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/JULZ/capital-change-brief"
Use Arkolith's capital_change_brief for JULZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OLD MISSION CAPITAL LLC | $1.4M | 34K | ▲+187% Added · +22K sh | Q1 2026 | |
| 2 | Mid-American Wealth Advisory Group, Inc. | $1.1M | 23K | ▲+37% Added · +6K sh | Q2 2026 | |
| 3 | Weaver Consulting Group | $580K | 14K | —Held | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $437K | 11K | ▲+69% Added · +4K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $216K | 5K | —Held | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $105K | 3K | ▲+0.6% Added · +16 sh | Q1 2026 | |
| 7 | Arax Advisory Partners | $64K | 2K | —Held | Q1 2026 | |
| 8 | AE Wealth Management LLC | $34K | 856 | ▼−13% Reduced · −131 sh | Q1 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $20K | 491 | ▲+157% Added · +300 sh | Q1 2026 | |
| 10 | UBS Group AG | $16K | 387 | ▲+579% Added · +330 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.
| Class | 13F holders | Value held |
|---|---|---|
| SOVFSOVEREIGNS CAPIT | 21 funds | $66.7M |
| CEFZRIVERNORTH ACTIV | 16 funds | $12.7M |
| LRNZTRUESHS TECH AI | 15 funds | $3.0M |
| DIVZPOLEN DIVIDEND I | 13 funds | $31.0M |
| QBERTRUESHARES QUART | 13 funds | $27.8M |
| AUGZTRUESHARES STRUC | 12 funds | $26.7M |
| ONEZTRUESHARES SEASO | 11 funds | $71.7M |
| SEPZTRUESHARES STRUC | 11 funds | $46.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $130.7B |
| APPLE INCAAPL | 11 funds | $107.5B |
| MICROSOFT CORPMSFT | 11 funds | $88.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $75.5B |
| AMAZON.COM INCAMZN | 11 funds | $61.0B |
| ALPHABET INC-CL CGOOG | 11 funds | $50.4B |
| BROADCOM INCAVGO | 11 funds | $49.7B |
| ALPHABET INC-CL AGOOGL | 11 funds | $48.0B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $46.6B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $36.8B |
| VANGUARD S&P 500 ETFVOO | 11 funds | $35.3B |
| TESLA INCTSLA | 11 funds | $32.9B |
Ranked by how many of JULZ'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 JULZ. 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.