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 TBLD 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/TBLD"
Use Arkolith to show who owns TBLD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $12.5M | 593K | ▼−12% Reduced · −83K sh | Q1 2026 | |
| 2 | Sanctuary Advisors, LLC | $2.7M | 128K | ▲+50% Added · +43K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $2.4M | 116K | ▼−5.0% Reduced · −6K sh | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | $2.2M | 102K | ▲+21% Added · +18K sh | Q1 2026 | |
| 5 | Concurrent Investment Advisors, LLC | $1.9M | 92K | ▲+9.3% Added · +8K sh | Q1 2026 | |
| 6 | EVOLVE PRIVATE WEALTH, LLC | $1.8M | 84K | ▲~0% Added · +32 sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 73K | ▼−53% Reduced · −82K sh | Q1 2026 | |
| 8 | D.A. DAVIDSON & CO. | $1.5M | 69K | ▲+0.3% Added · +241 sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $1.5M | 69K | ▼−25% Reduced · −23K sh | Q1 2026 | |
| 10 | Dakota Wealth Management | $999K | 47K | ▼−5.1% Reduced · −3K sh | Q1 2026 | |
| 11 | OPPENHEIMER & CO INC | $596K | 28K | ▼−22% Reduced · −8K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $574K | 27K | ▲+22% Added · +5K sh | Q1 2026 | |
| 13 | DAVENPORT & Co LLC | $386K | 18K | ▲New +18K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $323K | 15K | ▼−1.9% Reduced · −300 sh | Q1 2026 | |
| 15 | &PARTNERS | $305K | 14K | ▲+25% Added · +3K sh | Q1 2026 | |
| 16 | BROWN BROTHERS HARRIMAN & CO | $254K | 12K | —Held | Q1 2026 | |
| 17 | Prosperity Consulting Group, LLC | $211K | 10K | —Held | Q1 2026 | |
| 18 | WHITTIER TRUST CO | $11K | 500 | —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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 18, 2024 | Kritzmire Anne W. | Insider | Buy (P) | 1K | $16K |
| Apr 23, 2024 | WIXTED BRIAN W. | Insider | Buy (P) | 2K | $25K |
| Sep 18, 2023 | Kritzmire Anne W. | Insider | Buy (P) | 400 | $6K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 20 funds | $7.8B |
| NVIDIA CORPNVDA | 20 funds | $6.8B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.7B |
| BROADCOM INCAVGO | 20 funds | $3.3B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.7B |
| JOHNSON & JOHNSONJNJ | 20 funds | $2.1B |
| CHEVRON CORPCVX | 20 funds | $1.6B |
| HOME DEPOT INCHD | 20 funds | $1.3B |
| TESLA INCTSLA | 20 funds | $1.2B |
| KLA CORPKLAC | 20 funds | $1.0B |
| INTL BUSINESS MACHINES CORPIBM | 20 funds | $815.2M |
| NETFLIX INCNFLX | 20 funds | $724.1M |
Ranked by how many of TBLD'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 TBLD. 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.