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/TJUL/capital-change-brief"
Use Arkolith's capital_change_brief for TJUL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $17.1M | 583K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $3.0M | 103K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $2.6M | 90K | ▼−88% Reduced · −666K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $2.1M | 70K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $2.1M | 70K | ▲+23% Added · +13K sh | Q1 2026 | |
| 6 | AE Wealth Management LLC | $1.8M | 61K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $1.6M | 55K | ▼−3.8% Reduced · −2K sh | Q1 2026 | |
| 8 | Syntegra Private Wealth Group, LLC | $1.6M | 54K | ▼−8.6% Reduced · −5K sh | Q2 2026 | |
| 9 | MTM FINANCIAL GROUP, LLC | $1.4M | 48K | ▲+0.7% Added · +311 sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $1.2M | 41K | ▼−1.0% Reduced · −405 sh | Q1 2026 | |
| 11 | OLD MISSION CAPITAL LLC | $1.2M | 40K | ▲New +40K sh | Q1 2026 | |
| 12 | Waverly Advisors, LLC | $1.1M | 36K | —Held | Q1 2026 | |
| 13 | MGO ONE SEVEN LLC | $1.0M | 35K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 14 | Cypress Wealth Services, LLC | $1.1M | 35K | —Held | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $958K | 33K | ▼−8.2% Reduced · −3K sh | Q1 2026 | |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | $932K | 32K | ▼−4.4% Reduced · −1K sh | Q1 2026 | |
| 17 | Farther Finance Advisors, LLC | $753K | 26K | ▼−4.6% Reduced · −1K sh | Q1 2026 | |
| 18 | Csenge Advisory Group | $728K | 25K | ▼−1.6% Reduced · −392 sh | Q1 2026 | |
| 19 | Trek Financial, LLC | $711K | 24K | ▼−4.0% Reduced · −1K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $676K | 23K | ▼−19% Reduced · −5K sh | Q1 2026 | |
| 21 | Spire Wealth Management | $666K | 23K | ▲~0% Added · +1 sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $671K | 22K | ▲+0.7% Added · +160 sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $535K | 18K | ▼−42% Reduced · −13K sh | Q1 2026 | |
| 24 | Focus Partners Wealth | $473K | 16K | —Held | Q1 2026 | |
| 25 | INTEGRITY ALLIANCE, LLC. | $460K | 16K | ▼−42% Reduced · −12K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $10.7B |
| NVIDIA CORPNVDA | 22 funds | $7.8B |
| MICROSOFT CORPMSFT | 22 funds | $5.3B |
| AMAZON.COM INCAMZN | 22 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 22 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.8B |
| BROADCOM INCAVGO | 22 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 22 funds | $2.1B |
Ranked by how many of TJUL'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 TJUL. 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.