JHML — Institutional owners (13F)

115 filers · $917.7M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
GRIMES & Co WEALTH MANAGEMENT, LLC $135,127,196 1,515,219 14.72% Shares
AMERIPRISE FINANCIAL INC $119,148,598 1,335,826 12.98% Shares
LPL Financial LLC $88,700,565 994,624 9.67% Shares
WELLS FARGO & COMPANY/MN $74,413,267 834,416 8.11% Shares
Sanchez Wealth Management Group $46,317,098 519,367 5.05% Shares
RAYMOND JAMES FINANCIAL INC $44,570,825 499,785 4.86% Shares
COMMONWEALTH EQUITY SERVICES, LLC $42,769,229 479,583 4.66% Shares
MORGAN STANLEY $37,686,904 422,593 4.11% Shares
ENVESTNET ASSET MANAGEMENT INC $30,472,323 341,695 3.32% Shares
Kestra Advisory Services, LLC $26,491,937 297,061 2.89% Shares
BANK OF AMERICA CORP /DE/ $25,117,693 281,652 2.74% Shares
Cetera Investment Advisers $22,362,204 250,753 2.44% Shares
JONES FINANCIAL COMPANIES LLLP $18,137,947 206,700 1.98% Shares
Simplicity Wealth,LLC $17,402,743 195,142 1.90% Shares
H D Vest Advisory Services $15,302,504 208,615 1.67% Shares
IAM Advisory, LLC $14,325,153 160,632 1.56% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $14,073,422 157,809 1.53% Shares
Vestmark Advisory Solutions, Inc. $14,068,428 157,753 1.53% Shares
Cooper Financial Group $12,532,989 140,536 1.37% Shares
ERn Financial, LLC $12,089,060 135,558 1.32% Shares
UBS Group AG $8,240,945 92,408 0.90% Shares
PMG Wealth Management, Inc. $7,462,318 83,677 0.81% Shares
CoreCap Advisors, LLC $5,835,761 65,438 0.64% Shares
Schneider Downs Wealth Management Advisors, LP $5,764,720 64,641 0.63% Shares
HighTower Advisors, LLC $5,718,035 64,118 0.62% Shares
Capital Investment Advisory Services, LLC $5,645,005 63,299 0.62% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,597,731 62,769 0.61% Shares
PARSONS CAPITAL MANAGEMENT INC/RI $3,955,758 44,357 0.43% Shares
Private Advisor Group, LLC $3,843,723 43,101 0.42% Shares
MERCER GLOBAL ADVISORS INC /ADV $3,476,682 38,985 0.38% Shares
FCA CORP /TX $3,339,440 37,446 0.36% Shares
Rockefeller Capital Management L.P. $3,316,551 37,189 0.36% Shares
OSAIC HOLDINGS, INC. $2,393,009 26,828 0.26% Shares
Sanctuary Advisors, LLC $2,126,051 23,840 0.23% Shares
Rossmore Private Capital $1,921,829 21,550 0.21% Shares
GOLDMAN SACHS GROUP INC $1,846,918 20,710 0.20% Shares
JOURNEY STRATEGIC WEALTH LLC $1,835,040 23,445 0.20% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,820,388 20,463 0.20% Shares
Foundry Financial Group, Inc. $1,552,328 17,407 0.17% Shares
SigFig Wealth Management, LLC $1,453,766 16,386 0.16% Shares
JPMORGAN CHASE & CO $1,398,671 15,765 0.15% Shares
OPPENHEIMER & CO INC $1,369,002 15,351 0.15% Shares
Envestnet Portfolio Solutions, Inc. $1,294,626 14,517 0.14% Shares
Goodman Advisory Group, LLC $1,275,634 14,304 0.14% Shares
Equitable Holdings, Inc. $1,215,265 13,627 0.13% Shares
Amplius Wealth Advisors, LLC $1,047,865 11,750 0.11% Shares
CWM, LLC $1,017,850 13,004 0.11% Shares
Financially in Tune, LLC $974,227 12,447 0.11% Shares
Tyler-Stone Wealth Management $933,016 12,720 0.10% Shares
Arkadios Wealth Advisors $919,028 10,306 0.10% Shares
CHILTON CAPITAL MANAGEMENT LLC $918,911 10,304 0.10% Shares
Perennial Investment Advisors, LLC $885,246 9,925 0.10% Shares
Mariner, LLC $852,561 9,560 0.09% Shares
Beacon Pointe Advisors, LLC $815,730 9,147 0.09% Shares
