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/JBBB/capital-change-brief"
Use Arkolith's capital_change_brief for JBBB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $30.3M | 650K | ▲+21% Added · +113K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $29.7M | 637K | ▼−35% Reduced · −346K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $23.3M | 500K | ▲+321% Added · +381K sh | Q1 2026 | |
| 4 | UBS Group AG | $19.9M | 426K | ▲+38% Added · +117K sh | Q1 2026 | |
| 5 | Ocean Park Asset Management, LLC | $12.9M | 276K | ▲New +276K sh | Q1 2026 | |
| 6 | AE Wealth Management LLC | $12.7M | 272K | ▲+29% Added · +60K sh | Q1 2026 | |
| 7 | EPIQ PARTNERS, LLC | $11.9M | 252K | ▼−1.7% Reduced · −4K sh | Q2 2026 | |
| 8 | Sanctuary Advisors, LLC | $10.9M | 235K | ▲+21% Added · +41K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $9.5M | 204K | ▲72× Added · +201K sh | Q1 2026 | |
| 10 | Summit Financial, LLC | $8.3M | 177K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $7.3M | 157K | ▼−17% Reduced · −32K sh | Q1 2026 | |
| 12 | Financial Enhancement Group LLC | $6.5M | 137K | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 13 | AdvisorNet Financial, Inc | $6.0M | 129K | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $5.0M | 108K | ▲+2.4% Added · +3K sh | Q1 2026 | |
| 15 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $5.0M | 108K | ▼−12% Reduced · −14K sh | Q1 2026 | |
| 16 | MGO ONE SEVEN LLC | $4.6M | 99K | ▲+9.7% Added · +9K sh | Q1 2026 | |
| 17 | Clearview Wealth Management LLC | $4.3M | 91K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 18 | Sowell Financial Services LLC | $4.2M | 90K | ▲+1.0% Added · +880 sh | Q1 2026 | |
| 19 | Geneos Wealth Management Inc. | $4.0M | 87K | ▼−35% Reduced · −46K sh | Q1 2026 | |
| 20 | US BANCORP \DE\ | $3.9M | 83K | ▲226× Added · +82K sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.7M | 78K | ▲+58% Added · +29K sh | Q2 2026 | |
| 22 | FIRETHORN WEALTH PARTNERS, LLC | $3.3M | 69K | ▲+11% Added · +7K sh | Q2 2026 | |
| 23 | LFG Wealth Partners, LLC | $3.0M | 65K | ▲+11% Added · +6K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 63K | ▼−59% Reduced · −90K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 59K | ▼−13% Reduced · −9K 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 | 52 funds | $14.2B |
| MICROSOFT CORPMSFT | 52 funds | $12.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $10.5B |
| VANGUARD S&P 500 ETFVOO | 52 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 52 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 52 funds | $4.3B |
| WALMART INCWMT | 52 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 52 funds | $2.7B |
| VISA INC-CLASS A SHARESV | 52 funds | $2.5B |
| COSTCO WHOLESALE CORPCOST | 52 funds | $2.3B |
| ABBVIE INCABBV | 52 funds | $2.1B |
Ranked by how many of JBBB'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 JBBB. 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.