Wertpapierdatensatz · archiviertes Quartal
JHML
Name ausstehend – Profil wird eingelesen
27Erfasste Halter
+4Δ Inhaber
6.04MGehaltene Aktien
$538.03MGemeldeter Wert
+4Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +17.4% ·
Aktienfluss +0.8% ·
neue Nettopositionen +14.8%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.34M | -1.7% | $119.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.34M | -1.7% | $119.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 994.62K | +0.4% | $88.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 834.42K | +0.5% | $74.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 834.42K | +0.5% | $74.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 499.79K | +2.6% | $44.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 499.79K | +2.6% | $44.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 499.79K | +2.6% | $44.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 479.58K | +2.4% | $42.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 422.59K | -0.1% | $37.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 422.59K | -0.1% | $37.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 422.59K | -0.1% | $37.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 341.69K | -0.9% | $30.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 281.65K | -0.1% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 281.65K | -0.1% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 281.65K | -0.1% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 250.75K | -1.7% | $22.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 206.70K | +8.5% | $18.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 92.41K | -2.2% | $8.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 64.12K | +2.7% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 62.77K | -1.1% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 38.98K | -5.1% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 37.19K | +11.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 37.19K | +11.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 26.83K | +11.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 26.83K | +11.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 20.71K | Neu | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Mariner, LLC | 9.56K | +7.4% | $852,561 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 6.84K | +5.6% | $610,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.52K | -0.5% | $313,969 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Stifel Financial Corp | 3.41K | 0.0% | $303,835 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 2.41K | Neu | $214,924 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 1.67K | +19.1% | $149,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 1.33K | Neu | $118,699 | 0.0% | New | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 650 | 0.0% | $57,967 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 505 | Neu | $45,036 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $1.85M | 0.0% |
| Susquehanna International… | $214,924 | 0.0% |
| Bank Of Montreal /Can/ | $118,699 | 0.0% |
| Us Bancorp \De\ | $45,036 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 107 Inhaber, 10.20M Anteile, $797.13M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q2 2026 ·
Methodik ·
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