FUNDRISE INNOVATION FD LLC VCX
COM SHS · Closed-End Fund · CUSIP 360852107
52
institutional holders
+26 vs Q1 2026
330.4k
shares reported held*
$28.6mreported value*
40 new
5 added
2 reduced
12 sold out
net bought ≈ $7.0m (+80.9k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $86.43. Options: 10 managers hold calls ($41.8m notional), 10 hold puts ($25.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 26 |
| Q2 2026 | 52 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $41.8m | $25.1m | 0.60 |
Biggest buyers
| Newtyn Management, LLC | New | +40.0k |
| LPL Financial LLC | New | +22.2k |
| Centiva Capital, LP | New | +21.7k |
| UBS Group AG | Added | +8.5k |
| HRT FINANCIAL LP | New | +6.7k |
| JANE STREET GROUP, LLC | New | +5.9k |
| Cambridge Investment Research Advisors, Inc. | New | +5.4k |
| CreativeOne Wealth, LLC | New | +4.9k |
| Sanctuary Advisors, LLC | New | +4.7k |
| OSAIC HOLDINGS, INC. | Added | +4.4k |
Biggest sellers
| CloudAlpha Capital Management Limited/Hong Kong | Reduced | -30.7k |
| Garden State Investment Advisory Services LLC | Sold out | -23.1k |
| Moss Adams Wealth Advisors LLC | Sold out | -13.4k |
| Scientech Research LLC | Sold out | -3.1k |
| Marex Group Ltd | Sold out | -1.6k |
| FNY Investment Advisers, LLC | Sold out | -330 |
| MAI Capital Management | Sold out | -300 |
| Advisory Services Network, LLC | Sold out | -114 |
| GABLES CAPITAL MANAGEMENT INC. | Sold out | -50 |
| Rossby Financial, LCC | Sold out | -15 |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $25.5m295.2k shares |
| CITADEL ADVISORS LLC | New | $6.9m80.4k shares |
| JANE STREET GROUP, LLC | New | $3.6m41.7k shares |
| SIMPLEX TRADING, LLC | New | $3.1m35.9k shares |
| GROUP ONE TRADING LLC | New | $898.9k10.4k shares |
| IMC-Chicago, LLC | New | $812.4k9.4k shares |
| Centiva Capital, LP | New | $475.4k5.5k shares |
| Belvedere Trading LLC | New | $354.4k4.1k shares |
| CSS LLC/IL | New | $77.8k900 shares |
| Sanctuary Advisors, LLC | New | $8.6k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $12.9m149.7k shares |
| CITADEL ADVISORS LLC | New | $4.5m51.7k shares |
| Centiva Capital, LP | New | $1.9m21.7k shares |
| SIMPLEX TRADING, LLC | New | $1.8m20.6k shares |
| IMC-Chicago, LLC | New | $1.4m16.7k shares |
| JANE STREET GROUP, LLC | New | $795.2k9.2k shares |
| CSS LLC/IL | New | $674.2k7.8k shares |
| GROUP ONE TRADING LLC | New | $449.4k5.2k shares |
| LEVIN CAPITAL STRATEGIES, L.P. | New | $345.7k4.0k shares |
| Belvedere Trading LLC | New | $293.9k3.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 3 | $27.4k | 0 | — | — |
| Q1 2025 | 3 | $43.6k | 0 | — | — |
| Q2 2025 | 3 | $28.4k | 0 | — | — |
| Q3 2025 | 2 | — | 0 | — | — |
| Q4 2025 | 3 | — | 0 | — | — |
| Q1 2026 | 2 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong 1.47% of their portfolio | 172.4k $14.9m | Reduced -30.7k |
| Newtyn Management, LLC 0.43% of their portfolio | 40.0k $3.5m | New |
| LPL Financial LLC 0.00% of their portfolio | 22.2k $1.9m | New |
| Centiva Capital, LP 0.06% of their portfolio | 21.7k $1.9m | New |
| UBS Group AG 0.00% of their portfolio | 9.1k $784.1k | Added +8.5k |
| HRT FINANCIAL LP 0.00% of their portfolio | 6.7k $578.0k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 5.9k $509.9k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 5.4k $466.0k | New |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 4.9k $420.7k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 4.7k $409.1k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.7k $402.0k | Added +4.4k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 4.2k $364.7k | Added +965 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 4.0k $348.3k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 4.0k $344.1k | New |
| Lake Hills Wealth Management, LLC 0.14% of their portfolio | 3.5k $300.0k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 3.3k $284.0k | New |
| SCOTIA CAPITAL INC. 0.00% of their portfolio | 3.2k $277.4k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 2.5k $214.2k | New |
| NFSG Corp 0.01% of their portfolio | 1.3k $109.8k | New |
| IFG Advisory, LLC 0.00% of their portfolio | 1.2k $106.6k | New |
| Solstein Capital, LLC 0.03% of their portfolio | 1.1k $92.0k | New |
| WPG Advisers, LLC 0.04% of their portfolio | 809 $69.9k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 715 $61.8k | New |
| CSS LLC/IL 0.00% of their portfolio | 500 $43.2k | New |
| LRI Investments, LLC 0.00% of their portfolio | 295 $25.5k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 280 $24.5k | New |
| Berbice Capital Management LLC 0.01% of their portfolio | 260 $22.5k | New |
| PFS Partners, LLC 0.01% of their portfolio | 225 $19.4k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 199 $17.2k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 184 $15.9k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 150 $13.0k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 135 $11.7k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 113 $9.8k | Added +112 |
| MORGAN STANLEY 0.00% of their portfolio | 107 $9.2k | Added +7 |
| Crewe Advisors LLC 0.00% of their portfolio | 100 $8.6k | Unchanged |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.00% of their portfolio | 75 $6.5k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 69 $6.0k | New |
| Winthrop Capital Management, LLC 0.00% of their portfolio | 59 $5.0k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 49 $4.3k | New |
| Seneschal Advisors, LLC 0.00% of their portfolio | 40 $3.5k | New |
| Atlantic Union Bankshares Corp 0.00% of their portfolio | 36 $3.1k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 35 $3.0k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 23 $2.0k | Reduced -1 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 22 $1.9k | New |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio | 15 $1.3k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 13 $1.1k | First filing |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 13 $1.1k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 10 $864 | New |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 3 $259 | New |
| Salomon & Ludwin, LLC 0.00% of their portfolio | 2 $175 | Unchanged |
| Beaird Harris Wealth Management, LLC 0.00% of their portfolio | 1 $87 | Unchanged |
| Lodestone Wealth Management LLC 0.00% of their portfolio | 1 $61 | New |