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 HERZ 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/HERZ"
Use Arkolith to show who owns HERZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CSS LLC/IL | $741K | 48K | ▲New +48K sh | Q1 2026 | |
| 2 | CHOREO, LLC | $709K | 46K | ▲New +46K 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 | HERZFELD THOMAS J | Insider | Buy (P) | 3K | $46K |
| Mar 3, 2026 | HERZFELD THOMAS J | Insider | Buy (P) | 1K | $20K |
| Mar 3, 2026 | Paylor Ryan M | Insider | Buy (P) | 40 | $632 |
| Mar 2, 2026 | HERZFELD THOMAS J | Insider | Buy (P) | 4K | $58K |
| Mar 2, 2026 | Paylor Ryan M | Insider | Buy (P) | 112 | $2K |
| Dec 30, 2025 | TATUM KAY W | Director | Disposed to issuer (D) | 1K | $3K |
| Dec 30, 2025 | HERZFELD THOMAS J | Insider | Disposed to issuer (D) | 313K | $809K |
| Dec 30, 2025 | HERZFELD THOMAS J | Insider | Disposed to issuer (D) | 313K | $809K |
| Dec 30, 2025 | Herzfeld Brigitta Suzanne | Director | Disposed to issuer (D) | 25K | $64K |
| Dec 30, 2025 | Gelety John A | Director | Disposed to issuer (D) | 2K | $5K |
| Dec 30, 2025 | Herzfeld Erik Mervin | President | Disposed to issuer (D) | 121K | $311K |
| Dec 30, 2025 | Paylor Ryan M | Insider | Disposed to issuer (D) | 12K | $32K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 9 funds | $143.6B |
| MICROSOFT CORPMSFT | 9 funds | $112.5B |
| AMAZON.COM INCAMZN | 9 funds | $84.7B |
| ALPHABET INC-CL AGOOGL | 9 funds | $68.3B |
| BROADCOM INCAVGO | 9 funds | $61.5B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $56.6B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $42.3B |
| TESLA INCTSLA | 9 funds | $34.4B |
| JOHNSON & JOHNSONJNJ | 9 funds | $31.2B |
| NEXTERA ENERGY INCNEE | 9 funds | $19.0B |
| NETFLIX INCNFLX | 9 funds | $18.3B |
| CHEVRON CORPCVX | 9 funds | $16.3B |
Ranked by how many of HERZ'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 HERZ. 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.