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 ISD 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/ISD"
Use Arkolith to show who owns ISD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SteelPeak Wealth, LLC | $10.5M | 795K | ▲+7.5% Added · +55K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $10.4M | 788K | ▼−5.7% Reduced · −47K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $7.0M | 530K | ▼−21% Reduced · −140K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $6.6M | 503K | ▼−1.4% Reduced · −7K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $6.3M | 476K | ▲+32% Added · +116K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $6.2M | 474K | ▼−33% Reduced · −235K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.3M | 400K | ▼−14% Reduced · −64K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $3.4M | 260K | ▼−8.2% Reduced · −23K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $2.8M | 212K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 179K | ▲+12% Added · +19K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $2.3M | 171K | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $2.0M | 150K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $1.9M | 145K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 14 | BROWN ADVISORY INC | $1.5M | 114K | —Held | Q1 2026 | |
| 15 | UBS Group AG | $1.4M | 105K | ▼−20% Reduced · −27K sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $1.2M | 88K | ▲+0.2% Added · +206 sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.1M | 87K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 18 | Fiera Capital Corp | $1.1M | 82K | ▼−3.6% Reduced · −3K sh | Q1 2026 | |
| 19 | Savvy Advisors, Inc. | $971K | 74K | ▼−23% Reduced · −21K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $744K | 57K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $596K | 45K | ▲+1.3% Added · +587 sh | Q1 2026 | |
| 22 | Creative Planning | $542K | 41K | ▼−1.3% Reduced · −541 sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $534K | 41K | ▼−1.3% Reduced · −539 sh | Q1 2026 | |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $426K | 32K | ▼−44% Reduced · −25K sh | Q1 2026 | |
| 25 | Modern Wealth Management, LLC | $403K | 31K | ▼−16% Reduced · −6K 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 |
|---|---|---|---|---|---|
| Nov 7, 2025 | Reid Brian | Director | Sell (S) | 17K | $243K |
| Dec 31, 2024 | Cignarella Robert | Insider | Sell (P) | 9K | $123K |
| Dec 7, 2023 | Cignarella Robert | Insider | Buy (P) | 1K | $12K |
| Aug 11, 2023 | Reid Brian | Director | Buy (P) | 6K | $74K |
| Aug 11, 2023 | Reid Brian | Director | Buy (P) | 6K | $74K |
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $7.4B |
| APPLE INCAAPL | 21 funds | $7.2B |
| MICROSOFT CORPMSFT | 21 funds | $7.1B |
| ALPHABET INC-CL AGOOGL | 21 funds | $5.9B |
| AMAZON.COM INCAMZN | 21 funds | $4.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $4.1B |
| BROADCOM INCAVGO | 21 funds | $2.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 21 funds | $2.0B |
| CHEVRON CORPCVX | 21 funds | $1.3B |
| HOME DEPOT INCHD | 21 funds | $1.0B |
Ranked by how many of ISD'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 ISD. 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.