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 USVM 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/USVM"
Use Arkolith to show who owns USVM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $659.5M | 7.0M | ▼−21% Reduced · −1.8M sh | Q1 2026 | |
| 2 | NorthCrest Asset Manangement, LLC | $7.7M | 80K | ▲+86% Added · +37K sh | Q1 2026 | |
| 3 | Vise Technologies, Inc. | $7.5M | 82K | —Held | Q1 2026 | |
| 4 | Retirement Planning Group, LLC | $5.4M | 57K | ▼−4.8% Reduced · −3K sh | Q1 2026 | |
| 5 | Trilogy Capital Inc. | $2.5M | 27K | ▼−9.5% Reduced · −3K sh | Q1 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $1.6M | 16K | ▲+4.7% Added · +742 sh | Q1 2026 | |
| 7 | MONEY CONCEPTS CAPITAL CORP | $332K | 4K | ▲+1.6% Added · +54 sh | Q1 2026 | |
| 8 | Sigma Planning Corp | $230K | 2K | ▼−45% Reduced · −2K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $225K | 2K | ▲+0.3% Added · +8 sh | Q1 2026 | |
| 10 | FMR LLC | $83K | 879 | ▲+714% Added · +771 sh | Q1 2026 | |
| 11 | MAI Capital Management | $22K | 234 | —Held | Q1 2026 | |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3K | 30 | —Held | Q1 2026 | |
| 13 | VANGUARD ADVISERS INC | $2K | 21 | ▲New +21 sh | Q1 2026 | |
| 14 | ASSETMARK, INC | $2K | 20 | —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.
| Class | 13F holders | Value held |
|---|---|---|
| UITBmc | 79 funds | $2.1B |
| USTBSHORT TRM BD ETF | 73 funds | $1.0B |
| CDCmc | 69 funds | $397.6M |
| CFAmc | 53 funds | $290.7M |
| CFOmc | 47 funds | $211.2M |
| USVMthis pageUSAA MSCI USA SM | 45 funds | $1.0B |
| CSBVCSHS US SMCP HG | 43 funds | $63.8M |
| CDLVCSHS US LRG CAP | 42 funds | $156.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $5.5B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $3.5B |
| VANGUARD MEGA CAP GROWTH ETFMGK | 13 funds | $3.2B |
| MICROSOFT CORPMSFT | 13 funds | $2.9B |
| APPLE INCAAPL | 13 funds | $2.8B |
| NVIDIA CORPNVDA | 13 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 13 funds | $2.1B |
| AMAZON.COM INCAMZN | 13 funds | $2.1B |
| ISHARES CORE MSCI EAFE ETFIEFA | 13 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $1.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 13 funds | $1.4B |
Ranked by how many of USVM'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 USVM. 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.