Fundrise Innovation Fund, LLC
VCX· NYSE
Who holds Fundrise Innovation Fund, LLC, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong | 172.4K | −15.1% | $14.9M | 0.4% | Aug 10, 2026 |
| Newtyn Management, LLC | 40K | New | $3.5M | 0.4% | Aug 14, 2026 |
| LPL Financial LLC | 22.2K | New | $1.9M | 0.1% | Aug 7, 2026 |
| Centiva Capital, LP | 21.7K | New | $1.9M | 0.1% | Aug 13, 2026 |
| UBS Group AG | 9.1K | +1,624.7% | $784.1K | 0.1% | Aug 13, 2026 |
| Jane Street Group, LLC | 5.9K | New | $509.9K | 0% | Aug 14, 2026 |
| CreativeOne Wealth, LLC | 4.9K | New | $420.7K | 0.1% | Aug 13, 2026 |
| Sanctuary Advisors, LLC | 4.7K | New | $409.1K | 0.1% | Aug 13, 2026 |
| Osaic Holdings, Inc. | 4.7K | +1,629.4% | $402K | 0.1% | Aug 14, 2026 |
| Kestra Private Wealth Services, LLC | 4.2K | +29.6% | $364.7K | 0.1% | Jul 28, 2026 |
| Susquehanna International Group, LLP | 4K | New | $348.3K | 0% | Aug 14, 2026 |
| Cetera Investment Advisers | 4K | New | $344.1K | 0.1% | Aug 12, 2026 |
| Lake Hills Wealth Management, LLC | 3.5K | New | $300K | 0.1% | Jul 7, 2026 |
| HighTower Advisors, LLC | 3.3K | New | $284K | 0.1% | Aug 5, 2026 |
| Scotia Capital Inc. | 3.2K | New | $277.4K | 0.1% | Aug 11, 2026 |
| Commonwealth Equity Services, LLC | 2.5K | New | $214.2K | 0.1% | Jul 29, 2026 |
| Newbridge Financial Services Group, Inc. | 1.3K | New | $109.8K | 0.1% | Aug 14, 2026 |
| IFG Advisory, LLC | 1.2K | New | $106.6K | 0.1% | Aug 14, 2026 |
| Solstein Capital, LLC | 1.1K | New | $92K | 0.1% | Aug 13, 2026 |
| WPG Advisers, LLC | 809 | New | $69.9K | 0.1% | Aug 6, 2026 |
| Farther Finance Advisors, LLC | 715 | New | $61.8K | 0.1% | Jul 17, 2026 |
| CSS LLC | 500 | New | $43.2K | 0.1% | Aug 14, 2026 |
| LRI Investments, LLC | 295 | New | $25.5K | 0.1% | Jul 14, 2026 |
| International Assets Investment Management, LLC | 280 | New | $24.5K | 0.1% | Jul 22, 2026 |
| Berbice Capital Management LLC | 260 | New | $22.5K | 0.1% | Jul 23, 2026 |
| PFS Partners, LLC | 225 | New | $19.4K | 0.1% | Jul 20, 2026 |
| Ancora Advisors LLC | 199 | New | $17.2K | 0.1% | Aug 14, 2026 |
| PNC Financial Services Group, Inc. | 150 | New | $13K | 0% | Aug 7, 2026 |
| Steward Partners Investment Advisory, LLC | 135 | New | $11.7K | 0.1% | Aug 13, 2026 |
| IFP Advisors, Inc | 113 | +11,200.0% | $9.8K | 0.1% | Jul 20, 2026 |
| Morgan Stanley | 107 | +7.0% | $9.2K | 0% | Aug 13, 2026 |
| Crewe Advisors LLC | 100 | ±0% | $8.6K | 0.1% | Jul 24, 2026 |
| Mark Sheptoff Financial Planning, LLC | 75 | New | $6.5K | 0.1% | Aug 13, 2026 |
| Harbour Investments, Inc. | 69 | New | $6K | 0.1% | Aug 12, 2026 |
| Parallel Advisors, LLC | 49 | New | $4.3K | 0.1% | Aug 5, 2026 |
| Seneschal Advisors, LLC | 40 | New | $3.5K | 0.1% | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | 36 | New | $3.1K | 0.1% | Aug 11, 2026 |
| National Bank of Canada | 35 | ±0% | $3K | 0% | Aug 10, 2026 |
| NewEdge Advisors, LLC | 23 | −4.2% | $2K | 0% | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | 22 | New | $1.9K | 0.1% | Jul 24, 2026 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | New | $1.3K | 0.1% | Jul 8, 2026 |
| TD Waterhouse Canada Inc. | 13 | New | $1.1K | 0% | Jul 27, 2026 |
| Global Retirement Partners, LLC | 13 | — | $1.1K | 0% | Aug 6, 2026 |
| Larson Financial Group LLC | 10 | New | $864 | 0% | Aug 14, 2026 |
| HRT Financial LP | 6.7K | New | $578 | 0.1% | Aug 14, 2026 |
| Golden State Wealth Management, LLC | 3 | New | $259 | 0% | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | 2.7K | New | $233 | 0.1% | Jul 27, 2026 |
| Salomon & Ludwin, LLC | 2 | ±0% | $175 | 0% | Aug 7, 2026 |
| Beaird Harris Wealth Management, LLC | 1 | ±0% | $87 | 0% | Jul 8, 2026 |
| Lodestone Wealth Management LLC | 1 | New | $61 | 0% | Jul 24, 2026 |
| Winthrop Capital Management, LLC | 59 | New | $5 | 0.1% | Aug 13, 2026 |