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/ZJUL/capital-change-brief"
Use Arkolith's capital_change_brief for ZJUL. 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 | $7.7M | 265K | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $4.1M | 142K | ▼−5.3% Reduced · −8K sh | Q1 2026 | |
| 3 | CENTAURUS FINANCIAL, INC. | $4.1M | 140K | ▼−3.8% Reduced · −5K sh | Q1 2026 | |
| 4 | CANANDAIGUA NATIONAL BANK & TRUST CO | $3.4M | 115K | ▼−2.6% Reduced · −3K sh | Q2 2026 | |
| 5 | HighTower Advisors, LLC | $3.3M | 113K | ▼−13% Reduced · −16K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $3.1M | 107K | ▲+0.2% Added · +247 sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $1.9M | 66K | ▼−1.2% Reduced · −789 sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.6M | 55K | ▼−21% Reduced · −14K sh | Q1 2026 | |
| 9 | Stratos Wealth Advisors, LLC | $1.5M | 52K | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 10 | Trek Financial, LLC | $1.3M | 44K | —Held | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 38K | ▲+134% Added · +22K sh | Q1 2026 | |
| 12 | IMG Wealth Management, Inc. | $877K | 30K | ▼−0.9% Reduced · −289 sh | Q1 2026 | |
| 13 | LPL Financial LLC | $874K | 30K | ▲+2.9% Added · +833 sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $851K | 29K | ▲New +29K sh | Q1 2026 | |
| 15 | Cypress Wealth Services, LLC | $858K | 29K | ▼−23% Reduced · −8K sh | Q2 2026 | |
| 16 | OLD MISSION CAPITAL LLC | $783K | 27K | ▼−41% Reduced · −18K sh | Q1 2026 | |
| 17 | AdvisorNet Financial, Inc | $695K | 24K | —Held | Q1 2026 | |
| 18 | Waverly Advisors, LLC | $610K | 21K | ▼−0.1% Reduced · −20 sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $592K | 20K | ▼−20% Reduced · −5K sh | Q1 2026 | |
| 20 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $565K | 19K | ▼−1.9% Reduced · −377 sh | Q1 2026 | |
| 21 | Lineweaver Wealth Advisors, LLC | $564K | 19K | —Held | Q2 2026 | |
| 22 | Geneos Wealth Management Inc. | $542K | 19K | ▼~0% Reduced · −3 sh | Q1 2026 | |
| 23 | Mutual Advisors, LLC | $530K | 18K | ▼−32% Reduced · −9K sh | Q1 2026 | |
| 24 | FC Advisory LLC | $521K | 17K | ▼−4.6% Reduced · −845 sh | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | $495K | 17K | ▲+9.5% Added · +1K 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 | 28 funds | $8.8B |
| NVIDIA CORPNVDA | 28 funds | $8.5B |
| AMAZON.COM INCAMZN | 28 funds | $4.8B |
| MICROSOFT CORPMSFT | 28 funds | $4.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 28 funds | $3.4B |
| BROADCOM INCAVGO | 28 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $2.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 28 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 28 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 28 funds | $2.2B |
Ranked by how many of ZJUL'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 ZJUL. 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.