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 IVES 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/IVES"
Use Arkolith to show who owns IVES, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | $5.9M | 207K | ▼−20% Reduced · −52K sh | Q1 2026 | |
| 2 | NewEdge Advisors, LLC | $3.9M | 136K | ▲+4.7% Added · +6K sh | Q1 2026 | |
| 3 | U.S. Capital Wealth Advisors, LLC | $2.9M | 102K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 4 | Snowden Capital Advisors LLC | $1.8M | 64K | ▲+5.0% Added · +3K sh | Q1 2026 | |
| 5 | Quadrature Capital Ltd | $913K | 32K | ▲New +32K sh | Q1 2026 | |
| 6 | Mutual Advisors, LLC | $889K | 31K | ▲+89% Added · +15K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $866K | 31K | ▲+21% Added · +5K sh | Q1 2026 | |
| 8 | Mesirow Financial Investment Management, Inc. | $575K | 20K | ▲New +20K sh | Q1 2026 | |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $546K | 19K | ▼−3.1% Reduced · −621 sh | Q1 2026 | |
| 10 | VestGen Advisors, LLC | $526K | 15K | ▼−8.4% Reduced · −1K sh | Q1 2026 | |
| 11 | HB Wealth Management, LLC | $516K | 18K | ▲New +18K sh | Q1 2026 | |
| 12 | Lido Advisors, LLC | $416K | 15K | ▲+3.7% Added · +527 sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $408K | 14K | ▼−87% Reduced · −95K sh | Q1 2026 | |
| 14 | Sigma Planning Corp | $388K | 14K | ▲+110% Added · +7K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $377K | 13K | ▲+15% Added · +2K sh | Q1 2026 | |
| 16 | Cresset Asset Management, LLC | $364K | 13K | ▼−58% Reduced · −18K sh | Q1 2026 | |
| 17 | HBK Sorce Advisory LLC | $321K | 9K | ▲+10% Added · +839 sh | Q1 2026 | |
| 18 | RITHOLTZ WEALTH MANAGEMENT | $288K | 10K | ▲+55% Added · +4K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $227K | 8K | ▼−65% Reduced · −15K sh | Q1 2026 | |
| 20 | CWM, LLC | $107K | 4K | ▲+13% Added · +443 sh | Q1 2026 | |
| 21 | Federation des caisses Desjardins du Quebec | $90K | 3K | ▲+18% Added · +475 sh | Q1 2026 | |
| 22 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $45K | 2K | ▲New +2K sh | Q1 2026 | |
| 23 | MAI Capital Management | $34K | 1K | ▲+19% Added · +190 sh | Q1 2026 | |
| 24 | GROUP ONE TRADING LLC | $32K | 1K | ▼−13% Reduced · −168 sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $13K | 474 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 35 funds | $10.8B |
| AMAZON.COM INCAMZN | 35 funds | $8.9B |
| BROADCOM INCAVGO | 35 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 35 funds | $5.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $4.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 35 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 35 funds | $3.0B |
| VISA INC-CLASS A SHARESV | 35 funds | $2.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 35 funds | $2.7B |
| ELI LILLY & COLLY | 35 funds | $2.7B |
| TESLA INCTSLA | 35 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 35 funds | $2.6B |
Ranked by how many of IVES'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 IVES. 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.