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Institutional Ownership · SEC Form 13F

Who owns JHMD (JHMD)


Which tracked institutional funds hold JHMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHMD company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

83
Institutional holders
18,478,310
Shares held (tracked funds)

How the tape is positioned

22 tracked funds added or opened JHMD while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

JHMD’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JHMD 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 83 tracked filers holding JHMD, 40 increased or opened the position and 35 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 JHMD 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 5

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • CITADEL ADVISORS LLC$3M
  • FLOW TRADERS U.S. LLC$1M
  • Keystone Financial Group$871K
  • LexAurum Advisors, LLC$652K

Full exits 2

  • CITIGROUP INC$896K
  • IFG Advisory, LLC$539K

Largest adds

  • MORGAN STANLEY$16M
  • JONES FINANCIAL COMPANIES LLLP$12M
  • LPL Financial LLC$10M
  • AMERIPRISE FINANCIAL INC$8M
  • WELLS FARGO & COMPANY/MN$5M
  • RAYMOND JAMES FINANCIAL INC$4M

Largest trims

  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$40M
  • Thrivent Financial for Lutherans$3M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • Evensky & Katz LLC$2M
  • BANK OF AMERICA CORP /DE/$1M
  • COMMONWEALTH EQUITY SERVICES, LLC$1M

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).

