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 TVAL 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/TVAL"
Use Arkolith to show who owns TVAL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneDigital Investment Advisors LLC | $20.2M | 560K | ▼−6.1% Reduced · −37K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $19.7M | 544K | ▲189× Added · +541K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $7.8M | 215K | ▲+135% Added · +124K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $6.0M | 167K | ▼−4.6% Reduced · −8K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $4.7M | 131K | ▲+22% Added · +24K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $3.6M | 100K | ▼−3.8% Reduced · −4K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 80K | ▲+39% Added · +22K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $2.5M | 70K | ▲+577% Added · +59K sh | Q1 2026 | |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 64K | ▲+30% Added · +15K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $1.6M | 44K | ▲+114% Added · +23K sh | Q1 2026 | |
| 11 | Corient Private Wealth LLC | $1.5M | 41K | —Held | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $981K | 27K | ▲+0.3% Added · +81 sh | Q1 2026 | |
| 13 | Quantinno Capital Management LP | $905K | 25K | —Held | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $858K | 24K | ▼−46% Reduced · −20K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $704K | 19K | ▲+57% Added · +7K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $647K | 18K | ▲+204% Added · +12K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $577K | 16K | ▲New +16K sh | Q1 2026 | |
| 18 | GeoWealth Management, LLC | $290K | 8K | ▲+9.3% Added · +683 sh | Q1 2026 | |
| 19 | MONEY CONCEPTS CAPITAL CORP | $228K | 6K | —Held | Q1 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $136K | 4K | ▲New +4K sh | Q1 2026 | |
| 21 | EverSource Wealth Advisors, LLC | $115K | 3K | ▲New +3K sh | Q1 2026 | |
| 22 | Root Financial Partners, LLC | $56K | 2K | —Held | Q1 2026 | |
| 23 | UBS Group AG | $29K | 814 | ▲+179% Added · +522 sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $23K | 629 | ▲+4.8% Added · +29 sh | Q1 2026 | |
| 25 | Sound Income Strategies, LLC | $9K | 240 | —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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $1.1B |
| APPLE INCAAPL | 7 funds | $952.6M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $595.3M |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $587.6M |
| AMAZON.COM INCAMZN | 7 funds | $582.4M |
| MICROSOFT CORPMSFT | 7 funds | $569.6M |
| ALPHABET INC-CL AGOOGL | 7 funds | $557.3M |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $467.0M |
| ISHARES CORE U.S. AGGREGATEAGG | 7 funds | $405.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $392.8M |
| ISHARES CORE MSCI EMERGINGIEMG | 7 funds | $376.4M |
| BROADCOM INCAVGO | 7 funds | $373.2M |
Ranked by how many of TVAL'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 TVAL. 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.