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 IIM 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/IIM"
Use Arkolith to show who owns IIM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $8.7M | 713K | ▲+12% Added · +78K sh | Q1 2026 | |
| 2 | Arkadios Wealth Advisors | $2.8M | 234K | ▲New +234K sh | Q1 2026 | |
| 3 | HUB Investment Partners, LLC | $2.1M | 170K | ▲+0.3% Added · +500 sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $1.3M | 109K | ▼−11% Reduced · −14K sh | Q1 2026 | |
| 5 | D.A. DAVIDSON & CO. | $882K | 73K | —Held | Q1 2026 | |
| 6 | &PARTNERS | $639K | 53K | ▲+21% Added · +9K sh | Q1 2026 | |
| 7 | Retirement Planning Group, LLC | $554K | 46K | ▲New +46K sh | Q1 2026 | |
| 8 | Advisors Asset Management, Inc. | $508K | 42K | ▼−68% Reduced · −89K sh | Q1 2026 | |
| 9 | Cornerstone Wealth Management, LLC | $340K | 28K | ▲+56% Added · +10K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $317K | 26K | ▼−2.5% Reduced · −662 sh | Q1 2026 | |
| 11 | Savant Capital, LLC | $313K | 26K | ▲+11% Added · +2K sh | Q1 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $297K | 24K | ▲+64% Added · +10K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $262K | 22K | ▲+223% Added · +15K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $221K | 18K | ▲+20% Added · +3K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $151K | 12K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $143K | 12K | ▲+8.9% Added · +973 sh | Q1 2026 | |
| 17 | Marex Group plc | $124K | 10K | ▲New +10K sh | Q1 2026 | |
| 18 | Atlantic Union Bankshares Corp | $49K | 4K | —Held | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $49K | 4K | —Held | Q1 2026 | |
| 20 | AdvisorNet Financial, Inc | $23K | 2K | —Held | Q1 2026 | |
| 21 | CWM, LLC | $12K | 1K | —Held | Q1 2026 | |
| 22 | HUNTINGTON NATIONAL BANK | $12K | 947 | ▲+263% Added · +686 sh | Q1 2026 | |
| 23 | FIRST HORIZON CORP | $7K | 600 | —Held | Q1 2026 | |
| 24 | ROTHSCHILD INVESTMENT LLC | $5K | 425 | —Held | Q1 2026 | |
| 25 | GAMMA Investing LLC | $12 | 1 | ▼−100% Reduced · −250 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 |
|---|---|---|---|---|---|
| Sep 4, 2025 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 300 | — |
| May 31, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 350 | — |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 30 funds | $11.0B |
| NVIDIA CORPNVDA | 30 funds | $9.3B |
| MICROSOFT CORPMSFT | 30 funds | $8.8B |
| AMAZON.COM INCAMZN | 30 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 30 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.3B |
| BROADCOM INCAVGO | 30 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $3.0B |
| EXXON MOBIL CORPXOM | 30 funds | $2.5B |
| WALMART INCWMT | 30 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.3B |
Ranked by how many of IIM'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 IIM. 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.