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 TAFM 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/TAFM"
Use Arkolith to show who owns TAFM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NorthRock Partners, LLC | $31.4M | 1.2M | ▼−2.4% Reduced · −30K sh | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | $17.6M | 697K | ▲697× Added · +696K sh | Q1 2026 | |
| 3 | Beacon Pointe Advisors, LLC | $6.0M | 237K | ▲+59% Added · +88K sh | Q1 2026 | |
| 4 | Dynasty Wealth Management, LLC | $4.3M | 170K | ▼−2.8% Reduced · −5K sh | Q1 2026 | |
| 5 | Ausdal Financial Partners, Inc. | $3.9M | 155K | ▲+8.3% Added · +12K sh | Q1 2026 | |
| 6 | Cresset Asset Management, LLC | $3.3M | 131K | ▲New +131K sh | Q1 2026 | |
| 7 | Concurrent Investment Advisors, LLC | $2.2M | 86K | ▲+7.1% Added · +6K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $1.9M | 73K | ▲+19% Added · +12K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $1.2M | 47K | ▲+22% Added · +8K sh | Q1 2026 | |
| 10 | MAI Capital Management | $1.1M | 43K | ▲New +43K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.1M | 42K | ▲+330% Added · +32K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $839K | 33K | ▼−40% Reduced · −22K sh | Q1 2026 | |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $809K | 32K | ▲+213% Added · +22K sh | Q1 2026 | |
| 14 | GREAT VALLEY ADVISOR GROUP, INC. | $593K | 23K | —Held | Q1 2026 | |
| 15 | Sanctuary Advisors, LLC | $258K | 10K | ▲+1.3% Added · +128 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 | 65 funds | $956.6M |
| SYFISHORT DURATION H | 53 funds | $666.0M |
| YEARULTRA SHORT INCM | 52 funds | $1.2B |
| FWDMF Closed and MF Open | 49 funds | $1.5B |
| ILOWMF Closed and MF Open | 39 funds | $1.6B |
| HYFIMF Closed and MF Open | 36 funds | $244.3M |
| CAMFUND | 34 funds | $955.3M |
| TAFMthis pageTAX 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 | 20 funds | $11.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $6.0B |
| NVIDIA CORPNVDA | 20 funds | $5.9B |
| MICROSOFT CORPMSFT | 20 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 20 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 20 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 20 funds | $2.4B |
| BROADCOM INCAVGO | 20 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 20 funds | $2.1B |
| WALMART INCWMT | 20 funds | $2.0B |
Ranked by how many of TAFM'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 TAFM. 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.