JHSC
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 11.57K | $531,166 | n/a | n/a |
| Q2 2026 | 25 | -1 | 9.04M | $438.88M | +1 | −3 |
| Q1 2026 | 28 | +2 | 9.93M | $425.78M | +3 | −1 |
| Q4 2025 | 26 | 0 | 9.81M | $412.10M | n/a | n/a |
| Q3 2025 | 3 | -1 | 347.86K | $14.56M | n/a | −1 |
| Q2 2025 | 2 | 0 | 15.32K | $598,096 | n/a | n/a |
| Q1 2025 | 1 | +1 | 48.30K | $1.80M | +1 | n/a |
| Q3 2024 | 1 | +1 | 14.91K | $598,487 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Ameriprise Financial Inc | 695.84K | -0.1% | $29.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 527.67K | +8.1% | $22.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 483.80K | +37.8% | $20.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 434.96K | -1.5% | $18.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 354.78K | -2.9% | $15.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 212.58K | +1.4% | $9.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 206.77K | +1.0% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 196.38K | +33.0% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 159.93K | +1.3% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 126.31K | -3.5% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 105.28K | -0.8% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 68.05K | +117.3% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Stifel Financial Corp | 62.96K | -7.5% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 33.81K | -1.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 32.25K | +0.8% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Creative Planning | 32.00K | -5.5% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 18.43K | -0.7% | $790,583 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 11.83K | +2.3% | $511,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 8.13K | New | $348,696 | 0.0% | New | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 7.45K | New | $319,316 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 6.81K | -8.8% | $291,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 2.48K | 0.0% | $106,500 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.14K | +214200.0% | $89,827 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 1.27K | +33.7% | $54,453 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Fifth Third Bancorp | 1.05K | New | $45,035 | 0.0% | New | 1 | SEC ↗ |
| 28 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.