JHML
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom -0.7% ·
netto nieuwe posities -3.8%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +4 | 6.04M | $538.03M | +4 | — |
| Q1 2026 | 24 | -2 | 6.00M | $469.35M | — | −2 |
| Q4 2025 | 26 | -1 | 6.16M | $491.88M | — | −1 |
| Q3 2025 | 5 | 0 | 489.16K | $38.34M | — | — |
| Q2 2025 | 2 | 0 | 6.58K | $482,834 | — | — |
| Q1 2025 | 1 | +1 | 3.83K | $258,084 | +1 | — |
| Q2 2024 | 1 | — | 5.57K | $361,976 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.35M | — | $108.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.35M | — | $108.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.05M | — | $84.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 935.65K | — | $74.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 935.65K | — | $74.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 470.61K | — | $37.58M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 440.62K | — | $35.18M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 440.62K | — | $35.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 440.62K | — | $35.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 421.66K | -4.7% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 421.66K | -4.7% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 421.66K | -4.7% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 350.12K | — | $27.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 281.44K | — | $22.47M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 281.44K | — | $22.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 281.44K | — | $22.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 247.22K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 170.78K | — | $13.64M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 162.73K | — | $12.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 63.53K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 44.94K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 41.57K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 36.66K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 25.28K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 25.28K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 13.13K | +78.5% | $1.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Cwm, Llc | 12.65K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 10.84K | -58.4% | $865,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 10.84K | -58.4% | $865,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 10.84K | -58.4% | $865,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 9.54K | — | $761,849 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 6.70K | — | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 3.41K | — | $272,208 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.30K | -4.3% | $183,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Blair William & Co/Il | 650 | — | $51,903 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 644 | — | $51,423 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 89 | — | $7,067 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $841,851 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 107 houders, 10.20M aandelen, $797.13M 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.