Signals

JHSC

93 in-universe funds with a nonzero position in JHSC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17472
Score / z0.000 / -0.02
Consensus31.19 over 53 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 167.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 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 96.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.2 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Gilbert & Cook, Inc. CIK 0001675762 0.858 229 29.9 3.9% 4 +0.3 pp +0.7 pp +0.9 pp +3.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 20.8 0.0% 6 +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 18.7 0.0% 4 +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 18.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 15.0 5.5% 4 +0.7 pp +0.8 pp +1.0 pp +5.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 3.5 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.9 0.0% 5 +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 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.5 0.7% 4 +0.1 pp +0.1 pp +0.4 pp +0.7 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 2.4 0.6% 4 -0.5 pp -0.5 pp -0.4 pp +0.6 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.0 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 1.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 1.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 1.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.9 0.4% 3 +0.2 pp +0.0 pp +0.4 pp +0.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.4 0.1% 1 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sun Financial Inc CIK 0002067342 0.166 161 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENZI WEALTH CIK 0001887441 0.755 76 0.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Financially in Tune, LLC CIK 0002113970 0.477 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 3 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -1.3 pp -1.4 pp -1.5 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 +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 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
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
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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 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 JHSC). Qtrs Held counts distinct quarters this fund has actually held JHSC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JHSC position size. Δ columns are the percentage-point change in JHSC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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