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 DFVE 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/DFVE"
Use Arkolith to show who owns DFVE, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $18.3M | 564K | ▲+26% Added · +117K sh | Q1 2026 | |
| 2 | Mutual Advisors, LLC | $288K | 9K | ▲+7.9% Added · +650 sh | Q1 2026 | |
| 3 | Aptus Capital Advisors, LLC | $258K | 8K | ▲New +8K sh | Q1 2026 | |
| 4 | Integrated Wealth Concepts LLC | $258K | 8K | ▲New +8K sh | Q1 2026 | |
| 5 | Root Financial Partners, LLC | $28K | 870 | ▲New +870 sh | Q1 2026 | |
| 6 | VANGUARD ADVISERS INC | $97 | 3 | ▲New +3 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 |
|---|---|---|
| APPLE INCAAPL | 5 funds | $850.0M |
| NVIDIA CORPNVDA | 5 funds | $755.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $557.7M |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $551.1M |
| MICROSOFT CORPMSFT | 5 funds | $523.4M |
| STE STR SPDR PT S&P 500 ETFSPYM | 5 funds | $497.1M |
| VANGUARD TOTAL INTL STOCKVXUS | 5 funds | $462.9M |
| DIMENSIONAL US EQ MKT ETFDFUS | 5 funds | $456.0M |
| AMAZON.COM INCAMZN | 5 funds | $373.9M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $327.9M |
| ISHARES S&P 500 GROWTH ETFIVW | 5 funds | $307.0M |
| ISHARES MSCI USA QUALITY FACQUAL | 5 funds | $302.1M |
Ranked by how many of DFVE'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 DFVE. 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.