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 IVVM 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/IVVM"
Use Arkolith to show who owns IVVM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $2.0M | 59K | ▲+25% Added · +12K sh | Q1 2026 | |
| 2 | BIP Wealth, LLC | $1.1M | 31K | ▲+2.6% Added · +785 sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $696K | 20K | ▲+7.2% Added · +1K sh | Q1 2026 | |
| 4 | Patriot Financial Group Insurance Agency, LLC | $371K | 11K | ▲New +11K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $110K | 3K | ▼−10% Reduced · −361 sh | Q1 2026 | |
| 6 | Clearstead Advisors, LLC | $104K | 3K | —Held | Q1 2026 | |
| 7 | IFP Advisors, Inc | $7K | 217 | —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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 7 funds | $3.9B |
| APPLE INCAAPL | 7 funds | $2.3B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $2.1B |
| NVIDIA CORPNVDA | 7 funds | $2.1B |
| MICROSOFT CORPMSFT | 7 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.4B |
| ISHARES CORE MSCI EAFE ETFIEFA | 7 funds | $1.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 7 funds | $1.3B |
| AMAZON.COM INCAMZN | 7 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $1.1B |
| PIMCO ENHANCED SHORT MATURITMINT | 7 funds | $1.1B |
| BROADCOM INCAVGO | 7 funds | $948.7M |
Ranked by how many of IVVM'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 IVVM. 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.