The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query AAEQ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AAEQ"
Use Arkolith to show who owns AAEQ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $16.7M | 360K | —Held | Q1 2026 | |
| 2 | Truepoint, Inc. | $10.9M | 233K | ▼−5.0% Reduced · −12K sh | Q1 2026 | |
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.9M | 83K | —Held | Q1 2026 | |
| 4 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $2.1M | 43K | —Held | Q1 2026 | |
| 5 | REGIONS FINANCIAL CORP | $1.3M | 28K | ▲New +28K sh | Q1 2026 | |
| 6 | ZWJ INVESTMENT COUNSEL INC | $237K | 5K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| ORRMILITIA LONG/SHO | 22 funds | $48.7M |
| USEWETF | 17 funds | $59.9M |
| AAEQthis pageETF | 16 funds | $45.6M |
| TOVJLENS 500 JEWISH | 16 funds | $16.5M |
| AAUAALPHA ARCHITECT | 13 funds | $59.1M |
| AAUSETF | 11 funds | $84.2M |
| GEWCAMBRIA GLOBAL | 11 funds | $30.5M |
| FMTMmc | 10 funds | $13.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $2.7B |
| APPLE INCAAPL | 7 funds | $2.1B |
| VANGUARD S&P 500 ETFVOO | 7 funds | $2.0B |
| NVIDIA CORPNVDA | 7 funds | $1.9B |
| MICROSOFT CORPMSFT | 7 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.6B |
| AMAZON.COM INCAMZN | 7 funds | $1.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 7 funds | $1.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 7 funds | $891.9M |
| ISHARES CORE S&P MIDCAP ETFIJH | 7 funds | $836.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $821.2M |
| ISHARES CORE S&P SMALL-CAP EIJR | 7 funds | $780.2M |
Ranked by how many of AAEQ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AAEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.