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 SHFS 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/SHFS"
Use Arkolith to show who owns SHFS, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | $34K | 40K | ▲+220% Added · +28K sh | Q1 2026 | |
| 2 | Checchi Capital Advisers, LLC | $26K | 32K | —Held | Q1 2026 | |
| 3 | VANGUARD GROUP INC | $22K | 20K | ▼−56% Reduced · −26K sh | Q4 2025 | |
| 4 | VANGUARD FIDUCIARY TRUST CO | $11K | 13K | ▲New +13K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $6K | 8K | ▲New +8K sh | Q1 2026 | |
| 6 | TD Waterhouse Canada Inc. | $4K | 5K | —Held | Q1 2026 | |
| 7 | Tower Research Capital LLC (TRC) | $831 | 1K | ▼−79% Reduced · −4K sh | Q1 2026 | |
| 8 | Ameritas Advisory Services, LLC | $831 | 1K | ▲New +1K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 7, 2025 | Mendez Terrance Elliot | CEO and Interim CFO, Director | Grant (A) | 92K | $0 |
| Aug 7, 2025 | Braun III Francis A | Director | Grant (A) | 53K | $0 |
| May 6, 2025 | Emmi Donald | Chief Legal Officer | Tax withholding (F) | 318 | $9K |
| Apr 29, 2025 | Meyers Jennifer | Director | Grant (A) | 12K | $0 |
| Apr 28, 2025 | Niehaus Jonathon | Director | Grant (A) | 12K | $0 |
| Apr 25, 2025 | Fagan Doug | Director | Grant (A) | 12K | $0 |
| Apr 24, 2025 | Seefried Sundie | Director | Grant (A) | 12K | $0 |
| Apr 24, 2025 | Racine Karl | Director | Grant (A) | 12K | $0 |
| Apr 24, 2025 | Carleton Richard | Director | Grant (A) | 12K | $0 |
| Apr 24, 2025 | Summers Jonathan | Director | Grant (A) | 12K | $0 |
| Jan 10, 2024 | Emmi Donald | Chief Legal Officer | Tax withholding (F) | 310 | $9K |
| Dec 14, 2023 | Seefried Sundie | Chief Executive Officer | Buy (P) | 25K | $24K |
| Company | Co-held by | Combined value |
|---|---|---|
| TORONTO-DOMINION BANKTD | 3 funds | $1.9B |
| ROYAL BANK OF CANADARY | 3 funds | $1.9B |
| APPLE INCAAPL | 3 funds | $1.2B |
| NVIDIA CORPNVDA | 3 funds | $888.4M |
| MICROSOFT CORPMSFT | 3 funds | $850.8M |
| BANK OF MONTREALBMO | 3 funds | $849.3M |
| JPMORGAN CHASE & COJPM | 3 funds | $570.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $511.8M |
| AMAZON.COM INCAMZN | 3 funds | $496.1M |
| ALPHABET INC-CL CGOOG | 3 funds | $451.9M |
| ALPHABET INC-CL AGOOGL | 3 funds | $450.8M |
| BROADCOM INCAVGO | 3 funds | $385.7M |
Ranked by how many of SHFS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SHFS. 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.