Signals

← Signals

☆JHMM

355 in-universe funds with a nonzero position in JHMM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#420
Score / z0.476 / 0.56
Consensus109.40 over 199 funds
Momentum-0.14 ≠

Price & positioning

223 cached closes, trailing year
Drawdown0%
Short interest+30% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 375.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 374.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 305.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 285.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 282.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 240.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 182.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 162.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 157.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 131.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 107.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 89.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 78.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 75.5 8.7% 5 +0.0 pp +0.7 pp +0.8 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 68.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 60.6 5.7% 5 -1.0 pp -0.2 pp -0.3 pp -0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 51.4 3.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 50.4 4.6% 5 -5.0 pp -5.7 pp -5.9 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 47.3 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 42.9 6.6% 5 -0.1 pp -0.3 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 37.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 32.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 31.7 20.0% 2 +0.3 pp +20.0 pp +20.0 pp +20.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 26.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 25.8 0.7% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 21.2 7.6% 5 -0.0 pp +3.5 pp +4.0 pp +4.9 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 20.2 2.6% 5 -0.0 pp -0.1 pp -0.0 pp -1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 17.6 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 15.9 0.3% 4 -0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 15.1 5.3% 5 -0.0 pp +0.1 pp -0.2 pp -0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 14.3 2.8% 5 +0.1 pp -0.0 pp +0.1 pp +0.6 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 14.2 1.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 13.9 2.4% 5 -0.2 pp -0.1 pp +0.0 pp -0.9 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 13.1 4.1% 5 -0.1 pp -0.7 pp -9.4 pp -9.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 11.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 11.5 3.4% 5 +0.3 pp +0.5 pp +0.5 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆46 Peaks LLC CIK 0002112665 0.734 30 11.2 7.1% 2 -0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 11.0 2.6% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 9.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 9.0 1.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.4 0.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 7.1 0.6% 5 -0.0 pp -2.1 pp -2.4 pp -3.8 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 6.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.2 0.6% 5 +0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 6.1 3.9% 5 +0.2 pp +0.4 pp +0.2 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 5.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.7 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 5.1 1.8% 5 +0.2 pp +0.5 pp +0.6 pp +0.6 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 5.0 1.7% 2 +1.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 4.7 2.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.4 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 4.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 3.8 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 3.7 1.1% 5 +0.2 pp +0.6 pp +0.9 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 3.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 3.4 0.9% 5 -0.1 pp -0.3 pp -0.4 pp -0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 3.1 1.8% 6 -0.3 pp -0.4 pp -1.1 pp -1.2 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 3.1 1.8% 6 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 2.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.7 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 2.3 1.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.2 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 2.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 2.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.1 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 2.0 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 1.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 1.8 1.1% 6 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 1.7 1.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 0.294 129 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.6 0.5% 2 +0.1 pp +0.5 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 1.2 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 1.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 1.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.8 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 pp -0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp -1.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -2.8 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -5.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -0.5 pp -0.4 pp -0.5 pp -0.5 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JHMM). Qtrs Held counts distinct quarters this fund has actually held JHMM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JHMM position size. Δ columns are the percentage-point change in JHMM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status