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 SPD 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/SPD"
Use Arkolith to show who owns SPD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $1.5M | 41K | —Held | Q1 2026 | |
| 2 | Compound Planning, Inc. | $1.3M | 35K | —Held | Q1 2026 | |
| 3 | Dynamic Advisor Solutions LLC | $297K | 8K | —Held | Q1 2026 | |
| 4 | CWM, LLC | $49K | 1K | ▼−97% Reduced · −42K sh | Q1 2026 | |
| 5 | ROTHSCHILD INVESTMENT LLC | $8K | 231 | —Held | Q1 2026 | |
| 6 | IFP Advisors, Inc | $5K | 148 | —Held | Q1 2026 | |
| 7 | ASSETMARK, INC | $327 | 9 | —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.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 110 funds | $755.5M |
| MTBAcommon | 81 funds | $654.3M |
| HEQTHEDGED EQUITY | 49 funds | $147.9M |
| CDXHIGH YIELD PLUS | 46 funds | $203.1M |
| AGGHFUND | 44 funds | $219.9M |
| SVOLmc | 42 funds | $28.9M |
| BUCKTREASURY OPT INC | 39 funds | $132.7M |
| PINKmc | 35 funds | $99.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $5.0B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $3.1B |
| NVIDIA CORPNVDA | 9 funds | $2.6B |
| MICROSOFT CORPMSFT | 9 funds | $2.6B |
| APPLE INCAAPL | 9 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.2B |
| ISHARES CORE U.S. AGGREGATEAGG | 9 funds | $2.0B |
| AMAZON.COM INCAMZN | 9 funds | $1.9B |
| STE STR SPDR PT S&P 500 ETFSPYM | 9 funds | $1.5B |
| ISHARES CORE MSCI EAFE ETFIEFA | 9 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.3B |
| ISHARES CORE MSCI EMERGINGIEMG | 9 funds | $1.3B |
Ranked by how many of SPD'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 SPD. 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.