JHML
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +18.2% ·
aandelenstroom +0.8% ·
netto nieuwe posities +11.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +4 | 5.97M | $532.32M | +4 | −1 |
| Q1 2026 | 24 | -2 | 6.00M | $469.35M | n/a | −2 |
| Q4 2025 | 26 | -1 | 6.16M | $491.88M | n/a | −1 |
| Q3 2025 | 5 | 0 | 489.16K | $38.34M | n/a | n/a |
| Q2 2025 | 2 | 0 | 6.58K | $482,834 | n/a | n/a |
| Q1 2025 | 1 | +1 | 3.83K | $258,084 | +1 | n/a |
| Q2 2024 | 1 | n/a | 5.57K | $361,976 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.34M | -1.7% | $119.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 994.62K | +0.4% | $88.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 834.42K | +0.5% | $74.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 499.79K | +2.6% | $44.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 479.58K | +2.4% | $42.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 422.59K | -0.1% | $37.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 341.69K | -0.9% | $30.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 281.65K | -0.1% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 250.75K | -1.7% | $22.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 206.70K | +8.5% | $18.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 92.41K | -2.2% | $8.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 62.77K | -1.1% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 38.98K | -5.1% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 37.19K | +11.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 26.83K | +11.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 20.71K | Nieuw | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 18 | Mariner, LLC | 9.56K | +7.4% | $852,561 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 6.84K | +5.6% | $610,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 3.52K | -0.5% | $313,969 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Stifel Financial Corp | 3.41K | 0.0% | $303,835 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 2.41K | Nieuw | $214,924 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 1.67K | +19.1% | $149,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 1.33K | Nieuw | $118,699 | 0.0% | New | 1 | SEC ↗ |
| 25 | Blair William & Co/Il | 650 | 0.0% | $57,967 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 505 | Nieuw | $45,036 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| HighTower Advisors, LLC | $4.89M | 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.