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 EFAD 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/EFAD"
Use Arkolith to show who owns EFAD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.3M | 80K | ▲+2.9% Added · +2K sh | Q1 2026 | |
| 2 | Sanctuary Advisors, LLC | $824K | 20K | ▲+11% Added · +2K sh | Q1 2026 | |
| 3 | Aptus Capital Advisors, LLC | $18K | 444 | ▲+18% Added · +67 sh | Q1 2026 | |
| 4 | CWM, LLC | $7K | 183 | —Held | Q1 2026 | |
| 5 | ASSETMARK, INC | $246 | 6 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $38.1B |
| MICROSOFT CORPMSFT | 12 funds | $9.7B |
| ISHARES MSCI EAFE ETFEFA | 12 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 12 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 12 funds | $7.6B |
| JOHNSON & JOHNSONJNJ | 12 funds | $7.1B |
| EXXON MOBIL CORPXOM | 12 funds | $6.8B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $5.8B |
| WALT DISNEY CO/THEDIS | 12 funds | $5.8B |
| PFIZER INCPFE | 12 funds | $5.8B |
| VANGUARD GROWTH ETFVUG | 12 funds | $5.7B |
| PROCTER & GAMBLE CO/THEPG | 12 funds | $5.3B |
Ranked by how many of EFAD'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 EFAD. 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.