DOSSIER · 13F Holders · Q1 2026
VCX

FUNDRISE INNOVATION FD LLC

32 institutions still hold FUNDRISE INNOVATION FD LLC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 360852107·32 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$32M
visible holders
Holders
32
filers reporting
Concentration
82.85%
CloudAlpha Capital Management Limited/Hong Kong #1
top holder share
AI Holders Summary · Q1 2026

32 institutions reported VCX in Q1 2026. CloudAlpha Capital Management Limited/Hong Kong leads at 82.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CloudAlpha Capital Management Limited/Hong Kong
CIK 0001745907
$27M203K0.91%Q1 2026
02
Garden State Investment Advisory Services LLC
CIK 0001965351
$3M23K0.67%Q1 2026
03
Weiss Asset Management LP
CIK 0001357550
$1M9K0.02%Q1 2026
04
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$426K3K0.01%Q1 2026
05
Lake Hills Wealth Management, LLC
CIK 0001705594
$300K3K0.14%Q2 2026
06
Marex Group plc
CIK 0001997464
$205K2K0.00%Q1 2026
07
UBS Group AG
CIK 0001610520
$69K5260.00%Q1 2026
08
Farther Finance Advisors, LLC
CIK 0001992825
$62K7150.00%Q2 2026
09
FNY Investment Advisers, LLC
CIK 0001742998
$43K3300.02%Q1 2026
10
MAI Capital Management
CIK 0001040197
$39K3000.00%Q1 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$35K2690.00%Q1 2026
12
LRI Investments, LLC
CIK 0002023325
$25K2950.00%Q2 2026
13
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$24K2800.00%Q2 2026
14
Berbice Capital Management LLC
CIK 0002051605
$22K2600.01%Q2 2026
15
PFS Partners, LLC
CIK 0002002654
$19K2250.01%Q2 2026
16
Advisory Services Network, LLC
CIK 0001573876
$15K1140.00%Q1 2026
17
MORGAN STANLEY
CIK 0000895421
$13K1000.00%Q1 2026
18
IFP Advisors, Inc
CIK 0001641866
$10K1130.00%Q2 2026
19
Crewe Advisors LLC
CIK 0001730033
$9K1000.00%Q2 2026
20
GABLES CAPITAL MANAGEMENT INC.
CIK 0001740839
$7K500.00%Q1 2026
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