Institutional Holders (2026 Q2)
84 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JHSC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sims Investment Management, LLC | 5.63% | 375,257 | $18.2M |
| 2 | Gilbert & Cook, Inc. | 4.04% | 723,059 | $35.1M |
| 3 | Empire Financial Management Company, LLC | 1.57% | 81,545 | $4.0M |
| 4 | American Institute for Advanced Investment Management, LLP | 1.31% | 46,686 | $2.3M |
| 5 | Cornell Pochily Investment Advisors, Inc. | 0.80% | 61,488 | $3.0M |
| 6 | Atlas Wealth LLC | 0.72% | 103,791 | $5.0M |
| 7 | Vista Investment Partners LLC | 0.66% | 53,638 | $2.6M |
| 8 | Midwest Heritage Bank, FSB | 0.33% | 23,982 | $1.2M |
| 9 | Newman Dignan & Sheerar, Inc. | 0.32% | 34,174 | $1.7M |
| 10 | Birchwood Financial Partners, Inc. | 0.31% | 7,842 | $381K |
| 11 | Advisor Resource Council | 0.30% | 21,784 | $1.1M |
| 12 | Sun Financial Inc | 0.17% | 7,448 | $366K |
| 13 | Pinnacle Financial Partners, Inc. | 0.14% | 420,616 | $20.4M |
| 14 | Manufacturers Life Insurance Company, the | 0.12% | 3,217,341 | $156.2M |
| 15 | Money Concepts Capital Corp | 0.12% | 52,845 | $2.6M |
| 16 | Iams Wealth Management, LLC | 0.12% | 8,045 | $391K |
| 17 | Simplicity Wealth,LLC | 0.10% | 63,354 | $3.1M |
| 18 | Enzi Wealth | 0.08% | 5,160 | $248K |
| 19 | Park Place Capital Corp | 0.07% | 9,626 | $467K |
| 20 | JNBA Financial Advisors | 0.06% | 17,498 | $850K |
| 21 | Fifth Third Securities, INC. | 0.06% | 21,013 | $1.0M |
| 22 | Intellectus Partners, LLC | 0.04% | 4,227 | $205K |
| 23 | Flagship Harbor Advisors, LLC | 0.04% | 18,886 | $917K |
| 24 | Magnus Financial Group LLC | 0.03% | 9,799 | $476K |
| 25 | CoreCap Advisors, LLC | 0.03% | 21,739 | $1.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|