JHMB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.1% ·
aandelenstroom -1.1% ·
netto nieuwe posities -7.7%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -1 | 4.42M | $97.11M | +2 | −3 |
| Q1 2026 | 14 | +3 | 4.47M | $98.42M | +5 | −2 |
| Q4 2025 | 11 | 0 | 3.35M | $74.15M | — | — |
| Q3 2025 | 3 | -1 | 22.17K | $490,587 | — | −1 |
| Q2 2025 | 1 | 0 | 40.23K | $879,690 | — | — |
| Q1 2025 | 1 | 0 | 43.60K | $954,360 | — | — |
| Q4 2024 | 1 | +1 | 15.92K | $342,099 | +1 | — |
| Q2 2024 | 1 | — | 16.31K | $350,665 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 2.03M | +9.5% | $44.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.35M | -17.8% | $29.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 335.67K | +7.7% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Manufacturers Life Insurance… | 266.81K | -33.7% | $5.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 193.10K | +38.5% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 109.48K | Nieuw | $2.40M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 109.48K | Nieuw | $2.40M | 0.0% | New | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 41.50K | Nieuw | $910,630 | 0.0% | New | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 34.85K | +70.8% | $764,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 25.11K | +33.8% | $551,270 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 20.09K | +0.1% | $440,843 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 17.67K | -4.1% | $387,812 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 2.93K | -10.5% | $64,533 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.01K | 0.0% | $22,148 | 0.0% | Held | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.01K | 0.0% | $22,148 | 0.0% | Held | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Raymond James Financial Inc | $2.40M | 0.0% |
| Raymond James Financial Inc | $2.40M | 0.0% |
| Goldman Sachs Group | $910,630 | 0.0% |
Verlaten
| Susquehanna International… | $483,322 | was 0.0% |
| Citadel Advisors | $309,065 | was 0.0% |
| Mml Investors Services, Llc | $205,847 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 34 houders, 8.93M aandelen, $196.25M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.