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/EJUL/capital-change-brief"
Use Arkolith's capital_change_brief for EJUL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | $3.6M | 121K | ▼−5.3% Reduced · −7K sh | Q1 2026 | |
| 2 | 3EDGE Asset Management, LP | $2.7M | 93K | ▲New +93K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $2.3M | 76K | ▲+20% Added · +13K sh | Q1 2026 | |
| 4 | Stratos Wealth Advisors, LLC | $2.2M | 74K | —Held | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 68K | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $1.9M | 65K | ▲New +65K sh | Q1 2026 | |
| 7 | Talon Private Wealth, LLC | $1.7M | 58K | ▲New +58K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $1.5M | 51K | ▼−8.3% Reduced · −5K sh | Q1 2026 | |
| 9 | PRINCIPAL SECURITIES, INC. | $1.4M | 48K | ▼−0.3% Reduced · −125 sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $1.3M | 45K | ▼−35% Reduced · −24K sh | Q1 2026 | |
| 11 | CWM, LLC | $1.3M | 43K | ▼−0.5% Reduced · −211 sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $570K | 41K | ▲+77% Added · +18K sh | Q2 2026 | |
| 13 | BFI Wealth Solutions, LLC | $1.1M | 37K | ▲+31% Added · +9K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $935K | 31K | ▲+5.8% Added · +2K sh | Q1 2026 | |
| 15 | Cape Investment Advisory, Inc. | $856K | 29K | ▼−0.1% Reduced · −16 sh | Q1 2026 | |
| 16 | Jacobi Capital Management LLC | $752K | 25K | —Held | Q1 2026 | |
| 17 | LPL Financial LLC | $721K | 24K | ▲+3.9% Added · +910 sh | Q1 2026 | |
| 18 | OLD MISSION CAPITAL LLC | $676K | 23K | ▼−7.5% Reduced · −2K sh | Q1 2026 | |
| 19 | NorthCrest Asset Manangement, LLC | $680K | 22K | ▲New +22K sh | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $644K | 22K | ▼−3.0% Reduced · −658 sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $613K | 21K | ▲New +21K sh | Q1 2026 | |
| 22 | PFG Advisors | $616K | 20K | ▼−0.6% Reduced · −119 sh | Q2 2026 | |
| 23 | Tradition Wealth Management, LLC | $585K | 20K | —Held | Q1 2026 | |
| 24 | SIGNATUREFD, LLC | $542K | 18K | —Held | Q1 2026 | |
| 25 | IFP Advisors, Inc | $524K | 18K | ▼−3.1% Reduced · −570 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 | 20 funds | $8.8B |
| NVIDIA CORPNVDA | 20 funds | $6.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 20 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $1.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 20 funds | $1.2B |
| SPDR GOLD SHARESGLD | 20 funds | $1.0B |
| SS TECHNOLOGY SELECT SECTORXLK | 20 funds | $657.6M |
| ISHARES GOLD TRUSTIAU | 20 funds | $510.3M |
| SS ENERGY SELECT SECTORXLE | 20 funds | $383.0M |
| ST SR UTL SL SE SPDR ETF-USDXLU | 20 funds | $185.9M |
| SS INDUSTRIAL SELECT SECTORXLI | 20 funds | $176.8M |
Ranked by how many of EJUL'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 EJUL. 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.