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 ISMF 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/ISMF"
Use Arkolith to show who owns ISMF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $15.6M | 570K | ▲New +570K sh | Q1 2026 | |
| 2 | Trek Financial, LLC | $5.0M | 185K | ▲New +185K sh | Q1 2026 | |
| 3 | AlTi Global, Inc. | $1.8M | 68K | ▲+80% Added · +30K sh | Q1 2026 | |
| 4 | Ameritas Advisory Services, LLC | $245K | 9K | ▲New +9K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 4 funds | $2.3B |
| NVIDIA CORPNVDA | 4 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 4 funds | $845.8M |
| ISHARES CORE MSCI EAFE ETFIEFA | 4 funds | $831.2M |
| MICROSOFT CORPMSFT | 4 funds | $824.8M |
| ISHARES MSCI EAFE ETFEFA | 4 funds | $612.1M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $565.7M |
| ISHR IBX USD HIYLD CB ETF-UIHYG | 4 funds | $564.8M |
| BROADCOM INCAVGO | 4 funds | $528.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $517.3M |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $505.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $438.4M |
Ranked by how many of ISMF'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 ISMF. 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.