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 TAFL 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/TAFL"
Use Arkolith to show who owns TAFL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 42K | ▼−35% Reduced · −22K sh | Q1 2026 | |
| 2 | HB Wealth Management, LLC | $646K | 26K | ▲+0.5% Added · +122 sh | Q1 2026 | |
| 3 | Beacon Pointe Advisors, LLC | $415K | 17K | ▲New +17K 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.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 66 funds | $956.8M |
| SYFISHORT DURATION H | 54 funds | $666.0M |
| YEARULTRA SHORT INCM | 52 funds | $1.2B |
| FWDMF Closed and MF Open | 49 funds | $1.5B |
| ILOWMF Closed and MF Open | 40 funds | $1.6B |
| HYFIMF Closed and MF Open | 36 funds | $244.3M |
| CAMFUND | 34 funds | $955.3M |
| TAFMTAX AWARE INTERM | 34 funds | $433.2M |
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 | 4 funds | $4.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $3.2B |
| APPLE INCAAPL | 4 funds | $1.7B |
| MICROSOFT CORPMSFT | 4 funds | $1.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 4 funds | $1.7B |
| VANGUARD DIVIDEND APPREC ETFVIG | 4 funds | $1.7B |
| VANGUARD S&P 500 ETFVOO | 4 funds | $1.4B |
| AMAZON.COM INCAMZN | 4 funds | $1.2B |
| NVIDIA CORPNVDA | 4 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $955.1M |
| VANGUARD TOTAL INTL STOCKVXUS | 4 funds | $880.6M |
Ranked by how many of TAFL'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 TAFL. 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.