JHCB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +4.0% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — |
| 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 | 1.53M | +9.0% | $32.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 313.41K | +40.4% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 217.38K | +1.9% | $4.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Manufacturers Life Insurance… | 194.98K | -32.4% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 147.83K | +25.1% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 145.93K | -2.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 72.39K | -14.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 30.92K | -4.9% | $655,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 16.72K | New | $356,702 | 0.0% | New | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 5.80K | New | $123,410 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1 | 0.0% | $40 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $356,702 | 0.0% |
| Jones Financial Companies Lllp | $123,410 | 0.0% |
Exited
| Jane Street Group, Llc | $1.28M | 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.