Vault-13

JOHN HANCOCK EXCHANGE TRADED JHML

MLTFCTR LRG CAP · ETP · CUSIP 47804J107

107 institutional holders +8 vs Q1 2025
10,463,70710.5m shares reported held*
$767.5mreported value*
13 new 37 added 36 reduced 5 sold out net bought ≈ $22.1m (+300.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $73.35. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 88Q1 23: 86Q2 23: 89Q3 23: 90Q4 23: 92Q1 24: 93Q2 24: 102Q3 24: 101Q4 24: 101Q1 25: 99Q2 25: 107107Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202279
Q4 202288
Q1 202386
Q2 202389
Q3 202390
Q4 202392
Q1 202493
Q2 2024102
Q3 2024101
Q4 2024101
Q1 202599
Q2 2025107

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 33 bought or addedQ3 23: 40 cut or sold outQ4 23: 37 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 43 cut or sold outQ2 24: 41 bought or addedQ2 24: 36 cut or sold outQ2 24Q3 24: 38 bought or addedQ3 24: 49 cut or sold outQ4 24: 38 bought or addedQ4 24: 41 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 56 cut or sold outQ2 25: 50 bought or addedQ2 25: 41 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233340
Q4 20233739
Q1 20243443
Q2 20244136
Q3 20243849
Q4 20243841
Q1 20252756
Q2 20255041

