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 SETM 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/SETM"
Use Arkolith to show who owns SETM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Carnegie Investment Counsel | $2.8M | 85K | ▲+7.8% Added · +6K sh | Q1 2026 | |
| 2 | ASSETMARK, INC | $2.4M | 73K | ▲952× Added · +73K sh | Q1 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | $2.1M | 64K | ▲+86% Added · +30K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.7M | 50K | ▲New +50K sh | Q1 2026 | |
| 5 | Beacon Pointe Advisors, LLC | $1.3M | 39K | ▲New +39K sh | Q1 2026 | |
| 6 | SCOTIA CAPITAL INC. | $1.2M | 37K | ▲+33% Added · +9K sh | Q1 2026 | |
| 7 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $1.2M | 37K | ▲New +37K sh | Q1 2026 | |
| 8 | Visionary Wealth Advisors | $1.0M | 32K | ▲New +32K sh | Q1 2026 | |
| 9 | PFG Advisors | $936K | 28K | ▼−5.6% Reduced · −2K sh | Q1 2026 | |
| 10 | Dakota Wealth Management | $630K | 19K | ▲+91% Added · +9K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $514K | 16K | ▲New +16K sh | Q1 2026 | |
| 12 | Jaffetilchin Investment Partners, LLC | $462K | 14K | ▼−16% Reduced · −3K sh | Q1 2026 | |
| 13 | Federation des caisses Desjardins du Quebec | $448K | 14K | ▲10× Added · +12K sh | Q1 2026 | |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $324K | 10K | —Held | Q1 2026 | |
| 15 | Apella Capital, LLC | $238K | 6K | ▲New +6K sh | Q1 2026 | |
| 16 | Wealthcare Advisory Partners LLC | $204K | 6K | ▼−16% Reduced · −1K sh | Q1 2026 | |
| 17 | Waverly Advisors, LLC | $164K | 5K | ▲New +5K sh | Q1 2026 | |
| 18 | AdvisorNet Financial, Inc | $120K | 4K | —Held | Q1 2026 | |
| 19 | TD Waterhouse Canada Inc. | $55K | 2K | ▲New +2K sh | Q1 2026 | |
| 20 | CWM, LLC | $21K | 635 | ▲+46% Added · +200 sh | Q1 2026 | |
| 21 | MAI Capital Management | $10K | 300 | ▲New +300 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $12.2B |
| NVIDIA CORPNVDA | 27 funds | $10.2B |
| APPLE INCAAPL | 27 funds | $9.9B |
| MICROSOFT CORPMSFT | 27 funds | $8.0B |
| AMAZON.COM INCAMZN | 27 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 27 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 27 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $3.8B |
| BROADCOM INCAVGO | 27 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 27 funds | $3.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $3.4B |
Ranked by how many of SETM'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 SETM. 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.