HoldingsChannel.com
| Filer | 3/31/2021 Share Count | 6/30/2021 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JKH Share Count | ||||
| Aptus Capital Advisors LLC | 143 | 17,762 | +17,619 | +12320.98% |
| OLD Mission Capital LLC | 571 | 38,941 | +38,370 | +6719.79% |
| Barclays PLC | 625 | 15,240 | +14,615 | +2338.40% |
| Patriot Financial Group Insurance Agency LLC | 10 | 191 | +181 | +1810.00% |
| Kingsview Wealth Management LLC | 607 | 11,455 | +10,848 | +1787.15% |
| Tower Research Capital LLC TRC | 456 | 8,559 | +8,103 | +1776.97% |
| Cetera Advisor Networks LLC | 596 | 9,660 | +9,064 | +1520.81% |
| Jane Street Group LLC | 539 | 8,570 | +8,031 | +1489.98% |
| Prudential Financial Inc. | 637 | 7,693 | +7,056 | +1107.69% |
| Certified Advisory Corp | 1,031 | 11,233 | +10,202 | +989.52% |
| Arkadios Wealth Advisors | 2,155 | 19,476 | +17,321 | +803.76% |
| Mercer Global Advisors Inc. ADV | 2,452 | 20,989 | +18,537 | +756.00% |
| ACG Wealth | 8,795 | 74,562 | +65,767 | +747.78% |
| Moisand Fitzgerald Tamayo LLC | 129 | 1,074 | +945 | +732.56% |
| Citigroup Inc. | 3,033 | 24,065 | +21,032 | +693.44% |
| Accel Wealth Management | 2,599 | 20,554 | +17,955 | +690.84% |
| First Republic Investment Management Inc. | 15,940 | 125,389 | +109,449 | +686.63% |
| Cooper Financial Group | 2,743 | 20,654 | +17,911 | +652.97% |
| US Bancorp DE | 4,829 | 34,945 | +30,116 | +623.65% |
| Capital Wealth Management LLC | 7,063 | 50,968 | +43,905 | +621.62% |
| IFP Advisors Inc | 884 | 6,250 | +5,366 | +607.01% |
| Centaurus Financial Inc. | 2,152 | 14,863 | +12,711 | +590.66% |
| GWM Advisors LLC | 1,677 | 11,549 | +9,872 | +588.67% |
| SeaCrest Wealth Management LLC | 595 | 4,087 | +3,492 | +586.89% |
| Fifth Third Bancorp | 663 | 4,554 | +3,891 | +586.88% |
| BFT Financial Group LLC | 26,427 | 177,482 | +151,055 | +571.59% |
| PFG Advisors | 5,385 | 35,976 | +30,591 | +568.08% |
| Avantax Advisory Services Inc. | 21,999 | 146,536 | +124,537 | +566.10% |
| Park Avenue Securities LLC | 3,262 | 21,354 | +18,092 | +554.63% |
| TAP Consulting LLC | 6,458 | 42,221 | +35,763 | +553.78% |
| Steward Partners Investment Advisory LLC | 1,589 | 10,295 | +8,706 | +547.89% |
| HighTower Advisors LLC | 1,435 | 9,282 | +7,847 | +546.83% |
| Citadel Advisors LLC | 2,823 | 18,218 | +15,395 | +545.34% |
| Eudaimonia Partners LLC | 5,192 | 33,444 | +28,252 | +544.14% |
| MML Investors Services LLC | 8,946 | 57,568 | +48,622 | +543.51% |
| Family Legacy Inc. | 1,469 | 9,419 | +7,950 | +541.18% |
| Thrivent Financial for Lutherans | 8,628 | 54,826 | +46,198 | +535.44% |
| Great Valley Advisor Group Inc. | 947 | 5,983 | +5,036 | +531.78% |
| Global Retirement Partners LLC | 1,471 | 9,223 | +7,752 | +526.99% |
| AE Wealth Management LLC | 3,190 | 19,919 | +16,729 | +524.42% |
| ProVise Management Group LLC | 567 | 3,537 | +2,970 | +523.81% |
| Belpointe Asset Management LLC | 576 | 3,584 | +3,008 | +522.22% |
| Rodgers & Associates LTD | 10,882 | 67,593 | +56,711 | +521.15% |
| Commonwealth Equity Services LLC | 76,038 | 472,117 | +396,079 | +520.90% |
| Capital Analysts LLC | 3,098 | 19,191 | +16,093 | +519.46% |
| Cetera Investment Advisers | 2,715 | 16,677 | +13,962 | +514.25% |
| Stewardship Advisors LLC | 8,977 | 55,043 | +46,066 | +513.16% |
