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 TAK 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/TAK"
Use Arkolith to show who owns TAK, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $131.8M | 7.1M | ▲+75% Added · +3.1M sh | Q1 2026 | |
| 2 | BRANDES INVESTMENT PARTNERS, LP | $82.1M | 4.4M | ▲+14% Added · +549K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $58.8M | 3.2M | ▲+16% Added · +445K sh | Q1 2026 | |
| 4 | Capital Wealth Planning, LLC | $16.4M | 887K | ▲New +887K sh | Q1 2026 | |
| 5 | Crossmark Global Holdings, Inc. | $14.4M | 777K | ▲+4.3% Added · +32K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $11.6M | 624K | ▲+60% Added · +234K sh | Q1 2026 | |
| 7 | Bleakley Financial Group, LLC | $8.0M | 432K | ▲+19% Added · +69K sh | Q1 2026 | |
| 8 | QRG CAPITAL MANAGEMENT, INC. | $6.8M | 368K | ▲+27% Added · +79K sh | Q1 2026 | |
| 9 | Vestmark Advisory Solutions, Inc. | $6.4M | 346K | ▲+82% Added · +156K sh | Q1 2026 | |
| 10 | Ethic Inc. | $6.2M | 335K | ▲+9.9% Added · +30K sh | Q1 2026 | |
| 11 | Walleye Capital LLC | $4.8M | 261K | ▲+214% Added · +178K sh | Q1 2026 | |
| 12 | Pathstone Holdings, LLC | $4.5M | 241K | ▲+12% Added · +25K sh | Q1 2026 | |
| 13 | Trexquant Investment LP | $4.2M | 229K | ▲New +229K sh | Q1 2026 | |
| 14 | ASSETMARK, INC | $4.2M | 228K | ▲+46% Added · +71K sh | Q1 2026 | |
| 15 | MANNING & NAPIER ADVISORS LLC | $4.1M | 219K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 16 | Catalyst Capital Advisors LLC | $3.6M | 192K | —Held | Q1 2026 | |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.4M | 186K | ▲+35% Added · +49K sh | Q1 2026 | |
| 18 | Callan Family Office, LLC | $3.0M | 163K | ▲+5.6% Added · +9K sh | Q1 2026 | |
| 19 | Aquatic Capital Management LLC | $2.8M | 154K | ▼−4.0% Reduced · −6K sh | Q1 2026 | |
| 20 | ELEVATION POINT WEALTH PARTNERS, LLC | $2.6M | 142K | ▲+376% Added · +112K sh | Q1 2026 | |
| 21 | Vanguard Personalized Indexing Management, LLC | $2.4M | 132K | ▼−2.4% Reduced · −3K sh | Q1 2026 | |
| 22 | QUADRANT CAPITAL GROUP LLC | $2.4M | 128K | ▲+57% Added · +46K sh | Q1 2026 | |
| 23 | IEQ CAPITAL, LLC | $1.9M | 104K | ▲+14% Added · +13K sh | Q1 2026 | |
| 24 | Sequoia Financial Advisors, LLC | $1.8M | 99K | ▲+19% Added · +16K sh | Q1 2026 | |
| 25 | Orion Porfolio Solutions, LLC | $1.8M | 97K | ▲+24% Added · +19K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 123 funds | $31.5B |
| ALPHABET INC-CL AGOOGL | 123 funds | $19.5B |
| JPMORGAN CHASE & COJPM | 123 funds | $12.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 123 funds | $6.3B |
| NVIDIA CORPNVDA | 122 funds | $35.7B |
| BROADCOM INCAVGO | 122 funds | $14.2B |
| VISA INC-CLASS A SHARESV | 122 funds | $7.9B |
| ELI LILLY & COLLY | 122 funds | $7.9B |
| COSTCO WHOLESALE CORPCOST | 122 funds | $6.6B |
| CHEVRON CORPCVX | 122 funds | $5.8B |
| PALANTIR TECHNOLOGIES INC-APLTR | 122 funds | $3.4B |
| GENERAL ELECTRICGE | 122 funds | $3.4B |
Ranked by how many of TAK'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 TAK. 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.