Jeter Robert S II holds a focused book of 47 stocks worth $104.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Adobe Inc and trimmed JPMorgan Income ETF. Their largest long position is Ishares Core S&P 500 ETF at 21% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Jeter Robert S II
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 48 / 47 | $83.4B |
| ENVESTNET ASSET MANAGEMENT INC | 48 / 47 | $76.9B |
| LPL Financial LLC | 48 / 47 | $67.9B |
| Cetera Investment Advisers | 48 / 47 | $18.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 48 / 47 | $14.7B |
| OSAIC HOLDINGS, INC. | 48 / 47 | $13.0B |
| MML INVESTORS SERVICES, LLC | 48 / 47 | $10.8B |
| &PARTNERS | 48 / 47 | $7.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Jeter Robert S II: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $22.0M | 29.1K | 21.1% | ▲+0.8% Added · +244 sh | |
| 2 | Goldman Sachs ETF TR ACTIVEBETA INT | $8.3M | 181.2K | 8.0% | ▲+2.3% Added · +4K sh | |
| 3 | MFS Active Exchange Traded F INTERNATINL ETF | $8.2M | 249.8K | 7.8% | ▲+1.0% Added · +2K sh | |
| 4 | Fidelity Merrimack STR TR TOTAL BD ETF | $6.4M | 141.1K | 6.1% | ▲+2.0% Added · +3K sh | |
| 5 | J P Morgan Exchange Traded F INCOME ETF | $5.9M | 128.8K | 5.7% | ▼−0.6% Reduced · −733 sh | |
| 6 | MFS Active Exchange Traded F CORE PLUS BD ETF | $5.8M | 233.4K | 5.5% | ▲+2.0% Added · +5K sh | |
| 7 | Pimco ETF TR MULTISECTOR BD | $5.5M | 210.4K | 5.3% | ▲+2.8% Added · +6K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $5.0M | 66.2K | 4.8% | ▲+1.8% Added · +1K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $4.8M | 33.0K | 4.6% | ▲+1.6% Added · +530 sh | |
| 10 | Apple Inc COM | $3.8M | 12.0K | 3.6% | ▼−2.0% Reduced · −252 sh | |
| 11 | Nvidia Corporation COM | $2.9M | 14.0K | 2.8% | ▲+1.1% Added · +154 sh | |
| 12 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.8M | 53.5K | 2.7% | ▲+0.6% Added · +345 sh | |
| 13 | Goldman Sachs ETF TR ULTR SHOR BD ETF | $2.7M | 54.3K | 2.6% | ▼−3.8% Reduced · −2K sh | |
| 14 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.7M | 53.3K | 2.6% | ▼−5.5% Reduced · −3K sh | |
| 15 | Microsoft Corp COM | $2.3M | 6.0K | 2.2% | ▲+23% Added · +1K sh | |
| 16 | Amazon Com Inc COM | $1.0M | 4.2K | 1.0% | ▼−4.9% Reduced · −214 sh | |
| 17 | Alphabet Inc CAP STK CL C | $909K | 2.6K | 0.9% | ▲+23% Added · +476 sh | |
| 18 | Broadcom Inc COM | $878K | 2.2K | 0.8% | ▼−8.5% Reduced · −205 sh | |
| 19 | Ishares TR ESG AWR MSCI USA | $868K | 5.2K | 0.8% | ▼−0.9% Reduced · −50 sh | |
| 20 | Alphabet Inc CAP STK CL A | $721K | 2.0K | 0.7% | ▲+9.3% Added · +171 sh | |
| 21 | Adobe Inc COM | $685K | 3.1K | 0.7% | ▲New New position | |
| 22 | Ishares TR MSCI USA MIN ETF | $641K | 6.6K | 0.6% | ▲+1.2% Added · +80 sh | |
| 23 | Micron Technology Inc COM | $620K | 633 | 0.6% | ▲+7.5% Added · +44 sh | |
| 24 | Meta Platforms Inc CL A | $578K | 864 | 0.6% | ▼−23% Reduced · −251 sh | |
| 25 | Eli Lilly & Co COM | $529K | 445 | 0.5% | ▲+4.0% Added · +17 sh | |
| 26 | Tesla Inc COM | $517K | 1.3K | 0.5% | ▲+1.2% Added · +15 sh | |
| 27 | Pimco ETF TR SHTRM MUN BD ACT | $468K | 9.3K | 0.4% | ▼−1.3% Reduced · −126 sh | |
| 28 | Advanced Micro Devices Inc COM | $467K | 837 | 0.4% | ▲+38% Added · +230 sh | |
| 29 | J P Morgan Exchange Traded F MUNICIPAL ETF | $463K | 9.2K | 0.4% | ▼−1.5% Reduced · −138 sh | |
| 30 | Qualcomm Inc COM | $455K | 2.4K | 0.4% | ▲+1.3% Added · +31 sh | |
| 31 | Pimco ETF TR INTER MUN BD ACT | $454K | 8.7K | 0.4% | ▼−1.4% Reduced · −123 sh | |
| 32 | Cintas Corp COM | $409K | 2.3K | 0.4% | ▲+0.6% Added · +13 sh | |
| 33 | Western Digital Corp COM | $400K | 686 | 0.4% | ▲New New position | |
| 34 | Crowdstrike Hldgs Inc CL A | $383K | 2.0K | 0.4% | ▲+302% Added · +2K sh | |
| 35 | Amgen Inc COM | $363K | 998 | 0.3% | ▲+0.4% Added · +4 sh | |
| 36 | Ishares TR CORE MSCI EAFE | $359K | 3.7K | 0.3% | —Held | |
| 37 | Ishares Inc CORE MSCI EMKT | $354K | 4.4K | 0.3% | —Held | |
| 38 | Analog Devices Inc COM | $344K | 869 | 0.3% | ▲+1.3% Added · +11 sh | |
| 39 | Corning Inc COM | $321K | 1.7K | 0.3% | ▲New New position | |
| 40 | Mastercard Incorporated CL A | $283K | 538 | 0.3% | ▼−3.2% Reduced · −18 sh | |
| 41 | Schwab Strategic TR FUNDAMENTAL US L | $270K | 8.6K | 0.3% | —Held | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $264K | 350 | 0.3% | —Held | |
| 43 | Sandisk Corp COM | $261K | 136 | 0.2% | ▲New New position | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $233K | 336 | 0.2% | —Held | |
| 45 | Applovin Corp COM CL A | $214K | 422 | 0.2% | ▼−1.2% Reduced · −5 sh | |
| 46 | Capital One Finl Corp COM | $212K | 1.1K | 0.2% | ▲New New position | |
| 47 | Wesco Intl Inc COM | $202K | 604 | 0.2% | —Held |
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 fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2093023/holdings"
Use Arkolith to show Jeter Robert S II's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.