| Townsend & Associates Inc | 6,192 | 37,642 | +31,450 | +507.91% |
| Rede Wealth LLC | 4,012 | 24,254 | +20,242 | +504.54% |
| GHP Investment Advisors Inc. | 4,203 | 25,368 | +21,165 | +503.57% |
| Creative Financial Designs Inc. ADV | 38,551 | 232,486 | +193,935 | +503.06% |
| FDx Advisors Inc. | 634 | 3,816 | +3,182 | +501.89% |
| TD Capital Management LLC | 116 | 697 | +581 | +500.86% |
| Csenge Advisory Group | 1,165 | 7,000 | +5,835 | +500.86% |
| Asset Management Group Inc. | 731 | 4,389 | +3,658 | +500.41% |
| High Falls Advisors Inc | 800 | 4,803 | +4,003 | +500.38% |
| Ellis Investment Partners LLC | 836 | 5,018 | +4,182 | +500.24% |
| Mid Atlantic Financial Management Inc. ADV | 869 | 5,216 | +4,347 | +500.23% |
| Falcon Wealth Planning | 1,212 | 7,274 | +6,062 | +500.17% |
| JPMorgan Chase & Co. | 200 | 1,200 | +1,000 | +500.00% |
| Truist Financial Corp | 743 | 4,458 | +3,715 | +500.00% |
| The PNC Financial Services Group Inc. | 498 | 2,988 | +2,490 | +500.00% |
| Pinnacle Associates Ltd. | 800 | 4,800 | +4,000 | +500.00% |
| Proequities Inc. | 65 | 390 | +325 | +500.00% |
| Harbor Financial Services LLC | 581 | 3,486 | +2,905 | +500.00% |
| Delta Asset Management LLC TN | 560 | 3,360 | +2,800 | +500.00% |
| Blair William & Co. IL | 147 | 882 | +735 | +500.00% |
| Optimum Investment Advisors | 20 | 120 | +100 | +500.00% |
| MAI Capital Management | 685 | 4,110 | +3,425 | +500.00% |
| Eaton Vance Management | 1,600 | 9,600 | +8,000 | +500.00% |
| Whittier Trust Co. | 40 | 240 | +200 | +500.00% |
| Brown Advisory Inc. | 706 | 4,236 | +3,530 | +500.00% |
| Bank of New York Mellon Corp | 540 | 3,240 | +2,700 | +500.00% |
| Signaturefd LLC | 10 | 60 | +50 | +500.00% |
| Meristem Family Wealth LLC | 800 | 4,800 | +4,000 | +500.00% |
| Westside Investment Management Inc. | 500 | 3,000 | +2,500 | +500.00% |
| First Horizon Advisors Inc. | 493 | 2,958 | +2,465 | +500.00% |
| St. Johns Investment Management Company LLC | 400 | 2,400 | +2,000 | +500.00% |
| Ironwood Financial llc | 95 | 570 | +475 | +500.00% |
| Horan Securities Inc. | 10 | 60 | +50 | +500.00% |
| Wealthcare Advisory Partners LLC | 1,228 | 7,368 | +6,140 | +500.00% |
| Jacobi Capital Management LLC | 79 | 474 | +395 | +500.00% |
| Parallel Advisors LLC | 18 | 108 | +90 | +500.00% |
| PrairieView Partners LLC | 7 | 42 | +35 | +500.00% |
| IFG Advisory LLC | 663 | 3,978 | +3,315 | +500.00% |
| Windsor Group LTD | 1,646 | 9,876 | +8,230 | +500.00% |
| Titus Wealth Management | 800 | 4,800 | +4,000 | +500.00% |
| Rockefeller Capital Management L.P. | 10 | 60 | +50 | +500.00% |
| Brand Asset Management Group Inc. | 738 | 4,428 | +3,690 | +500.00% |
| Full Sail Capital LLC | 1,920 | 11,520 | +9,600 | +500.00% |
| Cresset Asset Management LLC | 1,112 | 6,672 | +5,560 | +500.00% |
| Cedar Mountain Advisors LLC | 26 | 156 | +130 | +500.00% |
| Key Financial Inc | 16 | 96 | +80 | +500.00% |
| Stonebridge Financial Planning Group LLC | 98 | 588 | +490 | +500.00% |
| Ballast Advisors LLC | 20 | 120 | +100 | +500.00% |
| Rosenberg Matthew Hamilton | 161 | 966 | +805 | +500.00% |
| Punch & Associates Investment Management Inc. | 5,012 | 30,070 | +25,058 | +499.96% |
| J.W. Cole Advisors Inc. | 6,705 | 40,226 | +33,521 | +499.94% |
| Ameriprise Financial Inc. | 65,822 | 394,883 | +329,061 | +499.93% |
