26 tracked 13F filers disclose a position in JHI as of the latest SEC 13F filings, a combined $21.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | $6.6M | 515K | ▲+6.3% Added · +30K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | $2.6M | 204K | ▲+182% Added · +131K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $2.0M | 156K | ▼−18% Reduced · −35K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $1.8M | 139K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 5 | Shaker Financial Services, LLC | $1.7M | 131K | ▲+8.0% Added · +10K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $1.3M | 100K | ▼−16% Reduced · −19K sh | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $957K | 74K | ▲~0% Added · +1 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $722K | 56K | ▼−37% Reduced · −33K sh | Q1 2026 | |
| 9 | RIVERBRIDGE PARTNERS LLC | $654K | 49K | ▲+2.9% Added · +1K sh | Q2 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $591K | 46K | ▲+12% Added · +5K sh | Q1 2026 | |
| 11 | Aviance Capital Partners, LLC | $489K | 37K | ▲+2.4% Added · +870 sh | Q2 2026 | |
| 12 | NewEdge Advisors, LLC | $450K | 35K | —Held | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $433K | 34K | ▲+2.6% Added · +863 sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $310K | 24K | ▼−8.9% Reduced · −2K sh | Q1 2026 | |
| 15 | Noble Wealth Management PBC | $251K | 19K | ▼−12% Reduced · −3K sh | Q2 2026 | |
| 16 | INVICTUS PRIVATE WEALTH, LLC | $240K | 18K | ▲New +18K sh | Q2 2026 | |
| 17 | HOERTKORN RICHARD CHARLES | $186K | 14K | —Held | Q2 2026 | |
| 18 | UBS Group AG | $170K | 13K | ▲+4.4% Added · +559 sh | Q1 2026 | |
| 19 | Hennion & Walsh Asset Management, Inc. | $137K | 10K | ▼−0.1% Reduced · −10 sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $93K | 7K | ▲+7.1% Added · +477 sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $71K | 6K | —Held | Q1 2026 | |
| 22 | IFP Advisors, Inc | $32K | 2K | ▲New +2K sh | Q2 2026 | |
| 23 | Advisory Services Network, LLC | $8K | 621 | ▲New +621 sh | Q1 2026 | |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $4K | 300 | —Held | Q2 2026 | |
| 25 | HOEY INVESTMENTS, INC | $3K | 222 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in JHI and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $1.4B |
| APPLE INCAAPL | 10 funds | $1.1B |
| AMAZON.COM INCAMZN | 10 funds | $919.9M |
| MICROSOFT CORPMSFT | 10 funds | $856.3M |
| ALPHABET INC-CL AGOOGL | 10 funds | $728.3M |
| TESLA INCTSLA | 10 funds | $266.5M |
| VISA INC-CLASS A SHARESV | 10 funds | $253.6M |
| ADVANCED MICRO DEVICESAMD | 10 funds | $204.3M |
| JOHNSON & JOHNSONJNJ | 10 funds | $183.7M |
| PROCTER & GAMBLE CO/THEPG | 10 funds | $107.5M |
| STARBUCKS CORPSBUX | 10 funds | $83.1M |
| WALMART INCWMT | 9 funds | $456.6M |
Ranked by how many of JHI's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for JHI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JHI/capital-change-brief"
Use Arkolith's capital_change_brief for JHI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.