Stock
JMBS
| Ownership Count: | 364 |
| Ownership Count: | 364 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.1% |
Reduced 3.96%
|
13,713,718 | $605,872,000.0 |
| MORGAN STANLEY | 0.08% |
Reduced 20.25%
|
12,661,775 | $590,671,000.0 |
| Richard Bernstein Advisors LLC | 9.74% |
Reduced 3.61%
|
9,678,746 | $427,606,000.0 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.07% |
Added 3.45%
|
7,845,986 | $346,635,000.0 |
| Hamilton Capital Management, Inc. | 12.06% |
Added 0.69%
|
3,616,709 | $162,715,000.0 |
| Hamilton Capital, LLC | 11.93% |
Reduced 1.85%
|
3,549,658 | $156,823,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.05% |
No Change
|
2,949,571 | $130,311,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.07% |
No Change
|
2,585,996 | $120,636,000.0 |
| Congress Wealth Management LLC / DE / | 1.3% |
Reduced 34.21%
|
2,057,576 | $90,903,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% |
Reduced 7.35%
|
1,875,061 | $82,840,000.0 |
| Pinnacle Advisory Group, Inc. | 4.57% |
No Change
|
1,869,846 | $99,214,000.0 |
| Kovitz Investment Group Partners, LLC | 0.27% |
Added 6.90%
|
1,807,905 | $79,873,000.0 |
| MADISON INVESTMENT ADVISORS, LLC | 0.94% |
No Change
|
1,715,313 | $75,782,000.0 |
| Madison Asset Management, LLC | 0.94% |
Added 2.24%
|
1,715,313 | $75,782,000.0 |
| UBS Group AG | 0.02% |
Reduced 7.08%
|
1,623,577 | $71,729,000.0 |