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 BDCZ 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/BDCZ"
Use Arkolith to show who owns BDCZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $378K | 25K | ▲+6.4% Added · +2K sh | Q1 2026 | |
| 2 | Geneos Wealth Management Inc. | $13K | 885 | ▲+1.8% Added · +16 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.
| Class | 13F holders | Value held |
|---|---|---|
| MLPBcs | 24 funds | $169.3M |
| UCIBFUND | 7 funds | $9.2M |
| BDCZthis pageETRACS MARKETVEC | 7 funds | $996K |
| 90274D374ETRACS ALERIAN M | 4 funds | $451K |
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 |
|---|---|---|
| MICROSOFT CORPMSFT | 14 funds | $178.2B |
| NVIDIA CORPNVDA | 14 funds | $169.9B |
| APPLE INCAAPL | 14 funds | $153.0B |
| AMAZON.COM INCAMZN | 14 funds | $95.1B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $83.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $82.7B |
| ALPHABET INC-CL AGOOGL | 14 funds | $81.2B |
| BROADCOM INCAVGO | 14 funds | $81.0B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $70.5B |
| JPMORGAN CHASE & COJPM | 14 funds | $69.6B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $49.3B |
| ALPHABET INC-CL CGOOG | 14 funds | $46.3B |
Ranked by how many of BDCZ'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 BDCZ. 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.