| M Holdings Securities Inc. | 5,009 | 29,994 | +24,985 | +498.80% |
| McClarren Financial Advisors Inc. | 145 | 868 | +723 | +498.62% |
| DB Wealth Management Group LLC | 6,764 | 40,481 | +33,717 | +498.48% |
| Western Wealth Management LLC | 1,683 | 10,048 | +8,365 | +497.03% |
| Portfolio Strategies Inc. | 18,674 | 111,274 | +92,600 | +495.88% |
| Nwam LLC | 1,394 | 8,293 | +6,899 | +494.91% |
| Courage Miller Partners LLC | 7,153 | 42,443 | +35,290 | +493.36% |
| Harbour Investments Inc. | 530 | 3,130 | +2,600 | +490.57% |
| IHT Wealth Management LLC | 1,560 | 9,211 | +7,651 | +490.45% |
| Summit Asset Management LLC | 12,580 | 73,893 | +61,313 | +487.38% |
| Matrix Trust Co | 52,195 | 304,586 | +252,391 | +483.55% |
| Creative Planning | 10,245 | 59,348 | +49,103 | +479.29% |
| UBS Group AG | 96,534 | 549,762 | +453,228 | +469.50% |
| Neumann Capital Management LLC | 3,894 | 22,150 | +18,256 | +468.82% |
| Comerica Bank | 9,622 | 54,637 | +45,015 | +467.83% |
| Atria Investments LLC | 3,190 | 18,110 | +14,920 | +467.71% |
| Envestnet Asset Management Inc. | 29,240 | 165,708 | +136,468 | +466.72% |
| Arete Wealth Advisors LLC | 4,438 | 24,801 | +20,363 | +458.83% |
| Valmark Advisers Inc. | 3,174 | 17,687 | +14,513 | +457.25% |
| Cetera Advisors LLC | 1,597 | 8,777 | +7,180 | +449.59% |
| FMR LLC | 1,111 | 6,041 | +4,930 | +443.74% |
| Ausdal Financial Partners Inc. | 1,930 | 10,330 | +8,400 | +435.23% |
| Northwestern Mutual Wealth Management Co. | 4,692 | 25,075 | +20,383 | +434.42% |
| Comerica Securities Inc. | 1,704 | 9,054 | +7,350 | +431.34% |
| Hudock Inc. | 340 | 1,792 | +1,452 | +427.06% |
| Advisor Group Holdings Inc. | 40,299 | 191,359 | +151,060 | +374.85% |
| Harbor Investment Advisory LLC | 2,630 | 12,430 | +9,800 | +372.62% |
| Qube Research & Technologies Ltd | 2,767 | 13,017 | +10,250 | +370.44% |
| BEAM Asset Management LLC | 2,106 | 9,329 | +7,223 | +342.97% |
| First Command Bank | 125 | 550 | +425 | +340.00% |
| First Command Financial Services Inc. | 125 | 550 | +425 | +340.00% |
| Baird Financial Group Inc. | 7,924 | 34,740 | +26,816 | +338.41% |
| StoneX Group Inc. | 1,653 | 7,161 | +5,508 | +333.21% |
| LPL Financial LLC | 98,793 | 426,747 | +327,954 | +331.96% |
| Caliber Wealth Management LLC | 6,906 | 29,181 | +22,275 | +322.55% |
| Stephens Inc. AR | 51,561 | 212,323 | +160,762 | +311.79% |
| Equitable Holdings Inc. | 9,454 | 37,929 | +28,475 | +301.20% |
| Cambridge Investment Research Advisors Inc. | 24,573 | 98,275 | +73,702 | +299.93% |
| Kestra Advisory Services LLC | 29,667 | 117,579 | +87,912 | +296.33% |
| Mattern Wealth Management LLC | 2,368 | 9,372 | +7,004 | +295.78% |
| Resource Management LLC | 1,052 | 4,050 | +2,998 | +284.98% |
| Wells Fargo & Company MN | 173,901 | 661,415 | +487,514 | +280.34% |
| Bank of America Corp DE | 77,238 | 243,324 | +166,086 | +215.03% |
| Lloyd Advisory Services LLC. | 2 | 6 | +4 | +200.00% |
| Stifel Financial Corp | 2,558 | 7,494 | +4,936 | +192.96% |
| Kovack Advisors Inc. | 5,818 | 16,255 | +10,437 | +179.39% |
| NEXT Financial Group Inc | 606 | 1,682 | +1,076 | +177.56% |
| GPS Wealth Strategies Group LLC | 67 | 162 | +95 | +141.79% |
| Royal Bank of Canada | 59,656 | 137,123 | +77,467 | +129.86% |
