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 UPSD 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/UPSD"
Use Arkolith to show who owns UPSD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $48.8M | 1.9M | ▼−3.9% Reduced · −78K sh | Q1 2026 | |
| 2 | Regal Investment Advisors LLC | $1.3M | 50K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 3 | Atria Investments, Inc | $661K | 26K | ▲+45% Added · +8K sh | Q1 2026 | |
| 4 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $179 | 7 | —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 | 5 funds | $1.6B |
| NVIDIA CORPNVDA | 5 funds | $1.5B |
| MICROSOFT CORPMSFT | 5 funds | $982.8M |
| APTUS COLLARED INVEST OPPACIO | 5 funds | $736.1M |
| AMAZON.COM INCAMZN | 5 funds | $731.2M |
| ALPHABET INC-CL AGOOGL | 5 funds | $604.4M |
| BROADCOM INCAVGO | 5 funds | $553.8M |
| ALPHABET INC-CL CGOOG | 5 funds | $540.1M |
| APTUS DEFINED RISK ETFDRSK | 5 funds | $503.5M |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $477.3M |
| VANGUARD TOTAL INTL STOCKVXUS | 5 funds | $464.5M |
| WALMART INCWMT | 5 funds | $452.1M |
Ranked by how many of UPSD'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 UPSD. 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.