JHPI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +30.0% ·
net new positions +7.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.01M | +55.2% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 289.78K | +13.2% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 225.94K | -0.6% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 225.59K | +46.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cwm, Llc | 145.31K | +380.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 101.26K | +1040.9% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 49.71K | +19.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 47.03K | +50.5% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 39.19K | +1.4% | $884,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 37.25K | +60.9% | $841,175 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 35.27K | -1.0% | $796,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 301 | -0.3% | $6,809 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | UBS Group AG | 19 | New | $429 | 0.0% | New | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 3 | -99.0% | $68 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $429 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 5.97M shares, $130.15M 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.