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/JQUA/capital-change-brief"
Use Arkolith's capital_change_brief for JQUA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | $700.1M | 11.4M | ▲+11% Added · +1.2M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $247.3M | 4.0M | ▼−14% Reduced · −648K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $125.9M | 2.1M | ▲+50% Added · +685K sh | Q1 2026 | |
| 4 | ST GERMAIN D J CO INC | $117.5M | 1.9M | ▲+0.8% Added · +15K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $113.7M | 1.9M | ▼−37% Reduced · −1.1M sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $100.4M | 1.6M | ▲+4.9% Added · +76K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $96.3M | 1.6M | ▼−17% Reduced · −326K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $85.0M | 1.4M | ▼−6.7% Reduced · −100K sh | Q1 2026 | |
| 9 | Savvy Advisors, Inc. | $81.2M | 1.3M | ▼−2.5% Reduced · −35K sh | Q1 2026 | |
| 10 | Facet Wealth, Inc. | $77.7M | 1.3M | ▲+49% Added · +419K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.4M | 1.3M | ▼−8.2% Reduced · −112K sh | Q1 2026 | |
| 12 | Quadcap Wealth Management, LLC | $76.4M | 1.2M | ▲+2.9% Added · +35K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $63.3M | 1.0M | ▲+42% Added · +304K sh | Q1 2026 | |
| 14 | LVZ, Inc. | $73.4M | 1.0M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 15 | MIDLAND WEALTH ADVISORS, LLC | $60.5M | 987K | ▼−31% Reduced · −443K sh | Q1 2026 | |
| 16 | RVW Wealth, LLC | $68.9M | 953K | ▲+3.8% Added · +35K sh | Q2 2026 | |
| 17 | Avidian Wealth Enterprises, LLC | $58.3M | 950K | ▲+28% Added · +208K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $53.7M | 876K | ▼−23% Reduced · −263K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $53.4M | 871K | ▼−14% Reduced · −141K sh | Q1 2026 | |
| 20 | UMB Bank, n.a. | $53.1M | 866K | ▲+15% Added · +115K sh | Q1 2026 | |
| 21 | Federation des caisses Desjardins du Quebec | $48.2M | 785K | ▼~0% Reduced · −226 sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $45.6M | 743K | ▼−35% Reduced · −396K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $44.0M | 718K | ▼−4.2% Reduced · −31K sh | Q1 2026 | |
| 24 | Vertex Planning Partners, LLC | $38.1M | 621K | ▲+3.0% Added · +18K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $35.4M | 560K | ▲+8.6% Added · +45K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 115 funds | $23.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 115 funds | $21.4B |
| MICROSOFT CORPMSFT | 115 funds | $19.1B |
| BROADCOM INCAVGO | 115 funds | $9.2B |
| JPMORGAN CHASE & COJPM | 115 funds | $8.9B |
| ALPHABET INC-CL CGOOG | 115 funds | $8.3B |
| META PLATFORMS INC-CLASS AMETA | 115 funds | $7.8B |
| WALMART INCWMT | 115 funds | $5.1B |
| ELI LILLY & COLLY | 115 funds | $5.0B |
| VISA INC-CLASS A SHARESV | 115 funds | $4.6B |
| COSTCO WHOLESALE CORPCOST | 115 funds | $4.5B |
| TESLA INCTSLA | 115 funds | $4.1B |
Ranked by how many of JQUA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JQUA. 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.