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Security record · archived quarter

JHSC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q3 2024
28Tracked holders
+2Δ holders
9.93MShares held
$425.78MReported value
+3New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.7% · share flow +1.2% · 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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Manufacturers Life Insurance… 3.90M -5.7% $167.23M 0.1% ▼ Trim 2 SEC ↗
2 Bank Of America Corp /De/ 2.24M +4.6% $96.01M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 2.24M +4.6% $96.01M 0.0% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 2.24M +4.6% $96.01M 0.0% ▲ Add 2 SEC ↗
5 Ameriprise Financial Inc 695.84K -0.1% $29.85M 0.0% ▼ Trim 2 SEC ↗
6 Ameriprise Financial Inc 695.84K -0.1% $29.85M 0.0% ▼ Trim 2 SEC ↗
7 LPL Financial LLC 527.67K +8.1% $22.63M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 483.80K +37.8% $20.75M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 434.96K -1.5% $18.66M 0.0% ▼ Trim 2 SEC ↗
10 Wells Fargo & Company/Mn 434.96K -1.5% $18.66M 0.0% ▼ Trim 2 SEC ↗
11 UBS Group AG 354.78K -2.9% $15.22M 0.0% ▼ Trim 2 SEC ↗
12 UBS Group AG 354.78K -2.9% $15.22M 0.0% ▼ Trim 2 SEC ↗
13 Commonwealth Equity Services, Llc 212.58K +1.4% $9.12M 0.0% ▲ Add 2 SEC ↗
14 Cetera Investment Advisers 206.77K +1.0% $8.87M 0.0% ▲ Add 2 SEC ↗
15 Jones Financial Companies Lllp 196.38K +33.0% $8.28M 0.0% ▲ Add 2 SEC ↗
16 Northwestern Mutual Wealth… 159.93K +1.3% $6.86M 0.0% ▲ Add 2 SEC ↗
17 Envestnet Asset Management Inc 126.31K -3.5% $5.42M 0.0% ▼ Trim 2 SEC ↗
18 HighTower Advisors, LLC 105.28K -0.8% $4.52M 0.0% ▼ Trim 2 SEC ↗
19 Raymond James Financial Inc 68.05K +117.3% $2.92M 0.0% ▲ Add 2 SEC ↗
20 Raymond James Financial Inc 68.05K +117.3% $2.92M 0.0% ▲ Add 2 SEC ↗
21 Stifel Financial Corp 62.96K -7.5% $2.70M 0.0% ▼ Trim 2 SEC ↗
22 Rockefeller Capital Management L.P. 33.81K -1.5% $1.45M 0.0% ▼ Trim 2 SEC ↗
23 Royal Bank Of Canada 32.25K +0.8% $1.38M 0.0% ▲ Add 2 SEC ↗
24 Royal Bank Of Canada 32.25K +0.8% $1.38M 0.0% ▲ Add 2 SEC ↗
25 Creative Planning 32.00K -5.5% $1.37M 0.0% ▼ Trim 2 SEC ↗
26 Osaic Holdings, Inc. 18.43K -0.7% $790,583 0.0% ▼ Trim 2 SEC ↗
27 Osaic Holdings, Inc. 18.43K -0.7% $790,583 0.0% ▼ Trim 2 SEC ↗
28 Wealth Enhancement Advisory… 11.83K +2.3% $511,743 0.0% ▲ Add 2 SEC ↗
29 Citadel Advisors 8.13K New $348,696 0.0% New 1 SEC ↗
30 Jane Street Group, Llc 7.45K New $319,316 0.0% New 1 SEC ↗
31 Mercer Global Advisors Inc /Adv 6.81K -8.8% $291,909 0.0% ▼ Trim 2 SEC ↗
32 Cwm, Llc 2.48K 0.0% $106,500 0.0% Held 2 SEC ↗
33 JPMorgan Chase 2.14K +214200.0% $89,827 0.0% ▲ Add 3 SEC ↗
34 JPMorgan Chase 2.14K +214200.0% $89,827 0.0% ▲ Add 3 SEC ↗
35 Fidelity (FMR) 1.27K +33.7% $54,453 0.0% ▲ Add 4 SEC ↗
36 Fifth Third Bancorp 1.05K New $45,035 0.0% New 1 SEC ↗
37 Assetmark, Inc 56 -18.8% $2,402 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

Citadel Advisors $348,696 0.0%
Jane Street Group, Llc $319,316 0.0%
Fifth Third Bancorp $45,035 0.0%

Exited

Us Bancorp \De\ $1,438 was 0.0%

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: Q1 2026 · Methodology · Get this via the API