Security record · archived quarter
JHSC
name pending profile ingest
26Tracked holders
-1Δ holders
9.14MShares held
$443.93MReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow -7.9% ·
net new positions -3.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 3.22M | -17.5% | $156.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.08M | -7.0% | $101.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.08M | -7.0% | $101.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.08M | -7.0% | $101.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 817.62K | +17.5% | $39.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 817.62K | +17.5% | $39.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 817.62K | +17.5% | $39.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 551.26K | +4.5% | $26.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 450.81K | -6.8% | $21.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 450.81K | -6.8% | $21.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 437.90K | +0.7% | $21.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 437.90K | +0.7% | $21.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 229.34K | +16.8% | $11.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 220.49K | +3.7% | $10.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 212.84K | -40.0% | $10.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 212.84K | -40.0% | $10.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 204.42K | -1.1% | $9.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 134.79K | -15.7% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 127.69K | +87.6% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 127.69K | +87.6% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 124.21K | -1.7% | $6.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 103.98K | -1.2% | $5.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 64.56K | +2.5% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 32.79K | -3.0% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 30.54K | -5.3% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 30.54K | -5.3% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Creative Planning | 28.79K | -10.0% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 22.38K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 18.98K | +3.0% | $922,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 18.98K | +3.0% | $922,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 11.57K | -2.2% | $556,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 9.00K | +319.9% | $436,576 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 9.00K | +319.9% | $436,576 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 9.00K | +319.9% | $436,576 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 6.28K | -7.7% | $304,957 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.45K | +14.2% | $70,396 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.35K | +28.6% | $65,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 216 | +285.7% | $10,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.09M | 0.0% |
Exited
| Citadel Advisors | $348,696 | was 0.0% |
| Jane Street Group, Llc | $319,316 | 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: Q2 2026 ·
Methodology ·
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