Among active 13F managers last quarter, 7 opened and 4 added, while 5 reduced; the largest holder to move was Main Street Financial Solutions, LLC (−6.2%). No recent Form 4 insider filings for JOET.
Funds lean in and no leg opposes.
52 tracked 13F filers disclose a position in JOET as of the latest SEC 13F filings, a combined $112.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 682K | $27.3M | ▼−4.9% Reduced · −35K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 458K | $18.3M | ▼−9.0% Reduced · −45K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 425K | $17.0M | ▲+14% Added · +51K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 162K | $6.5M | ▲+8.1% Added · +12K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 111K | $4.4M | ▼−6.2% Reduced · −7K sh | Q1 2026 | |
| 6 | Main Street Financial Solutions, LLC | 110K | $5.1M | ▼−6.2% Reduced · −7K sh | Q2 2026 | |
| 7 | Cassady Wealth & Retirement Planning, LLC | 97K | $4.5M | ▲+13% Added · +11K sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | 92K | $4.3M | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 55K | $2.2M | ▼−0.3% Reduced · −193 sh | Q1 2026 | |
| 10 | Apeiron RIA LLC | 53K | $2.5M | ▼−8.8% Reduced · −5K sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 50K | $2.0M | ▲+58% Added · +18K sh | Q1 2026 | |
| 12 | Total Clarity Wealth Management, Inc. | 42K | $2.0M | ▼−7.2% Reduced · −3K sh | Q2 2026 | |
| 13 | Wealth Management Partners, LLC | 40K | $1.9M | ▼−25% Reduced · −13K sh | Q2 2026 | |
| 14 | Institute for Wealth Management, LLC. | 36K | $1.7M | ▼−1.2% Reduced · −450 sh | Q2 2026 | |
| 15 | Bleakley Financial Group, LLC | 28K | $1.3M | ▲+2.0% Added · +569 sh | Q2 2026 | |
| 16 | Two Sigma Investments, LP | 25K | $1.0M | ▲New +25K sh | Q1 2026 | |
| 17 | Palumbo Wealth Management LLC | 24K | $1.1M | ▼−12% Reduced · −3K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 21K | $853K | ▼−41% Reduced · −15K sh | Q1 2026 | |
| 19 | Savvy Advisors, Inc. | 20K | $801K | ▲New +20K sh | Q1 2026 | |
| 20 | Harbour Investments, Inc. | 19K | $765K | ▲+57% Added · +7K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | 17K | $674K | ▲18× Added · +16K sh | Q1 2026 | |
| 22 | Citadel Advisors LLC | 15K | $687K | ▼−40% Reduced · −10K sh | Q2 2026 | |
| 23 | O'rourke & Company, Inc | 12K | $577K | ▲+25% Added · +2K sh | Q2 2026 | |
| 24 | Ritholtz Wealth Management | 12K | $567K | —Held | Q2 2026 | |
| 25 | Jane Street Group, LLC | 12K | $474K | ▲+25% Added · +2K 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.
Last quarter, 7 funds opened a new position in JOET and 4 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
The cross-source read for JOET was unavailable for this render. The API and MCP tool answer it live.
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for JOET
This stock 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/JOET/capital-change-brief"
Use Arkolith's capital_change_brief for JOET. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for JOET. Filings are public domain, sourced to SEC EDGAR.