Who owns JHSC
Which tracked institutional funds hold JHSC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHSC 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
The tracked-fund tape on JHSC is one-sided between 2026-Q1 and 2026-Q2: 23 added or opened and 7 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
JHSC’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JHSC 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 81 tracked filers holding JHSC, 41 increased or opened the position and 39 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 JHSC 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Kingsview Wealth Management, LLC$501K
Full exits 3
- HighTower Advisors, LLC$5M
- Evensky & Katz LLC$2M
- NATIXIS ADVISORS, LLC$1M
Largest adds
- AMERIPRISE FINANCIAL INC$10M
- Gilbert & Cook, Inc.$5M
- BANK OF AMERICA CORP /DE/$5M
- LPL Financial LLC$4M
- RAYMOND JAMES FINANCIAL INC$3M
- SIMS INVESTMENT MANAGEMENT, LLC$3M
Largest trims
- Private Advisor Group, LLC$32M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$11M
- UBS Group AG$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$314K
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 |
|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 3,217,341 | $156M | 26.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,081,658 | $101M | 17.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 817,619 | $40M | 6.8% | 2026-Q2 |
| Gilbert & Cook, Inc. added | 723,059 | $35M | 6.0% | 2026-Q2 |
| LPL Financial LLC added | 551,260 | $27M | 4.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 450,808 | $22M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 437,896 | $21M | 3.6% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 420,616 | $20M | 3.5% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC added | 375,257 | $18M | 3.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 229,341 | $11M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 220,493 | $11M | 1.8% | 2026-Q2 |
| UBS Group AG trimmed | 212,837 | $10M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 204,417 | $10M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 134,793 | $7M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 127,688 | $6M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 124,207 | $6M | 1.0% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 103,791 | $5M | 0.9% | 2026-Q2 |
| Empire Financial Management Company, LLC trimmed | 81,545 | $4M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 64,556 | $3M | 0.5% | 2026-Q2 |
| Simplicity Wealth,LLC added | 63,354 | $3M | 0.5% | 2026-Q2 |
| Cornell Pochily Investment Advisors, Inc. added | 61,488 | $3M | 0.5% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS LLC trimmed | 53,638 | $3M | 0.4% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 52,845 | $3M | 0.4% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP trimmed | 46,686 | $2M | 0.4% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. trimmed | 34,174 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 32,787 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 30,535 | $1M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 28,789 | $1M | 0.2% | 2026-Q2 |
| Midwest Heritage Bank, FSB trimmed | 23,982 | $1M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 22,937 | $1M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 22,937 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,379 | $1M | 0.2% | 2026-Q2 |
| Advisor Resource Council added | 21,784 | $1M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 21,739 | $1M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 21,013 | $1M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,983 | $922K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 18,886 | $917K | 0.2% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 17,498 | $850K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 15,483 | $752K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 12,138 | $589K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,567 | $556K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 10,308 | $501K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 10,102 | $491K | 0.1% | 2026-Q2 |
| Magnus Financial Group LLC added | 9,799 | $476K | 0.1% | 2026-Q2 |
| Park Place Capital Corp added | 9,626 | $467K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,999 | $437K | 0.1% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 8,045 | $391K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 8,022 | $390K | 0.1% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 7,842 | $381K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 7,663 | $372K | 0.1% | 2026-Q2 |
| Sun Financial Inc added | 7,448 | $366K | 0.1% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 6,631 | $322K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 6,605 | $321K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 6,593 | $320K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,280 | $305K | 0.1% | 2026-Q2 |
| Octavia Wealth Advisors, LLC | 6,127 | $298K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 5,741 | $279K | 0.0% | 2026-Q2 |
| Sage Mountain Advisors LLC new | 4,318 | $256K | 0.0% | 2026-Q2 |
| ENZI WEALTH | 5,160 | $248K | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 4,363 | $212K | 0.0% | 2026-Q2 |
| Intellectus Partners, LLC new | 4,227 | $205K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 3,742 | $182K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 3,077 | $148K | 0.0% | 2026-Q2 |
| WEST PACES ADVISORS INC. | 1,450 | $70K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,450 | $70K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. | 1,362 | $66K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,350 | $66K | 0.0% | 2026-Q2 |
| MCF Advisors LLC new | 1,344 | $65K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 808 | $39K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 758 | $37K | 0.0% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. added | 457 | $22K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 427 | $21K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 359 | $17K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 315 | $15K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 299 | $15K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 261 | $13K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 231 | $11K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 216 | $10K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 213 | $10K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 100 | $5K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 8 | $388 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 105,281 | $5M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Evensky & Katz LLC trimmed | 42,829 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 27,217 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,065 | $475K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 8,130 | $349K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 7,445 | $319K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financially in Tune, LLC trimmed | 4,959 | $213K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 2,483 | $106K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| B. Riley Wealth Advisors, Inc. added | 91,429 | $4M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC trimmed | 1,163 | $49K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 500 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Fourth Dimension Wealth, LLC | 250 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SYNOVUS FINANCIAL CORP trimmed | 418,561 | $18M | 3.0% | 2025-Q3 stale (3 quarters behind) |
| SUMMIT WEALTH GROUP LLC / CO new | 15,964 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Moloney Securities Asset Management, LLC | 10,018 | $419K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Institute for Wealth Management, LLC. new | 4,896 | $205K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 556 | $23K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 16,448 | $642K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CW Advisors, LLC new | 15,710 | $613K | 0.1% | 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.