JHCB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow -4.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +1 | 2.67M | $56.66M | +2 | −1 |
| Q1 2026 | 11 | +2 | 2.58M | $54.52M | +2 | — |
| Q4 2025 | 9 | -2 | 1.97M | $42.34M | — | −2 |
| Q3 2025 | 3 | +1 | 92.78K | $2.02M | +1 | — |
| Q1 2025 | 1 | 0 | 34.73K | $737,417 | — | — |
| Q4 2024 | 1 | 0 | 65.64K | $1.37M | — | — |
| Q3 2024 | 1 | 0 | 21.22K | $465,420 | — | — |
| Q2 2024 | 1 | — | 13.89K | $291,713 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1.09M | — | $23.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Manufacturers Life Insurance… | 288.27K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 212.88K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 188.35K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 91.78K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 50.21K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 41.69K | — | $896,879 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 6.00K | — | $129,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2 | 0.0% | $47 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| JPMorgan Chase | $1.47M | was 0.0% |
| Citadel Advisors | $548,321 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 4.72M shares, $99.60M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.