AI Holders Summary · Q1 2026

39 institutions reported JHI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 24.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$8M624K0.16%Q1 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$7M515K0.48%Q1 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$3M204K0.04%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M156K0.02%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$2M139K0.00%Q1 2026 06

Shaker Financial Services, LLC

CIK 0001511794

$2M131K0.55%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$2M130K0.00%Q1 2026 08

Capital Investment Advisors, LLC

CIK 0001582732

$2M123K0.02%Q1 2026 09

LPL Financial LLC

CIK 0001403438

$1M100K0.00%Q1 2026 10

Integrated Wealth Concepts LLC

CIK 0001737109

$957K74K0.01%Q1 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$722K56K0.00%Q1 2026 12

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$654K49K0.02%Q2 2026 13

Stratos Wealth Partners, LTD.

CIK 0001612865

$591K46K0.01%Q1 2026 14

Morey & Quinn Wealth Partners, LLC

CIK 0002055521

$535K41K0.38%Q1 2026 15

Aviance Capital Partners, LLC

CIK 0001542383

$488K36K0.06%Q4 2025 16

NewEdge Advisors, LLC

CIK 0001633516

$450K35K0.00%Q1 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$433K34K0.00%Q1 2026 18

PHILADELPHIA TRUST CO

CIK 0001110806

$398K31K0.03%Q1 2026 19

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$376K28K0.16%Q1 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$310K24K0.00%Q1 2026

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