Who owns JHCB
Which tracked institutional funds hold JHCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHCB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JHCB is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JHCB’s largest tracked holder by dollar value, Granite Bay Wealth Management, LLC, sizes it at 8.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JHCB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 23 tracked filers holding JHCB, 16 increased or opened the position and 9 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JHCB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- GOLDMAN SACHS GROUP INC$3M
- CITADEL ADVISORS LLC$2M
Full exits 1
- Legacy CG, LLC$10M
Largest adds
- Cetera Investment Advisers$6M
- Granite Bay Wealth Management, LLC$2M
- LPL Financial LLC$674K
- COMMONWEALTH EQUITY SERVICES, LLC$527K
- Simplicity Wealth,LLC$408K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Granite Bay Wealth Management, LLC added | 1,789,236 | $38M | 34.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,399,940 | $30M | 26.8% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 288,267 | $6M | 5.5% | 2026-Q1 |
| LPL Financial LLC added | 223,222 | $5M | 4.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 213,217 | $5M | 4.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 149,419 | $3M | 2.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 118,138 | $3M | 2.3% | 2026-Q1 |
| Simplicity Wealth,LLC added | 98,561 | $2M | 1.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 84,397 | $2M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 60,350 | $1M | 1.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 59,197 | $1M | 1.1% | 2026-Q1 |
| MRP Capital Investments, LLC trimmed | 42,634 | $903K | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC added | 39,416 | $834K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 32,503 | $688K | 0.6% | 2026-Q1 |
| CoreCap Advisors, LLC added | 28,043 | $594K | 0.5% | 2026-Q1 |
| Rubicon Advisors, GP trimmed | 21,223 | $449K | 0.4% | 2026-Q1 |
| Robbins Farley added | 19,280 | $408K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 18,392 | $389K | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 17,528 | $371K | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. new | 14,499 | $307K | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 5,951 | $126K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,000 | $21K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1 | $35 | 0.0% | 2026-Q1 |
| Legacy CG, LLC added | 446,625 | $10M | 8.7% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 33,769 | $733K | 0.7% | 2025-Q3 stale |
| ORG Partners LLC trimmed | 4,569 | $98K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 3,605 | $78K | 0.1% | 2025-Q4 stale |
| AE Wealth Management LLC | 880 | $19K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 80 | $2K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.