The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query JFR owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JFR"
Use Arkolith to show who owns JFR, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $45.6M | 6.1M | ▼−6.0% Reduced · −390K sh | Q1 2026 | |
| 2 | LOOMIS SAYLES & CO L P | $21.8M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $19.7M | 2.6M | ▼−9.6% Reduced · −279K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $18.8M | 2.5M | ▲+54% Added · +878K sh | Q1 2026 | |
| 5 | 1607 Capital Partners, LLC | $16.3M | 2.2M | ▲+341% Added · +1.7M sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $14.6M | 1.9M | ▼−11% Reduced · −248K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $14.4M | 1.9M | ▼−7.0% Reduced · −145K sh | Q1 2026 | |
| 8 | Cyndeo Wealth Partners, LLC | $13.5M | 1.8M | ▲+17% Added · +265K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $11.9M | 1.6M | ▲+14% Added · +193K sh | Q1 2026 | |
| 10 | Advisors Asset Management, Inc. | $11.7M | 1.6M | ▲+10% Added · +146K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $9.6M | 1.3M | ▲+16% Added · +179K sh | Q1 2026 | |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | $7.1M | 939K | ▼−6.4% Reduced · −65K sh | Q1 2026 | |
| 13 | UBS Group AG | $6.9M | 915K | ▲+11% Added · +92K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $6.2M | 832K | ▲+8.4% Added · +65K sh | Q1 2026 | |
| 15 | Kanen Wealth Management LLC | $6.1M | 813K | ▲+6.0% Added · +46K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $5.5M | 730K | ▼−4.0% Reduced · −30K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 474K | ▼−36% Reduced · −263K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $3.4M | 454K | ▲+16% Added · +63K sh | Q1 2026 | |
| 19 | Almitas Capital LLC | $3.1M | 412K | ▲+249% Added · +294K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $2.3M | 306K | ▼−0.2% Reduced · −603 sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $2.3M | 305K | ▼−44% Reduced · −242K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 298K | ▼−7.3% Reduced · −24K sh | Q1 2026 | |
| 23 | RFG Advisory, LLC | $1.8M | 240K | ▲+63% Added · +93K sh | Q1 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $1.8M | 240K | ▲+93% Added · +116K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $1.7M | 224K | ▲+15% Added · +29K 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 |
|---|---|---|---|---|---|
| Dec 30, 2025 | LAMB DAVID J | Vice President | Sell (S) | 4K | $31K |
| Apr 9, 2025 | Caraher Scott C. | Insider | Buy (P) | 5K | $40K |
| Mar 21, 2025 | Caraher Scott C. | Insider | Buy (P) | 15K | $126K |
| Feb 25, 2025 | Thornton Matthew III | Insider | Option exercise (X) | 29K | $0 |
| Feb 25, 2025 | TOTH TERENCE J | Insider | Option exercise (X) | 744 | $6K |
| Feb 25, 2025 | TOTH TERENCE J | Insider | Option exercise (X) | 4K | $0 |
| Feb 25, 2025 | MOSCHNER ALBIN F | Insider | Option exercise (X) | 7K | $57K |
| Feb 25, 2025 | MOSCHNER ALBIN F | Insider | Option exercise (X) | 35K | $0 |
| Feb 25, 2025 | Caraher Scott C. | Insider | Option exercise (X) | 4K | $35K |
| Feb 25, 2025 | Caraher Scott C. | Insider | Option exercise (X) | 21K | $0 |
| Feb 25, 2025 | Jones Nathaniel T. | Vice President and Treasurer | Option exercise (X) | 454 | $4K |
| Feb 25, 2025 | Jones Nathaniel T. | Vice President and Treasurer | Option exercise (X) | 305 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 60 funds | $15.0B |
| NVIDIA CORPNVDA | 59 funds | $20.2B |
| BROADCOM INCAVGO | 59 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $6.9B |
| NETFLIX INCNFLX | 59 funds | $2.1B |
| APPLE INCAAPL | 58 funds | $19.4B |
| AMAZON.COM INCAMZN | 58 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 58 funds | $10.0B |
| JOHNSON & JOHNSONJNJ | 58 funds | $4.0B |
| MICRON TECHNOLOGY INCMU | 58 funds | $3.0B |
| CHEVRON CORPCVX | 58 funds | $2.9B |
| GENERAL ELECTRICGE | 58 funds | $2.1B |
Ranked by how many of JFR'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 JFR. 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.