JOET

Virtus Terranova US Qual Mom$46.71 1.82%
UnclassifiedUSCUSIP 92790A504· EOD Aug 4, 2026◍ Confluence graph
Tracked 13F Holders
47
-32 QoQ
13F Value (tracked)
$110.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)11 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$46.71 1.82%5Y +51.9%
$22.93$29.31$35.70$42.08$48.4720212022202320242025202623342433342432322323436263894962
Hover for who · click for detailEnd-of-day closing prices52w $38.95 – $46.71

Who owns JOET?

47 tracked 13F filers

47 tracked 13F filers disclose a position in JOET as of the latest SEC 13F filings, a combined $110.0M 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.

#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
5Main Street Financial Solutions, LLC
$4.7M
117K
+9.4%
Added · +10K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$4.4M
111K
−6.2%
Reduced · −7K sh
Q1 2026
7Cassady Wealth & Retirement Planning, LLC
$4.5M
97K
+13%
Added · +11K sh
Q2 2026
8NewEdge Advisors, LLC
$3.6M
91K
−4.2%
Reduced · −4K sh
Q1 2026
9OSAIC HOLDINGS, INC.
$2.2M
55K
−0.3%
Reduced · −193 sh
Q1 2026
10Apeiron RIA LLC
$2.5M
53K
−8.8%
Reduced · −5K sh
Q2 2026
11SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.0M
50K
+58%
Added · +18K sh
Q1 2026
12Total Clarity Wealth Management, Inc.
$2.0M
42K
−7.2%
Reduced · −3K sh
Q2 2026
13Wealth Management Partners, LLC
$1.9M
40K
−25%
Reduced · −13K sh
Q2 2026
14Institute for Wealth Management, LLC.
$1.7M
36K
−1.2%
Reduced · −450 sh
Q2 2026
15Bleakley Financial Group, LLC
$1.3M
28K
+2.0%
Added · +569 sh
Q2 2026
16TWO SIGMA INVESTMENTS, LP
$1.0M
25K
New
+25K sh
Q1 2026
17Orion Porfolio Solutions, LLC
$988K
25K
−4.1%
Reduced · −1K sh
Q1 2026
18CITADEL ADVISORS LLC
$984K
25K
+138%
Added · +14K sh
Q1 2026
19ROYAL BANK OF CANADA
$853K
21K
−41%
Reduced · −15K sh
Q1 2026
20Savvy Advisors, Inc.
$801K
20K
New
+20K sh
Q1 2026
21HARBOUR INVESTMENTS, INC.
$765K
19K
+57%
Added · +7K sh
Q1 2026
22Rockefeller Capital Management L.P.
$674K
17K
18×
Added · +16K sh
Q1 2026
23RITHOLTZ WEALTH MANAGEMENT
$490K
12K
Held
Q1 2026
24JANE STREET GROUP, LLC
$474K
12K
+25%
Added · +2K sh
Q1 2026
25Creative Planning
$471K
12K
−2.4%
Reduced · −295 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.

Is JOET being bought or sold by institutions?

Last quarter, 6 funds opened a new position in JOET and 5 added to an existing one, while 2 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).

Opened (NEW)
6
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Funds that own JOET also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA16 funds$12.1B
APPLE INCAAPL16 funds$8.8B
AMAZON.COM INCAMZN16 funds$6.1B
MICROSOFT CORPMSFT16 funds$5.9B
ALPHABET INC-CL AGOOGL16 funds$4.9B
BROADCOM INCAVGO16 funds$3.8B
TESLA INCTSLA16 funds$3.1B
JPMORGAN CHASE & COJPM16 funds$2.8B
SS SPDR S&P 500 ETF TRUST-USSPY16 funds$1.2B
VISA INC-CLASS A SHARESV16 funds$1.2B
WALMART INCWMT16 funds$1.0B
O'REILLY AUTOMOTIVE INCORLY16 funds$898.7M

Ranked by how many of JOET's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

13 funds-12 since Q3 2024
02345Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $13.8M

Share classes

Class13F holdersValue held
SEIXmc52 funds$77.1M
JOETthis pageVIRTUS US QLTY47 funds$110.0M
KMIDKAR MID-CAP ETF12 funds$36.2M
VABSNEWFLEET ABS MBS10 funds$7.2M
PCLOSEIX AAA PRIVAAT9 funds$3.5M
VSHYVIRTUS NEWFLEET9 funds$2.0M
VEMYSTONE HARBOR EMG7 funds$10.1M
92790A876ALPHASIMPLEX MNG6 funds$20.5M

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

Recent filings

0 shown

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

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JOET/capital-change-brief"
Ask your agent
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 + 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.