JHCB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow +30.0% ·
net new positions +18.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | n/a |
| Q4 2025 | 9 | -2 | 1.97M | $42.34M | n/a | −2 |
| Q3 2025 | 3 | +1 | 92.78K | $2.02M | +1 | n/a |
| Q1 2025 | 1 | 0 | 34.73K | $737,417 | n/a | n/a |
| Q4 2024 | 1 | 0 | 65.64K | $1.37M | n/a | n/a |
| Q3 2024 | 1 | 0 | 21.22K | $465,420 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.89K | $291,713 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1.40M | +28.5% | $29.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Manufacturers Life Insurance… | 288.27K | 0.0% | $6.10M | 0.0% | Held | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 223.22K | +18.5% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 213.22K | +0.2% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 149.42K | New | $3.16M | 0.0% | New | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 118.14K | +28.7% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 84.40K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 60.35K | +20.2% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 32.50K | -22.0% | $688,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cwm, Llc | 5.95K | -0.8% | $125,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1 | -50.0% | $35 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $3.16M | 0.0% |
| Citadel Advisors | $1.79M | 0.0% |
Exited
| No tracked exits this quarter. |
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.