18 tracked 13F filers disclose a position in JIII as of the latest SEC 13F filings, a combined $164.5M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Southern Financial Group, LLC | $70.0M | 1.4M | ▲+3.6% Added · +50K sh | Q2 2026 | |
| 2 | Townsend & Associates, Inc | $46.9M | 943K | ▲+2.4% Added · +22K sh | Q2 2026 | |
| 3 | NewEdge Advisors, LLC | $14.3M | 286K | ▲+26% Added · +59K sh | Q2 2026 | |
| 4 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $9.5M | 190K | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 5 | ARQ WEALTH ADVISORS, LLC | $8.2M | 166K | ▲New +166K sh | Q2 2026 | |
| 6 | Colonial River Investments, LLC | $4.9M | 99K | ▲New +99K sh | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 65K | ▲+393% Added · +52K sh | Q1 2026 | |
| 8 | QTR Family Wealth, LLC | $2.1M | 43K | ▲+8.0% Added · +3K sh | Q2 2026 | |
| 9 | Castle Rock Wealth Management, LLC | $1.9M | 39K | ▲+4.5% Added · +2K sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $947K | 19K | ▲+296% Added · +14K sh | Q1 2026 | |
| 11 | Hidden Cove Wealth Management, LLC | $679K | 14K | ▲+28% Added · +3K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $541K | 11K | ▲New +11K sh | Q1 2026 | |
| 13 | Orion Porfolio Solutions, LLC | $358K | 7K | ▲New +7K sh | Q1 2026 | |
| 14 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $299K | 6K | ▲New +6K sh | Q2 2026 | |
| 15 | TRUIST FINANCIAL CORP | $261K | 5K | —Held | Q1 2026 | |
| 16 | Arkadios Wealth Advisors | $254K | 5K | ▲+0.9% Added · +48 sh | Q2 2026 | |
| 17 | CWM, LLC | $21K | 430 | ▲+1.2% Added · +5 sh | Q1 2026 | |
| 18 | PRIVATE TRUST CO NA | $20K | 397 | ▲New +397 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.
Last quarter, 2 funds opened a new position in JIII and 2 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 4 funds | $247.1M |
| APPLE INCAAPL | 4 funds | $246.9M |
| MICROSOFT CORPMSFT | 4 funds | $167.0M |
| ALPHABET INC-CL AGOOGL | 4 funds | $116.8M |
| AMAZON.COM INCAMZN | 4 funds | $112.6M |
| ALPHABET INC-CL CGOOG | 4 funds | $74.7M |
| JPMORGAN CHASE & COJPM | 4 funds | $62.3M |
| JOHNSON & JOHNSONJNJ | 4 funds | $58.8M |
| EXXONMOBIL HOLDINGS CORPXOM | 4 funds | $49.1M |
| VISA INC-CLASS A SHARESV | 4 funds | $38.2M |
| ABBVIE INCABBV | 4 funds | $35.0M |
| CATERPILLAR INCCAT | 4 funds | $30.5M |
Ranked by how many of JIII's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JAAAmc | 829 funds | $17.5B |
| JMBSmc | 253 funds | $5.7B |
| VNLAmc | 215 funds | $2.4B |
| JBBBmc | 177 funds | $487.1M |
| JSIUIE | 152 funds | $1.2B |
| JSMDmc | 135 funds | $747.0M |
| JSMLmc | 74 funds | $230.5M |
| JIIIthis pageHENDERSON INCOME | 18 funds | $164.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JIII
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/JIII/capital-change-brief"
Use Arkolith's capital_change_brief for JIII. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JIII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.