Among active 13F managers last quarter, 5 opened and 13 added, while 21 reduced; the largest holder to move was Mainsail Financial Group, LLC (+5.9%).
150 tracked 13F filers disclose a position in JVAL as of the latest SEC 13F filings, a combined $466.9M 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 | CWM, LLC | 1.5M | $73.0M | ▲+87% Added · +696K sh | Q1 2026 | |
| 2 | Avidian Wealth Enterprises, LLC | 1.2M | $71.4M | ▲+2.8% Added · +34K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 644K | $31.5M | ▼−1.4% Reduced · −9K sh | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 573K | $27.3M | ▲+48% Added · +186K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 559K | $27.3M | ▲+4.0% Added · +21K sh | Q1 2026 | |
| 6 | Mainsail Financial Group, LLC | 414K | $24.3M | ▲+5.9% Added · +23K sh | Q2 2026 | |
| 7 | Cerity Partners LLC | 176K | $8.6M | ▼−65% Reduced · −326K sh | Q1 2026 | |
| 8 | Commonwealth Equity Services, LLC | 175K | $8.6M | ▼−0.1% Reduced · −183 sh | Q1 2026 | |
| 9 | Columbia Advisory Partners LLC | 165K | $9.7M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 10 | Apeiron RIA LLC | 164K | $9.6M | ▼−6.3% Reduced · −11K sh | Q2 2026 | |
| 11 | Atria Investments, Inc | 159K | $9.3M | ▼−25% Reduced · −54K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 154K | $7.5M | ▼−8.9% Reduced · −15K sh | Q1 2026 | |
| 13 | Magnolia Capital Advisors LLC | 154K | $7.5M | ▲New +154K sh | Q1 2026 | |
| 14 | Mariner, LLC | 147K | $7.2M | ▼−2.4% Reduced · −4K sh | Q1 2026 | |
| 15 | Planned Solutions, Inc. | 143K | $8.4M | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 135K | $6.6M | ▼−6.7% Reduced · −10K sh | Q1 2026 | |
| 17 | Kathmere Capital Management, LLC | 131K | $7.7M | ▼−2.8% Reduced · −4K sh | Q2 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 129K | $6.3M | ▲+23% Added · +24K sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 118K | $5.8M | ▼−7.9% Reduced · −10K sh | Q1 2026 | |
| 20 | Orion Porfolio Solutions, LLC | 117K | $5.7M | ▼−17% Reduced · −25K sh | Q1 2026 | |
| 21 | Morgan Stanley | 102K | $5.0M | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 22 | Ashton Thomas Private Wealth, LLC | 87K | $5.1M | ▲+64% Added · +34K sh | Q2 2026 | |
| 23 | Oxinas Partners, LLC | 87K | $5.1M | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 24 | Auxano Advisors, LLC | 72K | $4.2M | ▲+7.6% Added · +5K sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | 57K | $3.4M | ▲400× Added · +57K 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, 5 funds opened a new position in JVAL and 13 added to an existing one, while 21 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 | 74 funds | $9.9B |
| Nvidia CorpNVDA | 74 funds | $9.8B |
| Microsoft CorpMSFT | 74 funds | $5.9B |
| Amazon.com IncAMZN | 74 funds | $5.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 73 funds | $3.6B |
| Alphabet Inc-CL CGOOG | 73 funds | $3.4B |
| Tesla IncTSLA | 73 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 72 funds | $4.3B |
| Meta Platforms Inc-Class AMETA | 72 funds | $3.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 71 funds | $2.0B |
| Ishares Core S&P 500 ETFIVV | 70 funds | $9.3B |
| Vanguard S&P 500 ETFVOO | 70 funds | $4.2B |
Ranked by how many of JVAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JVAL.
No filings captured for this ticker in the live stream yet.
Connected entities for JVAL
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 + the live filing stream, joined for JVAL. Filings are public domain, sourced to SEC EDGAR.