Institutional Holders (2026 Q1)
81 + 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 | 4.41% | 279,863 | $11.9M |
| 2 | Northwest Financial Advisors | 2.46% | 30,027 | $1.3M |
| 3 | Ffg Retirement Advisors LLC | 1.73% | 70,109 | $3.0M |
| 4 | Magnus Financial Group LLC | 1.13% | 329,651 | $14.0M |
| 5 | Financially in Tune, LLC | 0.99% | 27,285 | $1.2M |
| 6 | Iams Wealth Management, LLC | 0.86% | 58,389 | $2.5M |
| 7 | Triton Financial Group Inc | 0.80% | 10,876 | $456K |
| 8 | Simplicity Wealth,LLC | 0.76% | 316,683 | $13.4M |
| 9 | Cooper Financial Group | 0.32% | 73,698 | $3.1M |
| 10 | Manufacturers Life Insurance Company, the | 0.27% | 7,386,289 | $313.0M |
| 11 | CoreCap Advisors, LLC | 0.17% | 117,887 | $5.0M |
| 12 | Sun Financial Inc | 0.13% | 5,651 | $254K |
| 13 | J. R. Prunier Capital Management LLC | 0.12% | 6,604 | $280K |
| 14 | LexAurum Advisors, LLC | 0.08% | 15,387 | $652K |
| 15 | Clg LLC | 0.06% | 5,692 | $241K |
| 16 | Keystone Financial Group | 0.06% | 20,568 | $871K |
| 17 | Balboa Wealth Partners | 0.05% | 7,064 | $299K |
| 18 | Cornerstone Wealth Management, LLC | 0.04% | 17,460 | $740K |
| 19 | Orion Porfolio Solutions, LLC | 0.04% | 101,130 | $4.3M |
| 20 | Merit Financial Group, LLC | 0.03% | 108,032 | $4.6M |
| 21 | Rialto Wealth Management, LLC | 0.02% | 2,552 | $108K |
| 22 | SigFig Wealth Management, LLC | 0.02% | 18,970 | $804K |
| 23 | Birchwood Financial Partners, Inc. | 0.02% | 530 | $22K |
| 24 | Advisory Services Network, LLC | 0.02% | 37,452 | $1.6M |
| 25 | Parsons Capital Management Inc/Ri | 0.02% | 10,516 | $446K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|