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 BTO 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/BTO"
Use Arkolith to show who owns BTO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $1.9M | 54K | ▲+10% Added · +5K sh | Q1 2026 | |
| 2 | OPPENHEIMER & CO INC | $1.0M | 28K | ▼−1.8% Reduced · −504 sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $859K | 24K | ▲+3.4% Added · +796 sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $541K | 15K | ▲+4.4% Added · +639 sh | Q1 2026 | |
| 5 | BENJAMIN EDWARDS INC | $480K | 13K | —Held | Q1 2026 | |
| 6 | STEPHENS INC /AR/ | $343K | 10K | ▼−32% Reduced · −5K sh | Q1 2026 | |
| 7 | D.A. DAVIDSON & CO. | $324K | 9K | ▲+0.2% Added · +15 sh | Q1 2026 | |
| 8 | CENTAURUS FINANCIAL, INC. | $105K | 3K | ▲+1.8% Added · +53 sh | Q1 2026 | |
| 9 | MAI Capital Management | $62K | 2K | —Held | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $57K | 2K | ▼−24% Reduced · −500 sh | Q1 2026 | |
| 11 | Atlantic Union Bankshares Corp | $36K | 1K | —Held | Q1 2026 | |
| 12 | CWM, LLC | $28K | 785 | ▲+53% Added · +271 sh | Q1 2026 | |
| 13 | EASTERN BANK | $27K | 750 | ▲+200% Added · +500 sh | Q1 2026 | |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22K | 600 | —Held | Q1 2026 | |
| 15 | AdvisorNet Financial, Inc | $7K | 200 | —Held | Q1 2026 | |
| 16 | Larson Financial Group LLC | $6K | 174 | ▲New +174 sh | Q1 2026 | |
| 17 | HUNTINGTON NATIONAL BANK | $36 | 1 | —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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 26, 2026 | Phelan Kenneth J | Director | Buy (P) | 270 | $10K |
| Apr 8, 2025 | Wright Thomas Rowe | Director | Buy (P) | 378 | $11K |
| Jan 14, 2025 | Bacic William K | Insider | Buy (P) | 288 | $10K |
| Dec 23, 2024 | Ellison Noni L | Insider | Buy (P) | 315 | $11K |
| Jan 2, 2024 | Garfield Dean | Director | Buy (P) | 513 | $16K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 100 | $2K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 254 | $6K |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 2 | $51 |
| Oct 12, 2023 | Ellison Noni L | Director | Buy (P) | 76 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 23 funds | $7.2B |
| NVIDIA CORPNVDA | 23 funds | $5.5B |
| MICROSOFT CORPMSFT | 23 funds | $4.5B |
| AMAZON.COM INCAMZN | 23 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 23 funds | $3.1B |
| BROADCOM INCAVGO | 23 funds | $2.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $1.9B |
| JOHNSON & JOHNSONJNJ | 23 funds | $1.4B |
| CHEVRON CORPCVX | 23 funds | $1.0B |
| TESLA INCTSLA | 23 funds | $934.4M |
Ranked by how many of BTO'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 BTO. 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.