NewEdge Advisors, LLC $754,406 8,459 0.08% Shares
COLUMBIA ADVISORY PARTNERS LLC $709,334 7,954 0.08% Shares
ROYAL BANK OF CANADA $610,000 6,841 0.07% Shares
Avant Capital LLC $582,111 6,527 0.06% Shares
Venture Visionary Partners LLC $579,670 6,500 0.06% Shares
Orion Porfolio Solutions, LLC $559,872 6,278 0.06% Shares
Sageworth Trust Co of South Dakota $548,189 6,147 0.06% Shares
James J. Burns & Company, LLC $538,647 6,040 0.06% Shares
Ebert Capital Management Inc. $535,080 6,000 0.06% Shares
Orion Portfolio Solutions, LLC $513,201 7,612 0.06% Shares
Beirne Wealth Consulting Services, LLC $476,734 5,345 0.05% Shares
Kraft, Davis & Associates, LLC $460,097 5,200 0.05% Shares
VestGen Advisors, LLC $449,378 5,039 0.05% Shares
IHT Wealth Management, LLC $404,164 4,532 0.04% Shares
HARBOUR INVESTMENTS, INC. $397,054 4,452 0.04% Shares
ORG Partners LLC $391,981 4,909 0.04% Shares
TRUST POINT INC. $373,486 4,188 0.04% Shares
Farther Finance Advisors, LLC $362,541 4,065 0.04% Shares
OneAscent Wealth Management LLC $355,561 3,987 0.04% Shares
FMR LLC $313,969 3,521 0.03% Shares
Arlington Financial Advisors, LLC $303,925 3,408 0.03% Shares
STIFEL FINANCIAL CORP $303,835 3,407 0.03% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $285,401 3,200 0.03% Shares
OneAscent Family Office, LLC $279,490 3,134 0.03% Shares
INDEPENDENT FINANCIAL GROUP, LLC $269,224 3,019 0.03% Shares
HILL ISLAND FINANCIAL LLC $257,897 2,892 0.03% Shares
Gilbert & Cook, Inc. $251,844 2,824 0.03% Shares
PRIVATE CLIENT SERVICES, LLC $243,681 2,734 0.03% Shares
PRIVATE TRUST CO NA $235,435 2,640 0.03% Shares
Segment Wealth Management, LLC $234,543 2,630 0.03% Shares
Prosperity Financial Group, Inc. $229,294 2,571 0.02% Shares
J.W. COLE ADVISORS, INC. $223,937 2,511 0.02% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $214,924 2,410 0.02% Shares
Godfrey Financial Associates, Inc. $160,154 1,817 0.02% Shares
ASSETMARK, INC $149,198 1,673 0.02% Shares
BANK OF MONTREAL /CAN/ $118,699 1,331 0.01% Shares
Bank & Trust Co $111,065 1,419 0.01% Shares
Aptus Capital Advisors, LLC $110,137 1,235 0.01% Shares
Smartleaf Asset Management LLC $91,470 1,031 0.01% Shares
TRUST CO OF VERMONT $69,293 777 0.01% Shares
IFP Advisors, Inc $65,012 729 0.01% Shares
BLAIR WILLIAM & CO/IL $57,967 650 0.01% Shares
BELLEVUE ASSET MANAGEMENT, LLC $52,883 593 0.01% Shares
Tidemark, LLC $52,474 588 0.01% Shares
US BANCORP \DE\ $45,036 505 0.00% Shares
REAP Financial Group, LLC $40,047 449 0.00% Shares
PITTENGER & ANDERSON INC $35,940 403 0.00% Shares
SIMS INVESTMENT MANAGEMENT, LLC $32,551 365 0.00% Shares
AE Wealth Management LLC $29,786 334 0.00% Shares
SHP Wealth Management $26,219 294 0.00% Shares
ARMSTRONG ADVISORY GROUP, INC $14,358 161 0.00% Shares
Independence Bank of Kentucky $8,918 100 0.00% Shares
VANGUARD ADVISERS INC $7,514 96 0.00% Shares
Dunhill Financial, LLC $7,045 79 0.00% Shares
Global Retirement Partners, LLC $6,689 75 0.00% Shares
Medallion Wealth Advisors, LLC $6,153 69 0.00% Shares
Sunbelt Securities, Inc. $783 10 0.00% Shares
Capital Advisors, Ltd. LLC $400 4,482 0.00% Shares
Thrivent Financial for Lutherans $398 4,461 0.00% Shares
PARK AVENUE SECURITIES LLC $353 3,956 0.00% Shares
Cambridge Investment Research Advisors, Inc. $334 3,749 0.00% Shares