JHML
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +17.4% ·
share flow +0.8% ·
net new positions +14.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 | HighTower Advisors, LLC | 64.12K | +2.7% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 62.77K | -1.1% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 38.98K | -5.1% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 37.19K | +11.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 26.83K | +11.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 20.71K | New | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 19 | Mariner, LLC | 9.56K | +7.4% | $852,561 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 6.84K | +5.6% | $610,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 3.52K | -0.5% | $313,969 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Stifel Financial Corp | 3.41K | 0.0% | $303,835 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 2.41K | New | $214,924 | 0.0% | New | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 1.67K | +19.1% | $149,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 1.33K | New | $118,699 | 0.0% | New | 1 | SEC ↗ |
| 26 | Blair William & Co/Il | 650 | 0.0% | $57,967 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 505 | New | $45,036 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| 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% |
Exited
| No tracked exits this quarter. |
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.