Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
24 tracked funds added or opened JHMD while 16 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
JHMD’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 85 tracked filers holding JHMD, 48 increased or opened the position and 41 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 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.
New buyers 5
- MCF Advisors LLC$8M
- CITIGROUP INC$3M
- Providence First Trust Co$2M
- Beacon Pointe Advisors, LLC$1M
- Advisory Solutions Group, LLC$824K
Full exits 10
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$313M
- Evensky & Katz LLC$34M
- Thrivent Financial for Lutherans$10M
- JANE STREET GROUP, LLC$8M
- Cambridge Investment Research Advisors, Inc.$4M
- NATIXIS ADVISORS, LLC$2M
Largest adds
- LPL Financial LLC$18M
- MORGAN STANLEY$17M
- JONES FINANCIAL COMPANIES LLLP$9M
- Spectrum Wealth Advisory Group, LLC$7M
- RAYMOND JAMES FINANCIAL INC$6M
- WELLS FARGO & COMPANY/MN$4M
Largest trims
- BANK OF AMERICA CORP /DE/$4M
- OSAIC HOLDINGS, INC.$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- UBS Group AG$1M
- CITADEL ADVISORS LLC$1M
- Northwest Financial Advisors$740K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,670,470 | $74M | 8.5% | 2026-Q2 |
| LPL Financial LLC added | 1,550,235 | $69M | 7.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,192,976 | $53M | 6.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 957,401 | $43M | 4.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 955,944 | $42M | 4.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 563,783 | $25M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 542,152 | $24M | 2.8% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC added | 426,864 | $19M | 2.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 361,672 | $16M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 346,923 | $15M | 1.8% | 2026-Q2 |
| Magnus Financial Group LLC added | 335,278 | $15M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 208,409 | $9M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 204,808 | $9M | 1.0% | 2026-Q2 |
| MCF Advisors LLC new | 174,250 | $8M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 127,351 | $6M | 0.6% | 2026-Q2 |
| CoreCap Advisors, LLC added | 122,644 | $5M | 0.6% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 119,272 | $5M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 105,262 | $5M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 99,405 | $4M | 0.5% | 2026-Q2 |
| Cooper Financial Group added | 79,529 | $4M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 79,523 | $4M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 78,589 | $3M | 0.4% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 65,413 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,398 | $2M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 47,049 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 46,679 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 38,520 | $2M | 0.2% | 2026-Q2 |
| Providence First Trust Co new | 37,591 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 37,196 | $2M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 27,285 | $1M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 24,007 | $1M | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 20,317 | $902K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 20,236 | $899K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,959 | $892K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 18,927 | $841K | 0.1% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 18,933 | $839K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 18,698 | $830K | 0.1% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 18,548 | $824K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 17,225 | $765K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 16,960 | $753K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 16,198 | $719K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 15,703 | $697K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC added | 15,402 | $684K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 12,258 | $544K | 0.1% | 2026-Q2 |
| Northwest Financial Advisors trimmed | 11,993 | $533K | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 10,516 | $467K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 10,334 | $458K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 10,258 | $456K | 0.1% | 2026-Q2 |
| World Investment Advisors | 9,874 | $418K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors new | 9,000 | $400K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,944 | $397K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 8,441 | $375K | 0.0% | 2026-Q2 |
| CLG LLC added | 8,142 | $362K | 0.0% | 2026-Q2 |
| Balboa Wealth Partners | 7,064 | $314K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 6,951 | $309K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 6,020 | $267K | 0.0% | 2026-Q2 |
| Sun Financial Inc added | 5,667 | $263K | 0.0% | 2026-Q2 |
| MONECO ADVISORS, LLC | 5,769 | $256K | 0.0% | 2026-Q2 |
| Triton Financial Group Inc trimmed | 5,438 | $242K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 5,010 | $222K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 4,964 | $220K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 4,721 | $210K | 0.0% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 4,603 | $204K | 0.0% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 4,603 | $204K | 0.0% | 2026-Q2 |
| Rialto Wealth Management, LLC | 2,552 | $113K | 0.0% | 2026-Q2 |
| Brooklyn FI, LLC trimmed | 2,508 | $112K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 1,670 | $74K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 1,499 | $67K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,378 | $61K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,218 | $54K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 1,160 | $52K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC trimmed | 1,095 | $49K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 670 | $30K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 607 | $27K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 536 | $24K | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. | 530 | $24K | 0.0% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC | 510 | $23K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 332 | $15K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 232 | $10K | 0.0% | 2026-Q2 |
| GABLES CAPITAL MANAGEMENT INC. new | 156 | $7K | 0.0% | 2026-Q2 |
| Mosley Wealth Management new | 124 | $6K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 70 | $3K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 62 | $3K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 30 | $1K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 23 | $1K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 7,386,289 | $313M | 35.9% | 2026-Q1 stale (1 quarter behind) |
| Evensky & Katz LLC trimmed | 794,282 | $34M | 3.9% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 242,018 | $10M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 198,106 | $8M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 84,038 | $4M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 39,296 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC trimmed | 30,796 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financially in Tune, LLC trimmed | 27,285 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 25,336 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC | 16,960 | $719K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 10,964 | $465K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Crossmark Global Holdings, Inc. trimmed | 56,044 | $2M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Institute for Wealth Management, LLC. | 22,668 | $906K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Moloney Securities Asset Management, LLC | 11,697 | $468K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 36,858 | $1M | 0.2% | 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.