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 EFIV 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/EFIV"
Use Arkolith to show who owns EFIV, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Baltimore-Washington Financial Advisors, Inc. | $25.4M | 402K | ▲+2.1% Added · +8K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $7.8M | 124K | ▼−18% Reduced · −28K sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $6.2M | 98K | ▲+3.9% Added · +4K sh | Q1 2026 | |
| 4 | Integrated Wealth Concepts LLC | $5.7M | 90K | ▲+7.6% Added · +6K sh | Q1 2026 | |
| 5 | Equitable Holdings, Inc. | $3.6M | 55K | ▼−0.1% Reduced · −65 sh | Q1 2026 | |
| 6 | Gradient Investments LLC | $3.5M | 56K | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 7 | MEITAV INVESTMENT HOUSE LTD | $2.4M | 40K | ▲+84% Added · +18K sh | Q1 2026 | |
| 8 | Larson Financial Group LLC | $2.2M | 35K | ▲+6.4% Added · +2K sh | Q1 2026 | |
| 9 | HUNTINGTON NATIONAL BANK | $2.0M | 32K | ▲+32% Added · +8K sh | Q1 2026 | |
| 10 | JOURNEY STRATEGIC WEALTH LLC | $1.7M | 28K | ▲14× Added · +26K sh | Q1 2026 | |
| 11 | Stratos Wealth Partners, LTD. | $1.6M | 25K | ▲+3.3% Added · +798 sh | Q1 2026 | |
| 12 | Crestwood Advisors Group, LLC | $1.3M | 20K | ▲+46% Added · +6K sh | Q1 2026 | |
| 13 | Gerber Kawasaki Wealth & Investment Management | $1.3M | 20K | ▲+20% Added · +3K sh | Q1 2026 | |
| 14 | J.Safra Asset Management Corp | $1.1M | 17K | ▲+0.1% Added · +21 sh | Q1 2026 | |
| 15 | One Capital Management, LLC | $954K | 15K | ▼−1.7% Reduced · −269 sh | Q1 2026 | |
| 16 | BROWN BROTHERS HARRIMAN & CO | $818K | 13K | ▼−0.8% Reduced · −108 sh | Q1 2026 | |
| 17 | SAX WEALTH ADVISORS, LLC | $717K | 11K | —Held | Q1 2026 | |
| 18 | Advisory Alpha, LLC | $601K | 10K | ▲+12% Added · +1K sh | Q1 2026 | |
| 19 | CWM, LLC | $593K | 9K | ▲+12% Added · +1K sh | Q1 2026 | |
| 20 | ST GERMAIN D J CO INC | $477K | 8K | —Held | Q1 2026 | |
| 21 | Zhang Financial LLC | $439K | 7K | ▲+27% Added · +1K sh | Q1 2026 | |
| 22 | Hills Bank & Trust Co | $355K | 6K | ▼−7.6% Reduced · −465 sh | Q1 2026 | |
| 23 | CreativeOne Wealth, LLC | $314K | 5K | ▼−12% Reduced · −703 sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $309K | 5K | ▲+129% Added · +3K sh | Q1 2026 | |
| 25 | Aptus Capital Advisors, LLC | $300K | 5K | ▲+4.7% Added · +215 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 | 37 funds | $9.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $7.4B |
| ALPHABET INC-CL AGOOGL | 37 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 37 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 37 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 37 funds | $2.1B |
| EXXON MOBIL CORPXOM | 37 funds | $2.1B |
| COSTCO WHOLESALE CORPCOST | 37 funds | $1.9B |
| TESLA INCTSLA | 37 funds | $1.6B |
| NETFLIX INCNFLX | 37 funds | $1.1B |
| CISCO SYSTEMS INCCSCO | 37 funds | $1.0B |
Ranked by how many of EFIV'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 EFIV. 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.