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 OUNZ 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/OUNZ"
Use Arkolith to show who owns OUNZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Modern Wealth Management, LLC | $24.9M | 544K | ▼−4.4% Reduced · −25K sh | Q1 2026 | |
| 2 | MML INVESTORS SERVICES, LLC | $16.0M | 356K | ▼−14% Reduced · −59K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.5M | 346K | ▼−47% Reduced · −309K sh | Q1 2026 | |
| 4 | Sanctuary Advisors, LLC | $11.4M | 252K | ▼−5.7% Reduced · −15K sh | Q1 2026 | |
| 5 | Ameritas Advisory Services, LLC | $11.3M | 251K | ▼−5.0% Reduced · −13K sh | Q1 2026 | |
| 6 | MONEY CONCEPTS CAPITAL CORP | $10.4M | 232K | ▼−2.7% Reduced · −7K sh | Q1 2026 | |
| 7 | Forum Financial Management, LP | $7.2M | 160K | —Held | Q1 2026 | |
| 8 | OPPENHEIMER & CO INC | $6.3M | 140K | ▲+4.0% Added · +5K sh | Q1 2026 | |
| 9 | CENTAURUS FINANCIAL, INC. | $5.2M | 115K | ▲+9.2% Added · +10K sh | Q1 2026 | |
| 10 | Gladstone Institutional Advisory LLC | $4.9M | 109K | ▼−0.4% Reduced · −465 sh | Q1 2026 | |
| 11 | Quadrature Capital Ltd | $4.5M | 100K | ▲New +100K sh | Q1 2026 | |
| 12 | Stratos Wealth Partners, LTD. | $4.3M | 95K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 13 | Equitable Holdings, Inc. | $4.1M | 99K | ▲+17% Added · +14K sh | Q1 2026 | |
| 14 | Atria Investments, Inc | $3.8M | 85K | ▼−13% Reduced · −12K sh | Q1 2026 | |
| 15 | Summit Financial, LLC | $3.1M | 69K | ▼−19% Reduced · −16K sh | Q1 2026 | |
| 16 | EVOKE WEALTH, LLC | $3.1M | 69K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 17 | UMB Bank, n.a. | $2.9M | 65K | —Held | Q1 2026 | |
| 18 | EP Wealth Advisors, LLC | $2.9M | 64K | —Held | Q1 2026 | |
| 19 | Procyon Advisors, LLC | $2.7M | 60K | ▲+76% Added · +26K sh | Q1 2026 | |
| 20 | Sigma Planning Corp | $2.6M | 58K | ▲+19% Added · +9K sh | Q1 2026 | |
| 21 | CreativeOne Wealth, LLC | $2.6M | 57K | ▲New +57K sh | Q1 2026 | |
| 22 | Valmark Advisers, Inc. | $2.4M | 52K | ▲+27% Added · +11K sh | Q1 2026 | |
| 23 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.2M | 49K | ▲+0.8% Added · +401 sh | Q1 2026 | |
| 24 | SPROTT INC. | $2.0M | 45K | —Held | Q1 2026 | |
| 25 | HB Wealth Management, LLC | $1.9M | 42K | ▲+7.3% Added · +3K 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 |
|---|---|---|
| TESLA INCTSLA | 87 funds | $4.1B |
| SPDR GOLD SHARESGLD | 87 funds | $3.6B |
| CHEVRON CORPCVX | 87 funds | $3.5B |
| LOCKHEED MARTIN CORPLMT | 87 funds | $1.6B |
| MICROSOFT CORPMSFT | 86 funds | $18.0B |
| AMAZON.COM INCAMZN | 86 funds | $14.1B |
| BROADCOM INCAVGO | 86 funds | $9.1B |
| ALPHABET INC-CL CGOOG | 86 funds | $9.1B |
| JPMORGAN CHASE & COJPM | 86 funds | $8.0B |
| EXXON MOBIL CORPXOM | 86 funds | $4.5B |
| COSTCO WHOLESALE CORPCOST | 86 funds | $4.5B |
| ELI LILLY & COLLY | 86 funds | $4.5B |
Ranked by how many of OUNZ'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 OUNZ. 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.