| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $73.0M | 1.5M | ▲+87% Added · +696K sh | Q1 2026 | |
| 2 | Avidian Wealth Enterprises, LLC | $57.9M | 1.2M | ▲+14% Added · +148K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $31.5M | 644K | ▼−1.4% Reduced · −9K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $27.3M | 573K | ▲+48% Added · +186K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $27.3M | 559K | ▲+4.0% Added · +21K sh | Q1 2026 | |
| 6 | Mainsail Financial Group, LLC | $24.3M | 414K | ▲+5.9% Added · +23K sh | Q2 2026 | |
| 7 | Atria Investments, Inc | $10.4M | 214K | ▲+69% Added · +87K sh | Q1 2026 | |
| 8 | Cerity Partners LLC | $8.6M | 176K | ▼−65% Reduced · −326K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 175K | ▼−0.1% Reduced · −183 sh | Q1 2026 | |
| 10 | Apeiron RIA LLC | $9.6M | 164K | ▼−6.3% Reduced · −11K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $7.5M | 154K | ▼−8.9% Reduced · −15K sh | Q1 2026 | |
| 12 | MAGNOLIA CAPITAL ADVISORS LLC | $7.5M | 154K | ▲New +154K sh | Q1 2026 | |
| 13 | Mariner, LLC | $7.2M | 147K | ▼−2.4% Reduced · −4K sh | Q1 2026 | |
| 14 | Planned Solutions, Inc. | $8.4M | 143K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $6.6M | 135K | ▼−6.7% Reduced · −10K sh | Q1 2026 | |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.3M | 129K | ▲+23% Added · +24K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $5.8M | 118K | ▼−7.9% Reduced · −10K sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $5.7M | 117K | ▼−17% Reduced · −25K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $5.0M | 102K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 20 | Oxinas Partners, LLC | $5.1M | 87K | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 21 | DAYMARK WEALTH PARTNERS, LLC | $2.9M | 59K | ▲+27% Added · +12K sh | Q1 2026 | |
| 22 | Ashton Thomas Private Wealth, LLC | $2.6M | 53K | ▲+78% Added · +23K sh | Q1 2026 | |
| 23 | Confluence Wealth Services, Inc. | $2.5M | 52K | ▲+0.2% Added · +102 sh | Q1 2026 | |
| 24 | EP Wealth Advisors, LLC | $2.5M | 50K | ▲~0% Added · +6 sh | Q1 2026 | |
| 25 | BOYUM WEALTH ARCHITECTS LLC | $2.9M | 50K | ▼−0.4% Reduced · −203 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 55 funds | $14.3B |
| APPLE INCAAPL | 55 funds | $14.1B |
| MICROSOFT CORPMSFT | 55 funds | $10.1B |
| AMAZON.COM INCAMZN | 55 funds | $8.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 55 funds | $8.1B |
| ALPHABET INC-CL AGOOGL | 55 funds | $7.0B |
| BROADCOM INCAVGO | 55 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 55 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 55 funds | $4.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 55 funds | $4.1B |
| JOHNSON & JOHNSONJNJ | 55 funds | $3.2B |
Ranked by how many of JVAL'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/JVAL/capital-change-brief"
Use Arkolith's capital_change_brief for JVAL. 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 JVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.