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 HGLB 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/HGLB"
Use Arkolith to show who owns HGLB, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NewEdge Advisors, LLC | $1.7M | 211K | ▲+16% Added · +29K sh | Q1 2026 | |
| 2 | OPPENHEIMER & CO INC | $551K | 69K | ▲+33% Added · +17K sh | Q1 2026 | |
| 3 | Summit Financial, LLC | $293K | 37K | ▼−1.6% Reduced · −600 sh | Q1 2026 | |
| 4 | HB Wealth Management, LLC | $191K | 24K | ▼−1.1% Reduced · −273 sh | Q1 2026 | |
| 5 | BENJAMIN EDWARDS INC | $85K | 11K | —Held | Q1 2026 | |
| 6 | CWM, LLC | $7K | 913 | ▲+1.0% Added · +9 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 |
|---|---|---|---|---|---|
| Jun 28, 2024 | Powell Ethan | Director | Buy (P) | 7K | $50K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $4.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 8 funds | $3.8B |
| MICROSOFT CORPMSFT | 8 funds | $3.7B |
| NVIDIA CORPNVDA | 8 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $2.7B |
| AMAZON.COM INCAMZN | 8 funds | $2.5B |
| BROADCOM INCAVGO | 8 funds | $1.8B |
| VANGUARD S&P 500 ETFVOO | 8 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 8 funds | $1.6B |
| VANGUARD DIVIDEND APPREC ETFVIG | 8 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 8 funds | $1.4B |
Ranked by how many of HGLB'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 HGLB. 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.