JHMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow -1.1% ·
net new positions -7.7%
— formula
Broad distribution — falling shares and fewer 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 | 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 | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 | New | $2.40M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 109.48K | New | $2.40M | 0.0% | New | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 41.50K | New | $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 ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $2.40M | 0.0% |
| Raymond James Financial Inc | $2.40M | 0.0% |
| Goldman Sachs Group | $910,630 | 0.0% |
Exited
| Susquehanna International… | $483,322 | was 0.0% |
| Citadel Advisors | $309,065 | was 0.0% |
| Mml Investors Services, Llc | $205,847 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 8.93M shares, $196.25M 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.