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 FUND 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/FUND"
Use Arkolith to show who owns FUND, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SPROTT INC. | $148.3M | 15.5M | ▲+0.6% Added · +86K sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $2.2M | 233K | ▼−6.8% Reduced · −17K sh | Q1 2026 | |
| 3 | Essex Financial Services, Inc. | $2.1M | 219K | ▲+0.5% Added · +994 sh | Q1 2026 | |
| 4 | EVOLVE PRIVATE WEALTH, LLC | $1.4M | 151K | ▼−0.2% Reduced · −272 sh | Q1 2026 | |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.3M | 139K | —Held | Q1 2026 | |
| 6 | SAPIENT CAPITAL LLC | $782K | 82K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 7 | LEVEL FOUR ADVISORY SERVICES, LLC | $254K | 27K | ▲+2.0% Added · +533 sh | Q1 2026 | |
| 8 | Waverly Advisors, LLC | $107K | 11K | ▲+1.5% Added · +163 sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $15K | 2K | ▲+1.4% Added · +23 sh | Q1 2026 | |
| 10 | Blue Trust, Inc. | $9 | 1 | ▲New +1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 27, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 4K | $35K |
| Mar 27, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 21K | $190K |
| Mar 27, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 49K | $437K |
| Mar 27, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 16K | $146K |
| Mar 27, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 5K | $40K |
| Mar 27, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 39K | $346K |
| Mar 27, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 2K | $15K |
| Jan 6, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 2K | $16K |
| Jan 6, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Sell (S) | 18K | $157K |
| Jan 2, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Gift (G) | 11K | $95K |
| Jan 2, 2026 | GEORGE W WHITNEY | Director, 10% Owner | Gift (G) | 7K | $57K |
| Dec 29, 2025 | GEORGE W WHITNEY | Director, 10% Owner | Buy (P) | 6K | $49K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 12 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 12 funds | $1.3B |
| NVIDIA CORPNVDA | 11 funds | $3.5B |
| MICROSOFT CORPMSFT | 11 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $2.9B |
| AMAZON.COM INCAMZN | 11 funds | $2.5B |
| SPDR GOLD SHARESGLD | 11 funds | $1.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $878.5M |
| EXXON MOBIL CORPXOM | 11 funds | $696.1M |
| CHEVRON CORPCVX | 11 funds | $541.7M |
| TESLA INCTSLA | 11 funds | $496.9M |
| ISHARES 0-3 MONTH TREASURY BSGOV | 11 funds | $454.2M |
Ranked by how many of FUND'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 FUND. 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.