Fundrise Innovation Fund LLCVCX 13F holders, Q1 2026 (March 31) 25 holders
$130.95 avg. 13F price*
At the end of Q1 2026 , 25 institutions reported holding Fundrise Innovation Fund LLC (VCX) in their 13F filings. The largest holders were CloudAlpha Capital Management Limited/Hong Kong ($26.6M), Garden State Investment Advisory Services LLC ($3.0M) and Moss Adams Wealth Advisors LLC ($1.8M).
Company Fundrise Innovation Fund LLC
CUSIP 360852107
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2026 Institutions Total Value New Positions 26 $33.8M Exits 0 $0
Ownership 25 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ CloudAlpha Capital Management Limited/Hong Kong 2.92% New 203,104 $26.6M Garden State Investment Advisory Services LLC 0.72% New 23,113 $3.0M Moss Adams Wealth Advisors LLC 0.13% New 13,426 $1.8M Weiss Asset Management LP 0.03% New 8,821 $1.2M Kestra Private Wealth Services, LLC 0.01% New 3,255 $426K Scientech Research LLC 0.34% New 3,125 $409K Marex Group Ltd 0.00% New 1,563 $205K UBS Group AG 0.00% New 526 $69K FNY Investment Advisers, LLC 0.02% New 330 $43K MAI Capital Management 0.00% New 300 $39K Osaic Holdings, Inc. 0.00% New 269 $35K Advisory Services Network, LLC 0.00% New 114 $15K Crewe Advisors LLC 0.00% New 100 $13K Morgan Stanley 0.00% New 100 $13K Gables Capital Management Inc. 0.00% New 50 $7K National Bank of Canada 0.00% New 35 $4K NewEdge Advisors, LLC 0.00% New 24 $3K Rossby Financial, LCC 0.00% New 15 $2K Wall Street Financial Group, Inc. 0.00% New 3 $393 Hollencrest Capital Management 0.00% New 3 $393 Cwm, LLC 0.00% New 2 $262 Sunbelt Securities, Inc. 0.00% New 2 $262 Salomon & Ludwin, LLC 0.00% New 2 $226 IFP Advisors, Inc 0.00% New 1 $131 Beaird Harris Wealth Management, LLC 0.00% New 1 $131
"% of holder's portfolio" is VCX's weight in each manager's 13F, not the share of Fundrise Innovation Fund LLC the manager owns.