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 IYRI 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/IYRI"
Use Arkolith to show who owns IYRI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | $7.7M | 163K | ▲+6.2% Added · +9K sh | Q1 2026 | |
| 2 | RFG Advisory, LLC | $2.5M | 52K | ▲+13% Added · +6K sh | Q1 2026 | |
| 3 | Moran Wealth Management, LLC | $1.7M | 36K | ▲+287% Added · +27K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $1.0M | 22K | ▼−31% Reduced · −10K sh | Q1 2026 | |
| 5 | Summit Financial, LLC | $1.0M | 22K | ▲+394% Added · +18K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $797K | 17K | ▲New +17K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $500K | 11K | ▲+8.1% Added · +793 sh | Q1 2026 | |
| 8 | Core Wealth Advisors, Inc. | $397K | 8K | ▲New +8K sh | Q1 2026 | |
| 9 | Cresset Asset Management, LLC | $372K | 8K | ▼−2.4% Reduced · −195 sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $299K | 6K | ▲+3.3% Added · +201 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $187K | 4K | ▲+296% Added · +3K sh | Q1 2026 | |
| 12 | CWM, LLC | $133K | 3K | ▲+0.1% Added · +4 sh | Q1 2026 | |
| 13 | US BANCORP \DE\ | $96K | 2K | ▲New +2K sh | Q1 2026 | |
| 14 | CoreCap Advisors, LLC | $38K | 800 | —Held | Q1 2026 | |
| 15 | IFP Advisors, Inc | $29K | 606 | ▲New +606 sh | Q1 2026 | |
| 16 | SBI Securities Co., Ltd. | $23K | 496 | ▲New +496 sh | Q1 2026 | |
| 17 | SALEM INVESTMENT COUNSELORS INC | $7K | 150 | ▲New +150 sh | Q1 2026 | |
| 18 | SIMPLEX TRADING, LLC | $6K | 119 | ▼−56% Reduced · −151 sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $2K | 47 | ▲New +47 sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $37 | 1 | ▲Added Added · +1 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.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 183 funds | $971.9M |
| QQQImc | 154 funds | $618.0M |
| CSHImc | 64 funds | $214.3M |
| QQQHmc | 50 funds | $45.2M |
| IWMImc | 49 funds | $74.0M |
| BTCImc | 28 funds | $13.4M |
| IAUImc | 26 funds | $34.3M |
| IYRIthis pagemc | 21 funds | $17.4M |
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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $3.0B |
| APPLE INCAAPL | 9 funds | $2.0B |
| NVIDIA CORPNVDA | 9 funds | $1.9B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $1.2B |
| MICROSOFT CORPMSFT | 9 funds | $1.2B |
| AMAZON.COM INCAMZN | 9 funds | $985.4M |
| ALPHABET INC-CL CGOOG | 9 funds | $781.8M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $762.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $534.0M |
| JPMORGAN CHASE & COJPM | 9 funds | $512.5M |
| BROADCOM INCAVGO | 9 funds | $488.7M |
| PALANTIR TECHNOLOGIES INC-APLTR | 9 funds | $487.8M |
Ranked by how many of IYRI'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 IYRI. 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.