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/JSI/capital-change-brief"
Use Arkolith's capital_change_brief for JSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $131.2M | 2.5M | ▲+5.4% Added · +131K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $106.9M | 2.1M | ▲+89% Added · +973K sh | Q1 2026 | |
| 3 | TRAPHAGEN INVESTMENT ADVISORS LLC | $55.3M | 1.1M | ▲+6.9% Added · +70K sh | Q2 2026 | |
| 4 | UBS Group AG | $47.7M | 926K | ▲+35% Added · +241K sh | Q1 2026 | |
| 5 | Focus Partners Wealth | $41.4M | 803K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $38.8M | 753K | ▼−2.9% Reduced · −23K sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $37.7M | 736K | ▲+3.9% Added · +28K sh | Q2 2026 | |
| 8 | ATWOOD & PALMER INC | $36.7M | 716K | ▲+2.4% Added · +17K sh | Q2 2026 | |
| 9 | Sanctuary Advisors, LLC | $29.8M | 577K | ▲+13% Added · +66K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $28.8M | 559K | ▲+11% Added · +54K sh | Q1 2026 | |
| 11 | Financial Enhancement Group LLC | $27.0M | 527K | ▲+4.3% Added · +22K sh | Q2 2026 | |
| 12 | Advisory Resource Group | $25.2M | 491K | ▲+5.5% Added · +26K sh | Q2 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $22.7M | 442K | ▼−11% Reduced · −56K sh | Q1 2026 | |
| 14 | Guardian Financial Partners, LLC | $22.1M | 432K | ▲+7.3% Added · +29K sh | Q2 2026 | |
| 15 | AE Wealth Management LLC | $21.2M | 411K | ▲+28% Added · +91K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $20.9M | 405K | ▲+36% Added · +107K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $16.0M | 310K | ▲+32% Added · +75K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $14.1M | 274K | ▲+14% Added · +34K sh | Q1 2026 | |
| 19 | Kensington Asset Management, LLC | $13.6M | 264K | ▼−26% Reduced · −91K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $12.8M | 248K | ▲+51% Added · +84K sh | Q1 2026 | |
| 21 | Apollon Wealth Management, LLC | $11.9M | 231K | ▲+43% Added · +70K sh | Q1 2026 | |
| 22 | EPIQ PARTNERS, LLC | $11.8M | 230K | ▼−1.9% Reduced · −4K sh | Q2 2026 | |
| 23 | Corient Private Wealth LLC | $11.4M | 224K | ▲+231% Added · +156K sh | Q1 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $10.9M | 211K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $10.6M | 205K | ▲+1.4% Added · +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.
| Company | Co-held by | Combined value |
|---|---|---|
| JANUS HENDERSON AAA CLO ETFJAAA | 34 funds | $805.7M |
| ISHARES CORE S&P 500 ETFIVV | 33 funds | $12.6B |
| NVIDIA CORPNVDA | 33 funds | $9.9B |
| MICROSOFT CORPMSFT | 33 funds | $6.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 33 funds | $4.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 33 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 33 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 33 funds | $3.5B |
| BROADCOM INCAVGO | 33 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 33 funds | $3.1B |
Ranked by how many of JSI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JSI. 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.