70 tracked 13F filers disclose a position in JRI as of the latest SEC 13F filings, a combined $59.3M 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 | MORGAN STANLEY | $19.9M | 1.6M | ▲+30% Added · +372K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $4.7M | 381K | ▲+44% Added · +117K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $3.0M | 244K | ▲+9.1% Added · +20K sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $3.0M | 241K | ▲+10% Added · +22K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.6M | 211K | ▲+20% Added · +35K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $2.0M | 153K | ▲+9.4% Added · +13K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $1.7M | 138K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 8 | HARBOUR INVESTMENTS, INC. | $1.7M | 138K | ▲+90% Added · +65K sh | Q1 2026 | |
| 9 | Almitas Capital LLC | $1.4M | 110K | ▲New +110K sh | Q1 2026 | |
| 10 | Sterneck Capital Management, LLC | $1.3M | 97K | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 11 | Chicago Partners Investment Group LLC | $1.2M | 95K | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $1.1M | 91K | ▼−36% Reduced · −52K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $1.1M | 87K | ▲+182% Added · +56K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $880K | 70K | ▲+37% Added · +19K sh | Q1 2026 | |
| 15 | FIRST TRUST ADVISORS LP | $851K | 69K | ▼−39% Reduced · −43K sh | Q1 2026 | |
| 16 | Closed-End Fund Advisors, Inc. | $801K | 62K | ▲+6.9% Added · +4K sh | Q2 2026 | |
| 17 | Quarry LP | $753K | 61K | ▲New +61K sh | Q1 2026 | |
| 18 | Advisory Services Network, LLC | $738K | 60K | ▲+170% Added · +38K sh | Q1 2026 | |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | $689K | 56K | ▲New +56K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $618K | 50K | ▲+13% Added · +6K sh | Q1 2026 | |
| 21 | UBS Group AG | $577K | 47K | ▼−31% Reduced · −21K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $544K | 44K | ▲+1.6% Added · +699 sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | $525K | 43K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $481K | 40K | ▲New +40K sh | Q1 2026 | |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $511K | 39K | ▼−2.5% Reduced · −1K 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, 7 funds opened a new position in JRI and 14 added to an existing one, while 3 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 | 31 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $1.5B |
| APPLE INCAAPL | 30 funds | $5.0B |
| AMAZON.COM INCAMZN | 30 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 30 funds | $2.4B |
| GENERAL ELECTRICGE | 30 funds | $739.7M |
| ELI LILLY & COLLY | 30 funds | $691.7M |
| CHEVRON CORPCVX | 30 funds | $668.5M |
| NETFLIX INCNFLX | 30 funds | $476.0M |
| CISCO SYSTEMS INCCSCO | 30 funds | $446.2M |
| BOEING CO/THEBA | 30 funds | $427.8M |
Ranked by how many of JRI's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for JRI
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/JRI/capital-change-brief"
Use Arkolith's capital_change_brief for JRI. 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 JRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.