| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | $128.1M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $75.8M | 2.2M | ▼−7.8% Reduced · −184K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | Withheld | 1.8M | —Held | Q1 2026 | |
| 4 | Equitable Holdings, Inc. | $38.3M | 1.3M | ▲+7.2% Added · +86K sh | Q1 2026 | |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | $20.6M | 595K | ▼−8.3% Reduced · −54K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $17.6M | 509K | ▲+1.4% Added · +7K sh | Q1 2026 | |
| 7 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $12.7M | 368K | ▼−0.2% Reduced · −677 sh | Q1 2026 | |
| 8 | Waverly Advisors, LLC | $12.2M | 354K | ▼−18% Reduced · −78K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $11.8M | 342K | ▲+4.3% Added · +14K sh | Q1 2026 | |
| 10 | NICOLET BANKSHARES INC | $11.3M | 330K | ▲+131% Added · +187K sh | Q1 2026 | |
| 11 | Baird Financial Group, Inc. | $9.3M | 268K | ▼−4.3% Reduced · −12K sh | Q1 2026 | |
| 12 | Vident Advisory, LLC | $6.7M | 194K | ▲+33% Added · +48K sh | Q1 2026 | |
| 13 | MAI Capital Management | $5.9M | 172K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 14 | EVERETT HARRIS & CO /CA/ | $3.4M | 99K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.2M | 92K | —Held | Q1 2026 | |
| 16 | Americana Partners, LLC | $2.5M | 71K | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 17 | UBS Group AG | $2.1M | 62K | ▲132× Added · +61K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $1.9M | 55K | ▲+0.4% Added · +220 sh | Q1 2026 | |
| 19 | HANCOCK WHITNEY CORP | $1.7M | 47K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $1.6M | 47K | ▲+1.4% Added · +657 sh | Q1 2026 | |
| 21 | Wellspring Financial Advisors, LLC | $1.3M | 37K | —Held | Q2 2026 | |
| 22 | Regal Investment Advisors LLC | $1.2M | 35K | ▲+1.4% Added · +484 sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $1.2M | 34K | ▼−0.9% Reduced · −300 sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $1.2M | 34K | ▲+22% Added · +6K sh | Q1 2026 | |
| 25 | WAYSTONE ADVISORS LLC | $911K | 26K | ▼−2.9% Reduced · −784 sh | Q2 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $13.2B |
| NVIDIA CORPNVDA | 23 funds | $8.8B |
| APPLE INCAAPL | 23 funds | $8.6B |
| MICROSOFT CORPMSFT | 23 funds | $6.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $5.7B |
| AMAZON.COM INCAMZN | 23 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 23 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 23 funds | $3.3B |
| BROADCOM INCAVGO | 23 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 23 funds | $3.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 23 funds | $2.8B |
Ranked by how many of AMJB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AMJB/capital-change-brief"
Use Arkolith's capital_change_brief for AMJB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AMJB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.