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 VSDM 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/VSDM"
Use Arkolith to show who owns VSDM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dakota Wealth Management | $2.5M | 33K | ▼−5.7% Reduced · −2K sh | Q1 2026 | |
| 2 | Aprio Wealth Management, LLC | $2.1M | 27K | —Held | Q1 2026 | |
| 3 | Blue Trust, Inc. | $1.9M | 25K | ▲+496% Added · +21K sh | Q1 2026 | |
| 4 | Financial Engines Advisors L.L.C. | $1.4M | 19K | ▲+141% Added · +11K sh | Q1 2026 | |
| 5 | Essex Financial Services, Inc. | $1.1M | 15K | ▲+2.1% Added · +312 sh | Q1 2026 | |
| 6 | &PARTNERS | $1.1M | 11K | ▲New +11K sh | Q1 2026 | |
| 7 | Clearstead Advisors, LLC | $744K | 10K | ▲New +10K sh | Q1 2026 | |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $729K | 10K | ▲New +10K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $665K | 9K | ▲New +9K sh | Q1 2026 | |
| 10 | Equitable Holdings, Inc. | $556K | 7K | ▲New +7K sh | Q1 2026 | |
| 11 | Waverly Advisors, LLC | $446K | 6K | ▲+12% Added · +615 sh | Q1 2026 | |
| 12 | Bryn Mawr Trust Advisors, LLC | $425K | 6K | ▲+70% Added · +2K sh | Q1 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $374K | 5K | ▲+37% Added · +1K sh | Q1 2026 | |
| 14 | Ascent Group, LLC | $314K | 4K | ▲+26% Added · +843 sh | Q1 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $305K | 4K | ▲New +4K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $260K | 3K | ▲+6.4% Added · +204 sh | Q1 2026 | |
| 17 | Vise Technologies, Inc. | $210K | 3K | —Held | Q1 2026 | |
| 18 | Root Financial Partners, LLC | $209K | 3K | —Held | Q1 2026 | |
| 19 | Wilmington Savings Fund Society, FSB | $165K | 2K | —Held | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $79K | 1K | ▲New +1K 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.
| Class | 13F holders | Value held |
|---|---|---|
| VTEBmc | 427 funds | $24.8B |
| VTEImc | 86 funds | $393.7M |
| VCRMMF Closed and MF Open | 45 funds | $468.2M |
| VSDMthis pageSHORT TAX EXEMPT | 42 funds | $43.8M |
| VTELLONG TERM TAX EX | 21 funds | $57.5M |
| VWIUXOPEN END -NO LOAD FUND | 3 funds | $18.7M |
| VWSUXOPEN END -NO LOAD FUND | 2 funds | $3.8M |
| VMLUXMutual Funds | 1 funds | $9.0M |
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 |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $7.3B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $7.3B |
| APPLE INCAAPL | 22 funds | $6.7B |
| MICROSOFT CORPMSFT | 22 funds | $4.4B |
| AMAZON.COM INCAMZN | 22 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 22 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.5B |
| BROADCOM INCAVGO | 22 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 22 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.0B |
Ranked by how many of VSDM'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 VSDM. 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.