49 tracked 13F filers disclose a position in JOF as of the latest SEC 13F filings, a combined $212.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | $52.8M | 4.5M | ▼−12% Reduced · −593K sh | Q2 2026 | |
| 2 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $45.9M | 3.9M | ▲+4.7% Added · +175K sh | Q2 2026 | |
| 3 | LAZARD ASSET MANAGEMENT LLC | $38.2M | 3.5M | ▲+0.8% Added · +30K sh | Q1 2026 | |
| 4 | 1607 Capital Partners, LLC | $32.1M | 2.7M | ▼−24% Reduced · −860K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $5.8M | 536K | ▲+82% Added · +241K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $4.8M | 443K | ▼−22% Reduced · −126K sh | Q1 2026 | |
| 7 | Karpus Management, Inc. | $4.8M | 436K | ▼−23% Reduced · −130K sh | Q1 2026 | |
| 8 | Almitas Capital LLC | $4.6M | 386K | ▼−4.1% Reduced · −17K sh | Q2 2026 | |
| 9 | Pekin Hardy Strauss, Inc. | $3.3M | 282K | ▲+20% Added · +47K sh | Q2 2026 | |
| 10 | Mraz, Amerine & Associates, Inc. | $2.4M | 202K | ▲+3.5% Added · +7K sh | Q2 2026 | |
| 11 | Bulldog Investors, LLP | $2.2M | 188K | ▲+80% Added · +83K sh | Q2 2026 | |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 163K | ▲Added Added · +163K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $1.3M | 119K | ▲+106% Added · +61K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $1.2M | 111K | ▼−9.0% Reduced · −11K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.2M | 106K | ▼−0.7% Reduced · −751 sh | Q1 2026 | |
| 16 | Hara Capital LLC | $1.2M | 99K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 17 | CIBC WORLD MARKET INC. | $1.0M | 94K | ▲+17% Added · +14K sh | Q1 2026 | |
| 18 | Shaker Financial Services, LLC | $1.1M | 93K | ▲+3.3% Added · +3K sh | Q2 2026 | |
| 19 | Verition Fund Management LLC | $937K | 80K | ▼−69% Reduced · −176K sh | Q2 2026 | |
| 20 | Baird Financial Group, Inc. | $691K | 63K | ▼−0.8% Reduced · −505 sh | Q1 2026 | |
| 21 | BARD ASSOCIATES INC | $687K | 58K | ▲+49% Added · +19K sh | Q2 2026 | |
| 22 | Barry Investment Advisors, LLC | $677K | 58K | ▼−50% Reduced · −58K sh | Q2 2026 | |
| 23 | Corient Private Wealth LP | $455K | 42K | ▲New +42K sh | Q1 2026 | |
| 24 | Quantinno Capital Management LP | $385K | 35K | ▲New +35K sh | Q1 2026 | |
| 25 | Dynamic Advisor Solutions LLC | $405K | 34K | —Held | 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 JOF and 9 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 20 funds | $5.6B |
| NVIDIA CORPNVDA | 18 funds | $8.5B |
| APPLE INCAAPL | 18 funds | $8.1B |
| ALPHABET INC-CL AGOOGL | 18 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $2.2B |
| ELI LILLY & COLLY | 17 funds | $1.8B |
| MERCK & CO. INC.MRK | 17 funds | $786.5M |
| AMAZON.COM INCAMZN | 16 funds | $4.8B |
| BROADCOM INCAVGO | 16 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 16 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 16 funds | $1.8B |
Ranked by how many of JOF's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for JOF
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/JOF/capital-change-brief"
Use Arkolith's capital_change_brief for JOF. 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 JOF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.