313 tracked 13F filers disclose a position in JIRE as of the latest SEC 13F filings, a combined $9.0B 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 | 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 | MML INVESTORS SERVICES, LLC | $165.0M | 2.0M | ▲+16% Added · +272K sh | Q2 2026 | |
| 7 | CWM, LLC | $144.9M | 1.9M | ▲+12% Added · +207K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $135.3M | 1.8M | ▲+9.2% Added · +150K sh | Q1 2026 | |
| 9 | FACTORY MUTUAL INSURANCE CO | $137.9M | 1.7M | —Held | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $122.3M | 1.6M | ▲+20% Added · +267K sh | Q1 2026 | |
| 11 | Dynasty Wealth Management, LLC | $132.5M | 1.6M | ▲+10% Added · +151K sh | Q2 2026 | |
| 12 | Lido Advisors, LLC | $127.5M | 1.5M | ▲23× Added · +1.5M sh | Q2 2026 | |
| 13 | ASSETMARK, INC | $115.0M | 1.4M | ▼−5.9% Reduced · −87K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $97.1M | 1.3M | ▲+3.4% Added · +42K sh | Q1 2026 | |
| 15 | Bogart Wealth, LLC | $92.3M | 1.2M | ▲+1.2% Added · +15K sh | Q1 2026 | |
| 16 | Vestmark Advisory Solutions, Inc. | $100.3M | 1.2M | ▼~0% Reduced · −120 sh | Q2 2026 | |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $99.5M | 1.2M | ▲+8.7% Added · +97K sh | Q2 2026 | |
| 18 | JANE STREET GROUP, LLC | $79.5M | 1.1M | ▲10× Added · +948K sh | Q1 2026 | |
| 19 | Conservest Capital Advisors, Inc. | $75.5M | 916K | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 20 | Hughes Financial Services, LLC | $74.8M | 907K | ▲+6.2% Added · +53K sh | Q2 2026 | |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | $69.5M | 843K | ▲+3.7% Added · +30K sh | Q2 2026 | |
| 22 | Richard P Slaughter Associates Inc | $65.3M | 792K | ▲+2.4% Added · +19K sh | Q2 2026 | |
| 23 | New England Professional Planning Group Inc. | $62.8M | 762K | ▼−2.0% Reduced · −16K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $61.8M | 749K | ▼−21% Reduced · −202K sh | Q2 2026 | |
| 25 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $61.5M | 745K | ▲+4.4% Added · +31K 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 JIRE and 25 added to an existing one, while 10 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 | 160 funds | $71.2B |
| APPLE INCAAPL | 160 funds | $56.7B |
| MICROSOFT CORPMSFT | 159 funds | $49.4B |
| AMAZON.COM INCAMZN | 157 funds | $36.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 156 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 155 funds | $32.2B |
| BROADCOM INCAVGO | 155 funds | $27.8B |
| JPMORGAN CHASE & COJPM | 155 funds | $14.6B |
| ALPHABET INC-CL CGOOG | 154 funds | $20.8B |
| ISHARES CORE S&P 500 ETFIVV | 152 funds | $11.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 152 funds | $8.1B |
| JOHNSON & JOHNSONJNJ | 151 funds | $10.5B |
Ranked by how many of JIRE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JIRE
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.
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.