139 tracked 13F filers disclose a position in JFR as of the latest SEC 13F filings, a combined $324.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $45.6M | 6.1M | ▼−6.0% Reduced · −390K sh | Q1 2026 | |
| 2 | Congress Park Capital LLC | $26.7M | 3.5M | ▲+11% Added · +356K sh | Q2 2026 | |
| 3 | LOOMIS SAYLES & CO L P | $21.8M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $19.7M | 2.6M | ▼−9.6% Reduced · −279K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $18.8M | 2.5M | ▲+54% Added · +878K sh | Q1 2026 | |
| 6 | 1607 Capital Partners, LLC | $16.3M | 2.2M | ▲+341% Added · +1.7M sh | Q1 2026 | |
| 7 | Cyndeo Wealth Partners, LLC | $15.3M | 2.0M | ▲+11% Added · +204K sh | Q2 2026 | |
| 8 | GUGGENHEIM CAPITAL LLC | $14.6M | 1.9M | ▼−11% Reduced · −248K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $14.4M | 1.9M | ▼−7.0% Reduced · −145K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $11.9M | 1.6M | ▲+14% Added · +193K sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | $11.7M | 1.6M | ▲+10% Added · +146K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $9.6M | 1.3M | ▲+16% Added · +179K sh | Q1 2026 | |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | $7.1M | 939K | ▼−6.4% Reduced · −65K sh | Q1 2026 | |
| 14 | UBS Group AG | $6.9M | 915K | ▲+11% Added · +92K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $6.2M | 832K | ▲+8.4% Added · +65K sh | Q1 2026 | |
| 16 | Kanen Wealth Management LLC | $6.1M | 813K | ▲+6.0% Added · +46K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $5.5M | 730K | ▼−4.0% Reduced · −30K sh | Q1 2026 | |
| 18 | Logan Stone Capital, LLC | $3.8M | 502K | ▼−61% Reduced · −781K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 474K | ▼−36% Reduced · −263K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $3.4M | 454K | ▲+16% Added · +63K sh | Q1 2026 | |
| 21 | Almitas Capital LLC | $3.1M | 412K | ▲+249% Added · +294K sh | Q1 2026 | |
| 22 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $2.9M | 384K | ▲+5.5% Added · +20K sh | Q1 2026 | |
| 23 | J.W. COLE ADVISORS, INC. | $2.9M | 382K | ▲Added Added · +382K sh | Q2 2026 | |
| 24 | Baird Financial Group, Inc. | $2.3M | 306K | ▼−0.2% Reduced · −603 sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $2.3M | 305K | ▼−44% Reduced · −242K 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, 5 funds opened a new position in JFR and 22 added to an existing one, while 20 reduced and 0 exited entirely — 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 | 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.
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.