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 VFL 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/VFL"
Use Arkolith to show who owns VFL, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $5.9M | 594K | ▲+42% Added · +175K sh | Q1 2026 | |
| 2 | MACKAY SHIELDS LLC | $4.0M | 402K | —Held | Q1 2026 | |
| 3 | Allspring Global Investments Holdings, LLC | $3.5M | 353K | —Held | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | $2.7M | 273K | ▲+13% Added · +32K sh | Q1 2026 | |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.2M | 216K | ▲+21% Added · +37K sh | Q1 2026 | |
| 6 | RIVERBRIDGE PARTNERS LLC | $1.9M | 194K | ▲+11% Added · +19K sh | Q1 2026 | |
| 7 | Karpus Management, Inc. | $423K | 42K | ▲New +42K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $257K | 26K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $247K | 25K | ▲+39% Added · +7K sh | Q1 2026 | |
| 10 | &PARTNERS | $241K | 24K | ▲+0.5% Added · +118 sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $234K | 24K | ▼−60% Reduced · −36K sh | Q1 2026 | |
| 12 | Berger Financial Group, Inc | $193K | 19K | ▲+0.6% Added · +116 sh | Q1 2026 | |
| 13 | OneAscent Financial Services LLC | $139K | 14K | ▲New +14K sh | Q1 2026 | |
| 14 | Curi Capital, LLC | $108K | 11K | —Held | Q1 2026 | |
| 15 | CWM, LLC | $87K | 9K | —Held | Q1 2026 | |
| 16 | ROTHSCHILD INVESTMENT LLC | $5K | 470 | —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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | Toronto Dominion Investments, Inc. | 10% Owner | Other (J) | 990 | — |
| Aug 5, 2025 | Reit Todd | Director | Buy (P) | 250 | $2K |
| May 12, 2025 | Yao Nancy | Director | Buy (P) | 500 | $5K |
| Nov 13, 2024 | Yao Nancy | Director | Buy (P) | 1K | $11K |
| Aug 14, 2024 | Maher Bill | Director | Buy (P) | 2K | $22K |
| Dec 28, 2023 | Maher Bill | Director | Buy (P) | 1K | $10K |
| Sep 28, 2023 | Reit Todd | Director | Buy (P) | 1K | $9K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $5.3B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $7.9B |
| APPLE INCAAPL | 16 funds | $5.1B |
| VANGUARD S&P 500 ETFVOO | 16 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $3.0B |
| VANGUARD FTSE EMERGING MARKEVWO | 16 funds | $1.1B |
| ORACLE CORPORCL | 16 funds | $428.6M |
| NVIDIA CORPNVDA | 15 funds | $5.2B |
| AMAZON.COM INCAMZN | 15 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 15 funds | $3.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 15 funds | $2.9B |
| WALMART INCWMT | 15 funds | $1.5B |
Ranked by how many of VFL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VFL. 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.