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/JBND/capital-change-brief"
Use Arkolith's capital_change_brief for JBND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $908.1M | 16.9M | ▲+29% Added · +3.8M sh | Q1 2026 | |
| 2 | Allworth Financial LP | $329.6M | 6.1M | ▲+2.1% Added · +129K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $312.9M | 5.8M | ▲+53% Added · +2.0M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $311.5M | 5.8M | ▲+87% Added · +2.7M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $227.1M | 4.2M | ▲+47% Added · +1.4M sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $206.2M | 3.8M | ▲+27% Added · +821K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $197.9M | 3.7M | ▲+39% Added · +1.0M sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $191.2M | 3.6M | ▲+35% Added · +925K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $134.9M | 2.5M | ▲+81% Added · +1.1M sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $131.4M | 2.4M | ▲+64% Added · +957K sh | Q1 2026 | |
| 11 | Summit Financial, LLC | $89.4M | 1.7M | ▲+22% Added · +304K sh | Q1 2026 | |
| 12 | Bridgewater Advisors Inc. | $86.5M | 1.6M | ▲+30% Added · +376K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $84.8M | 1.6M | ▲+17% Added · +230K sh | Q1 2026 | |
| 14 | Vestmark Advisory Solutions, Inc. | $80.5M | 1.5M | ▲+6.3% Added · +89K sh | Q1 2026 | |
| 15 | BALDWIN WEALTH PARTNERS LLC/MA | $78.7M | 1.5M | ▲+0.1% Added · +865 sh | Q2 2026 | |
| 16 | Berger Financial Group, Inc | $77.6M | 1.4M | ▲+8.4% Added · +113K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $72.1M | 1.3M | ▲+174% Added · +851K sh | Q1 2026 | |
| 18 | CWM, LLC | $71.2M | 1.3M | ▲+12% Added · +145K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $67.9M | 1.3M | ▲+52% Added · +436K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $67.5M | 1.3M | ▼−10% Reduced · −147K sh | Q1 2026 | |
| 21 | LVZ, Inc. | $51.6M | 965K | ▼−0.2% Reduced · −2K sh | Q2 2026 | |
| 22 | StoneX Group Inc. | $43.4M | 807K | ▼−16% Reduced · −150K sh | Q1 2026 | |
| 23 | Larson Financial Group LLC | $39.0M | 725K | ▲+19% Added · +116K sh | Q1 2026 | |
| 24 | Dynasty Wealth Management, LLC | $36.4M | 677K | ▲+43% Added · +204K sh | Q1 2026 | |
| 25 | Spire Wealth Management | $35.0M | 651K | ▲+124% Added · +360K 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 | 85 funds | $21.2B |
| MICROSOFT CORPMSFT | 85 funds | $16.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 85 funds | $10.3B |
| BROADCOM INCAVGO | 85 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 85 funds | $8.1B |
| META PLATFORMS INC-CLASS AMETA | 85 funds | $7.3B |
| ALPHABET INC-CL CGOOG | 85 funds | $7.2B |
| JOHNSON & JOHNSONJNJ | 85 funds | $5.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 85 funds | $4.9B |
| COSTCO WHOLESALE CORPCOST | 85 funds | $4.5B |
| EXXON MOBIL CORPXOM | 85 funds | $4.4B |
| VISA INC-CLASS A SHARESV | 85 funds | $4.4B |
Ranked by how many of JBND'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 JBND. 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.