Institutional Holders (2026 Q1)
53 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JHPI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ptm Wealth Management, LLC | 6.03% | 500,947 | $11.4M |
| 2 | Granite Bay Wealth Management, LLC | 3.92% | 815,457 | $18.4M |
| 3 | Eldridge Investment Advisors, Inc. | 2.67% | 539,553 | $12.2M |
| 4 | Ffg Retirement Advisors LLC | 2.23% | 169,963 | $3.8M |
| 5 | BDFS Capital LLC | 1.61% | 148,215 | $3.3M |
| 6 | Robbins Farley | 1.59% | 158,882 | $3.6M |
| 7 | Burk Holdings LLC | 1.37% | 141,651 | $3.2M |
| 8 | 1620 Investment Advisors, INC. | 0.99% | 64,970 | $1.5M |
| 9 | IFS Group,LLC | 0.73% | 36,450 | $823K |
| 10 | Uniting Wealth Partners, LLC | 0.67% | 139,414 | $3.1M |
| 11 | Etesian Wealth Advisors, Inc. | 0.34% | 47,304 | $1.1M |
| 12 | Widmann Financial Services, Inc. | 0.22% | 16,440 | $371K |
| 13 | Quad-Cities Investment Group, LLC | 0.20% | 22,065 | $498K |
| 14 | Beacon Financial Advisory LLC | 0.19% | 38,156 | $862K |
| 15 | Stonebridge Financial Planning Group, LLC | 0.11% | 12,684 | $286K |
| 16 | Genesis Private Wealth, LLC | 0.09% | 12,000 | $271K |
| 17 | Empire Financial Management Company, LLC | 0.08% | 15,096 | $341K |
| 18 | Mutual Advisors, LLC | 0.06% | 126,556 | $2.9M |
| 19 | Meridian Wealth Management, LLC | 0.05% | 64,589 | $1.5M |
| 20 | Laurel Oak Wealth Management, LLC | 0.05% | 13,422 | $303K |
| 21 | Compass Ion Advisors, LLC | 0.05% | 23,192 | $524K |
| 22 | Leading Edge Financial Planning LLC | 0.05% | 9,761 | $220K |
| 23 | Indivisible Partners | 0.04% | 19,618 | $443K |
| 24 | HighPoint Advisor Group LLC | 0.02% | 25,982 | $587K |
| 25 | Sanctuary Advisors, LLC | 0.02% | 146,088 | $3.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|