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 SCHJ 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/SCHJ"
Use Arkolith to show who owns SCHJ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | $4.7M | 188K | ▲New +188K sh | Q1 2026 | |
| 2 | Kestra Advisory Services, LLC | $4.4M | 177K | ▼−8.7% Reduced · −17K sh | Q1 2026 | |
| 3 | Modera Wealth Management, LLC | $4.1M | 167K | ▼−21% Reduced · −44K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 161K | ▼−51% Reduced · −171K sh | Q1 2026 | |
| 5 | Summit Financial, LLC | $2.8M | 115K | ▼−49% Reduced · −109K sh | Q1 2026 | |
| 6 | Sanctuary Advisors, LLC | $2.0M | 81K | ▼−0.1% Reduced · −92 sh | Q1 2026 | |
| 7 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $1.9M | 78K | ▼−34% Reduced · −41K sh | Q1 2026 | |
| 8 | Valmark Advisers, Inc. | $1.4M | 57K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 9 | Mutual Advisors, LLC | $1.4M | 56K | ▲+6.5% Added · +3K sh | Q1 2026 | |
| 10 | Calamos Advisors LLC | $1.1M | 44K | ▼−24% Reduced · −14K sh | Q1 2026 | |
| 11 | Compound Planning, Inc. | $719K | 29K | ▲+2.3% Added · +661 sh | Q1 2026 | |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $594K | 24K | ▲+0.1% Added · +21 sh | Q1 2026 | |
| 13 | Focus Partners Advisor Solutions, LLC | $467K | 19K | ▼−6.0% Reduced · −1K sh | Q1 2026 | |
| 14 | Concurrent Investment Advisors, LLC | $398K | 16K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 15 | Integrated Wealth Concepts LLC | $271K | 11K | ▲+21% Added · +2K sh | Q1 2026 | |
| 16 | Beacon Pointe Advisors, LLC | $266K | 11K | ▲+1.7% Added · +176 sh | Q1 2026 | |
| 17 | Kovack Advisors, Inc. | $219K | 9K | ▲New +9K sh | Q1 2026 | |
| 18 | SouthState Bank Corp | $209K | 8K | ▲New +8K sh | Q1 2026 | |
| 19 | Wilmington Savings Fund Society, FSB | $167K | 7K | —Held | Q1 2026 | |
| 20 | FMR LLC | $124K | 5K | ▲14× Added · +5K sh | Q1 2026 | |
| 21 | Aptus Capital Advisors, LLC | $100K | 4K | —Held | Q1 2026 | |
| 22 | Ancora Advisors LLC | $64K | 3K | —Held | Q1 2026 | |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $64K | 3K | —Held | Q1 2026 | |
| 24 | Cassaday & Co Wealth Management LLC | $39K | 2K | ▲New +2K sh | Q1 2026 | |
| 25 | MAI Capital Management | $33K | 1K | —Held | 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 33 funds | $11.0B |
| NVIDIA CORPNVDA | 33 funds | $9.6B |
| MICROSOFT CORPMSFT | 33 funds | $8.9B |
| VANGUARD S&P 500 ETFVOO | 33 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $6.3B |
| BROADCOM INCAVGO | 33 funds | $4.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 33 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 33 funds | $3.6B |
| VANGUARD GROWTH ETFVUG | 33 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 33 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $3.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 33 funds | $3.0B |
Ranked by how many of SCHJ'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 SCHJ. 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.