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 XSORX 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/XSORX"
Use Arkolith to show who owns XSORX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $7.8M | 169K | ▼−0.4% Reduced · −729 sh | Q1 2026 | |
| 2 | Mesirow Financial Investment Management, Inc. | $3.5M | 75K | ▲+100% Added · +38K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | $1.5M | 32K | ▼−1.4% Reduced · −460 sh | Q1 2026 | |
| 4 | Baltimore-Washington Financial Advisors, Inc. | $693K | 15K | —Held | Q1 2026 | |
| 5 | &PARTNERS | $686K | 15K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 6 | EVOLVE PRIVATE WEALTH, LLC | $526K | 11K | ▼−0.4% Reduced · −45 sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $317K | 7K | ▲+0.3% Added · +19 sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $240K | 5K | ▼−13% Reduced · −744 sh | Q1 2026 | |
| 9 | Pinnacle Financial Partners, Inc. | $233K | 5K | ▲New +5K sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $166K | 4K | ▲+16% Added · +493 sh | Q1 2026 | |
| 11 | Sound Income Strategies, LLC | $60K | 1K | —Held | Q1 2026 | |
| 12 | AdvisorNet Financial, Inc | $31K | 669 | —Held | Q1 2026 | |
| 13 | MAI Capital Management | $24K | 510 | —Held | Q1 2026 | |
| 14 | CWM, LLC | $3K | 67 | —Held | Q1 2026 | |
| 15 | Cassaday & Co Wealth Management LLC | $927 | 20 | ▲New +20 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 |
|---|---|---|
| APPLE INCAAPL | 18 funds | $8.2B |
| NVIDIA CORPNVDA | 18 funds | $6.4B |
| MICROSOFT CORPMSFT | 18 funds | $6.3B |
| AMAZON.COM INCAMZN | 18 funds | $4.2B |
| BROADCOM INCAVGO | 18 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $2.3B |
| VISA INC-CLASS A SHARESV | 18 funds | $1.6B |
| ELI LILLY & COLLY | 18 funds | $1.6B |
| JOHNSON & JOHNSONJNJ | 18 funds | $1.5B |
| COSTCO WHOLESALE CORPCOST | 18 funds | $1.5B |
| WALMART INCWMT | 18 funds | $1.5B |
Ranked by how many of XSORX'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 XSORX. 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.