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 SRV 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/SRV"
Use Arkolith to show who owns SRV, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Financial, LLC | $2.2M | 50K | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 2 | Stratos Wealth Advisors, LLC | $413K | 9K | —Held | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $394K | 9K | ▲+27% Added · +2K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $339K | 8K | ▲+90% Added · +4K sh | Q1 2026 | |
| 5 | Atlantic Union Bankshares Corp | $11K | 238 | —Held | Q1 2026 | |
| 6 | CWM, LLC | $267 | 6 | ▲New +6 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 6, 2026 | Mullins Andrea | Director | Buy (P) | 240 | $10K |
| Dec 18, 2025 | Alban John | Director | Buy (P) | 250 | $10K |
| Dec 18, 2025 | Mullins Andrea | Director | Buy (P) | 400 | $16K |
| Dec 18, 2025 | Sunderland Todd | Insider | Buy (P) | 80 | $3K |
| Nov 11, 2025 | Alban John | Director | Buy (P) | 750 | $32K |
| Feb 11, 2025 | Swank Jerry V | Insider | Sell (S) | 4K | $171K |
| Dec 10, 2024 | Alban John | Director | Sell (S) | 1K | $49K |
| Nov 21, 2024 | Mullins Andrea | Director | Buy (P) | 150 | $6K |
| Nov 21, 2024 | Sunderland Todd | Insider | Buy (P) | 45 | $2K |
| Nov 21, 2024 | Musgrave John M. | CEO & President | Buy (P) | 773 | $32K |
| Sep 9, 2024 | Mullins Andrea | Director | Buy (P) | 450 | $19K |
| Jun 21, 2024 | Alban John | Director | Sell (S) | 1K | $42K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 9 funds | $3.0B |
| NVIDIA CORPNVDA | 9 funds | $2.3B |
| MICROSOFT CORPMSFT | 9 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $1.6B |
| STE STR SPDR PT S&P 500 ETFSPYM | 9 funds | $1.5B |
| AMAZON.COM INCAMZN | 9 funds | $1.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 9 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 9 funds | $931.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $891.3M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $885.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $854.4M |
| VANGUARD GROWTH ETFVUG | 9 funds | $825.3M |
Ranked by how many of SRV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SRV. 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.