Security record · archived quarter
JHML
name pending profile ingest
24Tracked holders
-2Δ holders
6.00MShares held
$469.35MReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -2.6% ·
net new positions -8.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.36M | +0.4% | $106.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.36M | +0.4% | $106.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 990.83K | -6.0% | $77.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 830.64K | -11.2% | $65.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 830.64K | -11.2% | $65.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 487.28K | +10.6% | $38.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 487.28K | +10.6% | $38.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 487.28K | +10.6% | $38.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 468.45K | -0.5% | $36.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 422.85K | +0.3% | $33.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 422.85K | +0.3% | $33.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 422.85K | +0.3% | $33.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 344.78K | -1.5% | $26.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 281.90K | +0.2% | $22.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 281.90K | +0.2% | $22.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 281.90K | +0.2% | $22.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 255.10K | +3.2% | $19.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 190.49K | +11.5% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 190.49K | +11.5% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 94.50K | -41.9% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 94.50K | -41.9% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 94.50K | -41.9% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 63.44K | -0.1% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 62.42K | +38.9% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 41.07K | -1.2% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 33.23K | -9.4% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 33.23K | -9.4% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 24.04K | -4.9% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 24.04K | -4.9% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 13.64K | +25.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 13.64K | +25.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 13.64K | +25.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cwm, Llc | 13.00K | +2.8% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mariner, LLC | 8.90K | -6.7% | $696,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 6.48K | -3.3% | $507,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 3.54K | +54.0% | $276,823 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Stifel Financial Corp | 3.41K | -0.1% | $266,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 1.41K | +118.2% | $109,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 650 | 0.0% | $50,876 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.05M | was 0.0% |
| Us Bancorp \De\ | $7,067 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 107 holders, 10.20M shares, $797.13M 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: Q1 2026 ·
Methodology ·
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