The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query JRI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JRI"
Use Arkolith to show who owns JRI, which funds added or reduced it, and which SEC filings prove each claim.
| # | 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 | $1.7M | 140K | ▲+1.3% Added · +2K sh | Q1 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 | Chicago Partners Investment Group LLC | $1.2M | 93K | ▲+12% Added · +10K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $1.1M | 91K | ▼−36% Reduced · −52K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.1M | 87K | ▲+182% Added · +56K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $880K | 70K | ▲+37% Added · +19K sh | Q1 2026 | |
| 14 | FIRST TRUST ADVISORS LP | $851K | 69K | ▼−39% Reduced · −43K sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | $738K | 60K | ▲+170% Added · +38K sh | Q1 2026 | |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $689K | 56K | ▲New +56K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $618K | 50K | ▲+13% Added · +6K sh | Q1 2026 | |
| 18 | UBS Group AG | $577K | 47K | ▼−31% Reduced · −21K sh | Q1 2026 | |
| 19 | Patriot Financial Group Insurance Agency, LLC | $569K | 46K | ▲+102% Added · +23K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $544K | 44K | ▲+1.6% Added · +699 sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $525K | 43K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $497K | 40K | —Held | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $481K | 40K | ▲New +40K sh | Q1 2026 | |
| 24 | DAVENPORT & Co LLC | $468K | 38K | ▲+8.5% Added · +3K sh | Q1 2026 | |
| 25 | Mariner, LLC | $431K | 35K | ▼−8.3% Reduced · −3K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 16, 2026 | Jones Nathaniel T. | Vice President | Option exercise (X) | 750 | $9K |
| Mar 16, 2026 | Jones Nathaniel T. | Vice President | Option exercise (X) | 1K | $12K |
| Mar 13, 2026 | LAMB DAVID J | Chief Administrative Officer | Option exercise (X) | 2K | $24K |
| Mar 13, 2026 | LAMB DAVID J | Chief Administrative Officer | Option exercise (X) | 8K | $98K |
| Apr 4, 2024 | Jones Nathaniel T. | Vice President and Treasurer | Buy (P) | 1K | $12K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $12.7B |
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $9.0B |
| MICROSOFT CORPMSFT | 29 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 29 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $5.9B |
| BROADCOM INCAVGO | 29 funds | $5.2B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $4.5B |
| TESLA INCTSLA | 29 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 29 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 29 funds | $2.3B |
| CHEVRON CORPCVX | 29 funds | $1.9B |
| HOME DEPOT INCHD | 29 funds | $1.8B |
Ranked by how many of JRI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.