Among active 13F managers last quarter, 9 opened and 25 added, while 12 reduced; the largest holder to move was Southern Financial Group, LLC (+0.1%).
134 tracked 13F filers disclose a position in JSMD as of the latest SEC 13F filings, a combined $745.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.1M | $83.7M | ▲+36% Added · +278K sh | Q1 2026 | |
| 2 | Morgan Stanley | 670K | $53.2M | ▲+7.0% Added · +44K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 641K | $50.9M | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 4 | Private Advisor Group, LLC | 538K | $54.5M | ▲+553% Added · +456K sh | Q2 2026 | |
| 5 | Royal Bank Of Canada | 448K | $35.5M | ▲+33% Added · +111K sh | Q1 2026 | |
| 6 | Southern Financial Group, LLC | 440K | $44.5M | ▲+0.1% Added · +691 sh | Q2 2026 | |
| 7 | Mars Jewett Financial Group, Inc. | 381K | $30.2M | ▲+0.2% Added · +872 sh | Q1 2026 | |
| 8 | Leelyn Smith, LLC | 371K | $37.6M | ▲+0.1% Added · +522 sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 339K | $26.9M | ▲+23% Added · +63K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 279K | $22.1M | ▲+16% Added · +39K sh | Q1 2026 | |
| 11 | Rise Advisors, LLC | 257K | $26.0M | ▲+34% Added · +65K sh | Q2 2026 | |
| 12 | Resonant Capital Advisors, LLC | 256K | $26.0M | ▲+1.3% Added · +3K sh | Q2 2026 | |
| 13 | Ameriprise Financial Inc | 247K | $19.6M | ▲+251% Added · +177K sh | Q1 2026 | |
| 14 | &Partners | 214K | $21.7M | ▼−4.9% Reduced · −11K sh | Q2 2026 | |
| 15 | NewEdge Advisors, LLC | 163K | $16.5M | ▲+254% Added · +117K sh | Q2 2026 | |
| 16 | Stratos Wealth Partners, LTD. | 151K | $15.3M | ▲14× Added · +140K sh | Q2 2026 | |
| 17 | D.A. Davidson & Co. | 118K | $12.0M | ▲+44% Added · +36K sh | Q2 2026 | |
| 18 | UBS Group AG | 99K | $7.8M | ▲+52% Added · +34K sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 96K | $7.7M | ▲+52% Added · +33K sh | Q1 2026 | |
| 20 | Osaic Holdings, Inc. | 95K | $7.5M | ▼−5.3% Reduced · −5K sh | Q1 2026 | |
| 21 | Clark Capital Management Group, Inc. | 75K | $7.6M | ▼−21% Reduced · −20K sh | Q2 2026 | |
| 22 | Z3 Capital Partners, LLC | 74K | $7.5M | ▲+0.4% Added · +295 sh | Q2 2026 | |
| 23 | Mariner, LLC | 70K | $5.6M | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 24 | Kintra Wealth, LLC | 67K | $5.3M | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 25 | Three Magnolias Financial Advisors, LLC | 66K | $6.7M | ▲+9.8% Added · +6K sh | Q2 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, 9 funds opened a new position in JSMD and 25 added to an existing one, while 12 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 61 funds | $8.9B |
| Nvidia CorpNVDA | 60 funds | $9.8B |
| Amazon.com IncAMZN | 60 funds | $5.6B |
| Microsoft CorpMSFT | 60 funds | $5.5B |
| Alphabet Inc-CL AGOOGL | 59 funds | $4.1B |
| Johnson & JohnsonJNJ | 59 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 58 funds | $3.2B |
| JPMorgan Chase & CoJPM | 58 funds | $2.6B |
| Broadcom IncAVGO | 57 funds | $4.2B |
| Meta Platforms Inc-Class AMETA | 57 funds | $2.7B |
| Tesla IncTSLA | 57 funds | $1.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 56 funds | $2.8B |
Ranked by how many of JSMD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JSMD.
| Class | 13F holders | Value held |
|---|---|---|
| JAAAmc | 830 funds | $17.5B |
| JMBSmc | 253 funds | $5.8B |
| VNLAmc | 217 funds | $2.4B |
| JBBBmc | 179 funds | $448.1M |
| JSIUIE | 151 funds | $1.2B |
| JSMDthis pagemc | 136 funds | $746.3M |
| JSMLmc | 75 funds | $230.7M |
| 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 JSMD
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 + the live filing stream, joined for JSMD. Filings are public domain, sourced to SEC EDGAR.