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/JHML/capital-change-brief"
Use Arkolith's capital_change_brief for JHML. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | $121.8M | 1.6M | ▼−1.7% Reduced · −27K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $106.4M | 1.4M | ▲+0.4% Added · +5K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $77.6M | 991K | ▼−6.0% Reduced · −63K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $65.0M | 831K | ▼−11% Reduced · −105K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $38.1M | 487K | ▲+11% Added · +47K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $36.7M | 468K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $33.1M | 423K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $27.0M | 345K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $23.5M | 300K | ▲+7.7% Added · +21K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $22.1M | 282K | ▲+0.2% Added · +452 sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $20.0M | 255K | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $14.6M | 190K | ▲+12% Added · +20K sh | Q1 2026 | |
| 13 | ELEVATION POINT WEALTH PARTNERS, LLC | $12.9M | 165K | ▲+174% Added · +105K sh | Q1 2026 | |
| 14 | Vestmark Advisory Solutions, Inc. | $12.9M | 165K | ▲+175% Added · +105K sh | Q1 2026 | |
| 15 | IAM Advisory, LLC | $14.3M | 161K | ▼−0.6% Reduced · −897 sh | Q2 2026 | |
| 16 | Cooper Financial Group | $12.5M | 141K | ▼−0.6% Reduced · −907 sh | Q2 2026 | |
| 17 | Kingsview Wealth Management, LLC | $7.5M | 95K | ▲New +95K sh | Q1 2026 | |
| 18 | UBS Group AG | $7.4M | 95K | ▼−42% Reduced · −68K sh | Q1 2026 | |
| 19 | Schneider Downs Wealth Management Advisors, LP | $5.2M | 66K | ▼−0.1% Reduced · −90 sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.0M | 63K | ▼−0.1% Reduced · −94 sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $4.9M | 62K | ▲+39% Added · +17K sh | Q1 2026 | |
| 22 | CoreCap Advisors, LLC | $4.8M | 62K | ▲+14% Added · +8K sh | Q1 2026 | |
| 23 | PARSONS CAPITAL MANAGEMENT INC/RI | $3.5M | 45K | ▲+5.0% Added · +2K sh | Q1 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 41K | ▼−1.2% Reduced · −499 sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $3.2M | 41K | ▲+15% Added · +5K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $9.5B |
| MICROSOFT CORPMSFT | 29 funds | $8.4B |
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $6.3B |
| VANGUARD S&P 500 ETFVOO | 29 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 29 funds | $5.5B |
| BROADCOM INCAVGO | 29 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 29 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 29 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 29 funds | $3.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 29 funds | $3.1B |
| VANGUARD GROWTH ETFVUG | 29 funds | $2.9B |
| ELI LILLY & COLLY | 29 funds | $2.4B |
Ranked by how many of JHML'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 JHML. 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.