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 USMF 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/USMF"
Use Arkolith to show who owns USMF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $33.3M | 674K | ▼−12% Reduced · −90K sh | Q1 2026 | |
| 2 | GREAT VALLEY ADVISOR GROUP, INC. | $31.5M | 638K | ▲+8.0% Added · +47K sh | Q1 2026 | |
| 3 | EVOLVE PRIVATE WEALTH, LLC | $3.9M | 80K | ▲+0.3% Added · +221 sh | Q1 2026 | |
| 4 | Atria Investments, Inc | $3.8M | 77K | ▲~0% Added · +20 sh | Q1 2026 | |
| 5 | Merit Financial Group, LLC | $3.2M | 66K | ▼−8.4% Reduced · −6K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $3.1M | 62K | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $1.8M | 37K | ▼−22% Reduced · −11K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $1.8M | 36K | ▲New +36K sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $1.6M | 32K | ▼−1.5% Reduced · −501 sh | Q1 2026 | |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 29K | ▼−0.8% Reduced · −249 sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $1.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 12 | Summit Financial, LLC | $811K | 16K | ▲+32% Added · +4K sh | Q1 2026 | |
| 13 | CWM, LLC | $773K | 16K | ▼−50% Reduced · −15K sh | Q1 2026 | |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $754K | 15K | —Held | Q1 2026 | |
| 15 | IHT Wealth Management, LLC | $718K | 15K | ▲+4.9% Added · +682 sh | Q1 2026 | |
| 16 | Modern Wealth Management, LLC | $701K | 14K | ▲+0.4% Added · +51 sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $659K | 13K | ▲+76% Added · +6K sh | Q1 2026 | |
| 18 | &PARTNERS | $595K | 12K | ▲+12% Added · +1K sh | Q1 2026 | |
| 19 | BIP Wealth, LLC | $392K | 8K | ▲+53% Added · +3K sh | Q1 2026 | |
| 20 | Arkadios Wealth Advisors | $344K | 7K | ▼−34% Reduced · −4K sh | Q1 2026 | |
| 21 | Concurrent Investment Advisors, LLC | $335K | 7K | ▼−80% Reduced · −28K sh | Q1 2026 | |
| 22 | CENTAURUS FINANCIAL, INC. | $324K | 7K | ▲+0.2% Added · +11 sh | Q1 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $255K | 5K | ▼−45% Reduced · −4K sh | Q1 2026 | |
| 24 | Mutual Advisors, LLC | $245K | 5K | ▼−7.7% Reduced · −416 sh | Q1 2026 | |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $79K | 2K | ▼−8.9% Reduced · −157 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $10.6B |
| NVIDIA CORPNVDA | 28 funds | $9.1B |
| APPLE INCAAPL | 28 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $6.5B |
| MICROSOFT CORPMSFT | 28 funds | $6.3B |
| AMAZON.COM INCAMZN | 28 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 28 funds | $3.1B |
| BROADCOM INCAVGO | 28 funds | $3.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 28 funds | $2.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 28 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $2.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $2.7B |
Ranked by how many of USMF'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 USMF. 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.