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +309,599+309.6k
Simplicity Wealth,LLC Added +136,635+136.6k
WELLS FARGO & COMPANY/MN Added +50,726+50.7k
JONES FINANCIAL COMPANIES LLLP Added +39,598+39.6k
PMG Wealth Management, Inc. New +37,741+37.7k
Rockefeller Capital Management L.P. Added +32,037+32.0k
CoreCap Advisors, LLC Added +18,865+18.9k
HighTower Advisors, LLC Added +16,099+16.1k
ERn Financial, LLC Added +14,201+14.2k
Sanchez Wealth Management Group Added +12,318+12.3k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -121,634-121.6k
AMERIPRISE FINANCIAL INC Reduced -71,468-71.5k
LPL Financial LLC Reduced -46,144-46.1k
Goodman Advisory Group, LLC Reduced -42,417-42.4k
UBS Group AG Reduced -24,777-24.8k
JOURNEY STRATEGIC WEALTH LLC Reduced -20,130-20.1k
GRIMES & Co WEALTH MANAGEMENT, LLC Reduced -16,231-16.2k
Atria Investments, Inc Reduced -14,705-14.7k
TRANSCEND CAPITAL ADVISORS, LLC Sold out -12,010-12.0k
AVANTAX ADVISORY SERVICES, INC. Reduced -9,043-9.0k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GRIMES & Co WEALTH MANAGEMENT, LLC 3.27% of their portfolio WESTBOROUGH, MA 1,636,2511.6m $120.0m $120.0m 3.27% Reduced -16.2k -16,231
2 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,327,5321.3m $97.4m $97.4m 0.02% Reduced -71.5k -71,468
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,049,4301.0m $77.0m $77.0m 0.03% Reduced -46.1k -46,144
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 916,343916.3k $67.2m $67.2m 0.01% Added +50.7k +50,726
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 614,363614.4k $45.1m $45.1m 0.01% Reduced -8.2k -8,216
6 Sanchez Wealth Management Group 8.76% of their portfolio JACKSONVILLE, FL 495,107495.1k $36.3m $36.3m 8.76% Added +12.3k +12,318
7 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 469,458469.5k $34.4m $34.4m 0.05% Added +3.1k +3,064
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 469,073469.1k $34.4m $34.4m 0.00% Reduced -1.6k -1,561
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 360,767360.8k $26.5m $26.5m 0.01% Added +309.6k +309,599
10 IAM Advisory, LLC 5.73% of their portfolio EASTON, PA 325,238325.2k $23.9m $23.9m 5.73% Added +755 +755
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 295,069295.1k $21.6m $21.6m 0.00% Reduced -121.6k -121,634
12 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 268,776268.8k $19.7m $19.7m 0.10% Added +4.2k +4,176
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 228,354228.4k $16.8m $16.8m 0.00% Reduced -24.8k -24,777
14 AVANTAX ADVISORY SERVICES, INC. 0.08% of their portfolio DALLAS, TX 208,615208.6k $15.3m $15.3m 0.08% Reduced -9.0k -9,043
15 Simplicity Wealth,LLC 0.56% of their portfolio SUMMIT, NJ 182,624182.6k $13.4m $13.4m 0.56% Added +136.6k +136,635
16 Foundry Financial Group, Inc. 5.94% of their portfolio LACONIA, NH 142,209142.2k $10.4m $10.4m 5.94% Added +792 +792
17 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 117,991118.0k $8.6m $8.6m 0.01% Added +39.6k +39,598
18 Cooper Financial Group 0.95% of their portfolio IRVINE, CA 110,166110.2k $8.1m $8.1m 0.95% Reduced -1.7k -1,702
19 ERn Financial, LLC 1.38% of their portfolio MIDDLETON, WI 89,26889.3k $6.5m $6.5m 1.38% Added +14.2k +14,201
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 70,93570.9k $5.2m $5.2m 0.00% Reduced -4.0k -3,956
21 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 69,69069.7k $5.1m $5.1m 0.01% Added +32.0k +32,037
22 Schneider Downs Wealth Management Advisors, LP 0.71% of their portfolio Pittsburgh, PA 64,98265.0k $4.8m $4.8m 0.71% Added +3.0k +2,970
23 Capital Investment Advisory Services, LLC 0.37% of their portfolio RALEIGH, NC 62,10062.1k $4.6m $4.6m 0.37% Added +196 +196
24 CoreCap Advisors, LLC 0.18% of their portfolio SOUTHFIELD, MI 59,93059.9k $4.4m $4.4m 0.18% Added +18.9k +18,865
25 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 52,26352.3k $3.8m $3.8m 0.01% Added +197 +197
26 PARSONS CAPITAL MANAGEMENT INC/RI 0.20% of their portfolio PROVIDENCE, RI 44,25144.3k $3.2m $3.2m 0.20% Reduced -276 -276
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 42,58842.6k $3.1m $3.1m 0.00% Added +16.1k +16,099
28 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 37,74537.7k $2.8m $2.8m 0.01% Reduced -3.3k -3,265
29 PMG Wealth Management, Inc. 2.28% of their portfolio Hawthorn Woods, IL 37,74137.7k $2.8m $2.8m 2.28% New
30 FCA CORP /TX 0.82% of their portfolio HOUSTON, TX 37,50337.5k $2.8m $2.8m 0.82% Added +691 +691
31 SigFig Wealth Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 30,92930.9k $2.3m $2.3m 0.07% Reduced -633 -633
32 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 26,22926.2k $1.9m $1.9m 0.01% Reduced -438 -438
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,40825.4k $1.9m $1.9m 0.00% Added +6.3k +6,285
34 JOURNEY STRATEGIC WEALTH LLC 0.06% of their portfolio SUMMIT, NJ 25,18125.2k $1.8m $1.8m 0.06% Reduced -20.1k -20,130
35 Goodman Advisory Group, LLC 0.62% of their portfolio NEEDHAM, MA 25,06625.1k $1.8m $1.8m 0.62% Reduced -42.4k -42,417
36 Rossmore Private Capital 0.20% of their portfolio GLASTONBURY, CT 23,75023.8k $1.7m $1.7m 0.20% Reduced -2.0k -2,000
37 Amplius Wealth Advisors, LLC 0.15% of their portfolio BLUE BELL, PA 22,02322.0k $1.6m $1.6m 0.15% Added +1 +1
38 Moloney Securities Asset Management, LLC 0.20% of their portfolio MANCHESTER, MO 21,95522.0k $1.6m $1.6m 0.20% Added +79 +79
39 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio ORLANDO, FL 21,66321.7k $1.6m $1.6m 0.13% Unchanged
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,01417.0k $1.2m $1.2m 0.00% Added +821 +821
41 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 16,89916.9k $1.2m $1.2m 0.06% Added +8.3k +8,282
42 Institute for Wealth Management, LLC. 0.12% of their portfolio DENVER, CO 14,89714.9k $1.1m $1.1m 0.12% Added +110 +110
43 CWM, LLC 0.00% of their portfolio OMAHA, NE 14,26214.3k $1.0m $1.0m 0.00% Reduced -270 -270
44 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 14,00614.0k $1.0m $1.0m 0.01% Added +385 +385
