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 CFA 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/CFA"
Use Arkolith to show who owns CFA, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | $11.3M | 123K | ▼−6.3% Reduced · −8K sh | Q1 2026 | |
| 2 | Summit Financial, LLC | $7.1M | 78K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $5.1M | 56K | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.5M | 49K | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 5 | Larson Financial Group LLC | $4.3M | 47K | ▼−1.3% Reduced · −608 sh | Q1 2026 | |
| 6 | LEVEL FOUR ADVISORY SERVICES, LLC | $2.9M | 31K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $1.8M | 19K | ▲+1.4% Added · +280 sh | Q1 2026 | |
| 8 | Allspring Global Investments Holdings, LLC | $1.3M | 14K | —Held | Q1 2026 | |
| 9 | MONEY CONCEPTS CAPITAL CORP | $889K | 10K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 10 | Patriot Financial Group Insurance Agency, LLC | $865K | 9K | ▲+96% Added · +5K sh | Q1 2026 | |
| 11 | IHT Wealth Management, LLC | $798K | 9K | —Held | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $782K | 9K | ▲New +9K sh | Q1 2026 | |
| 13 | Pathstone Holdings, LLC | $736K | 8K | ▲+0.2% Added · +20 sh | Q1 2026 | |
| 14 | GREAT VALLEY ADVISOR GROUP, INC. | $454K | 5K | ▲~0% Added · +2 sh | Q1 2026 | |
| 15 | TruWealth Advisors, LLC | $397K | 4K | —Held | Q1 2026 | |
| 16 | FMR LLC | $287K | 3K | ▲+81% Added · +1K sh | Q1 2026 | |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $285K | 3K | ▲+0.2% Added · +6 sh | Q1 2026 | |
| 18 | IFP Advisors, Inc | $178K | 2K | ▲+0.1% Added · +2 sh | Q1 2026 | |
| 19 | MAI Capital Management | $143K | 2K | ▲New +2K sh | Q1 2026 | |
| 20 | CWM, LLC | $88K | 963 | —Held | Q1 2026 | |
| 21 | VANGUARD ADVISERS INC | $12K | 133 | ▲New +133 sh | Q1 2026 | |
| 22 | Aptus Capital Advisors, LLC | $1K | 11 | —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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| UITBmc | 79 funds | $2.1B |
| USTBSHORT TRM BD ETF | 73 funds | $1.0B |
| CDCmc | 69 funds | $397.6M |
| CFAthis pagemc | 53 funds | $290.7M |
| CFOmc | 47 funds | $211.2M |
| USVMUSAA MSCI USA SM | 45 funds | $1.0B |
| CSBVCSHS US SMCP HG | 43 funds | $63.8M |
| CDLVCSHS US LRG CAP | 42 funds | $156.4M |
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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $9.7B |
| APPLE INCAAPL | 25 funds | $8.9B |
| MICROSOFT CORPMSFT | 25 funds | $7.9B |
| NVIDIA CORPNVDA | 25 funds | $7.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $6.3B |
| AMAZON.COM INCAMZN | 25 funds | $5.7B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $4.5B |
| BROADCOM INCAVGO | 25 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 25 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $2.7B |
Ranked by how many of CFA'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 CFA. 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.