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 HERD 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/HERD"
Use Arkolith to show who owns HERD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $13.8M | 302K | ▲+7.2% Added · +20K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 247K | ▲+4.3% Added · +10K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $9.9M | 217K | ▼−3.2% Reduced · −7K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $9.7M | 211K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $4.8M | 105K | ▲+49% Added · +35K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.2M | 93K | ▲15× Added · +87K sh | Q1 2026 | |
| 7 | D.A. DAVIDSON & CO. | $2.8M | 62K | ▲+12% Added · +7K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $2.0M | 44K | ▲New +44K sh | Q1 2026 | |
| 9 | Advisory Resource Group | $1.8M | 39K | ▼−72% Reduced · −104K sh | Q1 2026 | |
| 10 | OPPENHEIMER ASSET MANAGEMENT INC. | $787K | 17K | ▼−26% Reduced · −6K sh | Q1 2026 | |
| 11 | Obermeyer Wealth Partners | $637K | 14K | —Held | Q1 2026 | |
| 12 | Snowden Capital Advisors LLC | $597K | 13K | ▼−55% Reduced · −16K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $474K | 10K | ▲+0.7% Added · +77 sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $403K | 9K | ▼−8.5% Reduced · −819 sh | Q1 2026 | |
| 15 | Mariner, LLC | $384K | 8K | ▼−3.1% Reduced · −266 sh | Q1 2026 | |
| 16 | COZAD ASSET MANAGEMENT INC | $371K | 8K | ▲+0.3% Added · +21 sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $370K | 8K | ▼−4.3% Reduced · −367 sh | Q1 2026 | |
| 18 | Belpointe Asset Management LLC | $279K | 6K | —Held | Q1 2026 | |
| 19 | Ausdal Financial Partners, Inc. | $248K | 5K | ▲+0.1% Added · +3 sh | Q1 2026 | |
| 20 | Geneos Wealth Management Inc. | $221K | 5K | ▼−2.3% Reduced · −116 sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $205K | 4K | ▼−22% Reduced · −1K sh | Q1 2026 | |
| 22 | EverSource Wealth Advisors, LLC | $180K | 4K | ▲+124% Added · +2K sh | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | $128K | 3K | ▼−21% Reduced · −750 sh | Q1 2026 | |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $127K | 3K | —Held | Q1 2026 | |
| 25 | First Command Advisory Services, Inc. | $60K | 1K | —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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $7.4B |
| APPLE INCAAPL | 14 funds | $6.2B |
| MICROSOFT CORPMSFT | 14 funds | $5.8B |
| AMAZON.COM INCAMZN | 14 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 14 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $3.8B |
| BROADCOM INCAVGO | 14 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 14 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $2.3B |
Ranked by how many of HERD'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 HERD. 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.