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/EJAN/capital-change-brief"
Use Arkolith's capital_change_brief for EJAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ACCESS FINANCIAL SERVICES, INC. | $7.1M | 198K | ▼−0.1% Reduced · −292 sh | Q2 2026 | |
| 2 | MBL Wealth, LLC | $4.8M | 132K | ▲+2.2% Added · +3K sh | Q2 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $4.4M | 130K | ▲+5.9% Added · +7K sh | Q1 2026 | |
| 4 | Creative Planning | $4.0M | 118K | ▲New +118K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $2.5M | 73K | ▲+19% Added · +12K sh | Q1 2026 | |
| 6 | First Heartland Consultants, Inc. | $2.5M | 69K | ▼−2.7% Reduced · −2K sh | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 56K | ▲+58% Added · +21K sh | Q1 2026 | |
| 8 | Cornerstone Wealth, LLC/TN | $2.0M | 56K | ▲New +56K sh | Q1 2026 | |
| 9 | PRINCIPAL SECURITIES, INC. | $1.9M | 55K | ▼−0.1% Reduced · −34 sh | Q1 2026 | |
| 10 | Talon Private Wealth, LLC | $1.7M | 51K | ▲New +51K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 48K | ▲+88% Added · +22K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.5M | 43K | ▲+273% Added · +32K sh | Q1 2026 | |
| 13 | BFI Wealth Solutions, LLC | $1.3M | 38K | ▲+2.7% Added · +985 sh | Q1 2026 | |
| 14 | CWM, LLC | $1.2M | 36K | ▲+8.0% Added · +3K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $1.2M | 35K | ▲+65% Added · +14K sh | Q1 2026 | |
| 16 | JDM Financial Group LLC | $1.1M | 32K | —Held | Q1 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $1.0M | 31K | ▲New +31K sh | Q1 2026 | |
| 18 | AdvisorNet Financial, Inc | $1.0M | 30K | ▲~0% Added · +6 sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $441K | 28K | ▼−1.9% Reduced · −561 sh | Q2 2026 | |
| 20 | SIGNATUREFD, LLC | $932K | 27K | ▼−24% Reduced · −9K sh | Q1 2026 | |
| 21 | Cape Investment Advisory, Inc. | $845K | 25K | ▲+49% Added · +8K sh | Q1 2026 | |
| 22 | IFP Advisors, Inc | $797K | 23K | ▲+10% Added · +2K sh | Q1 2026 | |
| 23 | Legacy Capital Wealth Partners, LLC | $709K | 21K | ▲New +21K sh | Q1 2026 | |
| 24 | BIP Wealth, LLC | $663K | 20K | ▼−3.4% Reduced · −694 sh | Q1 2026 | |
| 25 | SYON CAPITAL LLC | $622K | 18K | ▲New +18K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $6.6B |
| MICROSOFT CORPMSFT | 18 funds | $3.1B |
| NVIDIA CORPNVDA | 18 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $2.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 18 funds | $2.3B |
| AMAZON.COM INCAMZN | 18 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 18 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 18 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 18 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 18 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.2B |
Ranked by how many of EJAN'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EJAN. 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.