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/JULW/capital-change-brief"
Use Arkolith's capital_change_brief for JULW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $49.4M | 1.3M | ▼−2.9% Reduced · −38K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | $31.7M | 817K | ▼−1.1% Reduced · −9K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $10.0M | 258K | ▼−25% Reduced · −87K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $9.8M | 253K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $8.9M | 228K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $7.3M | 189K | ▼−5.8% Reduced · −12K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $5.7M | 147K | ▲+15% Added · +20K sh | Q1 2026 | |
| 8 | ALLIANZ SE | $5.3M | 137K | ▲27× Added · +132K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.8M | 98K | ▼−4.3% Reduced · −4K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 74K | ▼−15% Reduced · −13K sh | Q1 2026 | |
| 11 | BIP Wealth, LLC | $2.6M | 66K | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 12 | GTS FINANCIAL, LLC | $2.1M | 60K | ▲New +60K sh | Q1 2026 | |
| 13 | Ausdal Financial Partners, Inc. | $1.7M | 45K | ▲New +45K sh | Q1 2026 | |
| 14 | RFG Advisory, LLC | $1.7M | 42K | ▼−42% Reduced · −29K sh | Q2 2026 | |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 35K | ▲New +35K sh | Q1 2026 | |
| 16 | Aegis Wealth Management, Inc. | $1.4M | 35K | ▼−0.6% Reduced · −213 sh | Q2 2026 | |
| 17 | IFP Advisors, Inc | $1.2M | 32K | ▲+9.9% Added · +3K sh | Q1 2026 | |
| 18 | OLD MISSION CAPITAL LLC | $1.2M | 30K | ▲+34% Added · +8K sh | Q1 2026 | |
| 19 | Focus Financial Network, Inc. | $1.1M | 27K | ▼−0.1% Reduced · −29 sh | Q1 2026 | |
| 20 | Cypress Wealth Services, LLC | $1.1M | 27K | —Held | Q2 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $1.0M | 26K | ▼−32% Reduced · −13K sh | Q1 2026 | |
| 22 | Castle Rock Wealth Management, LLC | $1.0M | 25K | —Held | Q2 2026 | |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $975K | 24K | ▲+2.4% Added · +557 sh | Q2 2026 | |
| 24 | Midwest Financial Network, LLC | $887K | 22K | ▼−13% Reduced · −3K sh | Q2 2026 | |
| 25 | Spire Wealth Management | $724K | 19K | ▼−37% Reduced · −11K 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 |
|---|---|---|
| VANGUARD TOTAL STOCK MKT ETFVTI | 20 funds | $3.5B |
| APPLE INCAAPL | 20 funds | $3.0B |
| NVIDIA CORPNVDA | 20 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $2.0B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $1.9B |
| MICROSOFT CORPMSFT | 20 funds | $1.7B |
| VANGUARD DIVIDEND APPREC ETFVIG | 20 funds | $1.6B |
| AMAZON.COM INCAMZN | 20 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.3B |
| VANGUARD GROWTH ETFVUG | 20 funds | $1.1B |
Ranked by how many of JULW'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 JULW. 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.