| Private Advisor Group LLC | 21,493 | 47,597 | +26,104 | +121.45% |
| Raymond James & Associates | 48,067 | 106,325 | +58,258 | +121.20% |
| Morgan Stanley | 215,868 | 442,221 | +226,353 | +104.86% |
| Sowell Financial Services LLC | 11,433 | 14,716 | +3,283 | +28.72% |
| Raymond James Financial Services Advisors Inc. | 257,487 | 279,828 | +22,341 | +8.68% |
| Geneos Wealth Management Inc. | 2,251 | 2,252 | +1 | +0.04% |
| 13F Filers Reporting New Positions In JKH | ||||
| Bank of Montreal Can | 0 | 6,006 | +6,006 | +100% |
| CIBC World Markets Inc. | 0 | 4,266 | +4,266 | +100% |
| Samalin Investment Counsel LLC | 0 | 1,994 | +1,994 | +100% |
| Advisory Services Network LLC | 0 | 1,674 | +1,674 | +100% |
| Brookstone Capital Management | 0 | 15,014 | +15,014 | +100% |
| Integrated Investment Consultants LLC | 0 | 5,849 | +5,849 | +100% |
| Flagship Harbor Advisors LLC | 0 | 19,329 | +19,329 | +100% |
| Triumph Capital Management | 0 | 15,679 | +15,679 | +100% |
| Larson Financial Group LLC | 0 | 38 | +38 | +100% |
| Prime Capital Investment Advisors LLC | 0 | 6,414 | +6,414 | +100% |
| Selective Wealth Management Inc. | 0 | 300 | +300 | +100% |
| Ieq Capital LLC | 0 | 14,370 | +14,370 | +100% |
| Running Point Capital Advisors LLC | 0 | 400 | +400 | +100% |
| Allegheny Financial Group LTD | 0 | 3,298 | +3,298 | +100% |
| Eagle Bay Advisors LLC | 0 | 2,400 | +2,400 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CWM LLC | 52,933 | 52,933 | UNCH | 0.00% |
| 13F Filers Decreasing JKH Share Count | ||||
| Capital Advisors Ltd. LLC | 5,269 | 906 | -4,363 | -82.81% |
| Flow Traders U.S. LLC | 26,010 | 6,250 | -19,760 | -75.97% |
| Insight Advisors LLC PA | 15,421 | 6,400 | -9,021 | -58.50% |
| RiverTree Advisors LLC | 10,435 | 4,644 | -5,791 | -55.50% |
| Susquehanna International Group LLP | 27,434 | 17,273 | -10,161 | -37.04% |
| Outlook Wealth Advisors LLC | 7,780 | 5,150 | -2,630 | -33.80% |
| Hennion & Walsh Asset Management Inc. | 4,860 | 3,240 | -1,620 | -33.33% |
| Sigma Planning Corp | 14,108 | 11,878 | -2,230 | -15.81% |
| 13F Filers Exiting JKH | ||||
| Pacific Wealth Management | 1,788 | 0 | -1,788 | -100.00% |
| Valley Brook Capital Group | 65 | 0 | -65 | -100.00% |
| Interchange Capital Partners LLC | 317 | 0 | -317 | -100.00% |
| MTM Investment Management LLC | 2,462 | 0 | -2,462 | -100.00% |
| Archer Investment Corp | 57 | 0 | -57 | -100.00% |
| Leelyn Smith LLC | 2 | 0 | -2 | -100.00% |
| Gladstone Institutional Advisory LLC | 3,334 | 0 | -3,334 | -100.00% |
| G&S Capital LLC | 2,571 | 0 | -2,571 | -100.00% |
| Financial Advocates Investment Management | 10,741 | 0 | -10,741 | -100.00% |
| Resources Investment Advisors LLC. | 2,372 | 0 | -2,372 | -100.00% |
| Trinity Wealth Management LLC | 1,326 | 0 | -1,326 | -100.00% |
| Merriman Wealth Management LLC | 3,591 | 0 | -3,591 | -100.00% |
| AdvisorShares Investments LLC | 214,947 | 0 | -214,947 | -100.00% |
| Voya Financial Advisors Inc. | 2,144 | 0 | -2,144 | -100.00% |
| D.A. Davidson & CO. | 6,155 | 0 | -6,155 | -100.00% |
| Ameritas Investment Company LLC | 211 | 0 | -211 | -100.00% |
| DAVENPORT & Co LLC | 4,036 | 0 | -4,036 | -100.00% |
| Calton & Associates Inc. | 3,208 | 0 | -3,208 | -100.00% |
See Summary: Institutional Holders of JKH
See Details: Top 10 Hedge Funds Holding JKH
