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/JAAA/capital-change-brief"
Use Arkolith's capital_change_brief for JAAA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.0B | 40.4M | ▲+34% Added · +10.2M sh | Q1 2026 | |
| 2 | ALLIANZ SE | $2.0B | 40.1M | ▲+52% Added · +13.7M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $1.1B | 20.8M | ▲+1.1% Added · +233K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $667.5M | 13.3M | ▼−0.1% Reduced · −20K sh | Q1 2026 | |
| 5 | BARINGS LLC | $650.2M | 12.9M | ▲+115% Added · +6.9M sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $472.3M | 9.3M | ▲+14% Added · +1.1M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $366.2M | 7.3M | ▲+5.1% Added · +354K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $347.0M | 6.9M | ▼−7.6% Reduced · −569K sh | Q1 2026 | |
| 9 | UBS Group AG | $345.0M | 6.8M | ▲+4.4% Added · +288K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $319.5M | 6.3M | ▼−7.6% Reduced · −522K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $279.7M | 5.6M | ▲+16% Added · +771K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $264.5M | 5.3M | ▲+12% Added · +564K sh | Q1 2026 | |
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | $236.6M | 4.7M | ▲+4.3% Added · +194K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $201.7M | 4.0M | ▲+27% Added · +850K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $192.6M | 3.8M | ▼−7.7% Reduced · −317K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $191.4M | 3.8M | ▲+2.4% Added · +88K sh | Q1 2026 | |
| 17 | MIDLAND WEALTH ADVISORS, LLC | $180.0M | 3.6M | ▲+4.8% Added · +164K sh | Q1 2026 | |
| 18 | SIGNATUREFD, LLC | $174.6M | 3.5M | ▲+4.0% Added · +132K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $162.1M | 3.2M | ▲+20% Added · +529K sh | Q1 2026 | |
| 20 | JANUS HENDERSON GROUP PLC | $148.2M | 2.9M | ▲+152% Added · +1.8M sh | Q1 2026 | |
| 21 | Mariner, LLC | $142.0M | 2.8M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 22 | Modern Wealth Management, LLC | $138.8M | 2.8M | ▲+5.2% Added · +135K sh | Q1 2026 | |
| 23 | RiverFront Investment Group, LLC | $133.1M | 2.6M | ▲+1.4% Added · +38K sh | Q1 2026 | |
| 24 | AE Wealth Management LLC | $133.0M | 2.6M | ▲+4.3% Added · +109K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $124.9M | 2.5M | ▲+1.6% Added · +38K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 187 funds | $40.6B |
| MICROSOFT CORPMSFT | 187 funds | $31.4B |
| BROADCOM INCAVGO | 187 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 187 funds | $13.6B |
| JOHNSON & JOHNSONJNJ | 187 funds | $7.9B |
| APPLE INCAAPL | 186 funds | $41.1B |
| AMAZON.COM INCAMZN | 186 funds | $24.0B |
| ALPHABET INC-CL AGOOGL | 186 funds | $22.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 186 funds | $9.6B |
| EXXON MOBIL CORPXOM | 186 funds | $8.3B |
| WALMART INCWMT | 186 funds | $7.7B |
| VISA INC-CLASS A SHARESV | 186 funds | $7.4B |
Ranked by how many of JAAA'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 JAAA. 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.