This stock 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/JEF/capital-change-brief"
Use Arkolith's capital_change_brief for JEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $724.5M | 17.6M | ▲+7.4% Added · +1.2M sh | Q1 2026 | |
| 2 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $381.6M | 9.2M | —Held | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $322.9M | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $277.1M | 6.7M | ▲New +6.7M sh | Q1 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $215.7M | 5.3M | ▲+55% Added · +1.9M sh | Q1 2026 | |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $204.3M | 5.0M | ▲+182% Added · +3.2M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $201.9M | 4.9M | ▲+2.8% Added · +131K sh | Q1 2026 | |
| 8 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $192.1M | 4.7M | —Held | Q1 2026 | |
| 9 | ALLIANCEBERNSTEIN L.P. | $235.0M | 3.8M | ▼−32% Reduced · −1.8M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $125.8M | 3.0M | ▲+3.5% Added · +104K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $116.6M | 2.8M | ▲12× Added · +2.6M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $116.1M | 2.8M | ▲+11% Added · +289K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $110.0M | 2.7M | ▲+2.2% Added · +59K sh | Q1 2026 | |
| 14 | D. E. Shaw & Co., Inc. | $108.0M | 2.6M | ▲+136% Added · +1.5M sh | Q1 2026 | |
| 15 | First Pacific Advisors, LP | $106.7M | 2.6M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 16 | NORGES BANK | $145.6M | 2.3M | ▲+20% Added · +386K sh | Q4 2025 | |
| 17 | JPMORGAN CHASE & CO | $75.5M | 1.9M | ▼−2.8% Reduced · −54K sh | Q1 2026 | |
| 18 | BARCLAYS PLC | $71.8M | 1.7M | ▲+21% Added · +306K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $59.9M | 1.5M | ▲+2.5% Added · +35K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $58.0M | 1.4M | ▼−1.7% Reduced · −24K sh | Q1 2026 | |
| 21 | Freestone Grove Partners LP | $54.1M | 1.3M | ▲+37% Added · +351K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.8M | 1.2M | ▲+4.8% Added · +56K sh | Q1 2026 | |
| 23 | BECK MACK & OLIVER LLC | $50.5M | 1.2M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $44.1M | 1.1M | ▼−39% Reduced · −693K sh | Q1 2026 | |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | $42.3M | 1.0M | ▲+0.8% Added · +8K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | Buy (P) | 5.9M | $318.7M |
| Jul 10, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | Option exercise (M) | 3.8M | — |
| Jul 10, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | Option exercise (M) | 3.8M | — |
| Jun 30, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | Option exercise (M) | 55K | $0 |
| Jun 30, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | Option exercise (M) | 27.6M | — |
| May 29, 2026 | HANDLER RICHARD B | CEO, Director | Grant (A) | 97K | $5.1M |
| May 29, 2026 | HANDLER RICHARD B | CEO, Director | Tax withholding (F) | 11K | $558K |
| May 29, 2026 | Ellis-Kirk Matrice | Director | Grant (A) | 165 | $9K |
| May 29, 2026 | FRIEDMAN BRIAN P | President, Director | Grant (A) | 29K | $1.5M |
| May 29, 2026 | BEYER ROBERT D | Director | Grant (A) | 501 | $26K |
| May 29, 2026 | Sharp Michael J. | EVP and General Counsel | Grant (A) | 746 | $39K |
| May 29, 2026 | Larson Matthew Scott | EVP, CFO | Grant (A) | 746 | $39K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 190 funds | $217.7B |
| AMAZON.COM INCAMZN | 190 funds | $168.3B |
| BROADCOM INCAVGO | 188 funds | $121.3B |
| META PLATFORMS INC-CLASS AMETA | 188 funds | $92.3B |
| APPLE INCAAPL | 187 funds | $291.0B |
| ALPHABET INC-CL AGOOGL | 187 funds | $152.1B |
| JPMORGAN CHASE & COJPM | 186 funds | $54.2B |
| COSTCO WHOLESALE CORPCOST | 186 funds | $37.2B |
| NVIDIA CORPNVDA | 183 funds | $312.8B |
| ALPHABET INC-CL CGOOG | 183 funds | $102.9B |
| VISA INC-CLASS A SHARESV | 183 funds | $44.9B |
| MASTERCARD INC - AMA | 183 funds | $42.8B |
Ranked by how many of JEF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JEF. 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.