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 SMLV 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/SMLV"
Use Arkolith to show who owns SMLV, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | IEQ CAPITAL, LLC | $8.5M | 62K | ▼−7.2% Reduced · −5K sh | Q1 2026 | |
| 2 | NorthRock Partners, LLC | $1.5M | 11K | ▲~0% Added · +1 sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $1.3M | 10K | ▲+75% Added · +4K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $839K | 6K | ▲+22% Added · +1K sh | Q1 2026 | |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $708K | 5K | ▼−3.0% Reduced · −162 sh | Q1 2026 | |
| 6 | Beacon Pointe Advisors, LLC | $579K | 4K | ▲+17% Added · +621 sh | Q1 2026 | |
| 7 | Savant Capital, LLC | $573K | 4K | ▼−28% Reduced · −2K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $535K | 4K | ▲+108% Added · +2K sh | Q1 2026 | |
| 9 | McAdam, LLC | $528K | 4K | ▲+11% Added · +391 sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $491K | 4K | ▼−10% Reduced · −401 sh | Q1 2026 | |
| 11 | Strategic Blueprint, LLC | $426K | 3K | —Held | Q1 2026 | |
| 12 | Jaffetilchin Investment Partners, LLC | $412K | 3K | ▲+0.4% Added · +13 sh | Q1 2026 | |
| 13 | Fragasso Financial Advisors Inc | $392K | 3K | ▼−2.0% Reduced · −57 sh | Q1 2026 | |
| 14 | Waverly Advisors, LLC | $378K | 3K | ▲+8.4% Added · +214 sh | Q1 2026 | |
| 15 | Ausdal Financial Partners, Inc. | $349K | 3K | ▼−0.4% Reduced · −10 sh | Q1 2026 | |
| 16 | AdvisorNet Financial, Inc | $328K | 2K | ▲+517% Added · +2K sh | Q1 2026 | |
| 17 | Compound Planning, Inc. | $300K | 2K | ▼−2.0% Reduced · −44 sh | Q1 2026 | |
| 18 | Pinnacle Financial Partners, Inc. | $270K | 2K | ▲New +2K sh | Q1 2026 | |
| 19 | IHT Wealth Management, LLC | $260K | 2K | ▼−1.2% Reduced · −23 sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $239K | 2K | ▲+0.1% Added · +1 sh | Q1 2026 | |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $216K | 2K | ▲+0.5% Added · +8 sh | Q1 2026 | |
| 22 | Sigma Planning Corp | $213K | 2K | ▲New +2K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $144K | 1K | —Held | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $99K | 725 | —Held | Q1 2026 | |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $66K | 480 | —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 |
|---|---|---|
| APPLE INCAAPL | 32 funds | $13.8B |
| NVIDIA CORPNVDA | 32 funds | $13.8B |
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $10.6B |
| MICROSOFT CORPMSFT | 32 funds | $9.9B |
| AMAZON.COM INCAMZN | 32 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 32 funds | $7.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $7.1B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $5.3B |
| BROADCOM INCAVGO | 32 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 32 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 32 funds | $4.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $3.8B |
Ranked by how many of SMLV'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 SMLV. 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.