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 BTR 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/BTR"
Use Arkolith to show who owns BTR, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | $25.9M | 1.0M | —Held | Q1 2026 | |
| 2 | RFG Advisory, LLC | $7.7M | 299K | ▲+20% Added · +49K sh | Q1 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $482K | 19K | ▼−14% Reduced · −3K 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 |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $189.0M |
| APPLE INCAAPL | 3 funds | $177.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $165.6M |
| VANGUARD ENERGY ETFVDE | 3 funds | $129.7M |
| VANGUARD UTILITIES ETFVPU | 3 funds | $108.0M |
| BROADCOM INCAVGO | 3 funds | $107.8M |
| VANGUARD INDUSTRIALS ETFVIS | 3 funds | $105.1M |
| VANGUARD MATERIALS ETFVAW | 3 funds | $104.0M |
| VANGUARD HEALTH CARE ETFVHT | 3 funds | $98.4M |
| VANGUARD REAL ESTATE ETFVNQ | 3 funds | $98.0M |
| VANGUARD CONSUMER STAPLE ETFVDC | 3 funds | $97.3M |
| STE STR SPDR PT S&P 500 ETFSPYM | 3 funds | $85.8M |
Ranked by how many of BTR'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 BTR. 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.