% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for JHPI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 11K | 74K | 353K | 493K | 648K | 1.0M | $23M |
| Granite Bay Wealth Management, LLC | 546K | 589K | 646K | 707K | 769K | 815K | $18M |
| Eldridge Investment Advisors, Inc. | — | 456K | 496K | 505K | 540K | 540K | $12M |
| PTM WEALTH MANAGEMENT, LLC | — | — | — | — | — | 501K | $11M |
| BANK OF AMERICA CORP /DE/ | 171K | 186K | 205K | 227K | 256K | 290K | $7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 20K | 219K | 216K | 207K | 227K | 226K | $5M |
| OSAIC HOLDINGS, INC. | 18K | 28K | 60K | 113K | 154K | 226K | $5M |
| FFG RETIREMENT ADVISORS LLC | — | — | — | 171K | 170K | 170K | $4M |
| Robbins Farley | 117K | 117K | 121K | 145K | 154K | 159K | $4M |
| Janney Montgomery Scott LLC | 80K | 86K | 90K | 158K | 171K | 150K | $3M |
| Private Advisor Group, LLC | — | — | 145K | 759K | 156K | 149K | $3M |
| BDFS Capital LLC | — | — | — | — | 147K | 148K | $3M |
| Sanctuary Advisors, LLC | 100K | 118K | 146K | 267K | 150K | 146K | $3M |
| CWM, LLC | 6K | 17K | 12K | 13K | 30K | 145K | $3M |
| Burk Holdings LLC | — | — | — | 123K | 132K | 142K | $3M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 53 | 5,965,704 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| PTM WEALTH MANAGEMENT, LLC | +500,947 | $11M | OPEN |
| LPL Financial LLC | +357,578 | $8M | ADD |
| Uniting Wealth Partners, LLC | +139,414 | $3M | OPEN |
| Mutual Advisors, LLC | +126,556 | $3M | OPEN |
| CWM, LLC | +115,090 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| NewEdge Advisors, LLC | −27,507 | $621,108 | CLOSE |
| PRINCIPAL SECURITIES, INC. | −22,477 | $507,531 | CLOSE |
| J.W. COLE ADVISORS, INC. | −22,429 | $506,447 | CLOSE |
| Janney Montgomery Scott LLC | −21,250 | $479,825 | TRIM |
| Private Advisor Group, LLC | −7,818 | $176,530 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| — |
| $135M |
| 2025-Q4 | 48 | 4,406,510 | — | $101M |
| 2025-Q3 | 39 | 4,674,918 | — | $108M |
| 2025-Q2 | 34 | 3,114,805 | — | $70M |
| 2025-Q1 | 29 | 2,595,985 | — | $58M |
| 2024-Q4 | 24 | 1,919,020 | — | $43M |
| 2024-Q3 | 24 | 2,050,439 | — | $48M |
| 2024-Q2 | 23 | 2,003,007 | — | $45M |
| 2024-Q1 | 20 | 1,809,464 | — | $41M |
| 2023-Q4 | 18 | 22,560,219 | — | $471M |
| 2023-Q3 | 16 | 22,135,314 | — | $466M |
| 2023-Q2 | 14 | 1,540,851 | — | $32M |
| 2023-Q1 | 12 | 1,244,839 | — | $26M |
| 2022-Q4 | 10 | 1,063,467 | — | $23M |
| 2022-Q3 | 8 | 906,747 | — | $20M |
| 2022-Q2 | 7 | 1,127,099 | — | $25M |
| 2022-Q1 | 3 | 1,170,522 | — | $29M |
| 2021-Q4 | 2 | 1,194,181 | — | $30M |
