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 ROE 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/ROE"
Use Arkolith to show who owns ROE, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $24.2M | 682K | ▲New +682K sh | Q1 2026 | |
| 2 | Beacon Capital Management, Inc. | $10.3M | 291K | ▲+4.8% Added · +13K sh | Q1 2026 | |
| 3 | Atria Investments, Inc | $3.7M | 105K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $3.3M | 92K | ▲New +92K sh | Q1 2026 | |
| 5 | Compound Planning, Inc. | $1.3M | 37K | ▲+73% Added · +16K sh | Q1 2026 | |
| 6 | GeoWealth Management, LLC | $1.2M | 33K | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 7 | Orion Porfolio Solutions, LLC | $1.2M | 32K | ▼−9.3% Reduced · −3K sh | Q1 2026 | |
| 8 | &PARTNERS | $726K | 20K | ▼−2.1% Reduced · −444 sh | Q1 2026 | |
| 9 | CreativeOne Wealth, LLC | $651K | 18K | ▼−1.9% Reduced · −367 sh | Q1 2026 | |
| 10 | DAVENPORT & Co LLC | $492K | 14K | —Held | Q1 2026 | |
| 11 | Sanctuary Advisors, LLC | $255K | 7K | ▲New +7K sh | Q1 2026 | |
| 12 | Ausdal Financial Partners, Inc. | $223K | 6K | ▼−2.1% Reduced · −137 sh | Q1 2026 | |
| 13 | Sound Income Strategies, LLC | $137K | 4K | ▲New +4K sh | Q1 2026 | |
| 14 | Ashton Thomas Private Wealth, LLC | $121K | 3K | ▲New +3K sh | Q1 2026 | |
| 15 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $6K | 174 | ▼−32% Reduced · −83 sh | Q1 2026 | |
| 16 | VANGUARD ADVISERS INC | $4K | 116 | ▲New +116 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 |
|---|---|---|
| BROADCOM INCAVGO | 17 funds | $1.5B |
| STE STR SPDR PT S&P 500 ETFSPYM | 17 funds | $819.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 17 funds | $803.9M |
| SS ENERGY SELECT SECTORXLE | 17 funds | $221.9M |
| VANGUARD INTERMEDIATE-TERM BBIV | 17 funds | $203.0M |
| SS FINANCIAL SELECT SECTORXLF | 17 funds | $156.5M |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $4.1B |
| NVIDIA CORPNVDA | 16 funds | $3.8B |
| MICROSOFT CORPMSFT | 16 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 16 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $1.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 16 funds | $1.4B |
Ranked by how many of ROE'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 ROE. 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.