45 Perennial Investment Advisors, LLC 0.09% of their portfolio Los Angeles, CA 13,33513.3k $978.4k $978.4k 0.09% Reduced -1.1k -1,122
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,96613.0k $952.0k $952.0k 0.00% Added +5.1k +5,140
47 Tyler-Stone Wealth Management 0.15% of their portfolio Beachwood, OH 12,72012.7k $933.0k $933.0k 0.15% Added +21 +21
48 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 11,71411.7k $859.3k $859.3k 0.01% Reduced -14.7k -14,705
49 CHILTON CAPITAL MANAGEMENT LLC 0.03% of their portfolio HOUSTON, TX 11,31411.3k $829.9k $829.9k 0.03% Reduced -926 -926
50 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 10,87610.9k $797.8k $797.8k 0.02% Reduced -375 -375
51 COLUMBIA ADVISORY PARTNERS LLC 0.59% of their portfolio SPOKANE, WA 10,63410.6k $780.1k $780.1k 0.59% Reduced -667 -667
52 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 10,35110.4k $759.3k $759.3k 0.01% Reduced -729 -729
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,31510.3k $756.6k $756.6k 0.00% Added +573 +573
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,26310.3k $753.0k $753.0k 0.00% Reduced -1.2k -1,244
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,3278.3k $610.9k $610.9k 0.00% Added +662 +662
56 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,9147.9k $580.5k $580.5k 0.00% Added +24 +24
57 Beirne Wealth Consulting Services, LLC 0.18% of their portfolio SHELTON, CT 7,6067.6k $558.0k $558.0k 0.18% Reduced -258 -258
58 ORG Partners LLC 0.11% of their portfolio ROANOKE, IN 7,3057.3k $537.4k $537.4k 0.11% New
59 Avant Capital LLC 0.38% of their portfolio LAFAYETTE, LA 6,7246.7k $493.2k $493.2k 0.38% Added +19 +19
60 Venture Visionary Partners LLC 0.02% of their portfolio Sylvania, OH 6,5006.5k $476.8k $476.8k 0.02% Reduced -166 -166
61 Sageworth Trust Co of South Dakota 0.49% of their portfolio SIOUX FALLS, SD 6,1476.1k $450.9k $450.9k 0.49% Unchanged
62 James J. Burns & Company, LLC 0.07% of their portfolio MELVILLE, NY 6,0406.0k $443.1k $443.1k 0.07% Unchanged
63 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,9105.9k $433.5k $433.5k 0.00% Reduced -1.7k -1,702
64 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,8615.9k $429.9k $429.9k 0.01% Unchanged
65 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,5555.6k $407.5k $407.5k 0.00% New
66 Kraft, Davis & Associates, LLC 0.11% of their portfolio St. Louis, MO 5,2005.2k $391.8k $391.8k 0.11% Unchanged
67 HILL ISLAND FINANCIAL LLC 0.10% of their portfolio GRAND RAPIDS, MI 5,0215.0k $368.3k $368.3k 0.10% Reduced -253 -253
68 Crossmark Global Holdings, Inc. 0.01% of their portfolio HOUSTON, TX 4,8744.9k $357.5k $357.5k 0.01% Reduced -1.2k -1,247
69 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 4,7664.8k $349.6k $349.6k 0.01% Unchanged
70 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 4,5824.6k $336.0k $336.0k 0.00% New
71 OneAscent Wealth Management LLC 0.12% of their portfolio BIRMINGHAM, AL 4,4974.5k $330.0k $330.0k 0.12% Reduced -95 -95
72 Capital Advisors, Ltd. LLC 0.04% of their portfolio SHAKER HEIGHTS, OH 4,4824.5k $329.0k $329.0k 0.04% Unchanged
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,4024.4k $322.9k $322.9k 0.00% Added +1.2k +1,164
74 TRUST POINT INC. 0.03% of their portfolio LA CROSSE, WI 4,1884.2k $307.2k $307.2k 0.03% Unchanged
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,1814.2k $306.7k $306.7k 0.00% Added +353 +353
76 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 3,4553.5k $253.4k $253.4k 0.01% Reduced -1.5k -1,470
77 Mayflower Financial Advisors, LLC 0.03% of their portfolio BOSTON, MA 3,4123.4k $250.3k $250.3k 0.03% Unchanged
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,3473.3k $245.5k $245.5k 0.00% Added +4 +4
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 3,3453.3k $245.4k $245.4k 0.00% Added +17 +17
80 OneAscent Family Office, LLC 0.22% of their portfolio BIRMINGHAM, AL 3,1343.1k $230.0k $230.0k 0.22% Unchanged
81 Gilbert & Cook, Inc. 0.03% of their portfolio WEST DES MOINES, IA 2,8242.8k $207.1k $207.1k 0.03% New
82 Well Done, LLC 0.04% of their portfolio HOLLAND, MI 2,8002.8k $205.4k $205.4k 0.04% Reduced -305 -305
83 PRIVATE CLIENT SERVICES, LLC 0.08% of their portfolio LOUISVILLE, KY 2,7342.7k $200.5k $200.5k 0.08% New
84 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 2,6402.6k $193.7k $193.7k 0.02% Unchanged
85 FMR LLC 0.00% of their portfolio BOSTON, MA 2,4012.4k $176.1k $176.1k 0.00% Added +81 +81
86 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,1142.1k $155.1k $155.1k 0.00% Reduced -2.8k -2,802
87 TOTAL INVESTMENT MANAGEMENT INC 0.02% of their portfolio SCOTTSDALE, AZ 1,9652.0k $144.1k $144.1k 0.02% New
88 Bank & Trust Co 0.08% of their portfolio LITCHFIELD, IL 1,4191.4k $104.1k $104.1k 0.08% Unchanged
89 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,2071.2k $88.5k $88.5k 0.00% Unchanged
90 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 1,0311.0k $75.2k $75.2k 0.01% New
91 BELLEVUE ASSET MANAGEMENT, LLC 0.03% of their portfolio BELLEVUE, WA 915915 $67.1k $67.1k 0.03% Reduced -68 -68
92 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 720720 $50.1k $50.1k 0.00% New
93 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 644644 $47.2k $47.2k 0.00% New
94 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 582582 $42.7k $42.7k 0.01% Added +3 +3
95 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 521521 $38.2k $38.2k 0.00% Unchanged
96 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 519519 $38.2k $38.2k 0.01% Added +69 +69
97 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 335335 $24.6k $24.6k 0.00% New
98 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 302302 $22.2k $22.2k 0.00% New
99 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 275275 $20.2k $20.2k 0.00% Unchanged
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 179179 $13.1k $13.1k 0.00% Reduced -2.1k -2,063