Among active 13F managers last quarter, 1 opened and 24 added, while 23 reduced; the largest holder to move was Congress Park Capital LLC (+11%).
160 tracked 13F filers disclose a position in JFR as of the latest SEC 13F filings, a combined $347.8M 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 | Morgan Stanley | 6.1M | $45.6M | ▼−6.0% Reduced · −390K sh | Q1 2026 | |
| 2 | Congress Park Capital LLC | 3.5M | $26.7M | ▲+11% Added · +356K sh | Q2 2026 | |
| 3 | Loomis Sayles & Co L P | 2.9M | $21.8M | ▲New +2.9M sh | Q1 2026 | |
| 4 | LPL Financial LLC | 2.6M | $19.7M | ▼−9.6% Reduced · −279K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 2.5M | $18.8M | ▲+54% Added · +878K sh | Q1 2026 | |
| 6 | Cyndeo Wealth Partners, LLC | 2.0M | $15.3M | ▲+11% Added · +204K sh | Q2 2026 | |
| 7 | Guggenheim Capital LLC | 1.9M | $14.6M | ▼−11% Reduced · −248K sh | Q1 2026 | |
| 8 | Bank Of America Corp | 1.9M | $14.4M | ▼−7.0% Reduced · −145K sh | Q1 2026 | |
| 9 | Advisors Asset Management, Inc. | 1.8M | $14.0M | ▲+18% Added · +275K sh | Q2 2026 | |
| 10 | Raymond James Financial Inc | 1.6M | $11.9M | ▲+14% Added · +193K sh | Q1 2026 | |
| 11 | Royal Bank Of Canada | 1.3M | $9.6M | ▲+16% Added · +179K sh | Q1 2026 | |
| 12 | 1607 Capital Partners, LLC | 1.2M | $9.3M | ▼−44% Reduced · −946K sh | Q2 2026 | |
| 13 | Thomas J. Herzfeld Advisors, Inc. | 1.1M | $8.5M | ▲+56% Added · +399K sh | Q2 2026 | |
| 14 | Icon Advisers Inc | 971K | $7.4M | ▲+71% Added · +403K sh | Q2 2026 | |
| 15 | Kanen Wealth Management LLC | 959K | $7.4M | ▲+18% Added · +146K sh | Q2 2026 | |
| 16 | Balyasny Asset Management L.P. | 939K | $7.1M | ▼−6.4% Reduced · −65K sh | Q1 2026 | |
| 17 | UBS Group AG | 915K | $6.9M | ▲+11% Added · +92K sh | Q1 2026 | |
| 18 | Ameriprise Financial Inc | 832K | $6.2M | ▲+8.4% Added · +65K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | 730K | $5.5M | ▼−4.0% Reduced · −30K sh | Q1 2026 | |
| 20 | Ethos Financial Group, LLC | 581K | $4.5M | ▼−10% Reduced · −65K sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 474K | $3.6M | ▼−36% Reduced · −263K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | 454K | $3.4M | ▲+16% Added · +63K sh | Q1 2026 | |
| 23 | Almitas Capital LLC | 435K | $3.3M | ▲+5.7% Added · +24K sh | Q2 2026 | |
| 24 | Coastal Bridge Advisors, LLC | 414K | $3.2M | ▲+1.8% Added · +7K sh | Q2 2026 | |
| 25 | J.W. Cole Advisors, Inc. | 382K | $2.9M | ▲Added Added · +382K 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, 1 fund opened a new position in JFR and 24 added to an existing one, while 23 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 |
|---|---|---|
| Microsoft CorpMSFT | 82 funds | $7.0B |
| Nvidia CorpNVDA | 81 funds | $15.4B |
| Meta Platforms Inc-Class AMETA | 81 funds | $6.9B |
| Apple IncAAPL | 79 funds | $9.1B |
| Alphabet Inc-CL AGOOGL | 78 funds | $8.9B |
| Alphabet Inc-CL CGOOG | 78 funds | $3.5B |
| Amazon.com IncAMZN | 77 funds | $8.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 77 funds | $3.4B |
| Broadcom IncAVGO | 77 funds | $3.1B |
| Eli Lilly & CoLLY | 77 funds | $1.5B |
| Johnson & JohnsonJNJ | 77 funds | $1.4B |
| Cisco Systems IncCSCO | 76 funds | $969.4M |
Ranked by how many of JFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JFR.
Connected entities for JFR
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/JFR/capital-change-brief"
Use Arkolith's capital_change_brief for JFR. 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 JFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.