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/JHMD/capital-change-brief"
Use Arkolith's capital_change_brief for JHMD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $313.0M | 7.4M | ▼−13% Reduced · −1.1M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $57.1M | 1.3M | ▲+35% Added · +352K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $51.3M | 1.2M | ▲+21% Added · +212K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $47.4M | 1.1M | ▲+6.5% Added · +68K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $38.4M | 907K | ▲+14% Added · +109K sh | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $33.6M | 817K | ▲+57% Added · +298K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $28.5M | 673K | ▼−5.9% Reduced · −42K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $23.8M | 561K | ▲+1.1% Added · +6K sh | Q1 2026 | |
| 9 | Magnus Financial Group LLC | $14.9M | 335K | ▲+1.7% Added · +6K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $13.1M | 311K | ▲+140% Added · +181K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $8.5M | 200K | ▲+35% Added · +52K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $8.4M | 198K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 154K | ▼−16% Reduced · −29K sh | Q1 2026 | |
| 14 | FFG RETIREMENT ADVISORS LLC | $5.3M | 119K | ▲+70% Added · +49K sh | Q2 2026 | |
| 15 | CoreCap Advisors, LLC | $5.0M | 118K | ▲+14% Added · +14K sh | Q1 2026 | |
| 16 | Merit Financial Group, LLC | $4.6M | 108K | ▼−10% Reduced · −12K sh | Q1 2026 | |
| 17 | Orion Porfolio Solutions, LLC | $4.3M | 101K | ▼−20% Reduced · −25K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 82K | ▲New +82K sh | Q1 2026 | |
| 19 | Cooper Financial Group | $3.5M | 80K | ▲+7.9% Added · +6K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $3.3M | 79K | ▼−0.1% Reduced · −111 sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $3.1M | 73K | ▲New +73K sh | Q1 2026 | |
| 22 | IAMS WEALTH MANAGEMENT, LLC | $2.9M | 65K | ▲+12% Added · +7K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $2.4M | 58K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 24 | UBS Group AG | $2.2M | 53K | ▼−4.7% Reduced · −3K sh | Q1 2026 | |
| 25 | D.A. DAVIDSON & CO. | $2.0M | 46K | ▲+16% Added · +6K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $12.7B |
| NVIDIA CORPNVDA | 29 funds | $11.6B |
| MICROSOFT CORPMSFT | 29 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 29 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $5.8B |
| BROADCOM INCAVGO | 29 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 29 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 29 funds | $3.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 29 funds | $2.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 29 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 29 funds | $2.4B |
Ranked by how many of JHMD'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 JHMD. 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.