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 SDG 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/SDG"
Use Arkolith to show who owns SDG, 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 | $18.3M | 218K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 2 | ASPIRIANT, LLC | $1.4M | 17K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 13K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 4 | Larson Financial Group LLC | $743K | 9K | ▲+11% Added · +847 sh | Q1 2026 | |
| 5 | Vontobel Holding Ltd. | $705K | 8K | ▲+2.9% Added · +237 sh | Q1 2026 | |
| 6 | Dynamic Advisor Solutions LLC | $535K | 6K | ▼−38% Reduced · −4K sh | Q1 2026 | |
| 7 | Perigon Wealth Management, LLC | $490K | 6K | ▼−1.5% Reduced · −91 sh | Q1 2026 | |
| 8 | Modera Wealth Management, LLC | $359K | 4K | ▼−54% Reduced · −5K sh | Q1 2026 | |
| 9 | OPPENHEIMER ASSET MANAGEMENT INC. | $338K | 4K | ▲+1.7% Added · +69 sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $271K | 3K | ▼−12% Reduced · −434 sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $238K | 3K | ▼−10.0% Reduced · −314 sh | Q1 2026 | |
| 12 | MISSION WEALTH MANAGEMENT, LP | $235K | 3K | ▲+14% Added · +345 sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $235K | 3K | ▼−5.7% Reduced · −168 sh | Q1 2026 | |
| 14 | Wealthfront Advisers LLC | $205K | 2K | ▼−7.1% Reduced · −188 sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $102K | 1K | ▼−4.0% Reduced · −50 sh | Q1 2026 | |
| 16 | TD Waterhouse Canada Inc. | $49K | 584 | ▲New +584 sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $34K | 400 | —Held | Q1 2026 | |
| 18 | Aptus Capital Advisors, LLC | $10K | 118 | —Held | Q1 2026 | |
| 19 | Federation des caisses Desjardins du Quebec | $3K | 39 | —Held | Q1 2026 | |
| 20 | Ashton Thomas Private Wealth, LLC | $921 | 11 | ▲New +11 sh | Q1 2026 | |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $84 | 1 | —Held | Q1 2026 | |
| 22 | HUNTINGTON NATIONAL BANK | $84 | 1 | —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.
| Class | 13F holders | Value held |
|---|---|---|
| ESGUmc | 358 funds | $9.2B |
| ESGDmc | 318 funds | $7.1B |
| IDEVmc | 295 funds | $20.8B |
| IAGGmc | 241 funds | $9.1B |
| ICVTmc | 183 funds | $1.6B |
| IBDRmc | 181 funds | $1.8B |
| IVLUmc | 178 funds | $2.3B |
| EWUmc | 167 funds | $2.3B |
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 |
|---|---|---|
| APPLE INCAAPL | 27 funds | $10.0B |
| NVIDIA CORPNVDA | 27 funds | $9.9B |
| MICROSOFT CORPMSFT | 27 funds | $8.6B |
| AMAZON.COM INCAMZN | 27 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 27 funds | $5.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 27 funds | $4.9B |
| BROADCOM INCAVGO | 27 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 27 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 27 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $3.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 27 funds | $2.9B |
Ranked by how many of SDG'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 SDG. 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.