Who owns JHSC (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 19 added or opened and 4 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 2025-Q4 and 2026-Q1, across 80 tracked filers holding JHSC, 38 increased or opened the position and 32 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 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 4
- MONEY CONCEPTS CAPITAL CORP$3M
- Vestmark Advisory Solutions, Inc.$984K
- ELEVATION POINT WEALTH PARTNERS, LLC$984K
- Fifth Third Securities, Inc.$819K
Full exits 1
- B. Riley Wealth Advisors, Inc.$4M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- BANK OF AMERICA CORP /DE/$6M
- MORGAN STANLEY$6M
- LPL Financial LLC$2M
- JONES FINANCIAL COMPANIES LLLP$2M
- RAYMOND JAMES FINANCIAL INC$2M
Largest trims
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$6M
- Private Advisor Group, LLC$4M
- VISTA INVESTMENT PARTNERS LLC$2M
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 | 3,899,095 | $167M | 28.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,238,444 | $96M | 16.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 750,036 | $32M | 5.5% | 2026-Q1 |
| Gilbert & Cook, Inc. added | 696,637 | $30M | 5.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 695,844 | $30M | 5.1% | 2026-Q1 |
| LPL Financial LLC added | 527,671 | $23M | 3.9% | 2026-Q1 |
| MORGAN STANLEY added | 483,804 | $21M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 434,957 | $19M | 3.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 424,936 | $18M | 3.1% | 2026-Q1 |
| UBS Group AG trimmed | 354,780 | $15M | 2.6% | 2026-Q1 |
| SIMS INVESTMENT MANAGEMENT, LLC added | 349,386 | $15M | 2.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 212,578 | $9M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 206,774 | $9M | 1.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 196,380 | $8M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 159,928 | $7M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 126,306 | $5M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 105,281 | $5M | 0.8% | 2026-Q1 |
| Atlas Wealth LLC added | 103,926 | $4M | 0.8% | 2026-Q1 |
| Empire Financial Management Company, LLC added | 81,876 | $4M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 68,048 | $3M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 62,959 | $3M | 0.5% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP new | 62,533 | $3M | 0.5% | 2026-Q1 |
| Cornell Pochily Investment Advisors, Inc. added | 57,899 | $2M | 0.4% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS LLC trimmed | 54,862 | $2M | 0.4% | 2026-Q1 |
| Simplicity Wealth,LLC added | 51,747 | $2M | 0.4% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP added | 46,904 | $2M | 0.3% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 42,829 | $2M | 0.3% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. trimmed | 34,361 | $1M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 33,809 | $1M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 32,254 | $1M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 32,001 | $1M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 27,217 | $1M | 0.2% | 2026-Q1 |
| Midwest Heritage Bank, FSB trimmed | 24,293 | $1M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 22,937 | $984K | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 22,937 | $984K | 0.2% | 2026-Q1 |
| Advisor Resource Council added | 21,116 | $906K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 19,592 | $840K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 19,184 | $823K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. new | 19,089 | $819K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 18,430 | $791K | 0.1% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 17,984 | $771K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 15,463 | $663K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,832 | $512K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,065 | $475K | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 10,769 | $462K | 0.1% | 2026-Q1 |
| Park Place Capital Corp | 9,589 | $411K | 0.1% | 2026-Q1 |
| Magnus Financial Group LLC | 9,471 | $406K | 0.1% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 8,924 | $383K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 8,130 | $349K | 0.1% | 2026-Q1 |
| Sun Financial Inc trimmed | 7,436 | $344K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 7,964 | $342K | 0.1% | 2026-Q1 |
| Birchwood Financial Partners, Inc. | 7,829 | $336K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. | 7,663 | $329K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 7,445 | $319K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,806 | $292K | 0.0% | 2026-Q1 |
| SigFig Wealth Management, LLC trimmed | 6,639 | $285K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,375 | $273K | 0.0% | 2026-Q1 |
| Octavia Wealth Advisors, LLC new | 6,127 | $263K | 0.0% | 2026-Q1 |
| ENZI WEALTH | 5,160 | $221K | 0.0% | 2026-Q1 |
| Financially in Tune, LLC trimmed | 4,959 | $213K | 0.0% | 2026-Q1 |
| CWM, LLC | 2,483 | $106K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,143 | $90K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,700 | $73K | 0.0% | 2026-Q1 |
| Pinnacle Bancorp, Inc. | 1,362 | $58K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,270 | $54K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,050 | $45K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 808 | $35K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 758 | $33K | 0.0% | 2026-Q1 |
| Marshall & Sterling Wealth Advisors Inc. | 456 | $20K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 426 | $18K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 410 | $18K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 315 | $14K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC | 299 | $13K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 263 | $11K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 261 | $11K | 0.0% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. new | 230 | $10K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 200 | $9K | 0.0% | 2026-Q1 |
| Capital Advisors, Ltd. LLC | 97 | $4K | 0.0% | 2026-Q1 |
| Westside Investment Management, Inc. | 92 | $4K | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 56 | $2K | 0.0% | 2026-Q1 |
| SYNOVUS FINANCIAL CORP trimmed | 418,561 | $18M | 3.0% | 2025-Q3 stale |
| B. Riley Wealth Advisors, Inc. added | 91,429 | $4M | 0.7% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 15,964 | $1M | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 16,448 | $642K | 0.1% | 2025-Q2 stale |
| CW Advisors, LLC new | 15,710 | $613K | 0.1% | 2025-Q2 stale |
| Atria Investments, Inc added | 15,748 | $587K | 0.1% | 2025-Q1 stale |
| Moloney Securities Asset Management, LLC | 10,018 | $419K | 0.1% | 2025-Q3 stale |
| CAHABA WEALTH MANAGEMENT, INC. | 10,359 | $386K | 0.1% | 2025-Q1 stale |
| Wolf Group Capital Advisors | 7,855 | $293K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,901 | $289K | 0.0% | 2025-Q3 stale |
| Institute for Wealth Management, LLC. new | 4,896 | $205K | 0.0% | 2025-Q3 stale |
| WEST PACES ADVISORS INC. | 1,450 | $54K | 0.0% | 2025-Q1 stale |
| ORG Partners LLC trimmed | 1,163 | $49K | 0.0% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 556 | $23K | 0.0% | 2025-Q3 stale |
| COMERICA BANK trimmed | 500 | $21K | 0.0% | 2025-Q4 stale |
| Fourth Dimension Wealth, LLC | 250 | $10K | 0.0% | 2025-Q4 stale |
| IFC & Insurance Marketing, Inc. new | 190 | $8K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC | 160 | $7K | 0.0% | 2025-Q4 stale |
| US BANCORP \DE\ new | 34 | $1K | 0.0% | 2025-Q4 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.