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 LVHI 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/LVHI"
Use Arkolith to show who owns LVHI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC. | $59.2M | 1.5M | ▲+2.9% Added · +41K sh | Q1 2026 | |
| 2 | ASSETMARK, INC | $50.9M | 1.3M | ▼−43% Reduced · −949K sh | Q1 2026 | |
| 3 | CWM, LLC | $47.8M | 1.2M | ▲+21% Added · +207K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $45.7M | 1.1M | ▲+29% Added · +257K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $39.5M | 975K | ▲+1.6% Added · +15K sh | Q1 2026 | |
| 6 | Csenge Advisory Group | $30.9M | 762K | ▲+12% Added · +82K sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $24.8M | 675K | ▲+18% Added · +105K sh | Q1 2026 | |
| 8 | Pinnacle Financial Partners, Inc. | $23.7M | 584K | ▲+9.8% Added · +52K sh | Q1 2026 | |
| 9 | PRINCIPAL SECURITIES, INC. | $20.0M | 493K | ▲+31% Added · +118K sh | Q1 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $14.3M | 352K | ▼−37% Reduced · −210K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $12.1M | 300K | ▼−0.3% Reduced · −774 sh | Q1 2026 | |
| 12 | Concurrent Investment Advisors, LLC | $10.0M | 246K | ▲+152% Added · +148K sh | Q1 2026 | |
| 13 | VestGen Advisors, LLC | $9.9M | 242K | ▲+35% Added · +63K sh | Q1 2026 | |
| 14 | Sanctuary Advisors, LLC | $8.5M | 208K | ▲+17% Added · +30K sh | Q1 2026 | |
| 15 | Atria Investments, Inc | $7.9M | 196K | ▲+3.3% Added · +6K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.1M | 175K | ▼−11% Reduced · −22K sh | Q1 2026 | |
| 17 | Federation des caisses Desjardins du Quebec | $7.1M | 175K | ▲+82% Added · +79K sh | Q1 2026 | |
| 18 | OPPENHEIMER & CO INC | $6.6M | 162K | ▲+28% Added · +35K sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $6.3M | 154K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 20 | D.A. DAVIDSON & CO. | $5.8M | 144K | ▼−22% Reduced · −42K sh | Q1 2026 | |
| 21 | IFP Advisors, Inc | $4.7M | 115K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 22 | EXCHANGE TRADED CONCEPTS, LLC | $4.5M | 111K | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 23 | Gateway Wealth Partners, LLC | $4.3M | 106K | ▲+300% Added · +80K sh | Q1 2026 | |
| 24 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $4.1M | 101K | ▲+8.4% Added · +8K sh | Q1 2026 | |
| 25 | Principle Wealth Partners LLC | $3.9M | 96K | ▲+2.4% Added · +2K 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 |
|---|---|---|
| LVHIthis pagemc | 154 funds | $2.5B |
| LVHDmc | 76 funds | $261.2M |
| SQLVROYCE QUANT SML | 11 funds | $2.7M |
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 |
|---|---|---|
| NVIDIA CORPNVDA | 90 funds | $19.5B |
| MICROSOFT CORPMSFT | 90 funds | $16.8B |
| VANGUARD GROWTH ETFVUG | 90 funds | $7.9B |
| BROADCOM INCAVGO | 90 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 90 funds | $7.6B |
| META PLATFORMS INC-CLASS AMETA | 90 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 90 funds | $6.6B |
| VANGUARD VALUE ETFVTV | 90 funds | $6.4B |
| WALMART INCWMT | 90 funds | $4.7B |
| EXXON MOBIL CORPXOM | 90 funds | $4.5B |
| ELI LILLY & COLLY | 90 funds | $4.5B |
| VISA INC-CLASS A SHARESV | 90 funds | $4.4B |
Ranked by how many of LVHI'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 LVHI. 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.