Among active 13F managers last quarter, 10 opened and 1 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
35 tracked 13F filers disclose a position in JFB as of the latest SEC 13F filings, a combined $6.0M 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 | Vanguard Capital Management LLC | 304K | $1.5M | ▲+178% Added · +195K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 248K | $1.5M | ▲+101% Added · +124K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 97K | $595K | ▲+100% Added · +49K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 56K | $268K | ▲+3.1% Added · +2K sh | Q2 2026 | |
| 5 | UBS Group AG | 42K | $257K | ▲32× Added · +41K sh | Q1 2026 | |
| 6 | Citadel Advisors LLC | 41K | $196K | ▲New +41K sh | Q2 2026 | |
| 7 | Engineers Gate Manager LP | 39K | $186K | ▲New +39K sh | Q2 2026 | |
| 8 | Wells Fargo & Company | 30K | $184K | ▲New +30K sh | Q1 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 30K | $142K | —Held | Q2 2026 | |
| 10 | State Street Corp | 22K | $108K | ▲+64% Added · +9K sh | Q2 2026 | |
| 11 | Millennium Management LLC | 22K | $133K | ▲New +22K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | 21K | $100K | ▲+103% Added · +11K sh | Q2 2026 | |
| 13 | Advisory Services Network, LLC | 20K | $122K | ▲+100% Added · +10K sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 20K | $120K | ▲43× Added · +19K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | 18K | $85K | ▲+57% Added · +6K sh | Q2 2026 | |
| 16 | DC Investments Management, LLC | 18K | $84K | ▲New +18K sh | Q2 2026 | |
| 17 | Herold Advisors, Inc. | 15K | $72K | —Held | Q2 2026 | |
| 18 | Morgan Stanley | 11K | $69K | ▲New +11K sh | Q1 2026 | |
| 19 | Independent Financial Group, LLC | 11K | $51K | ▲New +11K sh | Q2 2026 | |
| 20 | Opal Wealth Advisors, LLC | 10K | $48K | ▲New +10K sh | Q2 2026 | |
| 21 | Clear Creek Financial Management, LLC | 10K | $48K | ▲New +10K sh | Q2 2026 | |
| 22 | Smith, Moore & Co. | 10K | $48K | —Held | Q2 2026 | |
| 23 | Tower Research Capital LLC (TRC) | 5K | $32K | ▲New +5K sh | Q1 2026 | |
| 24 | Barclays PLC | 3K | $17K | ▲+71% Added · +1K sh | Q1 2026 | |
| 25 | PNC Financial Services Group, Inc. | 1K | $6K | ▲New +1K 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.
Last quarter, 10 funds opened a new position in JFB and 1 added to an existing one, 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 |
|---|---|---|
| Unitedhealth Group IncUNH | 16 funds | $414.1M |
| Meta Platforms Inc-Class AMETA | 15 funds | $1.3B |
| Bank Of America CorpBAC | 15 funds | $739.3M |
| RTX CorpRTX | 15 funds | $356.7M |
| Johnson & JohnsonJNJ | 15 funds | $240.9M |
| General ElectricGE | 15 funds | $156.5M |
| Nvidia CorpNVDA | 14 funds | $2.9B |
| Apple IncAAPL | 14 funds | $2.1B |
| Microsoft CorpMSFT | 14 funds | $1.5B |
| Amazon.com IncAMZN | 14 funds | $1.1B |
| Taiwan Semiconductor-SP ADRTSM | 14 funds | $892.0M |
| Micron Technology IncMU | 14 funds | $867.7M |
Ranked by how many of JFB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JFB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 22, 2026 | Clukey David Scott | Director | Sell (S) | 2K | $30K |
| Dec 10, 2025 | Calderon Ruben | Chief Financial Officer | Buy (P) | 2K | $29K |
| Dec 8, 2025 | Basile Joseph Frank III | CEO and Chairman, Director | Buy (P) | 6K | $99K |
| Oct 3, 2025 | Clukey David Scott | Director | Sell (S) | 2K | $30K |
| Mar 7, 2025 | Basile Lisa Ann | 10% Owner | Buy (P) 2 lots, same day | 194K | $801K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 11 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for JFB
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/JFB/capital-change-brief"
Use Arkolith's capital_change_brief for JFB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for JFB. Filings are public domain, sourced to SEC EDGAR.