| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $150.8M | 3.0M | ▲+5.2% Added · +147K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $115.9M | 2.3M | ▲+3.6% Added · +81K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $67.6M | 1.3M | ▲+8.4% Added · +104K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $40.7M | 806K | ▲+1.8% Added · +14K sh | Q1 2026 | |
| 5 | UBS Group AG | $39.6M | 785K | ▲+1.1% Added · +9K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $38.4M | 762K | ▼−5.2% Reduced · −42K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $28.1M | 557K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $28.1M | 556K | ▲+5.8% Added · +31K sh | Q1 2026 | |
| 9 | Wellington Grp LLC | $24.5M | 485K | ▲+8.0% Added · +36K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $22.0M | 436K | ▲+2.6% Added · +11K sh | Q1 2026 | |
| 11 | MAI Capital Management | $21.4M | 424K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.1M | 398K | ▲+21% Added · +70K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $12.6M | 250K | ▼−8.3% Reduced · −23K sh | Q1 2026 | |
| 14 | Ancora Advisors LLC | $11.1M | 219K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $12.2M | 205K | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | $10.3M | 204K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $7.8M | 158K | ▲+29% Added · +36K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 149K | ▲+12% Added · +16K sh | Q2 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $7.0M | 139K | ▲+12% Added · +15K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $7.0M | 138K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 21 | Cyr Financial Inc. | $8.1M | 136K | ▲+3.3% Added · +4K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $6.7M | 133K | ▼−0.7% Reduced · −913 sh | Q1 2026 | |
| 23 | &PARTNERS | $6.7M | 133K | ▲+5.8% Added · +7K sh | Q1 2026 | |
| 24 | IFP Advisors, Inc | $7.7M | 130K | ▼−0.5% Reduced · −603 sh | Q2 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 127K | ▲+5.3% Added · +6K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 64 funds | $15.3B |
| ALPHABET INC-CL AGOOGL | 64 funds | $11.2B |
| VANGUARD S&P 500 ETFVOO | 64 funds | $10.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $8.6B |
| BROADCOM INCAVGO | 64 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 64 funds | $6.7B |
| ALPHABET INC-CL CGOOG | 64 funds | $6.1B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $5.9B |
| JOHNSON & JOHNSONJNJ | 64 funds | $4.1B |
| EXXON MOBIL CORPXOM | 64 funds | $3.9B |
| WALMART INCWMT | 64 funds | $3.7B |
| ELI LILLY & COLLY | 64 funds | $3.6B |
Ranked by how many of RWJ'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/RWJ/capital-change-brief"
Use Arkolith's capital_change_brief for RWJ. 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 RWJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.