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/JHMB/capital-change-brief"
Use Arkolith's capital_change_brief for JHMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $40.7M | 1.8M | ▲+73% Added · +781K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $36.1M | 1.6M | ▲+23% Added · +308K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $22.9M | 1.0M | ▼−4.0% Reduced · −44K sh | Q1 2026 | |
| 4 | JOURNEY STRATEGIC WEALTH LLC | $11.5M | 525K | ▲+1.6% Added · +8K sh | Q1 2026 | |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $9.0M | 408K | ▲+21% Added · +71K sh | Q1 2026 | |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.9M | 402K | —Held | Q1 2026 | |
| 7 | FFG RETIREMENT ADVISORS LLC | $7.0M | 321K | ▼−31% Reduced · −142K sh | Q2 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 312K | ▲+13% Added · +35K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $5.9M | 268K | ▼−56% Reduced · −337K sh | Q1 2026 | |
| 10 | Peak Wealth Management LLC | $3.9M | 178K | ▲+7.9% Added · +13K sh | Q2 2026 | |
| 11 | GREAT VALLEY ADVISOR GROUP, INC. | $3.3M | 149K | ▲+9.7% Added · +13K sh | Q1 2026 | |
| 12 | IAMS WEALTH MANAGEMENT, LLC | $3.2M | 147K | ▲+11% Added · +14K sh | Q2 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 139K | ▲+98% Added · +69K sh | Q1 2026 | |
| 14 | Gladstone Institutional Advisory LLC | $2.8M | 129K | ▲New +129K sh | Q1 2026 | |
| 15 | J. R. Prunier Capital Management LLC | $1.7M | 78K | ▲+26% Added · +16K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $483K | 22K | ▲New +22K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $449K | 20K | ▲New +20K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $442K | 20K | ▲New +20K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $413K | 19K | ▲+6.5% Added · +1K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $406K | 18K | ▲+1.2% Added · +218 sh | Q1 2026 | |
| 21 | Legacy Capital Wealth Partners, LLC | $399K | 18K | —Held | Q1 2026 | |
| 22 | U.S. Capital Wealth Advisors, LLC | $361K | 16K | —Held | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $309K | 14K | ▲New +14K sh | Q1 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $206K | 9K | ▲New +9K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $180K | 8K | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $6.6B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $6.2B |
| APPLE INCAAPL | 13 funds | $5.5B |
| AMAZON.COM INCAMZN | 13 funds | $3.8B |
| MICROSOFT CORPMSFT | 13 funds | $3.3B |
| JOHNSON & JOHNSONJNJ | 13 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.3B |
| BROADCOM INCAVGO | 13 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 13 funds | $1.8B |
Ranked by how many of JHMB'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 JHMB. 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.