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 LODI 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/LODI"
Use Arkolith to show who owns LODI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $470K | 19K | ▲+112% Added · +10K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $335K | 13K | ▲New +13K sh | Q1 2026 | |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $232K | 9K | ▲+139% Added · +5K sh | Q1 2026 | |
| 4 | Ameritas Advisory Services, LLC | $37K | 1K | ▲New +1K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $16K | 635 | ▲New +635 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 | 6 funds | $2.0B |
| NVIDIA CORPNVDA | 6 funds | $1.5B |
| AMAZON.COM INCAMZN | 6 funds | $969.9M |
| MICROSOFT CORPMSFT | 6 funds | $968.7M |
| ALPHABET INC-CL AGOOGL | 6 funds | $666.8M |
| PARKER HANNIFIN CORPPH | 6 funds | $588.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $511.2M |
| BROADCOM INCAVGO | 6 funds | $474.3M |
| ALPHABET INC-CL CGOOG | 6 funds | $436.2M |
| JPMORGAN CHASE & COJPM | 6 funds | $422.1M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $417.6M |
| WALMART INCWMT | 6 funds | $390.4M |
Ranked by how many of LODI'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 LODI. 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.