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 XV 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/XV"
Use Arkolith to show who owns XV, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $14.7M | 624K | —Held | Q1 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $5.4M | 230K | ▲+190% Added · +150K sh | Q1 2026 | |
| 3 | CreativeOne Wealth, LLC | $3.9M | 165K | ▼−21% Reduced · −44K sh | Q1 2026 | |
| 4 | Strategic Blueprint, LLC | $205K | 9K | ▲New +9K sh | Q1 2026 | |
| 5 | Clearstead Advisors, LLC | $14K | 575 | ▲+7.5% Added · +40 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 |
|---|---|---|
| CTAmc | 110 funds | $755.5M |
| MTBAcommon | 81 funds | $654.3M |
| HEQTHEDGED EQUITY | 49 funds | $147.9M |
| CDXHIGH YIELD PLUS | 46 funds | $203.1M |
| AGGHFUND | 44 funds | $219.9M |
| SVOLmc | 42 funds | $28.9M |
| BUCKTREASURY OPT INC | 39 funds | $132.7M |
| PINKmc | 35 funds | $99.4M |
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 | 5 funds | $1.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 5 funds | $575.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 5 funds | $125.0M |
| ELI LILLY & COLLY | 5 funds | $119.2M |
| JOHNSON & JOHNSONJNJ | 5 funds | $99.7M |
| WALMART INCWMT | 5 funds | $96.1M |
| CATERPILLAR INCCAT | 5 funds | $90.3M |
| EXXON MOBIL CORPXOM | 5 funds | $82.6M |
| TESLA INCTSLA | 5 funds | $72.6M |
| ABBVIE INCABBV | 5 funds | $64.3M |
| MASTERCARD INC - AMA | 5 funds | $58.2M |
| HOME DEPOT INCHD | 5 funds | $50.2M |
Ranked by how many of XV'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 XV. 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.