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/JIRE/capital-change-brief"
Use Arkolith's capital_change_brief for JIRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $4.2B | 56.9M | ▼−1.2% Reduced · −692K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $487.7M | 6.4M | ▲+8.4% Added · +502K sh | Q1 2026 | |
| 3 | FMR LLC | $267.2M | 3.5M | ▲+7.8% Added · +256K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $234.9M | 3.1M | ▲+7.0% Added · +202K sh | Q1 2026 | |
| 5 | EASTERN BANK | $189.2M | 2.3M | ▲+13% Added · +261K sh | Q2 2026 | |
| 6 | CWM, LLC | $144.9M | 1.9M | ▲+12% Added · +207K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $135.3M | 1.8M | ▲+9.2% Added · +150K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $130.9M | 1.7M | ▼−2.9% Reduced · −51K sh | Q1 2026 | |
| 9 | FACTORY MUTUAL INSURANCE CO | $126.6M | 1.7M | —Held | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $122.3M | 1.6M | ▲+20% Added · +267K sh | Q1 2026 | |
| 11 | ASSETMARK, INC | $112.2M | 1.5M | ▼−0.6% Reduced · −9K sh | Q1 2026 | |
| 12 | Dynasty Wealth Management, LLC | $110.3M | 1.5M | ▼−9.9% Reduced · −161K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $97.1M | 1.3M | ▲+3.4% Added · +42K sh | Q1 2026 | |
| 14 | Bogart Wealth, LLC | $92.3M | 1.2M | ▲+1.2% Added · +15K sh | Q1 2026 | |
| 15 | Vestmark Advisory Solutions, Inc. | $92.1M | 1.2M | ▼−2.5% Reduced · −31K sh | Q1 2026 | |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | $84.0M | 1.1M | ▼−32% Reduced · −523K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $79.5M | 1.1M | ▲10× Added · +948K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $72.0M | 950K | ▲+1.9% Added · +18K sh | Q1 2026 | |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | $61.6M | 813K | ▲+0.7% Added · +6K sh | Q1 2026 | |
| 20 | Richard P Slaughter Associates Inc | $65.3M | 792K | ▲+2.4% Added · +19K sh | Q2 2026 | |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $61.5M | 745K | ▲+4.4% Added · +31K sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $52.4M | 692K | ▲+10.0% Added · +63K sh | Q1 2026 | |
| 23 | Pure Financial Advisors, LLC | $49.5M | 654K | ▼−1.1% Reduced · −7K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $45.3M | 619K | ▲+22% Added · +114K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $43.3M | 572K | ▲+69% Added · +234K 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 | 106 funds | $27.0B |
| MICROSOFT CORPMSFT | 106 funds | $19.9B |
| ALPHABET INC-CL AGOOGL | 106 funds | $14.1B |
| BROADCOM INCAVGO | 106 funds | $10.8B |
| JPMORGAN CHASE & COJPM | 106 funds | $9.5B |
| ALPHABET INC-CL CGOOG | 106 funds | $8.8B |
| EXXON MOBIL CORPXOM | 106 funds | $5.5B |
| JOHNSON & JOHNSONJNJ | 106 funds | $5.5B |
| WALMART INCWMT | 106 funds | $5.3B |
| CHEVRON CORPCVX | 106 funds | $3.7B |
| ABBVIE INCABBV | 106 funds | $3.4B |
| MERCK & CO. INC.MRK | 106 funds | $2.5B |
Ranked by how many of JIRE'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 JIRE. 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.