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 CII 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/CII"
Use Arkolith to show who owns CII, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $9.8M | 467K | ▲+10% Added · +43K sh | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $5.6M | 268K | ▲+11% Added · +27K sh | Q1 2026 | |
| 3 | Wealthspire Retirement, LLC | $4.4M | 211K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 4 | &PARTNERS | $2.9M | 137K | ▲+6.2% Added · +8K sh | Q1 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | $1.7M | 80K | ▲+312% Added · +60K sh | Q1 2026 | |
| 6 | U.S. Capital Wealth Advisors, LLC | $1.6M | 74K | ▲+5.0% Added · +4K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $1.3M | 61K | ▲+7.9% Added · +4K sh | Q1 2026 | |
| 8 | Compound Planning, Inc. | $807K | 38K | ▲+173% Added · +24K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $805K | 38K | ▲+52% Added · +13K sh | Q1 2026 | |
| 10 | MONEY CONCEPTS CAPITAL CORP | $680K | 32K | ▲+8.1% Added · +2K sh | Q1 2026 | |
| 11 | REGIONS FINANCIAL CORP | $526K | 25K | —Held | Q1 2026 | |
| 12 | DAVENPORT & Co LLC | $498K | 24K | ▲+7.5% Added · +2K sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $488K | 23K | ▲+10% Added · +2K sh | Q1 2026 | |
| 14 | D.A. DAVIDSON & CO. | $432K | 21K | ▲+5.0% Added · +977 sh | Q1 2026 | |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $428K | 20K | ▲+7.3% Added · +1K sh | Q1 2026 | |
| 16 | WHITTIER TRUST CO OF NEVADA INC | $320K | 15K | ▲New +15K sh | Q1 2026 | |
| 17 | Geneos Wealth Management Inc. | $311K | 15K | ▲+4.2% Added · +603 sh | Q1 2026 | |
| 18 | Sanctuary Advisors, LLC | $249K | 12K | ▲+7.4% Added · +813 sh | Q1 2026 | |
| 19 | Pathstone Holdings, LLC | $210K | 10K | —Held | Q1 2026 | |
| 20 | Ancora Advisors LLC | $110K | 5K | ▲+5.0% Added · +249 sh | Q1 2026 | |
| 21 | Smartleaf Asset Management LLC | $94K | 5K | ▲+5.0% Added · +218 sh | Q1 2026 | |
| 22 | MAI Capital Management | $75K | 4K | ▲+5.0% Added · +169 sh | Q1 2026 | |
| 23 | BROWN BROTHERS HARRIMAN & CO | $39K | 2K | ▲+4.9% Added · +87 sh | Q1 2026 | |
| 24 | Root Financial Partners, LLC | $37K | 2K | —Held | Q1 2026 | |
| 25 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $24K | 1K | ▲New +1K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 30, 2026 | Kanan Ibrahim | Insider | Option exercise (M) | 251 | — |
| Jan 30, 2026 | Kanan Ibrahim | Insider | Option exercise (M) | 251 | — |
| Jan 30, 2026 | McClements Kyle | Insider | Disposed to issuer (D) | 2K | $36K |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 2K | — |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 557 | — |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 394 | — |
| Jan 30, 2026 | McClements Kyle | Insider | Option exercise (M) | 612 | — |
| Jan 30, 2026 | Kanan Ibrahim | Insider | Disposed to issuer (D) | 251 | $6K |
| Jan 2, 2026 | KESTER W CARL | Director | Grant (A) | 29 | $681 |
| Jan 2, 2026 | HUBBARD ROBERT GLENN | Director | Grant (A) | 305 | $7K |
| Jan 2, 2026 | Holloman James Phillip | Director | Grant (A) | 232 | $5K |
| Jan 2, 2026 | Flores Lorenzo | Director | Grant (A) | 218 | $5K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 32 funds | $9.6B |
| MICROSOFT CORPMSFT | 32 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 32 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 32 funds | $4.5B |
| BROADCOM INCAVGO | 32 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 32 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $3.2B |
| WALMART INCWMT | 32 funds | $2.7B |
| ELI LILLY & COLLY | 32 funds | $2.7B |
| EXXON MOBIL CORPXOM | 32 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 32 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 32 funds | $2.4B |
Ranked by how many of CII'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 CII. 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.