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 FAX 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/FAX"
Use Arkolith to show who owns FAX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | $13.2M | 916K | ▲+2.2% Added · +20K sh | Q1 2026 | |
| 2 | EP Wealth Advisors, LLC | $7.8M | 544K | ▼−3.6% Reduced · −20K sh | Q1 2026 | |
| 3 | Stratos Wealth Advisors, LLC | $3.1M | 212K | ▲+7.0% Added · +14K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | $762K | 53K | —Held | Q1 2026 | |
| 5 | Beacon Pointe Advisors, LLC | $682K | 47K | ▼−37% Reduced · −28K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $591K | 41K | ▲+0.6% Added · +259 sh | Q1 2026 | |
| 7 | BENJAMIN EDWARDS INC | $560K | 39K | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 8 | NWAM LLC | $426K | 30K | ▲+10% Added · +3K sh | Q1 2026 | |
| 9 | OPPENHEIMER & CO INC | $284K | 20K | ▲New +20K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $252K | 17K | ▲+3.9% Added · +657 sh | Q1 2026 | |
| 11 | Moors & Cabot, Inc. | $202K | 14K | ▼−18% Reduced · −3K sh | Q1 2026 | |
| 12 | CULLEN/FROST BANKERS, INC. | $186K | 13K | —Held | Q1 2026 | |
| 13 | Dynamic Advisor Solutions LLC | $147K | 10K | ▲New +10K sh | Q1 2026 | |
| 14 | Federation des caisses Desjardins du Quebec | $31K | 2K | —Held | Q1 2026 | |
| 15 | CWM, LLC | $8K | 586 | ▼−55% Reduced · −711 sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $6K | 422 | ▲+17% Added · +62 sh | Q1 2026 | |
| 17 | Clearstead Advisors, LLC | $2K | 104 | —Held | Q1 2026 | |
| 18 | WHITTIER TRUST CO OF NEVADA INC | $1K | 102 | ▲New +102 sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $1K | 86 | ▼−60% Reduced · −128 sh | Q1 2026 | |
| 20 | MAI Capital Management | $794 | 55 | —Held | Q1 2026 | |
| 21 | COUNTRY TRUST BANK | $476 | 33 | ▲New +33 sh | Q1 2026 | |
| 22 | Sound Income Strategies, LLC | $304 | 21 | —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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 15, 2025 | Ajmera Radhika | Director | Buy (P) | 534 | $8K |
| Sep 26, 2025 | MALONE PETER GERALD | Director | Buy (P) | 600 | $10K |
| Jun 30, 2025 | SELL MORITZ A | Director | Buy (P) | 500 | $8K |
| Jan 9, 2025 | MetLife Investment Management, LLC | 10% Owner | Buy (P) | 1.0M | $1.0T |
| Aug 22, 2024 | Porter Rahn K | Director | Buy (P) | 7K | $19K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 29 funds | $11.5B |
| MICROSOFT CORPMSFT | 29 funds | $9.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 29 funds | $7.2B |
| AMAZON.COM INCAMZN | 29 funds | $6.3B |
| BROADCOM INCAVGO | 29 funds | $4.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 29 funds | $2.3B |
| CHEVRON CORPCVX | 29 funds | $1.3B |
| HOME DEPOT INCHD | 29 funds | $1.2B |
| BANK OF AMERICA CORPBAC | 29 funds | $718.0M |
Ranked by how many of FAX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FAX. 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.