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 EVSM 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/EVSM"
Use Arkolith to show who owns EVSM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $176.6M | 3.5M | ▲+17% Added · +509K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $42.0M | 836K | ▲+45% Added · +259K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $27.3M | 543K | ▲+114% Added · +290K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 287K | ▲+4.7% Added · +13K sh | Q1 2026 | |
| 5 | &PARTNERS | $12.3M | 244K | ▲+17% Added · +35K sh | Q1 2026 | |
| 6 | Farther Finance Advisors, LLC | $8.0M | 159K | ▲+42% Added · +47K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $5.6M | 112K | ▼−0.6% Reduced · −663 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $5.4M | 107K | ▲+35% Added · +28K sh | Q1 2026 | |
| 9 | Summit Financial, LLC | $3.8M | 75K | ▲+14% Added · +9K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 60K | ▲+244% Added · +42K sh | Q1 2026 | |
| 11 | Arkadios Wealth Advisors | $2.7M | 54K | ▼−1.4% Reduced · −777 sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $2.6M | 52K | ▼−34% Reduced · −26K sh | Q1 2026 | |
| 13 | U.S. Capital Wealth Advisors, LLC | $2.5M | 49K | ▲+1.6% Added · +778 sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 44K | ▲+17% Added · +6K sh | Q1 2026 | |
| 15 | OLD MISSION CAPITAL LLC | $2.1M | 41K | ▼−9.0% Reduced · −4K sh | Q1 2026 | |
| 16 | McAdam, LLC | $2.1M | 41K | ▲+102% Added · +21K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $2.0M | 41K | ▼−19% Reduced · −9K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $1.8M | 37K | ▲New +37K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.8M | 35K | ▼−64% Reduced · −63K sh | Q1 2026 | |
| 20 | Dynamic Advisor Solutions LLC | $1.7M | 34K | ▲+18% Added · +5K sh | Q1 2026 | |
| 21 | Gateway Wealth Partners, LLC | $1.4M | 28K | ▲+272% Added · +21K sh | Q1 2026 | |
| 22 | Savvy Advisors, Inc. | $1.4M | 27K | ▲New +27K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $1.3M | 27K | ▲+86% Added · +12K sh | Q1 2026 | |
| 24 | Essex Financial Services, Inc. | $1.3M | 26K | ▲+28% Added · +6K sh | Q1 2026 | |
| 25 | Valmark Advisers, Inc. | $1.2M | 24K | ▲+394% Added · +19K 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.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 89 funds | $3.5B |
| EVSMthis pagemc | 59 funds | $342.0M |
| CVIEFUND | 49 funds | $221.9M |
| XAGGmc | 43 funds | $498.1M |
| EVSDmc | 41 funds | $696.6M |
| CVLCFUND | 41 funds | $222.8M |
| EVMOmc | 36 funds | $524.2M |
| EVLNmc | 35 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $11.3B |
| NVIDIA CORPNVDA | 30 funds | $9.4B |
| MICROSOFT CORPMSFT | 30 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.3B |
| BROADCOM INCAVGO | 30 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 30 funds | $2.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 30 funds | $2.7B |
| VANGUARD VALUE ETFVTV | 30 funds | $2.2B |
| EXXON MOBIL CORPXOM | 30 funds | $2.2B |
| WALMART INCWMT | 30 funds | $2.2B |
Ranked by how many of EVSM'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 EVSM. 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.