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/PJAN/capital-change-brief"
Use Arkolith's capital_change_brief for PJAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $174.9M | 3.7M | ▼−4.0% Reduced · −154K sh | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | $104.6M | 2.3M | ▲+40% Added · +645K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $60.6M | 1.3M | ▲+49% Added · +429K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $34.5M | 748K | ▼−10% Reduced · −87K sh | Q1 2026 | |
| 5 | Allworth Financial LP | $29.0M | 629K | ▲359× Added · +627K sh | Q1 2026 | |
| 6 | BLAIR WILLIAM & CO/IL | $28.9M | 626K | ▲+57% Added · +228K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $28.7M | 622K | ▲+14% Added · +76K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $27.0M | 585K | ▲+48% Added · +190K sh | Q1 2026 | |
| 9 | Mutual Advisors, LLC | $26.6M | 578K | ▲+38% Added · +158K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $24.0M | 519K | ▲+18% Added · +81K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | $22.6M | 490K | ▼−1.9% Reduced · −10K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $22.3M | 484K | ▲+44% Added · +148K sh | Q1 2026 | |
| 13 | Southland Equity Partners LLC | $18.5M | 373K | ▼−2.9% Reduced · −11K sh | Q2 2026 | |
| 14 | US BANCORP \DE\ | $14.8M | 320K | ▲148× Added · +318K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $14.7M | 318K | ▲+16% Added · +43K sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.7M | 315K | ▼−1.9% Reduced · −6K sh | Q2 2026 | |
| 17 | Beacon Pointe Advisors, LLC | $12.1M | 262K | ▲+63% Added · +101K sh | Q1 2026 | |
| 18 | CWM, LLC | $10.9M | 236K | ▼−14% Reduced · −39K sh | Q1 2026 | |
| 19 | BENJAMIN EDWARDS INC | $9.2M | 200K | ▲+48% Added · +64K sh | Q1 2026 | |
| 20 | Orion Porfolio Solutions, LLC | $9.1M | 198K | ▼−7.1% Reduced · −15K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $9.0M | 195K | ▲+44% Added · +59K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $7.0M | 152K | ▲+15% Added · +20K sh | Q1 2026 | |
| 23 | Cresset Asset Management, LLC | $6.9M | 149K | ▲+40% Added · +43K sh | Q1 2026 | |
| 24 | CoreCap Advisors, LLC | $6.8M | 147K | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 25 | Range Financial Group LLC | $7.0M | 141K | ▼−2.1% Reduced · −3K 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 | 78 funds | $18.1B |
| MICROSOFT CORPMSFT | 78 funds | $16.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $16.3B |
| VANGUARD S&P 500 ETFVOO | 78 funds | $14.2B |
| AMAZON.COM INCAMZN | 78 funds | $12.5B |
| ALPHABET INC-CL AGOOGL | 78 funds | $10.6B |
| ALPHABET INC-CL CGOOG | 78 funds | $7.5B |
| BROADCOM INCAVGO | 78 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 78 funds | $7.1B |
| WALMART INCWMT | 78 funds | $4.5B |
| EXXON MOBIL CORPXOM | 78 funds | $4.4B |
| JOHNSON & JOHNSONJNJ | 78 funds | $3.9B |
Ranked by how many of PJAN'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 PJAN. 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.