Among active 13F managers last quarter, 1 opened and 4 added, while 3 reduced; the largest holder to move was Advisors Asset Management, Inc. (−44%).
28 tracked 13F filers disclose a position in JLS as of the latest SEC 13F filings, a combined $22.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 297K | $5.4M | ▲+19% Added · +47K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 118K | $2.1M | ▼−4.8% Reduced · −6K sh | Q1 2026 | |
| 3 | Morgan Stanley | 94K | $1.7M | ▼−6.4% Reduced · −6K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | 88K | $1.5M | ▼−44% Reduced · −69K sh | Q2 2026 | |
| 5 | Fiera Capital Corp | 67K | $1.2M | ▲+2.6% Added · +2K sh | Q2 2026 | |
| 6 | Osaic Holdings, Inc. | 57K | $1.0M | ▼−27% Reduced · −21K sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 50K | $911K | ▲+0.3% Added · +142 sh | Q1 2026 | |
| 8 | Nations Financial Group Inc, /Ia | 48K | $846K | —Held | Q2 2026 | |
| 9 | Raymond James Financial Inc | 48K | $865K | ▲+9.2% Added · +4K sh | Q1 2026 | |
| 10 | Venture Visionary Partners LLC | 47K | $818K | ▲+0.1% Added · +25 sh | Q2 2026 | |
| 11 | Thomas J. Herzfeld Advisors, Inc. | 45K | $785K | ▼−38% Reduced · −28K sh | Q2 2026 | |
| 12 | Compound Planning, Inc. | 42K | $732K | ▲+0.6% Added · +267 sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 40K | $726K | ▲+129% Added · +23K sh | Q1 2026 | |
| 14 | First Trust Advisors LP | 36K | $650K | ▲+13% Added · +4K sh | Q1 2026 | |
| 15 | Hennion & Walsh Asset Management, Inc. | 34K | $593K | ▲+15% Added · +4K sh | Q2 2026 | |
| 16 | Clear Street Group Inc. | 26K | $459K | ▲New +26K sh | Q2 2026 | |
| 17 | Baird Financial Group, Inc. | 22K | $401K | ▲+1.1% Added · +240 sh | Q1 2026 | |
| 18 | Closed-End Fund Advisors, Inc. | 21K | $362K | ▼−0.5% Reduced · −100 sh | Q2 2026 | |
| 19 | LPL Financial LLC | 19K | $347K | ▲+65% Added · +8K sh | Q1 2026 | |
| 20 | Melfa Wealth Management, Inc. | 19K | $328K | ▲+0.4% Added · +73 sh | Q2 2026 | |
| 21 | Sowell Financial Services LLC | 19K | $325K | —Held | Q2 2026 | |
| 22 | Stifel Financial Corp | 12K | $217K | ▼−0.1% Reduced · −8 sh | Q1 2026 | |
| 23 | International Assets Investment Management, LLC | 3K | $48K | —Held | Q2 2026 | |
| 24 | UBS Group AG | 1K | $22K | ▼−83% Reduced · −6K sh | Q1 2026 | |
| 25 | EverSource Wealth Advisors, LLC | 500 | $9K | —Held | 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.
Last quarter, 1 fund opened a new position in JLS and 4 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 10 funds | $1.5B |
| Meta Platforms Inc-Class AMETA | 10 funds | $356.8M |
| Eli Lilly & CoLLY | 10 funds | $214.5M |
| Cisco Systems IncCSCO | 10 funds | $111.5M |
| Netflix IncNFLX | 10 funds | $90.2M |
| Alphabet Inc-CL AGOOGL | 9 funds | $2.2B |
| Taiwan Semiconductor-SP ADRTSM | 9 funds | $1.7B |
| Amazon.com IncAMZN | 9 funds | $1.2B |
| Apple IncAAPL | 9 funds | $1.1B |
| Mastercard Inc - AMA | 9 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $945.1M |
| TJX Companies IncTJX | 9 funds | $655.2M |
Ranked by how many of JLS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JLS.
Connected entities for JLS
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/JLS/capital-change-brief"
Use Arkolith's capital_change_brief for JLS. 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 JLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.