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 SCHY 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/SCHY"
Use Arkolith to show who owns SCHY, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | $112.0M | 3.5M | ▼−0.7% Reduced · −26K sh | Q1 2026 | |
| 2 | Modern Wealth Management, LLC | $10.6M | 335K | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 3 | Robertson Stephens Wealth Management, LLC | $6.3M | 200K | ▲+3.9% Added · +8K sh | Q1 2026 | |
| 4 | Mutual Advisors, LLC | $4.8M | 152K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 5 | Waverly Advisors, LLC | $4.7M | 149K | ▲+20% Added · +25K sh | Q1 2026 | |
| 6 | MAI Capital Management | $4.1M | 129K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 7 | Sequoia Financial Advisors, LLC | $3.7M | 116K | ▼−18% Reduced · −26K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $3.4M | 106K | ▼−2.4% Reduced · −3K sh | Q1 2026 | |
| 9 | Pathstone Holdings, LLC | $3.3M | 103K | —Held | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 73K | ▼−19% Reduced · −17K sh | Q1 2026 | |
| 11 | FIRST MERCHANTS CORP | $2.2M | 69K | ▼−10% Reduced · −8K sh | Q1 2026 | |
| 12 | EXENCIAL WEALTH ADVISORS, LLC | $2.1M | 67K | ▼−9.9% Reduced · −7K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $2.0M | 62K | ▲+52% Added · +21K sh | Q1 2026 | |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 55K | ▲+206% Added · +37K sh | Q1 2026 | |
| 15 | DAVENPORT & Co LLC | $1.4M | 44K | ▲+59% Added · +16K sh | Q1 2026 | |
| 16 | VANGUARD GROUP INC | $1.3M | 44K | ▲~0% Added · +18 sh | Q4 2025 | |
| 17 | Avidian Wealth Enterprises, LLC | $1.2M | 38K | ▲+0.1% Added · +51 sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $1.2M | 38K | ▲+15% Added · +5K sh | Q1 2026 | |
| 19 | Bryn Mawr Trust Advisors, LLC | $1.0M | 32K | —Held | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $991K | 31K | ▲+2.5% Added · +770 sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $586K | 19K | ▲+98% Added · +9K sh | Q1 2026 | |
| 22 | Valmark Advisers, Inc. | $538K | 17K | ▼−94% Reduced · −253K sh | Q1 2026 | |
| 23 | Orgel Wealth Management, LLC | $473K | 15K | ▲+70% Added · +6K sh | Q1 2026 | |
| 24 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $461K | 15K | ▼−7.1% Reduced · −1K sh | Q1 2026 | |
| 25 | Texas Capital Bank Wealth Management Services Inc | $443K | 14K | ▲+1.4% Added · +200 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 |
|---|---|---|
| APPLE INCAAPL | 45 funds | $11.5B |
| MICROSOFT CORPMSFT | 45 funds | $9.0B |
| AMAZON.COM INCAMZN | 45 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 45 funds | $3.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 45 funds | $3.6B |
| CATERPILLAR INCCAT | 45 funds | $1.5B |
| ILLINOIS TOOL WORKSITW | 45 funds | $233.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 44 funds | $8.1B |
| ALPHABET INC-CL AGOOGL | 44 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 44 funds | $3.8B |
| BROADCOM INCAVGO | 44 funds | $3.7B |
Ranked by how many of SCHY'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 SCHY. 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.