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 TPHD 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/TPHD"
Use Arkolith to show who owns TPHD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | $35.5M | 859K | —Held | Q1 2026 | |
| 2 | CWM, LLC | $4.4M | 106K | ▼−32% Reduced · −51K sh | Q1 2026 | |
| 3 | BENJAMIN EDWARDS INC | $4.2M | 102K | ▲+136% Added · +59K sh | Q1 2026 | |
| 4 | OneAscent Financial Services LLC | $3.4M | 82K | ▲+6.3% Added · +5K sh | Q1 2026 | |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.9M | 71K | ▼−34% Reduced · −37K sh | Q1 2026 | |
| 6 | Focus Partners Advisor Solutions, LLC | $1.8M | 43K | ▲+51% Added · +15K sh | Q1 2026 | |
| 7 | Atria Investments, Inc | $1.7M | 40K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 8 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 37K | ▲+31% Added · +9K sh | Q1 2026 | |
| 9 | Geneos Wealth Management Inc. | $1.4M | 34K | ▲+28% Added · +7K sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | $939K | 23K | ▲+2.8% Added · +615 sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $826K | 20K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 12 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $776K | 19K | ▲+20% Added · +3K sh | Q1 2026 | |
| 13 | RFG Advisory, LLC | $696K | 17K | ▲+14% Added · +2K sh | Q1 2026 | |
| 14 | Sigma Planning Corp | $496K | 12K | ▲~0% Added · +4 sh | Q1 2026 | |
| 15 | Merit Financial Group, LLC | $465K | 11K | ▲+7.5% Added · +784 sh | Q1 2026 | |
| 16 | CreativeOne Wealth, LLC | $409K | 10K | ▲New +10K sh | Q1 2026 | |
| 17 | Envestnet Portfolio Solutions, Inc. | $364K | 9K | ▲+1.4% Added · +118 sh | Q1 2026 | |
| 18 | IHT Wealth Management, LLC | $311K | 8K | ▲New +8K sh | Q1 2026 | |
| 19 | Strategic Blueprint, LLC | $303K | 7K | ▼−7.5% Reduced · −598 sh | Q1 2026 | |
| 20 | Regal Investment Advisors LLC | $294K | 7K | —Held | Q1 2026 | |
| 21 | Kovack Advisors, Inc. | $258K | 6K | ▲+5.0% Added · +300 sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $225K | 5K | ▲New +5K sh | Q1 2026 | |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $223K | 5K | ▲New +5K sh | Q1 2026 | |
| 24 | Kingsview Wealth Management, LLC | $206K | 5K | ▲New +5K sh | Q1 2026 | |
| 25 | BIP Wealth, LLC | $202K | 5K | ▲New +5K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $11.2B |
| APPLE INCAAPL | 37 funds | $10.4B |
| MICROSOFT CORPMSFT | 37 funds | $8.3B |
| AMAZON.COM INCAMZN | 37 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 37 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $5.7B |
| BROADCOM INCAVGO | 37 funds | $4.5B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 37 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 37 funds | $3.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $3.1B |
Ranked by how many of TPHD'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 TPHD. 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.