Security record
JHMD
name pending profile ingest
28Tracked holders
+1Δ holders
8.65MShares held
$383.84MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow -30.0% ·
net new positions +3.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +1 | 8.65M | $383.84M | +3 | −2 |
| Q1 2026 | 28 | +1 | 15.35M | $649.30M | +3 | −2 |
| Q4 2025 | 27 | -1 | 15.19M | $630.83M | — | −1 |
| Q3 2025 | 5 | +2 | 765.33K | $30.60M | +2 | — |
| Q2 2025 | 1 | -1 | 2.42K | $92,453 | — | −1 |
| Q1 2025 | 1 | +1 | 16.92K | $591,494 | +1 | — |
| Q3 2024 | 1 | 0 | 35.80K | $1.27M | — | — |
| Q2 2024 | 1 | — | 75.04K | $2.50M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.67M | +23.9% | $74.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.67M | +23.9% | $74.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 1.55M | +28.1% | $68.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.19M | +6.7% | $52.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.19M | +6.7% | $52.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.19M | +6.7% | $52.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 957.40K | +5.5% | $42.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 957.40K | +5.5% | $42.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 955.94K | +16.9% | $42.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 563.78K | +0.5% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 542.15K | -19.5% | $24.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 542.15K | -19.5% | $24.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 542.15K | -19.5% | $24.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 346.92K | +11.6% | $15.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 346.92K | +11.6% | $15.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 208.41K | +4.0% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 204.81K | +32.8% | $9.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 127.35K | +62.2% | $5.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 79.52K | -2.8% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citigroup Inc | 78.59K | New | $3.49M | 0.0% | New | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 38.52K | -46.9% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 20.24K | -7.9% | $898,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 19.96K | -63.0% | $891,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 18.93K | -67.2% | $840,731 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 18.70K | -64.5% | $830,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 18.70K | -64.5% | $830,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 16.20K | +690.1% | $719,355 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 10.33K | -15.6% | $458,055 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 10.33K | -15.6% | $458,055 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Fifth Third Bancorp | 6.95K | +0.6% | $308,694 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 6.02K | -2.8% | $267,370 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 5.28K | +1.5% | $234,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 4.72K | New | $209,642 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.67K | New | $74,165 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 1.50K | -12.4% | $66,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 1.16K | 0.0% | $51,516 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 332 | 0.0% | $14,744 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citigroup Inc | $3.49M | 0.0% |
| Mml Investors Services, Llc | $209,642 | 0.0% |
| Bank Of Montreal /Can/ | $74,165 | 0.0% |
Exited
| Manufacturers Life Insurance… | $312.96M | was 0.3% |
| Jane Street Group, Llc | $8.39M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 82 holders, 18.47M shares, $730.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API