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 TEI 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/TEI"
Use Arkolith to show who owns TEI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | $13.2M | 2.2M | ▼−29% Reduced · −879K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $8.2M | 1.4M | ▲+36% Added · +359K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $2.0M | 336K | ▼−23% Reduced · −98K sh | Q1 2026 | |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $1.6M | 261K | ▲+0.3% Added · +919 sh | Q1 2026 | |
| 5 | Mutual Advisors, LLC | $1.5M | 244K | ▼−7.6% Reduced · −20K sh | Q1 2026 | |
| 6 | OPPENHEIMER & CO INC | $1.1M | 187K | ▲+2.9% Added · +5K sh | Q1 2026 | |
| 7 | Compound Planning, Inc. | $656K | 109K | ▲+6.4% Added · +7K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $636K | 106K | ▼−27% Reduced · −39K sh | Q1 2026 | |
| 9 | SAX WEALTH ADVISORS, LLC | $436K | 68K | —Held | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $229K | 38K | ▼−54% Reduced · −45K sh | Q1 2026 | |
| 11 | NWAM LLC | $156K | 26K | ▲+42% Added · +8K sh | Q1 2026 | |
| 12 | Integrated Wealth Concepts LLC | $109K | 18K | ▼−16% Reduced · −3K sh | Q1 2026 | |
| 13 | Csenge Advisory Group | $92K | 15K | ▲+34% Added · +4K sh | Q1 2026 | |
| 14 | Atlantic Union Bankshares Corp | $84K | 14K | —Held | Q1 2026 | |
| 15 | CHOREO, LLC | $66K | 11K | ▼−31% Reduced · −5K sh | Q1 2026 | |
| 16 | Merit Financial Group, LLC | $63K | 11K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 17 | Clearstead Advisors, LLC | $13K | 2K | —Held | Q1 2026 | |
| 18 | CWM, LLC | $9K | 1K | —Held | Q1 2026 | |
| 19 | WHITTIER TRUST CO OF NEVADA INC | $2K | 332 | ▲New +332 sh | Q1 2026 | |
| 20 | Root Financial Partners, LLC | $1K | 218 | ▲New +218 sh | Q1 2026 | |
| 21 | ASSETMARK, INC | $847 | 141 | —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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 24 funds | $8.2B |
| NVIDIA CORPNVDA | 24 funds | $6.9B |
| MICROSOFT CORPMSFT | 24 funds | $6.5B |
| AMAZON.COM INCAMZN | 24 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 24 funds | $4.1B |
| BROADCOM INCAVGO | 24 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 24 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 24 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 24 funds | $2.0B |
| ELI LILLY & COLLY | 24 funds | $1.5B |
| EXXON MOBIL CORPXOM | 24 funds | $1.4B |
Ranked by how many of TEI'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 TEI. 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.