FUNDRISE INNOVATION FUND LLC (VCX) Institutional Ownership Changes & 13F Activity
FUNDRISE INNOVATION FUND LLC (VCX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cloudalpha Capital Management Limited/Hong Kong, Garden State Investment Advisory Services Llc, Moss Adams Wealth Advisors Llc, Kestra Private Wealth Services, Llc, and Scientech Research Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Western Wealth Management, Llc | Buy | +116 | — | 116 | $15.19K | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | Buy | +2 | — | 2 | $262.00 | Q1 2026 | May 18, 2026 |
| Scientech Research Llc | Buy | +3,125 | — | 3,125 | $409.22K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +300 | — | 300 | $39.28K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +269 | — | 269 | $35.22K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +114 | — | 114 | $14.93K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +100 | — | 100 | $13.10K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +35 | — | 35 | $4.38K | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services Llc | Buy | +23,113 | — | 23,113 | $3.03M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +2 | — | 2 | $262.00 | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +1 | — | 1 | $131.00 | Q1 2026 | May 14, 2026 |
| Cloudalpha Capital Management Limited/Hong Kong | Buy | +203,104 | — | 203,104 | $26.60M | Q1 2026 | May 13, 2026 |
| Marex Group Plc | Buy | +1,563 | — | 1,563 | $204.68K | Q1 2026 | May 13, 2026 |
| Rossby Financial, Lcc | Buy | +15 | — | 15 | $1.73K | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, Llc | Buy | +2 | — | 2 | $226.00 | Q1 2026 | May 11, 2026 |
| Crewe Advisors Llc | Buy | +100 | — | 100 | $13.10K | Q1 2026 | May 07, 2026 |
| Hollencrest Capital Management | Buy | +3 | — | 3 | $393.00 | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | Buy | +3 | — | 3 | $393.00 | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +526 | — | 526 | $68.88K | Q1 2026 | May 05, 2026 |
| Gables Capital Management Inc. | Buy | +50 | — | 50 | $6.55K | Q1 2026 | May 01, 2026 |
| Moss Adams Wealth Advisors Llc | Buy | +13,426 | — | 13,426 | $1.76M | Q1 2026 | Apr 23, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +3,255 | — | 3,255 | $426.24K | Q1 2026 | Apr 20, 2026 |
| Fny Investment Advisers, Llc | Buy | +330 | — | 330 | $43.00K | Q1 2026 | Apr 15, 2026 |
| Ifp Advisors, Inc | Buy | +1 | — | 1 | $131.00 | Q1 2026 | Apr 13, 2026 |
Frequently asked questions about VCX activity
Which institutional owners are buying VCX?
Institutional owners buying VCX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VCX activity?
"Buy" means an investor increased their reported position in VCX compared to the prior reporting period. This reflects growing exposure to FUNDRISE INNOVATION FUND LLC (VCX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VCX increasing?
Institutional interest in VCX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.