Institutional Holders (2026 Q3)
91 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JHMD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Spectrum Wealth Advisory Group, LLC | 3.58% | 285,722 | $12.7M |
| 2 | Magnus Financial Group LLC | 1.00% | 338,287 | $15.0M |
| 3 | Iams Wealth Management, LLC | 0.87% | 66,902 | $3.0M |
| 4 | Simplicity Wealth,LLC | 0.81% | 625,257 | $27.7M |
| 5 | Nova Financial LLC | 0.58% | 31,187 | $1.4M |
| 6 | Wilshire Advisors LLC | 0.43% | 4,328,614 | $192.0M |
| 7 | MCF Advisors LLC | 0.23% | 143,673 | $6.4M |
| 8 | CoreCap Advisors, LLC | 0.18% | 142,152 | $6.3M |
| 9 | Advisory Solutions Group, LLC | 0.17% | 18,548 | $823K |
| 10 | J. R. Prunier Capital Management LLC | 0.12% | 6,693 | $297K |
| 11 | Cooper Financial Group | 0.12% | 33,378 | $1.5M |
| 12 | Clg LLC | 0.08% | 8,463 | $375K |
| 13 | LexAurum Advisors, LLC | 0.08% | 15,298 | $678K |
| 14 | Northwest Financial Advisors | 0.07% | 11,986 | $532K |
| 15 | Keystone Financial Group | 0.05% | 19,878 | $882K |
| 16 | Balboa Wealth Partners | 0.04% | 7,064 | $313K |
| 17 | Cornerstone Wealth Management, LLC | 0.03% | 16,720 | $742K |
| 18 | Merit Financial Group, LLC | 0.02% | 98,777 | $4.4M |
| 19 | Orion Porfolio Solutions, LLC | 0.02% | 84,953 | $3.8M |
| 20 | D.A. Davidson & CO. | 0.02% | 90,527 | $4.0M |
| 21 | SigFig Wealth Management, LLC | 0.02% | 18,833 | $835K |
| 22 | Parsons Capital Management Inc/Ri | 0.02% | 10,109 | $448K |
| 23 | Ascentis Independent Advisors | 0.02% | 7,220 | $320K |
| 24 | Jones Financial Companies Lllp | 0.02% | 1,100,757 | $49.8M |
| 25 | Birchwood Financial Partners, Inc. | 0.02% | 530 | $24K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|