Among active 13F managers last quarter, 13 opened and 2 added, while 1 reduced; the largest holder to move was StoneX Group Inc. (new position).
35 tracked 13F filers disclose a position in JEDI as of the latest SEC 13F filings, a combined $26.7M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 305K | $8.9M | ▼−10% Reduced · −35K sh | Q2 2026 | |
| 2 | StoneX Group Inc. | 274K | $7.7M | ▲New +274K sh | Q2 2026 | |
| 3 | High Note Wealth, LLC | 83K | $2.4M | ▲207× Added · +82K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 70K | $1.8M | ▲+334% Added · +53K sh | Q1 2026 | |
| 5 | Advisory Services Network, LLC | 67K | $1.7M | ▲New +67K sh | Q1 2026 | |
| 6 | Mutual Advisors, LLC | 31K | $893K | ▲New +31K sh | Q2 2026 | |
| 7 | Bright Futures Wealth Management, LLC. | 16K | $461K | ▼−19% Reduced · −4K sh | Q2 2026 | |
| 8 | Insight Advisors, LLC/ PA | 15K | $429K | ▼−18% Reduced · −3K sh | Q2 2026 | |
| 9 | Mission Wealth Management, LP | 14K | $413K | ▲New +14K sh | Q2 2026 | |
| 10 | &Partners | 14K | $407K | ▲New +14K sh | Q2 2026 | |
| 11 | Advyzon Investment Management, LLC | 10K | $304K | ▲+2.4% Added · +250 sh | Q2 2026 | |
| 12 | Monetary Management Group Inc | 10K | $291K | —Held | Q2 2026 | |
| 13 | Stephens Inc | 9K | $262K | ▲New +9K sh | Q2 2026 | |
| 14 | Osaic Holdings, Inc. | 7K | $182K | ▲36× Added · +7K sh | Q1 2026 | |
| 15 | Worth Asset Management, LLC | 7K | $201K | ▲New +7K sh | Q2 2026 | |
| 16 | Ankerstar Wealth, LLC | 6K | $172K | ▲New +6K sh | Q2 2026 | |
| 17 | Nalls Sherbakoff Group, LLC | 2K | $53K | ▲New +2K sh | Q2 2026 | |
| 18 | Noble Wealth Management PBC | 2K | $45K | ▲+0.9% Added · +14 sh | Q2 2026 | |
| 19 | Tidemark, LLC | 1K | $32K | ▲New +1K sh | Q2 2026 | |
| 20 | Global Retirement Partners, LLC | 1K | $29K | ▲New +1K sh | Q2 2026 | |
| 21 | PNC Financial Services Group, Inc. | 1K | $26K | ▲+25% Added · +200 sh | Q1 2026 | |
| 22 | Morgan Stanley | 508 | $13K | ▲New +508 sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | 500 | $13K | ▲16× Added · +468 sh | Q1 2026 | |
| 24 | Signature Resources Capital Management, LLC | 421 | $12K | ▲+759% Added · +372 sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | 345 | $10K | ▲New +345 sh | Q2 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.
Last quarter, 13 funds opened a new position in JEDI and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 17 funds | $1.5B |
| Nvidia CorpNVDA | 17 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $834.5M |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $813.8M |
| Microsoft CorpMSFT | 17 funds | $739.5M |
| Amazon.com IncAMZN | 17 funds | $676.6M |
| Alphabet Inc-CL AGOOGL | 17 funds | $566.7M |
| Alphabet Inc-CL CGOOG | 17 funds | $470.9M |
| Broadcom IncAVGO | 17 funds | $450.1M |
| Walmart IncWMT | 17 funds | $444.0M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 17 funds | $433.4M |
| JPMorgan Chase & CoJPM | 17 funds | $391.8M |
Ranked by how many of JEDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JEDI.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 95 funds | $485.8M |
| SMIGFUND | 63 funds | $809.5M |
| JUCYmc | 49 funds | $295.7M |
| IDUBcommon | 48 funds | $542.6M |
| TRFMETP | 40 funds | $116.5M |
| DUBScommon | 38 funds | $419.6M |
| JEDIthis pagemc | 35 funds | $26.7M |
| DSMCETF | 29 funds | $86.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JEDI
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/JEDI/capital-change-brief"
Use Arkolith's capital_change_brief for JEDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JEDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.