Ask Claude which funds own a stock

Name: Arkolith
Brand: Arkolith

Give an agent a ticker and get the tracked 13F funds that hold it, the reported position size, quarter-over-quarter change, filing quarter, and SEC EDGAR provenance.

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Question#

Which institutional 13F funds own AAPL, how large are the positions, and did each fund add, reduce, exit, or hold the position quarter over quarter?

1. Connect Arkolith to Claude#

Mint a key at arkolith.com/connect, then add the MCP server:

bash

claude mcp add --transport http arkolith https://arkolith.com/api/mcp \
  --header "Authorization: Bearer YOUR_API_KEY"

2. Ask the agent#

Paste this into Claude, Codex, or any agent with the Arkolith MCP server connected:

text

Use Arkolith to answer: which institutional 13F funds own AAPL?

Return:
- the number of tracked institutional owners,
- the top 10 holders by reported value,
- whether each fund added, reduced, exited, or held the position quarter over quarter,
- the reported quarter,
- and the SEC EDGAR provenance.

Use the stock.owners tool with ticker AAPL and limit 10. Do not treat the result as investment advice. Explain that 13F data is quarterly and lagged.

3. Direct MCP or REST call#

If you are wiring the client by hand, call the same workflow directly:

bash

curl -X POST https://arkolith.com/api/mcp \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "stock.owners",
    "arguments": {
      "ticker": "AAPL",
      "limit": 10
    }
  }
}'

4. Expected response shape#

Values change with live filings. Keep the shape stable and cite the provenance block when an answer needs to be auditable.

json

{
  "ticker": { "symbol": "AAPL", "name": "APPLE INC", "cusip": "037833100", "sector": "Technology", "exchange": "NASDAQ", "asset_class": "equity" },
  "summary": { "institutional_owners": 30, "total_value_usd": 412000000000 },
  "owners": [
    {
      "fund": "BERKSHIRE HATHAWAY INC",
      "fund_slug": "berkshire-hathaway-inc",
      "cik": "1067983",
      "value_usd": 75000000000,
      "shares": "300000000",
      "change": "REDUCED",
      "pct_delta": -14.29,
      "share_delta": "-50000000",
      "quarter": "Q1 2026"
    }
  ],
  "provenance": { "source": "SEC EDGAR 13F", "license": "public domain" }
}

5. Caveats to preserve#

13F filings are quarterly and lagged. They are not real-time ownership.
13F reports are long-position disclosures. Shorts and most derivatives are not fully represented.
Use this as data and source context, not investment advice.
For public citation, link the ticker page and the data product page alongside the tool result.

Next links#

Tool reference: stock.owners
REST reference: GET /api/v1/stocks/[ticker]
Public example page: AAPL institutional ownership
Data product: 13F holdings data
Authentication: keys and headers

Use this in MCP directory copy

This page is the proof link for directory listings that ask what the server actually does: it shows a market question, the MCP tool, the REST mirror, and the source caveats in one place.

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