Institutional Holders (2026 Q1)
106 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JHML. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sanchez Wealth Management Group | 8.53% | 503,947 | $39.4M |
| 2 | PMG Wealth Management, Inc. | 4.41% | 78,077 | $6.1M |
| 3 | GRIMES & Co WEALTH MANAGEMENT, LLC | 3.37% | 1,556,167 | $121.8M |
| 4 | IAM Advisory, LLC | 2.83% | 161,529 | $12.6M |
| 5 | ERn Financial, LLC | 1.96% | 132,924 | $10.4M |
| 6 | Cooper Financial Group | 1.12% | 141,443 | $11.1M |
| 7 | Win Advisors, Inc | 0.96% | 26,767 | $2.1M |
| 8 | Financially in Tune, LLC | 0.84% | 12,447 | $974K |
| 9 | Fca Corp /Tx | 0.80% | 36,127 | $2.8M |
| 10 | Simplicity Wealth,LLC | 0.75% | 168,408 | $13.2M |
| 11 | Foundry Financial Group, Inc. | 0.75% | 19,219 | $1.5M |
| 12 | Schneider Downs Wealth Management Advisors, LP | 0.57% | 65,873 | $5.2M |
| 13 | Elevation Capital Advisory, LLC | 0.56% | 16,954 | $1.3M |
| 14 | Ebert Capital Management Inc. | 0.48% | 6,000 | $470K |
| 15 | Columbia Advisory Partners LLC | 0.40% | 7,933 | $621K |
| 16 | Sageworth Trust Co of South Dakota | 0.38% | 6,147 | $481K |
| 17 | Capital Investment Advisory Services, LLC | 0.36% | 63,093 | $4.9M |
| 18 | Avant Capital LLC | 0.36% | 6,512 | $510K |
| 19 | Goodman Advisory Group, LLC | 0.31% | 15,292 | $1.2M |
| 20 | Elevation Point Wealth Partners, LLC | 0.30% | 164,836 | $12.9M |
| 21 | OneAscent Family Office, LLC | 0.17% | 3,134 | $245K |
| 22 | CoreCap Advisors, LLC | 0.16% | 61,842 | $4.8M |
| 23 | Parsons Capital Management Inc/Ri | 0.16% | 45,322 | $3.5M |
| 24 | Rossmore Private Capital | 0.15% | 22,050 | $1.7M |
| 25 | Vestmark Advisory Solutions, Inc. | 0.14% | 164,774 | $12.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|