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/PJUL/capital-change-brief"
Use Arkolith's capital_change_brief for PJUL. 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. | $146.7M | 3.2M | ▼−3.3% Reduced · −108K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $32.2M | 700K | ▼−2.8% Reduced · −20K sh | Q1 2026 | |
| 3 | BLAIR WILLIAM & CO/IL | $28.1M | 611K | ▼−3.7% Reduced · −24K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $21.0M | 456K | ▲+11% Added · +45K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $18.6M | 404K | ▼−6.4% Reduced · −28K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $15.7M | 341K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $14.8M | 322K | ▼−28% Reduced · −127K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $14.7M | 321K | ▼−12% Reduced · −46K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $12.5M | 273K | ▼−14% Reduced · −45K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $12.4M | 270K | ▼−13% Reduced · −41K sh | Q1 2026 | |
| 11 | CWM, LLC | $11.5M | 250K | ▼−10.0% Reduced · −28K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $9.8M | 213K | ▲+3.0% Added · +6K sh | Q1 2026 | |
| 13 | CoreCap Advisors, LLC | $8.7M | 190K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 14 | Orion Porfolio Solutions, LLC | $8.6M | 187K | ▼−15% Reduced · −32K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $7.7M | 168K | ▲+93% Added · +81K sh | Q1 2026 | |
| 16 | Southland Equity Partners LLC | $7.2M | 148K | ▼−1.2% Reduced · −2K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $6.8M | 147K | ▼−24% Reduced · −46K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $6.7M | 147K | ▼−2.8% Reduced · −4K sh | Q1 2026 | |
| 19 | MBL Wealth, LLC | $6.9M | 141K | ▼−5.0% Reduced · −7K sh | Q2 2026 | |
| 20 | Advisory Alpha, LLC | $6.4M | 138K | ▼−0.5% Reduced · −742 sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.9M | 132K | ▲+67% Added · +53K sh | Q2 2026 | |
| 22 | Forvis Mazars Wealth Advisors, LLC | $6.0M | 131K | ▼−18% Reduced · −28K sh | Q1 2026 | |
| 23 | Cresset Asset Management, LLC | $5.8M | 126K | ▲+13% Added · +14K sh | Q1 2026 | |
| 24 | PRINCIPAL SECURITIES, INC. | $5.7M | 125K | ▼−0.3% Reduced · −314 sh | Q1 2026 | |
| 25 | MTM FINANCIAL GROUP, LLC | $5.4M | 118K | ▼−1.8% Reduced · −2K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 84 funds | $20.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 84 funds | $17.0B |
| MICROSOFT CORPMSFT | 84 funds | $17.0B |
| AMAZON.COM INCAMZN | 84 funds | $13.7B |
| ALPHABET INC-CL CGOOG | 84 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 84 funds | $7.4B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $7.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 84 funds | $6.2B |
| WALMART INCWMT | 84 funds | $4.5B |
| ELI LILLY & COLLY | 84 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 84 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 84 funds | $4.3B |
Ranked by how many of PJUL'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 PJUL. 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.