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 IQDY 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/IQDY"
Use Arkolith to show who owns IQDY, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RFG Advisory, LLC | $2.5M | 67K | ▲+0.5% Added · +303 sh | Q1 2026 | |
| 2 | CENTAURUS FINANCIAL, INC. | $1.5M | 40K | —Held | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $349K | 9K | ▲+2.9% Added · +257 sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $338K | 9K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 5 | Dynamic Advisor Solutions LLC | $251K | 7K | ▲+11% Added · +654 sh | Q1 2026 | |
| 6 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $20K | 500 | —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.
| Class | 13F holders | Value held |
|---|---|---|
| GUNRmc | 155 funds | $5.4B |
| QDFmc | 98 funds | $1.6B |
| NFRAmc | 75 funds | $2.4B |
| TILTmc | 64 funds | $1.6B |
| TDTTmc | 59 funds | $2.3B |
| QDEFcommon | 59 funds | $353.2M |
| HYGVmc | 57 funds | $818.4M |
| TLTDcommon | 56 funds | $508.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 12 funds | $16.3B |
| MICROSOFT CORPMSFT | 12 funds | $12.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $10.2B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $9.5B |
| JPMORGAN CHASE & COJPM | 12 funds | $9.1B |
| EXXON MOBIL CORPXOM | 12 funds | $9.0B |
| JOHNSON & JOHNSONJNJ | 12 funds | $8.5B |
| AMAZON.COM INCAMZN | 12 funds | $7.5B |
| WELLS FARGO & COWFC | 12 funds | $7.4B |
| ALPHABET INC-CL AGOOGL | 12 funds | $6.7B |
| PROCTER & GAMBLE CO/THEPG | 12 funds | $6.4B |
| ALPHABET INC-CL CGOOG | 12 funds | $6.4B |
Ranked by how many of IQDY'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 IQDY. 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.