Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Marshall Financial Group, LLC (new position).
5 tracked 13F filers disclose a position in JELM as of the latest SEC 13F filings, a combined $28.3M 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 | Marshall Financial Group, LLC | 536K | $13.6M | ▲New +536K sh | Q2 2026 | |
| 2 | United Capital Financial Advisors, LLC | 487K | $12.2M | ▲New +487K sh | Q2 2026 | |
| 3 | Triad Wealth Partners, LLC | 71K | $1.8M | ▲New +71K sh | Q2 2026 | |
| 4 | Ankerstar Wealth, LLC | 17K | $441K | ▲New +17K sh | Q2 2026 | |
| 5 | Clear Creek Financial Management, LLC | 13K | $327K | ▲New +13K 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, 2 funds opened a new position in JELM, while none reduced or exited. 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 |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 2 funds | $50.2M |
| Micron Technology IncMU | 2 funds | $42.8M |
| Ishares Core S&P 500 ETFIVV | 2 funds | $38.8M |
| Nvidia CorpNVDA | 2 funds | $38.4M |
| Inn Defined Wealth ShieldBALT | 2 funds | $38.2M |
| SS SPDRB B 3-12M T-Bill ETFBILS | 2 funds | $35.9M |
| Apple IncAAPL | 2 funds | $35.1M |
| SS SPDR BB 1-3M T-Bill ETFBIL | 2 funds | $31.3M |
| Vanguard S&P 500 ETFVOO | 2 funds | $27.7M |
| Microsoft CorpMSFT | 2 funds | $18.2M |
| Amazon.com IncAMZN | 2 funds | $18.2M |
| Ishares US Treasury Bond ETFGOVT | 2 funds | $15.2M |
Ranked by how many of JELM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JELM.
| Class | 13F holders | Value held |
|---|---|---|
| JAAAmc | 833 funds | $17.7B |
| JMBSmc | 254 funds | $5.7B |
| VNLAmc | 216 funds | $2.4B |
| JBBBmc | 179 funds | $450.1M |
| JSIUIE | 150 funds | $1.2B |
| JSMDmc | 136 funds | $743.8M |
| JSMLmc | 76 funds | $231.5M |
| JIIIHENDERSON INCOME | 17 funds | $164.1M |
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 JELM
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/JELM/capital-change-brief"
Use Arkolith's capital_change_brief for JELM. 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 JELM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.