69 tracked 13F filers disclose a position in JRS as of the latest SEC 13F filings, a combined $50.3M 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 | $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 | $3.4M | 409K | ▲+2.6% Added · +10K sh | Q2 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 | Closed-End Fund Advisors, Inc. | $983K | 117K | ▲+6.8% Added · +7K sh | Q2 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $803K | 108K | ▼−16% Reduced · −21K sh | Q1 2026 | |
| 14 | Advisory Services Network, LLC | $735K | 98K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $708K | 95K | ▲+13% Added · +11K sh | Q1 2026 | |
| 16 | Mutual Advisors, LLC | $672K | 90K | ▼−0.6% Reduced · −585 sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $502K | 67K | ▲+50% Added · +22K sh | Q1 2026 | |
| 18 | Everstar Asset Management, LLC | $567K | 67K | —Held | Q2 2026 | |
| 19 | NWF Advisory Services Inc. | $503K | 60K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $425K | 57K | ▼−6.1% Reduced · −4K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $422K | 57K | ▼−18% Reduced · −13K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $340K | 46K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $332K | 45K | —Held | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $330K | 44K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 25 | Stratos Wealth Partners, LTD. | $305K | 41K | ▲New +41K 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 JRS and 10 added to an existing one, while 10 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 | 27 funds | $2.8B |
| NVIDIA CORPNVDA | 26 funds | $5.6B |
| APPLE INCAAPL | 26 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 26 funds | $1.0B |
| CHEVRON CORPCVX | 26 funds | $699.1M |
| AMAZON.COM INCAMZN | 25 funds | $3.2B |
| BROADCOM INCAVGO | 25 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 25 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 25 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 25 funds | $1.5B |
| TESLA INCTSLA | 25 funds | $1.3B |
Ranked by how many of JRS's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for JRS
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/JRS/capital-change-brief"
Use Arkolith's capital_change_brief for JRS. 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 JRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.