152 tracked 13F filers disclose a position in JSI as of the latest SEC 13F filings, a combined $1.2B 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 | 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 | Grant Street Asset Management, Inc. | $45.1M | 882K | ▲+1.3% Added · +11K sh | Q2 2026 | |
| 6 | Clearwater Capital Advisors, LLC | $44.4M | 868K | ▲+13% Added · +97K sh | Q2 2026 | |
| 7 | Focus Partners Wealth | $41.4M | 803K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $38.8M | 753K | ▼−2.9% Reduced · −23K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $37.7M | 736K | ▲+3.9% Added · +28K sh | Q2 2026 | |
| 10 | ATWOOD & PALMER INC | $36.7M | 716K | ▲+2.4% Added · +17K sh | Q2 2026 | |
| 11 | Sanctuary Advisors, LLC | $30.6M | 597K | ▲+3.5% Added · +20K sh | Q2 2026 | |
| 12 | Bank of New York Mellon Corp | $28.8M | 559K | ▲+11% Added · +54K sh | Q1 2026 | |
| 13 | Financial Enhancement Group LLC | $27.0M | 527K | ▲+4.3% Added · +22K sh | Q2 2026 | |
| 14 | Advisory Resource Group | $25.2M | 491K | ▲+5.5% Added · +26K sh | Q2 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $22.7M | 442K | ▼−11% Reduced · −56K sh | Q1 2026 | |
| 16 | Guardian Financial Partners, LLC | $22.1M | 432K | ▲+7.3% Added · +29K sh | Q2 2026 | |
| 17 | AE Wealth Management LLC | $21.2M | 411K | ▲+28% Added · +91K sh | Q1 2026 | |
| 18 | Marshall Financial Group, LLC | $20.8M | 406K | ▲+3.1% Added · +12K sh | Q2 2026 | |
| 19 | NOTTINGHAM ADVISORS, INC. | $26.6M | 348K | ▼−30% Reduced · −148K sh | Q2 2026 | |
| 20 | MORGAN STANLEY | $16.0M | 310K | ▲+32% Added · +75K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $14.1M | 274K | ▲+14% Added · +34K sh | Q1 2026 | |
| 22 | Quaker Wealth Management, LLC | $13.7M | 268K | ▼−4.3% Reduced · −12K sh | Q2 2026 | |
| 23 | Addison Capital Co | $12.2M | 238K | ▲+5.1% Added · +12K sh | Q2 2026 | |
| 24 | Pine Valley Investments Ltd Liability Co | $12.0M | 234K | ▲+16% Added · +33K sh | Q2 2026 | |
| 25 | Apollon Wealth Management, LLC | $11.9M | 231K | ▲+43% Added · +70K 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, 5 funds opened a new position in JSI and 32 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 |
|---|---|---|
| NVIDIA CORPNVDA | 72 funds | $24.2B |
| APPLE INCAAPL | 72 funds | $15.0B |
| MICROSOFT CORPMSFT | 72 funds | $13.3B |
| ALPHABET INC-CL AGOOGL | 71 funds | $4.3B |
| AMAZON.COM INCAMZN | 70 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 70 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 68 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 67 funds | $9.6B |
| JOHNSON & JOHNSONJNJ | 67 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 67 funds | $2.6B |
| TESLA INCTSLA | 67 funds | $2.3B |
| BROADCOM INCAVGO | 66 funds | $8.7B |
Ranked by how many of JSI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JAAAmc | 829 funds | $17.5B |
| JMBSmc | 253 funds | $5.7B |
| VNLAmc | 215 funds | $2.4B |
| JBBBmc | 177 funds | $487.1M |
| JSIthis pageUIE | 152 funds | $1.2B |
| JSMDmc | 135 funds | $747.0M |
| JSMLmc | 74 funds | $230.5M |
| JIIIHENDERSON INCOME | 18 funds | $164.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JSI
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.
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.