FundSharesReported value% of valueQuarter
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed7,386,289$313M39.3%2026-Q1
MORGAN STANLEY added1,347,690$57M7.2%2026-Q1
LPL Financial LLC added1,209,935$51M6.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,118,422$47M6.0%2026-Q1
WELLS FARGO & COMPANY/MN added907,122$38M4.8%2026-Q1
Evensky & Katz LLC trimmed794,282$34M4.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added817,498$34M4.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed673,397$29M3.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added561,168$24M3.0%2026-Q1
Magnus Financial Group LLC added329,651$14M1.8%2026-Q1
Simplicity Wealth,LLC added316,683$13M1.7%2026-Q1
AMERIPRISE FINANCIAL INC added310,930$13M1.7%2026-Q1
Spectrum Wealth Advisory Group, LLC added279,863$12M1.5%2026-Q1
Thrivent Financial for Lutherans trimmed242,018$10M1.3%2026-Q1
ROYAL BANK OF CANADA added200,313$8M1.1%2026-Q1
JANE STREET GROUP, LLC trimmed198,106$8M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed154,267$7M0.8%2026-Q1
CoreCap Advisors, LLC added117,887$5M0.6%2026-Q1
Merit Financial Group, LLC trimmed108,032$5M0.6%2026-Q1
Orion Porfolio Solutions, LLC trimmed101,130$4M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added84,038$4M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed81,774$3M0.4%2026-Q1
Cetera Investment Advisers trimmed78,529$3M0.4%2026-Q1
Cooper Financial Group added73,698$3M0.4%2026-Q1
CITADEL ADVISORS LLC added72,549$3M0.4%2026-Q1
FFG RETIREMENT ADVISORS LLC added70,109$3M0.4%2026-Q1
IAMS WEALTH MANAGEMENT, LLC added58,389$2M0.3%2026-Q1
OSAIC HOLDINGS, INC. added57,699$2M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed53,980$2M0.3%2026-Q1
UBS Group AG trimmed52,695$2M0.3%2026-Q1
D.A. DAVIDSON & CO. added46,140$2M0.2%2026-Q1
Kestra Advisory Services, LLC trimmed43,783$2M0.2%2026-Q1
NATIXIS ADVISORS, LLC added39,296$2M0.2%2026-Q1
Advisory Services Network, LLC added37,452$2M0.2%2026-Q1
Integrated Wealth Concepts LLC trimmed30,796$1M0.2%2026-Q1
Northwest Financial Advisors added30,027$1M0.2%2026-Q1
Financially in Tune, LLC trimmed27,285$1M0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed25,336$1M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed21,962$931K0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. added21,915$929K0.1%2026-Q1
Sanctuary Advisors, LLC added21,578$914K0.1%2026-Q1
Keystone Financial Group new20,568$871K0.1%2026-Q1
SigFig Wealth Management, LLC trimmed18,970$804K0.1%2026-Q1
Private Advisor Group, LLC added18,209$772K0.1%2026-Q1
Cornerstone Wealth Management, LLC added17,460$740K0.1%2026-Q1
Capital Advisors, Ltd. LLC16,960$719K0.1%2026-Q1
Stratos Wealth Partners, LTD.16,749$710K0.1%2026-Q1
LexAurum Advisors, LLC added15,387$652K0.1%2026-Q1
DAYMARK WEALTH PARTNERS, LLC trimmed12,844$544K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed12,240$503K0.1%2026-Q1
CWM, LLC10,964$465K0.1%2026-Q1
Triton Financial Group Inc added10,876$456K0.1%2026-Q1
PARSONS CAPITAL MANAGEMENT INC/RI10,516$446K0.1%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC trimmed10,403$441K0.1%2026-Q1
World Investment Advisors new9,874$418K0.1%2026-Q1
Balboa Wealth Partners trimmed7,064$299K0.0%2026-Q1
FIFTH THIRD BANCORP added6,907$293K0.0%2026-Q1
FMR LLC added6,195$263K0.0%2026-Q1
Sun Financial Inc5,651$254K0.0%2026-Q1
MONECO ADVISORS, LLC added5,769$244K0.0%2026-Q1
CLG LLC added5,692$241K0.0%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC5,660$240K0.0%2026-Q1
IHT Wealth Management, LLC trimmed5,424$230K0.0%2026-Q1
HighTower Advisors, LLC trimmed5,202$220K0.0%2026-Q1
Western Wealth Management, LLC new3,702$157K0.0%2026-Q1
Rialto Wealth Management, LLC2,552$108K0.0%2026-Q1
SALEM INVESTMENT COUNSELORS INC new2,109$89K0.0%2026-Q1
Rockefeller Capital Management L.P.2,050$87K0.0%2026-Q1
US BANCORP \DE\ trimmed1,711$72K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added1,378$58K0.0%2026-Q1
ASSETMARK, INC1,160$49K0.0%2026-Q1
Allworth Financial LP981$42K0.0%2026-Q1
IFP Advisors, Inc trimmed659$28K0.0%2026-Q1
Tidemark, LLC536$23K0.0%2026-Q1
Birchwood Financial Partners, Inc.530$22K0.0%2026-Q1
CHILTON CAPITAL MANAGEMENT LLC510$22K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed332$14K0.0%2026-Q1
AE Wealth Management LLC trimmed302$13K0.0%2026-Q1
MAI Capital Management160$7K0.0%2026-Q1
Westside Investment Management, Inc.142$6K0.0%2026-Q1
Sound Income Strategies, LLC106$5K0.0%2026-Q1
Orion Portfolio Solutions, LLC trimmed154,267$5M0.7%2025-Q1 stale
Crossmark Global Holdings, Inc. trimmed56,044$2M0.3%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added36,858$1M0.2%2025-Q2 stale
Institute for Wealth Management, LLC.22,668$906K0.1%2025-Q3 stale
CITIGROUP INC added21,579$896K0.1%2025-Q4 stale
IFG Advisory, LLC new12,976$539K0.1%2025-Q4 stale
Moloney Securities Asset Management, LLC11,697$468K0.1%2025-Q3 stale
NewEdge Advisors, LLC added8,057$335K0.0%2025-Q4 stale
ORG Partners LLC trimmed7,220$300K0.0%2025-Q4 stale
AQR CAPITAL MANAGEMENT LLC trimmed5,898$245K0.0%2025-Q4 stale
ZACKS INVESTMENT MANAGEMENT6,126$245K0.0%2025-Q3 stale
Strategic Blueprint, LLC6,126$245K0.0%2025-Q3 stale
COMERICA BANK added3,137$130K0.0%2025-Q4 stale
AMERIFLEX GROUP, INC. added3,375$128K0.0%2025-Q2 stale
PRINCIPAL SECURITIES, INC.2,400$96K0.0%2025-Q3 stale
BOK Financial Private Wealth, Inc. new212$8K0.0%2025-Q2 stale
TUCKER ASSET MANAGEMENT LLC new166$7K0.0%2025-Q4 stale
FLAGSHIP HARBOR ADVISORS, LLC trimmed150$6K0.0%2025-Q4 stale
Ameritas Advisory Services, LLC new78$3K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership