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 SMB 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/SMB"
Use Arkolith to show who owns SMB, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | $5.5M | 319K | ▼−1.7% Reduced · −6K sh | Q1 2026 | |
| 2 | NICOLET BANKSHARES INC | $3.6M | 208K | ▲New +208K sh | Q1 2026 | |
| 3 | Willis Johnson & Associates, Inc. | $3.6M | 207K | ▼−2.0% Reduced · −4K sh | Q1 2026 | |
| 4 | Valeo Financial Advisors, LLC | $2.4M | 137K | ▼−13% Reduced · −20K sh | Q1 2026 | |
| 5 | Gradient Investments LLC | $2.3M | 135K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 6 | Sanctuary Advisors, LLC | $1.8M | 104K | ▼~0% Reduced · −13 sh | Q1 2026 | |
| 7 | Prosperity Consulting Group, LLC | $1.8M | 103K | ▼−12% Reduced · −13K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $1.5M | 88K | ▼−29% Reduced · −35K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $1.5M | 85K | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 10 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $948K | 55K | ▼−0.9% Reduced · −500 sh | Q1 2026 | |
| 11 | Ameritas Investment Partners, Inc. | $810K | 47K | ▲+7.3% Added · +3K sh | Q1 2026 | |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $769K | 44K | ▼−0.2% Reduced · −78 sh | Q1 2026 | |
| 13 | Integrated Wealth Concepts LLC | $763K | 44K | ▲+144% Added · +26K sh | Q1 2026 | |
| 14 | Ascent Group, LLC | $744K | 43K | ▼−5.6% Reduced · −3K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $715K | 41K | ▼−9.5% Reduced · −4K sh | Q1 2026 | |
| 16 | Composition Wealth, LLC | $667K | 39K | ▼−86% Reduced · −240K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $661K | 38K | ▲New +38K sh | Q1 2026 | |
| 18 | Merit Financial Group, LLC | $637K | 37K | ▲+0.3% Added · +106 sh | Q1 2026 | |
| 19 | J.W. COLE ADVISORS, INC. | $629K | 36K | ▲+24% Added · +7K sh | Q1 2026 | |
| 20 | Arkadios Wealth Advisors | $615K | 36K | ▲+1.8% Added · +643 sh | Q1 2026 | |
| 21 | Envestnet Portfolio Solutions, Inc. | $458K | 26K | ▼−4.5% Reduced · −1K sh | Q1 2026 | |
| 22 | Capital Asset Advisory Services LLC | $336K | 19K | —Held | Q1 2026 | |
| 23 | One Capital Management, LLC | $319K | 18K | ▼−4.2% Reduced · −807 sh | Q1 2026 | |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $242K | 14K | ▼−31% Reduced · −6K sh | Q1 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $209K | 12K | ▲+9.7% Added · +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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 37 funds | $9.6B |
| NVIDIA CORPNVDA | 37 funds | $9.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $7.4B |
| ALPHABET INC-CL AGOOGL | 37 funds | $5.8B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 37 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 37 funds | $4.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 37 funds | $4.1B |
| BROADCOM INCAVGO | 37 funds | $3.8B |
| STE STR SPDR PT S&P 500 ETFSPYM | 37 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $3.4B |
| VANGUARD GROWTH ETFVUG | 37 funds | $3.4B |
Ranked by how many of SMB'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 SMB. 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.