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 CWB 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/CWB"
Use Arkolith to show who owns CWB, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $77.1M | 843K | ▼−7.5% Reduced · −69K sh | Q1 2026 | |
| 2 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $34.3M | 374K | ▼−21% Reduced · −98K sh | Q1 2026 | |
| 3 | Waldron Private Wealth LLC | $16.5M | 181K | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.6M | 156K | ▼−35% Reduced · −83K sh | Q1 2026 | |
| 5 | AMG National Trust Bank | $12.3M | 134K | ▲+5.8% Added · +7K sh | Q1 2026 | |
| 6 | OPPENHEIMER & CO INC | $12.1M | 132K | ▼−1.7% Reduced · −2K sh | Q1 2026 | |
| 7 | Modera Wealth Management, LLC | $12.0M | 131K | ▼−6.4% Reduced · −9K sh | Q1 2026 | |
| 8 | Kingsview Wealth Management, LLC | $11.9M | 130K | ▲New +130K sh | Q1 2026 | |
| 9 | HUNTINGTON NATIONAL BANK | $11.9M | 130K | ▲+10% Added · +12K sh | Q1 2026 | |
| 10 | McAdam, LLC | $11.8M | 129K | ▲+5.1% Added · +6K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $8.8M | 96K | ▼−20% Reduced · −24K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $8.4M | 92K | ▼−0.7% Reduced · −672 sh | Q1 2026 | |
| 13 | NorthCoast Asset Management LLC | $6.8M | 74K | ▲+5.7% Added · +4K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $6.0M | 65K | ▼−31% Reduced · −30K sh | Q1 2026 | |
| 15 | Concurrent Investment Advisors, LLC | $4.8M | 52K | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 16 | Prospera Financial Services Inc | $4.7M | 51K | ▼−8.7% Reduced · −5K sh | Q1 2026 | |
| 17 | Chicago Partners Investment Group LLC | $4.4M | 44K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 18 | IFP Advisors, Inc | $4.0M | 44K | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 19 | EXCHANGE TRADED CONCEPTS, LLC | $3.9M | 42K | ▲+75% Added · +18K sh | Q1 2026 | |
| 20 | Geneos Wealth Management Inc. | $3.7M | 41K | ▼−24% Reduced · −13K sh | Q1 2026 | |
| 21 | EFG International AG | $3.7M | 40K | ▼−0.6% Reduced · −247 sh | Q1 2026 | |
| 22 | Waverly Advisors, LLC | $3.1M | 34K | ▼−3.0% Reduced · −1K sh | Q1 2026 | |
| 23 | Tidal Investments LLC | $2.9M | 32K | ▲+74% Added · +14K sh | Q1 2026 | |
| 24 | Ausdal Financial Partners, Inc. | $2.8M | 31K | ▲+34% Added · +8K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $2.8M | 31K | ▲+1.5% Added · +457 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 |
|---|---|---|
| NVIDIA CORPNVDA | 147 funds | $35.6B |
| MICROSOFT CORPMSFT | 147 funds | $28.2B |
| ALPHABET INC-CL AGOOGL | 147 funds | $19.2B |
| JPMORGAN CHASE & COJPM | 147 funds | $13.2B |
| JOHNSON & JOHNSONJNJ | 147 funds | $7.7B |
| VISA INC-CLASS A SHARESV | 147 funds | $7.3B |
| WALMART INCWMT | 147 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 147 funds | $7.0B |
| TESLA INCTSLA | 147 funds | $6.8B |
| CHEVRON CORPCVX | 147 funds | $5.2B |
| ABBVIE INCABBV | 147 funds | $4.9B |
| CATERPILLAR INCCAT | 147 funds | $4.3B |
Ranked by how many of CWB'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 CWB. 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.