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 AESR 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/AESR"
Use Arkolith to show who owns AESR, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $90.0M | 5.4M | ▲+15% Added · +704K sh | Q1 2026 | |
| 2 | Geneos Wealth Management Inc. | $8.6M | 514K | ▲+1.7% Added · +9K sh | Q1 2026 | |
| 3 | AdvisorNet Financial, Inc | $1.0M | 61K | ▲+1.3% Added · +798 sh | Q1 2026 | |
| 4 | CREATIVE FINANCIAL DESIGNS INC /ADV | $15K | 908 | —Held | Q1 2026 | |
| 5 | GeoWealth Management, LLC | $12K | 695 | ▲+63% Added · +269 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 5 funds | $394.6M |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $389.6M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $353.6M |
| DIMENSIONAL US CORE EQUITY 2DFAC | 5 funds | $303.3M |
| ISHARES S&P 500 GROWTH ETFIVW | 5 funds | $276.7M |
| ISHARES S&P 500 VALUE ETFIVE | 5 funds | $249.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $246.4M |
| APPLE INCAAPL | 5 funds | $243.3M |
| NVIDIA CORPNVDA | 5 funds | $240.4M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $191.3M |
| ISHRS US E F R A ETF-USD INCDYNF | 5 funds | $186.9M |
| MICROSOFT CORPMSFT | 5 funds | $172.5M |
Ranked by how many of AESR'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 AESR. 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.