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 SHM 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/SHM"
Use Arkolith to show who owns SHM, 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 | $67.9M | 1.4M | ▼−22% Reduced · −398K sh | Q1 2026 | |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.6M | 744K | ▼−57% Reduced · −972K sh | Q1 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $32.0M | 668K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 4 | Wealthcare Advisory Partners LLC | $28.7M | 601K | ▼−2.7% Reduced · −17K sh | Q1 2026 | |
| 5 | Gerber Kawasaki Wealth & Investment Management | $22.1M | 462K | ▲+11% Added · +45K sh | Q1 2026 | |
| 6 | UMB Bank, n.a. | $11.6M | 242K | ▼−54% Reduced · −287K sh | Q1 2026 | |
| 7 | TD PRIVATE CLIENT WEALTH LLC | $10.4M | 216K | ▼−9.1% Reduced · −22K sh | Q1 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | $10.0M | 208K | ▼−6.4% Reduced · −14K sh | Q1 2026 | |
| 9 | Symmetry Partners, LLC | $9.0M | 188K | ▲+6.5% Added · +12K sh | Q1 2026 | |
| 10 | BlackRock, Inc. | $8.6M | 179K | ▲+13% Added · +21K sh | Q1 2026 | |
| 11 | Waverly Advisors, LLC | $8.6M | 179K | ▲+556% Added · +152K sh | Q1 2026 | |
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $8.1M | 168K | ▲+5.7% Added · +9K sh | Q1 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $7.4M | 155K | ▲+24% Added · +30K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.4M | 155K | ▼−38% Reduced · −93K sh | Q1 2026 | |
| 15 | BENJAMIN EDWARDS INC | $6.8M | 142K | ▲+12% Added · +15K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $6.7M | 139K | ▲+594% Added · +119K sh | Q1 2026 | |
| 17 | GenTrust, LLC | $6.2M | 131K | ▼−8.6% Reduced · −12K sh | Q1 2026 | |
| 18 | Foster Group, Inc. | $5.8M | 121K | ▼−0.2% Reduced · −234 sh | Q1 2026 | |
| 19 | McAdam, LLC | $5.2M | 109K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 20 | Karpus Management, Inc. | $5.1M | 107K | ▼−73% Reduced · −291K sh | Q1 2026 | |
| 21 | CULLEN/FROST BANKERS, INC. | $5.0M | 105K | ▼−28% Reduced · −42K sh | Q1 2026 | |
| 22 | Orion Porfolio Solutions, LLC | $5.0M | 105K | ▲+0.4% Added · +436 sh | Q1 2026 | |
| 23 | Apella Capital, LLC | $4.2M | 87K | ▲~0% Added · +42 sh | Q1 2026 | |
| 24 | ASSETMARK, INC | $4.2M | 87K | ▼−53% Reduced · −101K sh | Q1 2026 | |
| 25 | CWM, LLC | $3.8M | 79K | ▼−1.1% Reduced · −920 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 124 funds | $23.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 124 funds | $14.7B |
| NVIDIA CORPNVDA | 123 funds | $27.9B |
| ALPHABET INC-CL CGOOG | 123 funds | $11.4B |
| JPMORGAN CHASE & COJPM | 123 funds | $10.8B |
| BROADCOM INCAVGO | 123 funds | $10.4B |
| JOHNSON & JOHNSONJNJ | 123 funds | $7.4B |
| WALMART INCWMT | 123 funds | $5.8B |
| CHEVRON CORPCVX | 123 funds | $4.3B |
| ABBVIE INCABBV | 123 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 122 funds | $15.2B |
| META PLATFORMS INC-CLASS AMETA | 122 funds | $9.4B |
Ranked by how many of SHM'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 SHM. 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.