Institutional Holders (2026 Q2)
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 | 5.69% | 558,563 | $12.6M |
| 2 | Ffg Retirement Advisors LLC | 2.81% | 233,827 | $5.3M |
| 3 | Eldridge Investment Advisors, Inc. | 2.71% | 601,948 | $13.7M |
| 4 | Robbins Farley | 1.50% | 172,059 | $3.9M |
| 5 | BDFS Capital LLC | 1.35% | 137,265 | $3.1M |
| 6 | Burk Holdings LLC | 1.30% | 155,379 | $3.5M |
| 7 | IFS Group,LLC | 1.17% | 37,450 | $850K |
| 8 | 1620 Investment Advisors, INC. | 0.95% | 67,434 | $1.5M |
| 9 | Uniting Wealth Partners, LLC | 0.67% | 144,730 | $3.3M |
| 10 | Widmann Financial Services, Inc. | 0.35% | 28,655 | $650K |
| 11 | Etesian Wealth Advisors, Inc. | 0.33% | 49,408 | $1.1M |
| 12 | FWG Holdings, LLC | 0.26% | 33,330 | $755K |
| 13 | Quad-Cities Investment Group, LLC | 0.18% | 22,538 | $512K |
| 14 | Beacon Financial Advisory LLC | 0.17% | 38,712 | $879K |
| 15 | Empire Financial Management Company, LLC | 0.16% | 17,563 | $399K |
| 16 | Tiller Private Wealth, Inc. | 0.11% | 15,499 | $352K |
| 17 | Stonebridge Financial Planning Group, LLC | 0.09% | 12,014 | $273K |
| 18 | Genesis Private Wealth, LLC | 0.08% | 12,000 | $272K |
| 19 | Mutual Advisors, LLC | 0.06% | 133,940 | $3.0M |
| 20 | Compass Ion Advisors, LLC | 0.05% | 24,957 | $567K |
| 21 | Laurel Oak Wealth Management, LLC | 0.05% | 14,160 | $321K |
| 22 | Meridian Wealth Management, LLC | 0.04% | 59,387 | $1.3M |
| 23 | Leading Edge Financial Planning LLC | 0.04% | 9,727 | $221K |
| 24 | Private Advisor Group, LLC | 0.02% | 225,421 | $5.1M |
| 25 | Indivisible Partners | 0.02% | 12,782 | $290K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|