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/JGRO/capital-change-brief"
Use Arkolith's capital_change_brief for JGRO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $1.1B | 13.1M | ▲+1.4% Added · +186K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $617.2M | 7.3M | ▲+5.5% Added · +379K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $394.5M | 4.7M | ▲+0.6% Added · +28K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $281.1M | 3.3M | ▲+44% Added · +1.0M sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $240.3M | 2.9M | ▲+18% Added · +447K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $188.6M | 2.2M | ▲+14% Added · +274K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $132.6M | 1.6M | ▲+8.8% Added · +127K sh | Q1 2026 | |
| 8 | CWM, LLC | $118.8M | 1.4M | ▼−3.2% Reduced · −47K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $114.0M | 1.3M | ▲+6.5% Added · +82K sh | Q1 2026 | |
| 10 | UBS Group AG | $107.0M | 1.3M | ▼−1.7% Reduced · −22K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $104.3M | 1.2M | ▲+11% Added · +126K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $101.1M | 1.2M | ▲+123% Added · +660K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $76.9M | 910K | ▲+71% Added · +377K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.5M | 867K | ▲+6.7% Added · +54K sh | Q2 2026 | |
| 15 | Avior Wealth Management, LLC | $67.0M | 793K | ▼−1.8% Reduced · −15K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $61.0M | 722K | ▼−6.0% Reduced · −46K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $56.6M | 669K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | $46.5M | 550K | ▼−2.8% Reduced · −16K sh | Q1 2026 | |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $44.3M | 524K | ▲+8.8% Added · +42K sh | Q1 2026 | |
| 20 | Vestmark Advisory Solutions, Inc. | $44.3M | 524K | ▼−14% Reduced · −86K sh | Q1 2026 | |
| 21 | STEPH & CO | $51.5M | 523K | ▲+0.9% Added · +5K sh | Q2 2026 | |
| 22 | STIFEL FINANCIAL CORP | $44.1M | 522K | ▲+1.8% Added · +9K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $40.5M | 480K | ▲+18% Added · +72K sh | Q1 2026 | |
| 24 | Stratos Wealth Partners, LTD. | $38.8M | 459K | ▼−1.8% Reduced · −8K sh | Q1 2026 | |
| 25 | Berman McAleer LLC | $45.1M | 458K | ▲+0.9% Added · +4K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 109 funds | $24.2B |
| MICROSOFT CORPMSFT | 109 funds | $19.7B |
| BROADCOM INCAVGO | 109 funds | $9.5B |
| JOHNSON & JOHNSONJNJ | 109 funds | $4.9B |
| COCA-COLA CO/THEKO | 109 funds | $2.6B |
| APPLE INCAAPL | 108 funds | $27.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 108 funds | $20.3B |
| VANGUARD S&P 500 ETFVOO | 108 funds | $14.9B |
| AMAZON.COM INCAMZN | 108 funds | $14.1B |
| JPMORGAN CHASE & COJPM | 108 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 108 funds | $8.2B |
| META PLATFORMS INC-CLASS AMETA | 108 funds | $7.9B |
Ranked by how many of JGRO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JGRO. 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.