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 SHE 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/SHE"
Use Arkolith to show who owns SHE, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Geneos Wealth Management Inc. | $4.2M | 33K | ▲+0.4% Added · +138 sh | Q1 2026 | |
| 2 | National Philanthropic Trust | $3.3M | 26K | ▲+4.8% Added · +1K sh | Q1 2026 | |
| 3 | Gradient Investments LLC | $844K | 7K | ▼−1.5% Reduced · −103 sh | Q1 2026 | |
| 4 | Wealthfront Advisers LLC | $802K | 6K | ▲+1.9% Added · +116 sh | Q1 2026 | |
| 5 | Wilmington Savings Fund Society, FSB | $776K | 6K | ▲+0.2% Added · +15 sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $746K | 6K | ▼−0.1% Reduced · −5 sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $571K | 4K | ▼−20% Reduced · −1K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $518K | 4K | ▲+32% Added · +990 sh | Q1 2026 | |
| 9 | Ameritas Investment Partners, Inc. | $459K | 4K | ▲+424% Added · +3K sh | Q1 2026 | |
| 10 | Dynamic Advisor Solutions LLC | $457K | 4K | ▲+5.3% Added · +180 sh | Q1 2026 | |
| 11 | Focus Partners Advisor Solutions, LLC | $406K | 3K | ▼−2.1% Reduced · −69 sh | Q1 2026 | |
| 12 | Aprio Wealth Management, LLC | $358K | 3K | ▼−0.4% Reduced · −12 sh | Q1 2026 | |
| 13 | JOHNSON INVESTMENT COUNSEL INC | $320K | 3K | —Held | Q1 2026 | |
| 14 | FMR LLC | $316K | 2K | ▼−4.5% Reduced · −116 sh | Q1 2026 | |
| 15 | Valmark Advisers, Inc. | $293K | 2K | ▼−1.7% Reduced · −40 sh | Q1 2026 | |
| 16 | BLAIR WILLIAM & CO/IL | $244K | 2K | ▲+0.6% Added · +12 sh | Q1 2026 | |
| 17 | ASSETMARK, INC | $213K | 2K | ▼−6.3% Reduced · −112 sh | Q1 2026 | |
| 18 | Sowell Financial Services LLC | $213K | 2K | ▼−3.1% Reduced · −53 sh | Q1 2026 | |
| 19 | Pathstone Holdings, LLC | $203K | 2K | ▼−8.6% Reduced · −150 sh | Q1 2026 | |
| 20 | Baker Avenue Asset Management, LP | $202K | 2K | —Held | Q1 2026 | |
| 21 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $114K | 795 | ▲+39% Added · +225 sh | Q1 2026 | |
| 22 | MAI Capital Management | $99K | 772 | —Held | Q1 2026 | |
| 23 | Root Financial Partners, LLC | $75K | 587 | —Held | Q1 2026 | |
| 24 | Aptus Capital Advisors, LLC | $72K | 560 | ▲+5.3% Added · +28 sh | Q1 2026 | |
| 25 | CWM, LLC | $64K | 497 | ▼−51% Reduced · −517 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 |
|---|---|---|
| NVIDIA CORPNVDA | 36 funds | $13.9B |
| APPLE INCAAPL | 36 funds | $13.8B |
| MICROSOFT CORPMSFT | 36 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 36 funds | $8.9B |
| AMAZON.COM INCAMZN | 36 funds | $8.7B |
| VANGUARD S&P 500 ETFVOO | 36 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $7.2B |
| BROADCOM INCAVGO | 36 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 36 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $4.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 36 funds | $3.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $3.1B |
Ranked by how many of SHE'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 SHE. 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.