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 JIII 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/JIII"
Use Arkolith to show who owns JIII, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NewEdge Advisors, LLC | $11.3M | 227K | ▲New +227K sh | Q1 2026 | |
| 2 | Orion Porfolio Solutions, LLC | $358K | 7K | ▲New +7K sh | Q1 2026 | |
| 3 | Arkadios Wealth Advisors | $250K | 5K | ▲New +5K sh | Q1 2026 | |
| 4 | CWM, LLC | $21K | 430 | ▲+1.2% Added · +5 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 |
|---|---|---|
| APPLE INCAAPL | 4 funds | $1.9B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $1.9B |
| NVIDIA CORPNVDA | 4 funds | $1.6B |
| MICROSOFT CORPMSFT | 4 funds | $1.3B |
| STE STR SPDR PT S&P 500 ETFSPYM | 4 funds | $1.1B |
| MAIN SECTOR ROTATION ETFSECT | 4 funds | $1.1B |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 4 funds | $997.6M |
| AMAZON.COM INCAMZN | 4 funds | $956.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $881.7M |
| STE STR SPDR PT DW EU ETFSPDW | 4 funds | $851.4M |
| ISHARES S&P 500 GROWTH ETFIVW | 4 funds | $834.6M |
| ALPHABET INC-CL AGOOGL | 4 funds | $829.1M |
Ranked by how many of JIII'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 JIII. 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.