证券记录
JHML
名称等待档案录入
26被追踪持有人
+4Δ持有人
5.97M持有股份
$532.32M报告持仓市值
+4新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +18.2% ·
股份流向 +0.8% ·
净新建仓位 +11.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $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 | 新增 | $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 | 新增 | $45,036 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| HighTower Advisors, LLC | $4.89M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 107 持有人, 10.20M 股份, $797.13M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据