439 tracked 13F filers disclose a position in JQUA as of the latest SEC 13F filings, a combined $5.1B 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 | Savant Capital, LLC | $906.7M | 12.5M | ▲+9.9% Added · +1.1M sh | Q2 2026 | |
| 2 | LPL Financial LLC | $247.3M | 4.0M | ▼−14% Reduced · −648K sh | Q1 2026 | |
| 3 | Sage Mountain Advisors LLC | $210.4M | 2.9M | ▼−1.9% Reduced · −56K sh | Q2 2026 | |
| 4 | Focus Partners Wealth | $125.9M | 2.1M | ▲+50% Added · +685K sh | Q1 2026 | |
| 5 | ST GERMAIN D J CO INC | $138.7M | 1.9M | ▲+0.1% Added · +3K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $113.7M | 1.9M | ▼−37% Reduced · −1.1M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $100.4M | 1.6M | ▲+4.9% Added · +76K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $96.3M | 1.6M | ▼−17% Reduced · −326K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $85.0M | 1.4M | ▼−6.7% Reduced · −100K sh | Q1 2026 | |
| 10 | Savvy Advisors, Inc. | $81.2M | 1.3M | ▼−2.5% Reduced · −35K sh | Q1 2026 | |
| 11 | Facet Wealth, Inc. | $91.7M | 1.3M | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.4M | 1.3M | ▼−8.2% Reduced · −112K sh | Q1 2026 | |
| 13 | Quadcap Wealth Management, LLC | $91.1M | 1.3M | ▲+1.2% Added · +15K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $63.3M | 1.0M | ▲+42% Added · +304K sh | Q1 2026 | |
| 15 | EP Wealth Advisors, LLC | $74.1M | 1.0M | ▲+358% Added · +801K sh | Q2 2026 | |
| 16 | LVZ, Inc. | $73.4M | 1.0M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 17 | Hughes Financial Services, LLC | $73.1M | 1.0M | ▲+6.0% Added · +58K sh | Q2 2026 | |
| 18 | Avidian Wealth Enterprises, LLC | $70.9M | 981K | ▲+3.2% Added · +30K sh | Q2 2026 | |
| 19 | MIDLAND WEALTH ADVISORS, LLC | $70.4M | 974K | ▼−1.4% Reduced · −14K sh | Q2 2026 | |
| 20 | RVW Wealth, LLC | $68.9M | 953K | ▲+3.8% Added · +35K sh | Q2 2026 | |
| 21 | UMB Bank, n.a. | $65.2M | 902K | ▲+4.2% Added · +36K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $53.7M | 876K | ▼−23% Reduced · −263K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $53.4M | 871K | ▼−14% Reduced · −141K sh | Q1 2026 | |
| 24 | Federation des caisses Desjardins du Quebec | $48.2M | 785K | ▼~0% Reduced · −226 sh | Q1 2026 | |
| 25 | TFC Financial Management, Inc. | $55.2M | 764K | ▲+2.5% Added · +19K 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.
Last quarter, 0 funds opened a new position in JQUA and 26 added to an existing one, while 15 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 |
|---|---|---|
| APPLE INCAAPL | 227 funds | $42.3B |
| NVIDIA CORPNVDA | 224 funds | $44.6B |
| MICROSOFT CORPMSFT | 224 funds | $30.8B |
| ALPHABET INC-CL AGOOGL | 221 funds | $23.1B |
| AMAZON.COM INCAMZN | 221 funds | $21.0B |
| JPMORGAN CHASE & COJPM | 219 funds | $10.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 215 funds | $14.2B |
| ALPHABET INC-CL CGOOG | 215 funds | $11.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 212 funds | $5.9B |
| BROADCOM INCAVGO | 210 funds | $14.3B |
| META PLATFORMS INC-CLASS AMETA | 209 funds | $11.1B |
| ELI LILLY & COLLY | 205 funds | $9.4B |
Ranked by how many of JQUA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPImc | 1286 funds | $18.1B |
| JPSTmc | 1102 funds | $23.7B |
| JMSTmc | 516 funds | $3.4B |
| JMUBmc | 469 funds | $5.0B |
| JCPBmc | 465 funds | $9.2B |
| JQUAthis pagemc | 439 funds | $5.1B |
| JPIEmc | 438 funds | $5.2B |
| JIREmc | 313 funds | $9.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JQUA
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.
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.