JOET

Virtus Terranova US Qual Mom$44.27 2.42%
UnclassifiedUSCUSIP 92790A504· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
36
+2 QoQ
13F Value (tracked)
$95.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)8 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$44.27 2.42%5Y +56.7%
$23.08$28.91$34.73$40.56$46.392021202220232024202520262223324333424323222222333257384
Hover for who · click for detailEnd-of-day closing prices52w $38.95 – $45.37
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Ask your agent who owns JOET

This stock page is the Follow view. The Build view lets your agent query JOET owners, fund changes, insider filings, and source links through REST or MCP.

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  "https://arkolith.com/api/v1/stocks/JOET"
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Use Arkolith to show who owns JOET,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

36 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$27.3M
682K
−4.9%
Reduced · −35K sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$18.3M
458K
−9.0%
Reduced · −45K sh
Q1 2026
3LPL Financial LLC
$17.0M
425K
+14%
Added · +51K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$6.5M
162K
+8.1%
Added · +12K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$4.4M
111K
−6.2%
Reduced · −7K sh
Q1 2026
6Cassady Wealth & Retirement Planning, LLC
$3.6M
85K
+36%
Added · +23K sh
Q1 2026
7NewEdge Advisors, LLC
$3.6M
91K
−4.2%
Reduced · −4K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$2.2M
55K
−0.3%
Reduced · −193 sh
Q1 2026
9SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.0M
50K
+58%
Added · +18K sh
Q1 2026
10Bleakley Financial Group, LLC
$1.1M
28K
+7.2%
Added · +2K sh
Q1 2026
11TWO SIGMA INVESTMENTS, LP
$1.0M
25K
New
+25K sh
Q1 2026
12Orion Porfolio Solutions, LLC
$988K
25K
−4.1%
Reduced · −1K sh
Q1 2026
13CITADEL ADVISORS LLC
$984K
25K
+138%
Added · +14K sh
Q1 2026
14ROYAL BANK OF CANADA
$853K
21K
−41%
Reduced · −15K sh
Q1 2026
15Savvy Advisors, Inc.
$801K
20K
New
+20K sh
Q1 2026
16HARBOUR INVESTMENTS, INC.
$765K
19K
+57%
Added · +7K sh
Q1 2026
17Rockefeller Capital Management L.P.
$674K
17K
18×
Added · +16K sh
Q1 2026
18RITHOLTZ WEALTH MANAGEMENT
$490K
12K
Held
Q1 2026
19JANE STREET GROUP, LLC
$474K
12K
+25%
Added · +2K sh
Q1 2026
20Creative Planning
$471K
12K
−2.4%
Reduced · −295 sh
Q1 2026
21KESTRA PRIVATE WEALTH SERVICES, LLC
$394K
10K
+75%
Added · +4K sh
Q1 2026
22Cetera Investment Advisers
$390K
10K
−5.9%
Reduced · −611 sh
Q1 2026
23FIFTH THIRD BANCORP
$234K
6K
New
+6K sh
Q1 2026
24O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$210K
5K
Held
Q1 2026
25FMR LLC
$186K
5K
−10%
Reduced · −531 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.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
3
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

36 funds+23 since Q2 2022
01836Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $95.4M

Share classes

Class13F holdersValue held
SEIXmc37 funds$54.1M
JOETthis pageVIRTUS US QLTY36 funds$95.4M
KMIDKAR MID-CAP ETF9 funds$8.6M
VABSNEWFLEET ABS MBS9 funds$6.1M
PCLOSEIX AAA PRIVAAT8 funds$3.2M
VSHYVIRTUS NEWFLEET8 funds$1.5M
VEMYSTONE HARBOR EMG4 funds$5.2M
92790A702DUFF & PHELPS CL4 funds$1.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own JOET also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT16 funds$6.2B
AMAZON.COM INCAMZN16 funds$5.4B
ALPHABET INC-CL AGOOGL16 funds$4.5B
BROADCOM INCAVGO16 funds$3.7B
JPMORGAN CHASE & COJPM16 funds$3.4B
META PLATFORMS INC-CLASS AMETA16 funds$3.2B
TAIWAN SEMICONDUCTOR-SP ADRTSM16 funds$2.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B16 funds$2.1B
MICRON TECHNOLOGY INCMU16 funds$2.1B
COSTCO WHOLESALE CORPCOST16 funds$1.8B
TESLA INCTSLA16 funds$1.7B
ELI LILLY & COLLY16 funds$1.7B

Ranked by how many of JOET's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JOET. 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.