Fundrise Innovation Fund, LLC (VCX) — Institutional Holders, Q2 2026

53 institutional investment managers reported a VCX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $28.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

VCX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

43

Added to

4

Trimmed

1

Sold out

13

Biggest buyers

  1. Newtyn ManagementNew · +40,000 sh+$3.5M
  2. LPL FinancialNew · +22,198 sh+$1.9M
  3. Centiva CapitalNew · +21,700 sh+$1.9M
  4. UBS Group AGAdded · +8,546 sh+$738.6K
  5. HRT FINANCIALNew · +6,697 sh+$578.8K

Biggest sellers

  1. CloudAlpha Capital Management Limited/Hong KongTrimmed · -30,749 sh-$2.7M
  2. Garden State Investment Advisory ServicesSold out · -23,113 sh-$2.0M
  3. Moss Adams Wealth AdvisorsSold out · -13,426 sh-$1.2M
  4. Weiss Asset ManagementSold out · -8,821 sh-$762.4K
  5. Scientech ResearchSold out · -3,125 sh-$270.1K

VCX 13F holders ranked 1–53 of 53

Institutional investors reporting a position in Fundrise Innovation Fund, LLC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
CloudAlpha Capital Management Limited/Hong Kong#1 · 172,355 sh$14.9M-15.1%
Newtyn Management#2 · 40,000 sh$3.5MNew
LPL Financial#3 · 22,198 sh$1.9MNew
Centiva Capital#4 · 21,700 sh$1.9MNew
UBS Group AG#5 · 9,072 sh$784.1K+1624.7%
HRT FINANCIAL#6 · 6,697 sh$578.0KNew
JANE STREET GROUP#7 · 5,900 sh$509.9KNew
CreativeOne Wealth#8 · 4,867 sh$420.7KNew
Sanctuary Advisors#9 · 4,733 sh$409.1KNew
OSAIC#10 · 4,652 sh$402.0K+1629.4%
KESTRA PRIVATE WEALTH SERVICES#11 · 4,220 sh$364.7K+29.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP#12 · 4,030 sh$348.3KNew
Cetera Investment Advisers#13 · 3,981 sh$344.1KNew
Lake Hills Wealth Management#14 · 3,471 sh$300.0KNew
HighTower Advisors#15 · 3,286 sh$284.0KNew
SCOTIA CAPITAL#16 · 3,210 sh$277.4KNew
Cambridge Investment Research Advisors#17 · 2,701 sh$233.0KNew
COMMONWEALTH EQUITY SERVICES#18 · 2,478 sh$214.2KNew
Newbridge Financial Services Group#19 · 1,270 sh$109.8KNew
IFG Advisory#20 · 1,233 sh$106.6KNew
Solstein Capital#21 · 1,064 sh$92.0KNew
WPG Advisers#22 · 809 sh$69.9KNew
Farther Finance Advisors#23 · 715 sh$61.8KNew
CSS#24 · 500 sh$43.2KNew
LRI Investments#25 · 295 sh$25.5KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#26 · 280 sh$24.5KNew
Berbice Capital Management#27 · 260 sh$22.5KNew
PFS Partners#28 · 225 sh$19.4KNew
Ancora Advisors#29 · 199 sh$17.2KNew
Integrated Wealth Concepts#30 · 184 sh$15.9KNew
PNC FINANCIAL SERVICES GROUP#31 · 150 sh$13.0KNew
Steward Partners Investment Advisory#32 · 135 sh$11.7KNew
IFP Advisors#33 · 113 sh$9.8KNew
MORGAN STANLEY#34 · 107 sh$9.2K+7.0%
Crewe Advisors#35 · 100 sh$8.6K0.0%
James T. Borello RIA#36 · 100 sh$8.6KNew
MARK SHEPTOFF FINANCIAL PLANNING#37 · 75 sh$6.5KNew
HARBOUR INVESTMENTS#38 · 69 sh$6.0KNew
Winthrop Capital Management#39 · 59 sh$5.0KNew
Parallel Advisors#40 · 49 sh$4.3KNew
Seneschal Advisors#41 · 40 sh$3.5KNew
Union Bankshares#42 · 36 sh$3.1KNew
NATIONAL BANK OF CANADA#43 · 35 sh$3.0K0.0%
NewEdge Advisors#44 · 23 sh$2.0KNew
EverSource Wealth Advisors#45 · 22 sh$1.9KNew
THURSTON, SPRINGER, MILLER, HERD & TITAK#46 · 15 sh$1.3KNew
TD Waterhouse Canada#47 · 13 sh$1.1KNew
Global Retirement Partners#48 · 13 sh$1.1K—
Larson Financial Group#49 · 10 sh$864.00New
Golden State Wealth Management#50 · 3 sh$259.00New
Salomon & Ludwin#51 · 2 sh$175.000.0%
Beaird Harris Wealth Management#52 · 1 sh$87.000.0%
Lodestone Wealth Management#53 · 1 sh$61.00New

Funds that sold out of VCX in Q2 2026 (13)

Held VCX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held VCX in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Garden State Investment Advisory Services23,113 sh$3.0M
Moss Adams Wealth Advisors13,426 sh$1.8M
Weiss Asset Management8,821 sh$1.2M
Scientech Research3,125 sh$409.2K
Marex Group plc1,563 sh$204.7K
FNY Investment Advisers330 sh$43.0K
MAI Capital Management300 sh$39.3K
Western Wealth Management116 sh$15.2K
Advisory Services Network114 sh$14.9K
GABLES CAPITAL MANAGEMENT50 sh$6.5K
Rossby Financial, LCC15 sh$1.7K
HOLLENCREST SECURITIES3 sh$393.00
Wall Street Financial Group3 sh$393.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.