Security record · archived quarter
JHSC
name pending profile ingest
26Tracked holders
0Δ holders
9.81MShares held
$412.10MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 9.14M | $443.93M | +1 | −2 |
| Q1 2026 | 28 | +2 | 9.93M | $425.78M | +3 | −1 |
| Q4 2025 | 26 | 0 | 9.81M | $412.10M | — | — |
| Q3 2025 | 3 | -1 | 347.86K | $14.56M | — | −1 |
| Q2 2025 | 2 | 0 | 15.32K | $598,096 | — | — |
| Q1 2025 | 1 | +1 | 48.30K | $1.80M | +1 | — |
| Q3 2024 | 1 | +1 | 14.91K | $598,487 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 4.13M | — | $173.57M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.14M | — | $89.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.14M | — | $89.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.14M | — | $89.84M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.14M | — | $89.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 696.56K | — | $29.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 696.56K | — | $29.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 488.33K | — | $20.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 441.71K | — | $18.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 441.71K | — | $18.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 365.43K | — | $15.34M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 351.20K | +1.1% | $14.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 351.20K | +1.1% | $14.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 209.66K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 204.77K | — | $8.60M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 157.84K | — | $6.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 147.65K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 130.82K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 106.14K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 68.03K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 68.03K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 34.33K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 33.86K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 32.00K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 32.00K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 31.31K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 31.31K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 18.55K | — | $779,173 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 18.55K | — | $779,173 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 11.57K | — | $505,370 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 7.46K | — | $313,287 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 2.48K | — | $104,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 950 | +55.0% | $39,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 69 | — | $2,897 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 34 | — | $1,438 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1 | -50.0% | $56 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 12.91M shares, $550.12M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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