JHML
name pending profile ingest
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.36M | +0.4% | $106.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 990.83K | -6.0% | $77.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 830.64K | -11.2% | $65.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 487.28K | +10.6% | $38.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 468.45K | -0.5% | $36.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 422.85K | +0.3% | $33.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 344.78K | -1.5% | $26.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 281.90K | +0.2% | $22.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 255.10K | +3.2% | $19.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 190.49K | +11.5% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 94.50K | -41.9% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Northwestern Mutual Wealth… | 63.44K | -0.1% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 62.42K | +38.9% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 41.07K | -1.2% | $3.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 33.23K | -9.4% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 24.04K | -4.9% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 13.64K | +25.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Cwm, Llc | 13.00K | +2.8% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 8.90K | -6.7% | $696,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 6.48K | -3.3% | $507,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 3.54K | +54.0% | $276,823 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Stifel Financial Corp | 3.41K | -0.1% | $266,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 1.41K | +118.2% | $109,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.