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-Q2 13F filings (latest filed 2026-08-14). 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
4 tracked funds added or opened JHCB while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 21 tracked filers holding JHCB, 14 increased or opened the position and 11 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 2026-Q1 and 2026-Q2 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.
Full exits 2
- Granite Bay Wealth Management, LLC$38M
- JANE STREET GROUP, LLC$1M
Largest adds
- Cetera Investment Advisers$3M
- LPL Financial LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$634K
- Simplicity Wealth,LLC$307K
Largest trims
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$2M
- CITADEL ADVISORS LLC$251K
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 |
|---|---|---|---|---|
| Cetera Investment Advisers added | 1,525,837 | $32M | 28.4% | 2026-Q2 |
| LPL Financial LLC added | 313,406 | $7M | 5.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 217,375 | $5M | 4.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 194,983 | $4M | 3.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 147,827 | $3M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 145,934 | $3M | 2.7% | 2026-Q2 |
| Simplicity Wealth,LLC added | 112,827 | $2M | 2.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 72,386 | $2M | 1.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 60,669 | $1M | 1.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 45,976 | $975K | 0.9% | 2026-Q2 |
| MRP Capital Investments, LLC trimmed | 41,134 | $872K | 0.8% | 2026-Q2 |
| CoreCap Advisors, LLC added | 31,120 | $660K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 30,919 | $656K | 0.6% | 2026-Q2 |
| Robbins Farley added | 20,239 | $429K | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 17,923 | $380K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 16,723 | $357K | 0.3% | 2026-Q2 |
| Provenance Wealth Advisors, LLC new | 8,194 | $174K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 5,798 | $123K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 3,605 | $76K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,000 | $21K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $40 | 0.0% | 2026-Q2 |
| Granite Bay Wealth Management, LLC added | 1,789,236 | $38M | 33.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 60,350 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Rubicon Advisors, GP trimmed | 21,223 | $449K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 18,392 | $389K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 17,528 | $371K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 5,951 | $126K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Legacy CG, LLC added | 446,625 | $10M | 8.4% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC trimmed | 4,569 | $98K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC | 880 | $19K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 80 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.