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/JHMM/capital-change-brief"
Use Arkolith's capital_change_brief for JHMM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $330.0M | 4.9M | ▲+3.9% Added · +183K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $328.4M | 4.9M | ▲+14% Added · +612K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $234.4M | 3.5M | ▼−3.7% Reduced · −134K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $225.9M | 3.4M | ▲+16% Added · +452K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $204.7M | 3.1M | ▲+6.9% Added · +197K sh | Q1 2026 | |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $185.5M | 2.8M | ▼−5.4% Reduced · −157K sh | Q1 2026 | |
| 7 | UBS Group AG | $142.4M | 2.1M | ▲+4.9% Added · +99K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $132.9M | 2.0M | ▲+19% Added · +319K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $125.7M | 1.9M | ▲+13% Added · +218K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $116.9M | 1.7M | ▼−0.7% Reduced · −12K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $88.0M | 1.3M | ▼−7.0% Reduced · −99K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $84.9M | 1.3M | ▲+6.3% Added · +75K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $72.8M | 1.1M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $54.9M | 818K | ▲+1.6% Added · +13K sh | Q1 2026 | |
| 15 | Financial Management Professionals, Inc. | $60.6M | 809K | ▼−9.4% Reduced · −84K sh | Q2 2026 | |
| 16 | Focus Partners Wealth | $43.6M | 650K | ▼−4.3% Reduced · −29K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $33.3M | 497K | ▲+1.7% Added · +8K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $27.2M | 406K | ▲+108% Added · +211K sh | Q1 2026 | |
| 19 | Dynamic Advisor Solutions LLC | $25.8M | 344K | ▲+7.9% Added · +25K sh | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | $22.6M | 336K | ▼−10% Reduced · −39K sh | Q1 2026 | |
| 21 | HighPoint Advisor Group LLC | $20.5M | 305K | ▼−4.7% Reduced · −15K sh | Q1 2026 | |
| 22 | Baird Financial Group, Inc. | $20.0M | 298K | ▲New +298K sh | Q1 2026 | |
| 23 | Pinnacle Financial Partners, Inc. | $16.2M | 241K | ▲+0.3% Added · +786 sh | Q1 2026 | |
| 24 | Vestmark Advisory Solutions, Inc. | $15.7M | 233K | ▲+460% Added · +192K sh | Q1 2026 | |
| 25 | ELEVATION POINT WEALTH PARTNERS, LLC | $15.7M | 233K | ▲+459% Added · +192K 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 | 80 funds | $18.8B |
| NVIDIA CORPNVDA | 80 funds | $18.1B |
| MICROSOFT CORPMSFT | 80 funds | $15.7B |
| VANGUARD S&P 500 ETFVOO | 80 funds | $12.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 80 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 80 funds | $7.8B |
| BROADCOM INCAVGO | 80 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 80 funds | $6.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 80 funds | $6.4B |
| EXXON MOBIL CORPXOM | 80 funds | $4.9B |
| ISHARES CORE MSCI EMERGINGIEMG | 80 funds | $4.4B |
| WALMART INCWMT | 80 funds | $4.4B |
Ranked by how many of JHMM'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 JHMM. 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.