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 SHDG 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/SHDG"
Use Arkolith to show who owns SHDG, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $152.3M | 5.0M | ▼−0.6% Reduced · −28K sh | Q1 2026 | |
| 2 | Atria Investments, Inc | $505K | 16K | ▼−0.4% Reduced · −62 sh | Q1 2026 | |
| 3 | Crestwood Advisors Group, LLC | $342K | 11K | —Held | Q1 2026 | |
| 4 | MAI Capital Management | $92K | 3K | —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 |
|---|---|---|
| SHDGthis pageSOUNDWATCH HEDGD | 9 funds | $154.4M |
| RCLRRECKONER BBB-B C | 7 funds | $13.1M |
| RCLORECKONER BBB-B | 6 funds | $8.2M |
| RAAARECKONER YIELD E | 6 funds | $4.3M |
| 00777X561MILLER VALUE PAR | 5 funds | $2.8M |
| 00777X454RECKONER YIELD | 4 funds | $11.7M |
| 00777X546TRENCHLESS FUND | 4 funds | $1.5M |
| MBSXREGAN FIXED RATE | 3 funds | $765K |
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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $2.6B |
| APPLE INCAAPL | 5 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 5 funds | $1.3B |
| NVIDIA CORPNVDA | 5 funds | $1.2B |
| MICROSOFT CORPMSFT | 5 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 5 funds | $837.6M |
| ISHARES CORE MSCI EAFE ETFIEFA | 5 funds | $793.4M |
| AMAZON.COM INCAMZN | 5 funds | $777.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $579.8M |
| ALPHABET INC-CL CGOOG | 5 funds | $539.1M |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $537.1M |
Ranked by how many of SHDG'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 SHDG. 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.