
| 20 | WALL STREET FINANCIAL GROUP, INC. | 2019337 | 3.00 | 393.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.