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/QQQJ/capital-change-brief"
Use Arkolith's capital_change_brief for QQQJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $43.1M | 1.2M | ▲+1.7% Added · +20K sh | Q1 2026 | |
| 2 | Systelligence, LLC | $27.3M | 602K | ▲+1.9% Added · +11K sh | Q2 2026 | |
| 3 | LRI Investments, LLC | Withheld | 563K | —Held | Q2 2026 | |
| 4 | LPL Financial LLC | $19.6M | 540K | ▲+16% Added · +73K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $19.1M | 529K | ▼−21% Reduced · −141K sh | Q1 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $18.4M | 523K | ▲+44% Added · +159K sh | Q1 2026 | |
| 7 | UBS Group AG | $17.2M | 475K | ▲+347% Added · +369K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $12.6M | 347K | ▲+18% Added · +53K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $11.3M | 312K | ▲+11% Added · +31K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $6.6M | 182K | ▲+31% Added · +43K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $6.2M | 171K | ▼−3.7% Reduced · −7K sh | Q1 2026 | |
| 12 | Gerber Kawasaki Wealth & Investment Management | $5.5M | 153K | ▼−9.6% Reduced · −16K sh | Q1 2026 | |
| 13 | Wealthcare Advisory Partners LLC | $6.9M | 152K | ▼−3.2% Reduced · −5K sh | Q2 2026 | |
| 14 | Purus Wealth Management, LLC | $6.4M | 140K | ▲+6.2% Added · +8K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $4.5M | 125K | ▲+62% Added · +48K sh | Q1 2026 | |
| 16 | Wealthfront Advisers LLC | $3.1M | 84K | ▲+11% Added · +9K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 84K | ▲+8.3% Added · +6K sh | Q1 2026 | |
| 18 | Essex Financial Services, Inc. | $2.8M | 77K | ▲~0% Added · +15 sh | Q1 2026 | |
| 19 | Tradition Wealth Management, LLC | $1.8M | 50K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 20 | NOMURA ASSET MANAGEMENT CO LTD | $1.7M | 47K | ▲New +47K sh | Q1 2026 | |
| 21 | Texas Yale Capital Corp. | $1.6M | 45K | —Held | Q1 2026 | |
| 22 | Cetera Investment Advisers | $1.6M | 43K | ▼−0.5% Reduced · −211 sh | Q1 2026 | |
| 23 | Mariner, LLC | $1.5M | 42K | ▲+31% Added · +10K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $1.5M | 41K | ▲New +41K sh | Q1 2026 | |
| 25 | Clearstead Advisors, LLC | $1.5M | 41K | ▲14k× Added · +41K 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 |
|---|---|---|
| APPLE INCAAPL | 51 funds | $16.7B |
| ISHARES CORE S&P 500 ETFIVV | 51 funds | $14.8B |
| NVIDIA CORPNVDA | 51 funds | $14.5B |
| MICROSOFT CORPMSFT | 51 funds | $12.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $10.8B |
| AMAZON.COM INCAMZN | 51 funds | $9.2B |
| VANGUARD S&P 500 ETFVOO | 51 funds | $8.8B |
| ALPHABET INC-CL AGOOGL | 51 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 51 funds | $5.9B |
| ISHARES CORE MSCI EMERGINGIEMG | 51 funds | $5.6B |
| ALPHABET INC-CL CGOOG | 51 funds | $5.6B |
| BROADCOM INCAVGO | 51 funds | $5.5B |
Ranked by how many of QQQJ'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 QQQJ. 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.