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 VALU 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/VALU"
Use Arkolith to show who owns VALU, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.9M | 84K | ▼−0.4% Reduced · −344 sh | Q1 2026 | |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | $852K | 24K | ▼−2.0% Reduced · −504 sh | Q1 2026 | |
| 3 | OPPENHEIMER & CO INC | $777K | 22K | —Held | Q1 2026 | |
| 4 | VANGUARD GROUP INC | $634K | 17K | ▲+0.6% Added · +99 sh | Q4 2025 | |
| 5 | STATE STREET CORP | $489K | 14K | —Held | Q1 2026 | |
| 6 | Valmark Advisers, Inc. | $229K | 7K | —Held | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $164K | 5K | ▲New +5K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $143K | 4K | ▲New +4K sh | Q1 2026 | |
| 9 | GAMMA Investing LLC | $4K | 114 | ▲+153% Added · +69 sh | Q1 2026 | |
| 10 | CWM, LLC | $3K | 98 | ▼−14% Reduced · −16 sh | Q1 2026 | |
| 11 | Ameritas Investment Partners, Inc. | $3K | 91 | —Held | Q1 2026 | |
| 12 | FMR LLC | $2K | 48 | ▼−57% Reduced · −63 sh | Q1 2026 | |
| 13 | Sterling Capital Management LLC | $318 | 9 | —Held | Q1 2026 | |
| 14 | IFP Advisors, Inc | $141 | 4 | ▼−20% Reduced · −1 sh | Q1 2026 | |
| 15 | NISA INVESTMENT ADVISORS, LLC | $35 | 1 | ▼−100% Reduced · −272 sh | Q1 2026 | |
| 16 | SBI Securities Co., Ltd. | $35 | 1 | —Held | Q1 2026 | |
| 17 | ROTHSCHILD INVESTMENT LLC | $35 | 1 | —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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $11.7B |
| NVIDIA CORPNVDA | 10 funds | $2.9B |
| APPLE INCAAPL | 10 funds | $2.7B |
| MICROSOFT CORPMSFT | 10 funds | $2.0B |
| AMAZON.COM INCAMZN | 10 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 10 funds | $946.3M |
| BROADCOM INCAVGO | 10 funds | $902.9M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $763.8M |
| JPMORGAN CHASE & COJPM | 10 funds | $725.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $657.4M |
| TESLA INCTSLA | 10 funds | $630.7M |
Ranked by how many of VALU'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 VALU. 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.