Among active 13F managers last quarter, 4 opened and 14 added, while 6 reduced; the largest holder to move was Guggenheim Capital LLC (+10%).
72 tracked 13F filers disclose a position in JRI as of the latest SEC 13F filings, a combined $59.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.6M | $19.9M | ▲+30% Added · +372K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 381K | $4.7M | ▲+44% Added · +117K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 244K | $3.0M | ▲+9.1% Added · +20K sh | Q1 2026 | |
| 4 | Guggenheim Capital LLC | 241K | $3.0M | ▲+10% Added · +22K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 211K | $2.6M | ▲+20% Added · +35K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | 153K | $2.0M | ▲+9.4% Added · +13K sh | Q2 2026 | |
| 7 | Royal Bank Of Canada | 138K | $1.7M | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 8 | Harbour Investments, Inc. | 138K | $1.7M | ▲+90% Added · +65K sh | Q1 2026 | |
| 9 | Yakira Capital Management, Inc. | 112K | $1.5M | ▼−63% Reduced · −189K sh | Q2 2026 | |
| 10 | Sterneck Capital Management, LLC | 97K | $1.3M | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 11 | Chicago Partners Investment Group LLC | 95K | $1.2M | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 91K | $1.1M | ▼−36% Reduced · −52K sh | Q1 2026 | |
| 13 | Bank Of America Corp | 87K | $1.1M | ▲+182% Added · +56K sh | Q1 2026 | |
| 14 | Ameriprise Financial Inc | 70K | $880K | ▲+37% Added · +19K sh | Q1 2026 | |
| 15 | First Trust Advisors LP | 69K | $851K | ▼−39% Reduced · −43K sh | Q1 2026 | |
| 16 | Closed-End Fund Advisors, Inc. | 62K | $801K | ▲+6.9% Added · +4K sh | Q2 2026 | |
| 17 | Advisory Services Network, LLC | 60K | $738K | ▲+170% Added · +38K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | 57K | $735K | ▲+108% Added · +29K sh | Q2 2026 | |
| 19 | Balyasny Asset Management L.P. | 56K | $689K | ▲New +56K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 50K | $652K | —Held | Q2 2026 | |
| 21 | Quarry LP | 49K | $639K | ▼−19% Reduced · −12K sh | Q2 2026 | |
| 22 | UBS Group AG | 47K | $577K | ▼−31% Reduced · −21K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | 44K | $544K | ▲+1.6% Added · +699 sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | 43K | $525K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 25 | JPMorgan Chase & Co | 40K | $481K | ▲New +40K 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.
Last quarter, 4 funds opened a new position in JRI and 14 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 33 funds | $3.3B |
| Eli Lilly & CoLLY | 33 funds | $1.7B |
| Cisco Systems IncCSCO | 33 funds | $740.7M |
| Apple IncAAPL | 32 funds | $6.3B |
| Amazon.com IncAMZN | 32 funds | $5.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 32 funds | $2.1B |
| Meta Platforms Inc-Class AMETA | 32 funds | $2.1B |
| JPMorgan Chase & CoJPM | 32 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 32 funds | $1.5B |
| Walmart IncWMT | 32 funds | $1.4B |
| Netflix IncNFLX | 32 funds | $975.5M |
| Chevron CorpCVX | 32 funds | $971.1M |
Ranked by how many of JRI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JRI.
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.