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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | $55.3M | 5.1M | ▼−7.6% Reduced · −420K sh | Q1 2026 | |
| 2 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $40.5M | 3.7M | ▲+6.9% Added · +241K sh | Q1 2026 | |
| 3 | 1607 Capital Partners, LLC | $39.1M | 3.6M | ▼−10% Reduced · −406K sh | Q1 2026 | |
| 4 | LAZARD ASSET MANAGEMENT LLC | $38.2M | 3.5M | ▲+0.8% Added · +30K sh | Q1 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 | $4.4M | 403K | ▼−7.6% Reduced · −33K sh | Q1 2026 | |
| 9 | Verition Fund Management LLC | $2.8M | 255K | ▲New +255K sh | Q1 2026 | |
| 10 | Mraz, Amerine & Associates, Inc. | $2.4M | 202K | ▲+3.5% Added · +7K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $1.3M | 119K | ▲+106% Added · +61K sh | Q1 2026 | |
| 12 | Focus Partners Wealth | $1.2M | 111K | ▼−9.0% Reduced · −11K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.2M | 106K | ▼−0.7% Reduced · −751 sh | Q1 2026 | |
| 14 | CIBC WORLD MARKET INC. | $1.0M | 94K | ▲+17% Added · +14K sh | Q1 2026 | |
| 15 | Shaker Financial Services, LLC | $1.1M | 93K | ▲+3.3% Added · +3K sh | Q2 2026 | |
| 16 | Baird Financial Group, Inc. | $691K | 63K | ▼−0.8% Reduced · −505 sh | Q1 2026 | |
| 17 | EVOLVE PRIVATE WEALTH, LLC | $629K | 58K | ▼−0.3% Reduced · −146 sh | Q1 2026 | |
| 18 | Barry Investment Advisors, LLC | $677K | 58K | ▼−50% Reduced · −58K sh | Q2 2026 | |
| 19 | Corient Private Wealth LLC | $455K | 42K | ▲New +42K sh | Q1 2026 | |
| 20 | Quantinno Capital Management LP | $385K | 35K | ▲New +35K sh | Q1 2026 | |
| 21 | Dynamic Advisor Solutions LLC | $405K | 34K | —Held | Q2 2026 | |
| 22 | CSS LLC/IL | $276K | 25K | ▲New +25K sh | Q1 2026 | |
| 23 | SAX WEALTH ADVISORS, LLC | $233K | 21K | ▼−21% Reduced · −6K sh | Q2 2026 | |
| 24 | Successful Portfolios LLC | $176K | 15K | —Held | Q2 2026 | |
| 25 | Mills Wealth Advisors LLC | $151K | 13K | ▼−48% Reduced · −12K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 11 funds | $2.0B |
| VANGUARD S&P 500 ETFVOO | 11 funds | $902.4M |
| ORACLE CORPORCL | 11 funds | $138.9M |
| WALT DISNEY CO/THEDIS | 11 funds | $62.0M |
| APPLE INCAAPL | 10 funds | $2.1B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $1.7B |
| AMAZON.COM INCAMZN | 10 funds | $1.5B |
| BROADCOM INCAVGO | 10 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $705.9M |
| AMERICAN ELECTRIC POWERAEP | 10 funds | $663.0M |
Ranked by how many of JOF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.