| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $83.7M | 1.1M | ▲+36% Added · +278K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $53.2M | 670K | ▲+7.0% Added · +44K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $50.9M | 641K | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $35.5M | 448K | ▲+33% Added · +111K sh | Q1 2026 | |
| 5 | Southern Financial Group, LLC | $34.9M | 439K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 6 | MARS JEWETT FINANCIAL GROUP, INC. | $30.2M | 381K | ▲+0.2% Added · +872 sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $26.9M | 339K | ▲+23% Added · +63K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $22.1M | 279K | ▲+16% Added · +39K sh | Q1 2026 | |
| 9 | Rise Advisors, LLC | $26.0M | 257K | ▲+34% Added · +65K sh | Q2 2026 | |
| 10 | Resonant Capital Advisors, LLC | $20.1M | 253K | ▲+4.8% Added · +12K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $19.6M | 247K | ▲+251% Added · +177K sh | Q1 2026 | |
| 12 | &PARTNERS | $18.0M | 225K | ▲+33% Added · +55K sh | Q1 2026 | |
| 13 | UBS Group AG | $7.8M | 99K | ▲+52% Added · +34K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 96K | ▲+52% Added · +33K sh | Q1 2026 | |
| 15 | Clark Capital Management Group, Inc. | $7.6M | 96K | ▲+0.8% Added · +763 sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $7.5M | 95K | ▼−5.3% Reduced · −5K sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $6.5M | 82K | ▲+7.1% Added · +5K sh | Q1 2026 | |
| 18 | D.A. DAVIDSON & CO. | $6.5M | 82K | ▲+104% Added · +42K sh | Q1 2026 | |
| 19 | Mariner, LLC | $5.6M | 70K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 20 | KINTRA WEALTH, LLC | $5.3M | 67K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $3.8M | 48K | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $3.6M | 46K | ▲+886% Added · +41K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $3.2M | 41K | ▲+314% Added · +31K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $2.9M | 37K | ▼−81% Reduced · −159K sh | Q1 2026 | |
| 25 | OPPENHEIMER & CO INC | $2.8M | 35K | ▲New +35K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 41 funds | $14.4B |
| MICROSOFT CORPMSFT | 41 funds | $11.0B |
| ALPHABET INC-CL AGOOGL | 41 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $6.4B |
| BROADCOM INCAVGO | 41 funds | $6.1B |
| JPMORGAN CHASE & COJPM | 41 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 41 funds | $4.2B |
| VANGUARD VALUE ETFVTV | 41 funds | $4.0B |
| EXXON MOBIL CORPXOM | 41 funds | $3.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 41 funds | $3.2B |
| ELI LILLY & COLLY | 41 funds | $3.1B |
Ranked by how many of JSMD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/JSMD/capital-change-brief"
Use Arkolith's capital_change_brief for JSMD. 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 JSMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.