Who Owns JHMM
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JHMM.
Who crossed 5% of JHMM →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF62.5K shadded | $4.5M |
| CoreCap Advisors, LLCETF38K shadded | $2.7M |
| ELEVATION WEALTH PARTNERS, LLCMULTIFACTOR MI27.4K shheld | $2M |
| Dickmeyer Boyce Financial Management, Inc.MULTIFACTOR MI23.5K shadded | $1.7M |
| AVAII WEALTH MANAGEMENT, LLCMULTIFACTOR MI20.1K shtrimmed | $1.5M |
| SigFig Wealth Management, LLCMULTIFACTOR MI10.7K shtrimmed | $761.8K |
| Independence Financial Advisors, LLCMULTIFACTOR MI8K shheld | $574.5K |
| Intelligence Driven Advisers, LLCMULTIFACTOR MI7.4K shheld | $530.9K |
| Weaver Consulting GroupMULTIFACTOR MI6.3K shadded | $450K |
| Avidian Wealth Enterprises, LLCMULTIFACTOR MI4.7K shadded | $339.3K |
| Balefire, LLCMULTIFACTOR MI3.7K shheld | $266.1K |
| Venture Visionary Partners LLCMULTIFACTOR MI3.5K shheld | $248.6K |
| Bank & Trust CoMULTIFACTOR MI1.2K shheld | $84.9K |
| GAMMA Investing LLCETF966 sh— | $69.1K |
| Bank of New HampshireMULTIFACTOR MI368 shheld | $26.3K |
| STEPH & COMULTIFACTOR MI263 shtrimmed | $18.8K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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