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 ADX 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/ADX"
Use Arkolith to show who owns ADX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $8.7M | 399K | ▲+3.0% Added · +12K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $8.4M | 382K | ▼−4.6% Reduced · −18K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | $6.6M | 301K | ▲+4.6% Added · +13K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.1M | 271K | ▼−37% Reduced · −159K sh | Q1 2026 | |
| 5 | UMB Bank, n.a. | $4.6M | 208K | ▼−2.7% Reduced · −6K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $4.4M | 202K | ▲+2.4% Added · +5K sh | Q1 2026 | |
| 7 | D.A. DAVIDSON & CO. | $3.2M | 146K | ▲+11% Added · +15K sh | Q1 2026 | |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 145K | ▲+0.3% Added · +518 sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $2.6M | 121K | ▼−1.7% Reduced · −2K sh | Q1 2026 | |
| 10 | EVOLVE PRIVATE WEALTH, LLC | $1.8M | 82K | ▼−0.5% Reduced · −389 sh | Q1 2026 | |
| 11 | Concurrent Investment Advisors, LLC | $1.7M | 77K | ▲+15% Added · +10K sh | Q1 2026 | |
| 12 | Waverly Advisors, LLC | $1.6M | 73K | ▲+8.7% Added · +6K sh | Q1 2026 | |
| 13 | Diversified Trust Co | $1.4M | 65K | ▲+2.0% Added · +1K sh | Q1 2026 | |
| 14 | Ancora Advisors LLC | $1.2M | 54K | ▼−7.9% Reduced · −5K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $1.2M | 53K | ▲+529% Added · +45K sh | Q1 2026 | |
| 16 | Savant Capital, LLC | $1.2M | 53K | —Held | Q1 2026 | |
| 17 | Lido Advisors, LLC | $1.0M | 48K | ▼−1.2% Reduced · −596 sh | Q1 2026 | |
| 18 | Midwest Trust Co | $965K | 44K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 19 | Capstone Financial Advisors, Inc. | $941K | 43K | ▲+1.1% Added · +464 sh | Q1 2026 | |
| 20 | OPPENHEIMER & CO INC | $921K | 42K | ▲New +42K sh | Q1 2026 | |
| 21 | Merit Financial Group, LLC | $796K | 36K | ▼−14% Reduced · −6K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $740K | 34K | ▲+7.8% Added · +2K sh | Q1 2026 | |
| 23 | Joel Isaacson & Co., LLC | $733K | 33K | —Held | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $730K | 33K | ▲+1.8% Added · +602 sh | Q1 2026 | |
| 25 | Kovack Advisors, Inc. | $664K | 30K | ▼−0.5% Reduced · −139 sh | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 2, 2026 | Kerns Janis F. | Gen. Counsel & Corp. Secretary | Buy (P) | 7 | $163 |
| Jan 30, 2026 | Kerns Janis F. | Gen. Counsel & Corp. Secretary | Buy (P) | 107 | $2K |
| Jan 30, 2026 | Kerns Janis F. | Gen. Counsel & Corp. Secretary | Buy (P) | 100 | $2K |
| Jan 30, 2026 | Kerns Janis F. | Gen. Counsel & Corp. Secretary | Buy (P) | 107 | $2K |
| Oct 31, 2024 | Nelson Jane Musser | Director | Buy (P) | 1K | $25K |
| Oct 28, 2024 | Escherich Frederic A | Director | Sell (S) | 10K | $208K |
| Oct 25, 2024 | Escherich Frederic A | Director | Sell (S) | 5K | $106K |
| Oct 24, 2024 | Escherich Frederic A | Director | Sell (S) | 11K | $241K |
| Jan 5, 2023 | MCGAHRAN KATHLEEN T | Director | Grant (A) | 865 | $13K |
| Jan 3, 2023 | MCGAHRAN KATHLEEN T | Director | Grant (A) | 709 | $10K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 64 funds | $19.8B |
| NVIDIA CORPNVDA | 64 funds | $17.7B |
| MICROSOFT CORPMSFT | 64 funds | $15.6B |
| AMAZON.COM INCAMZN | 64 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 64 funds | $10.4B |
| BROADCOM INCAVGO | 64 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 64 funds | $6.9B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $6.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 64 funds | $4.9B |
| EXXON MOBIL CORPXOM | 64 funds | $4.2B |
| ELI LILLY & COLLY | 64 funds | $4.1B |
| WALMART INCWMT | 64 funds | $4.0B |
Ranked by how many of ADX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ADX. 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.