IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fundrise Innovation FD LLC

CUSIP: 360852107 | 81 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC48,513
0.0% of portfolio›$1.4M
Imc-Chicago, LLC48,340
0.0% of portfolio›$1.4M
New Harbor Financial Group, LLC30,142
0.1% of portfolio›$892.8K
Ballast Rock Private Wealth LLC29,000
0.4% of portfolio›$859.0K
Kestra Advisory Services, LLC21,827
0.0% of portfolio›$646.5K
Commonwealth Equity Services, LLC13,861
0.0% of portfolio›$410.6K
Savant Capital, LLC10,661
0.0% of portfolio›$315.8K
Simplex Trading, LLC9,307
0.0% of portfolio›$275.7K
Gables Capital Management Inc.6,500
0.1% of portfolio›$192.5K
PFS Partners, LLC5,345
0.1% of portfolio›$158.3K
Root Financial Partners, LLC1,699
0.0% of portfolio›$50.3K
WPG Advisers, LLC1,671
0.0% of portfolio›$49.5K
Nfsg Corp1,340
0.0% of portfolio›$39.7K
Blue Bell Private Wealth Management, LLC806
0.0% of portfolio›$23.9K
IFP Advisors, Inc696
0.0% of portfolio›$20.6K
Larson Financial Group LLC530
0.0% of portfolio›$15.7K
Farther Finance Advisors, LLC429
0.0% of portfolio›$12.7K
Salomon & Ludwin, LLC390
0.0% of portfolio›$11.6K
Triumph Capital Management325
0.0% of portfolio›$9.6K
Pinnacle Wealth Planning Services, Inc.117
0.0% of portfolio›$3.5K
James T. Borello RIA100
0.0% of portfolio›$3.0K
Parallel Advisors, LLC50
0.0% of portfolio›$1.5K
Summit Securities Group LLC33
0.0% of portfolio›$977
Golden State Wealth Management, LLC3
0.0% of portfolio›$89
Lodestone Wealth Management LLC1
0.0% of portfolio›$21
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$30
StyleTurnoverLocationFiled
LPL Financial LLC
48,513$1.4M0.0%IndexVery LowFort Mill, SC2026-11-06
Imc-Chicago, LLC
48,340$1.4M0.0%GARPVery HighChicago, IL2026-11-05
New Harbor Financial Group, LLC
30,142$892.8K0.1%ETFMediumWorcester, MA2026-10-22
Ballast Rock Private Wealth LLC
29,000$859.0K0.4%ETFMediumCharleston, SC2026-10-26
Kestra Advisory Services, LLC
21,827$646.5K0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
13,861$410.6K0.0%ETFLowWaltham, MA2026-11-02
Savant Capital, LLC
10,661$315.8K0.0%IndexVery LowRockford, IL2026-11-06
Simplex Trading, LLC
9,307$275.7K0.0%CoreVery HighChicago, IL2026-11-04
Gables Capital Management Inc.
6,500$192.5K0.1%GrowthVery LowMiami, FL2026-11-04
PFS Partners, LLC
5,345$158.3K0.1%ETFVery LowMine Hill, NJ2026-10-21
Root Financial Partners, LLC
1,699$50.3K0.0%ETFMediumEncinitas, CA2026-10-21
WPG Advisers, LLC
1,671$49.5K0.0%CoreLowBaltimore, MD2026-10-27
Nfsg Corp
1,340$39.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Blue Bell Private Wealth Management, LLC
806$23.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
IFP Advisors, Inc
696$20.6K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
530$15.7K0.0%GrowthLowSt Louis, MO2026-11-05
Farther Finance Advisors, LLC
429$12.7K0.0%IndexLowSan Francisco, CA2026-10-08
Salomon & Ludwin, LLC
390$11.6K0.0%ETFVery LowRichmond, VA2026-10-29
Triumph Capital Management
325$9.6K0.0%ETFMediumDenver, CO2026-10-14
Pinnacle Wealth Planning Services, Inc.
117$3.5K0.0%GARPLowMansfield, OH2026-10-27
James T. Borello RIA
100$3.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Parallel Advisors, LLC
50$1.5K0.0%IndexLowSan Francisco, CA2026-11-03
Summit Securities Group LLC
33$9770.0%CoreVery HighNew York, NY2026-11-05
Golden State Wealth Management, LLC
3$890.0%ETFMediumSanta Ana, CA2026-11-02
Lodestone Wealth Management LLC
1$210.0%CoreLowSpokane, WA2026-10-14
EverSource Wealth Advisors, LLC
1$300.0%CoreMediumBirmingham, AL2026-11-04