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 QVAL 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/QVAL"
Use Arkolith to show who owns QVAL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $11.3M | 217K | ▼−3.6% Reduced · −8K sh | Q1 2026 | |
| 2 | Waverly Advisors, LLC | $10.9M | 209K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 3 | Stratos Wealth Advisors, LLC | $6.7M | 129K | ▲+6.2% Added · +7K sh | Q1 2026 | |
| 4 | Equitable Holdings, Inc. | $1.7M | 35K | ▲+16% Added · +5K sh | Q1 2026 | |
| 5 | Pathstone Holdings, LLC | $814K | 16K | ▲+0.4% Added · +63 sh | Q1 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $694K | 13K | ▲+5.6% Added · +708 sh | Q1 2026 | |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $417K | 8K | —Held | Q1 2026 | |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $319K | 6K | ▼−24% Reduced · −2K sh | Q1 2026 | |
| 9 | Vise Technologies, Inc. | $294K | 6K | —Held | Q1 2026 | |
| 10 | Mill Creek Capital Advisors, LLC | $225K | 4K | —Held | Q1 2026 | |
| 11 | LEAVELL INVESTMENT MANAGEMENT, INC. | $221K | 4K | ▼−8.1% Reduced · −374 sh | Q1 2026 | |
| 12 | Federation des caisses Desjardins du Quebec | $148K | 3K | ▲+14% Added · +340 sh | Q1 2026 | |
| 13 | MAI Capital Management | $78K | 2K | —Held | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $10K | 200 | —Held | Q1 2026 | |
| 15 | IFP Advisors, Inc | $1K | 20 | ▼−9.1% Reduced · −2 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 |
|---|---|---|
| BOXXmc | 136 funds | $995.5M |
| FRDMmc | 132 funds | $975.6M |
| STRVmc | 75 funds | $194.4M |
| BSVOFUND | 62 funds | $1.6B |
| DRLLmc | 61 funds | $31.3M |
| BBLUmc | 46 funds | $115.6M |
| QMOMmc | 37 funds | $73.9M |
| QVALthis pagemc | 35 funds | $91.7M |
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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $6.2B |
| APPLE INCAAPL | 17 funds | $6.1B |
| NVIDIA CORPNVDA | 17 funds | $5.6B |
| MICROSOFT CORPMSFT | 17 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $3.9B |
| AMAZON.COM INCAMZN | 17 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 17 funds | $2.8B |
| VANGUARD GROWTH ETFVUG | 17 funds | $2.6B |
| VANGUARD S&P 500 ETFVOO | 17 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 17 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $1.9B |
| BROADCOM INCAVGO | 17 funds | $1.8B |
Ranked by how many of QVAL'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 QVAL. 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.