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 JRS 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/JRS"
Use Arkolith to show who owns JRS, 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 | $12.5M | 1.7M | ▲+4.0% Added · +64K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | $4.9M | 658K | ▼−1.1% Reduced · −7K sh | Q1 2026 | |
| 3 | Baird Financial Group, Inc. | $4.7M | 625K | ▲+8.1% Added · +47K sh | Q1 2026 | |
| 4 | Kanen Wealth Management LLC | $3.9M | 528K | ▲+9.8% Added · +47K sh | Q1 2026 | |
| 5 | Pathstone Holdings, LLC | $3.1M | 418K | ▲+13% Added · +49K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $3.0M | 399K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $1.6M | 217K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $1.6M | 208K | ▲+12% Added · +22K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $1.3M | 180K | ▲+18% Added · +28K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $1.1M | 153K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 11 | UBS Group AG | $902K | 121K | ▼−0.5% Reduced · −666 sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $803K | 108K | ▼−16% Reduced · −21K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | $735K | 98K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $708K | 95K | ▲+13% Added · +11K sh | Q1 2026 | |
| 15 | Mutual Advisors, LLC | $672K | 90K | ▼−0.6% Reduced · −585 sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $502K | 67K | ▲+50% Added · +22K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $425K | 57K | ▼−6.1% Reduced · −4K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $422K | 57K | ▼−18% Reduced · −13K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $340K | 46K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $332K | 45K | —Held | Q1 2026 | |
| 21 | Merit Financial Group, LLC | $330K | 44K | ▲+35% Added · +11K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $330K | 44K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 23 | Stratos Wealth Partners, LTD. | $305K | 41K | ▲New +41K sh | Q1 2026 | |
| 24 | OPPENHEIMER & CO INC | $258K | 35K | ▼−5.1% Reduced · −2K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $252K | 34K | ▲+16% Added · +5K 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 5, 2026 | Siffermann William A | Vice President | Buy (P) | 100 | $811 |
| Jun 3, 2025 | MOSCHNER ALBIN F | Insider | Sell (S) | 1K | $8K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 23 funds | $9.4B |
| MICROSOFT CORPMSFT | 23 funds | $7.8B |
| NVIDIA CORPNVDA | 22 funds | $9.7B |
| AMAZON.COM INCAMZN | 22 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 22 funds | $5.3B |
| BROADCOM INCAVGO | 22 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $3.6B |
| MICRON TECHNOLOGY INCMU | 22 funds | $2.1B |
| JOHNSON & JOHNSONJNJ | 22 funds | $2.1B |
| TESLA INCTSLA | 22 funds | $2.0B |
| HOME DEPOT INCHD | 22 funds | $1.6B |
| CHEVRON CORPCVX | 22 funds | $1.6B |
Ranked by how many of JRS'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 JRS. 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.