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 IVAL 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/IVAL"
Use Arkolith to show who owns IVAL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Stratos Wealth Advisors, LLC | $3.5M | 103K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 2 | SAX WEALTH ADVISORS, LLC | $201K | 6K | —Held | Q1 2026 | |
| 3 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $57K | 2K | —Held | Q1 2026 | |
| 4 | Federation des caisses Desjardins du Quebec | $57K | 2K | —Held | Q1 2026 | |
| 5 | VANGUARD ADVISERS INC | $411 | 12 | ▲New +12 sh | Q1 2026 | |
| 6 | Aptus Capital Advisors, LLC | $272 | 8 | —Held | Q1 2026 | |
| 7 | MANNING & NAPIER ADVISORS LLC | $19 | 1 | —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 |
|---|---|---|
| BOXXmc | 136 funds | $995.5M |
| FRDMmc | 132 funds | $975.6M |
| STRVmc | 75 funds | $194.4M |
| BSVOFUND | 62 funds | $1.6B |
| DRLLmc | 61 funds | $31.3M |
| BBLUmc | 46 funds | $115.6M |
| QMOMmc | 37 funds | $73.9M |
| QVALmc | 35 funds | $91.7M |
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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $2.2B |
| APPLE INCAAPL | 7 funds | $1.9B |
| MICROSOFT CORPMSFT | 7 funds | $1.7B |
| AMAZON.COM INCAMZN | 7 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 7 funds | $797.7M |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $785.2M |
| VISA INC-CLASS A SHARESV | 7 funds | $616.2M |
| JPMORGAN CHASE & COJPM | 7 funds | $547.7M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $516.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $483.8M |
| WALMART INCWMT | 7 funds | $480.0M |
Ranked by how many of IVAL'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 IVAL. 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.