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 SMIZ 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/SMIZ"
Use Arkolith to show who owns SMIZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $15.3M | 412K | ▲+1.5% Added · +6K sh | Q1 2026 | |
| 2 | GeoWealth Management, LLC | $11.0M | 296K | ▲+123% Added · +163K sh | Q1 2026 | |
| 3 | Strategic Blueprint, LLC | $2.7M | 73K | ▲+6.5% Added · +5K sh | Q1 2026 | |
| 4 | Sanctuary Advisors, LLC | $804K | 22K | ▲+17% Added · +3K sh | Q1 2026 | |
| 5 | Vise Technologies, Inc. | $535K | 14K | —Held | Q1 2026 | |
| 6 | Summit Financial, LLC | $303K | 8K | ▼−0.9% Reduced · −75 sh | Q1 2026 | |
| 7 | Beacon Pointe Advisors, LLC | $211K | 6K | —Held | Q1 2026 | |
| 8 | Arax Advisory Partners | $140K | 4K | ▼−1.0% Reduced · −40 sh | Q1 2026 | |
| 9 | IFP Advisors, Inc | $4K | 102 | —Held | Q1 2026 | |
| 10 | ASSETMARK, INC | $4K | 99 | ▲New +99 sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $1K | 40 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 14 funds | $4.1B |
| NVIDIA CORPNVDA | 14 funds | $3.7B |
| VANGUARD MEGA CAP GROWTH ETFMGK | 14 funds | $3.2B |
| MICROSOFT CORPMSFT | 14 funds | $2.6B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $2.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $1.6B |
| VANGUARD GROWTH ETFVUG | 14 funds | $1.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 14 funds | $1.5B |
| BROADCOM INCAVGO | 14 funds | $1.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 14 funds | $1.4B |
| VANGUARD VALUE ETFVTV | 14 funds | $1.3B |
Ranked by how many of SMIZ'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 SMIZ. 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.