Vault-13

JOHN HANCOCK EXCHANGE TRADED JHML

MLTFCTR LRG CAP · ETP · CUSIP 47804J107

108 institutional holders +7 vs Q4 2025
10,059,22010.1m shares reported held*
$787.2mreported value*
13 new 32 added 35 reduced 4 sold out net bought ≈ $23.0m (+293.9k 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 ($12.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $78.25.

Trends to Q1 2026

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: 107Q3 25: 105Q4 25: 101Q1 26: 108108Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025105
Q4 2025101
Q1 2026108

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 41 bought or addedQ2 24: 36 cut or sold outQ3 24: 38 bought or addedQ3 24: 49 cut or sold outQ3 24Q4 24: 38 bought or addedQ4 24: 41 cut or sold outQ1 25: 27 bought or addedQ1 25: 56 cut or sold outQ1 25Q2 25: 50 bought or addedQ2 25: 41 cut or sold outQ3 25: 38 bought or addedQ3 25: 44 cut or sold outQ3 25Q4 25: 32 bought or addedQ4 25: 52 cut or sold outQ1 26: 45 bought or addedQ1 26: 39 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244136
Q3 20243849
Q4 20243841
Q1 20252756
Q2 20255041
Q3 20253844
Q4 20253252
Q1 20264539

Biggest buyers

Vestmark Advisory Solutions, Inc. Added +104,771+104.8k
ELEVATION POINT WEALTH PARTNERS, LLC Added +104,661+104.7k
Kingsview Wealth Management, LLC New +95,339+95.3k
RAYMOND JAMES FINANCIAL INC Added +46,654+46.7k
Simplicity Wealth,LLC Added +39,828+39.8k
PMG Wealth Management, Inc. Added +33,904+33.9k
WIN ADVISORS, INC New +26,767+26.8k
Kestra Advisory Services, LLC Added +21,325+21.3k
JONES FINANCIAL COMPANIES LLLP Added +19,711+19.7k
HighTower Advisors, LLC Added +17,484+17.5k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -105,016-105.0k
UBS Group AG Reduced -68,226-68.2k
LPL Financial LLC Reduced -63,011-63.0k
GRIMES & Co WEALTH MANAGEMENT, LLC Reduced -26,960-27.0k
CITADEL ADVISORS LLC Sold out -13,129-13.1k
Foundry Financial Group, Inc. Reduced -10,588-10.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -5,340-5.3k
Rockefeller Capital Management L.P. Reduced -3,431-3.4k
Goodman Advisory Group, LLC Reduced -2,977-3.0k
AE Wealth Management LLC Reduced -2,802-2.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GRIMES & Co WEALTH MANAGEMENT, LLC 3.37% of their portfolio WESTBOROUGH, MA 1,556,1671.6m $121.8m $121.8m 3.37% Reduced -27.0k -26,960
2 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,358,8181.4m $106.4m $106.4m 0.02% Added +5.3k +5,320
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 990,829990.8k $77.6m $77.6m 0.02% Reduced -63.0k -63,011
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 830,638830.6k $65.0m $65.0m 0.01% Reduced -105.0k -105,016
5 Sanchez Wealth Management Group 8.53% of their portfolio JACKSONVILLE, FL 503,947503.9k $39.4m $39.4m 8.53% Added +5.5k +5,524
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 487,276487.3k $38.1m $38.1m 0.01% Added +46.7k +46,654
7 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 468,453468.5k $36.7m $36.7m 0.05% Reduced -2.2k -2,160
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 422,853422.9k $33.1m $33.1m 0.00% Added +1.2k +1,195
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 344,776344.8k $27.0m $27.0m 0.01% Reduced -5.3k -5,340
10 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 299,982300.0k $23.5m $23.5m 0.09% Added +21.3k +21,325
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 281,897281.9k $22.1m $22.1m 0.00% Added +452 +452
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 255,102255.1k $20.0m $20.0m 0.02% Added +7.9k +7,885
13 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 190,487190.5k $14.6m $14.6m 0.01% Added +19.7k +19,711
14 Simplicity Wealth,LLC 0.75% of their portfolio SUMMIT, NJ 168,408168.4k $13.2m $13.2m 0.75% Added +39.8k +39,828
15 ELEVATION POINT WEALTH PARTNERS, LLC 0.31% of their portfolio DENVER, CO 164,836164.8k $12.9m $12.9m 0.31% Added +104.7k +104,661
16 Vestmark Advisory Solutions, Inc. 0.14% of their portfolio Wakefield, MA 164,774164.8k $12.9m $12.9m 0.14% Added +104.8k +104,771
17 IAM Advisory, LLC 2.83% of their portfolio EASTON, PA 161,529161.5k $12.6m $12.6m 2.83% Reduced -922 -922
18 Cooper Financial Group 1.12% of their portfolio IRVINE, CA 141,443141.4k $11.1m $11.1m 1.12% Added +4.4k +4,403
19 ERn Financial, LLC 1.96% of their portfolio MIDDLETON, WI 132,924132.9k $10.4m $10.4m 1.96% Added +1.4k +1,418
20 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 95,33995.3k $7.5m $7.5m 0.10% New
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 94,50094.5k $7.4m $7.4m 0.00% Reduced -68.2k -68,226
22 PMG Wealth Management, Inc. 4.41% of their portfolio Hawthorn Woods, IL 78,07778.1k $6.1m $6.1m 4.41% Added +33.9k +33,904
23 Schneider Downs Wealth Management Advisors, LP 0.57% of their portfolio Pittsburgh, PA 65,87365.9k $5.2m $5.2m 0.57% Reduced -90 -90
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 63,44163.4k $5.0m $5.0m 0.00% Reduced -94 -94
25 Capital Investment Advisory Services, LLC 0.36% of their portfolio RALEIGH, NC 63,09363.1k $4.9m $4.9m 0.36% Added +101 +101
26 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 62,42062.4k $4.9m $4.9m 0.01% Added +17.5k +17,484
27 CoreCap Advisors, LLC 0.16% of their portfolio SOUTHFIELD, MI 61,84261.8k $4.8m $4.8m 0.16% Added +7.5k +7,528
28 PARSONS CAPITAL MANAGEMENT INC/RI 0.16% of their portfolio PROVIDENCE, RI 45,32245.3k $3.5m $3.5m 0.16% Added +2.2k +2,159
29 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 41,06841.1k $3.2m $3.2m 0.00% Reduced -499 -499
30 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 40,95841.0k $3.2m $3.2m 0.02% Added +5.5k +5,455
31 FCA CORP /TX 0.80% of their portfolio HOUSTON, TX 36,12736.1k $2.8m $2.8m 0.80% Added +1.0k +1,023
32 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 33,23033.2k $2.6m $2.6m 0.00% Reduced -3.4k -3,431
33 WIN ADVISORS, INC 0.96% of their portfolio PALM BEACH GARDENS, FL 26,76726.8k $2.1m $2.1m 0.96% New
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,04324.0k $1.9m $1.9m 0.00% Reduced -1.2k -1,235
35 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,93823.9k $1.9m $1.9m 0.01% Reduced -161 -161
36 JOURNEY STRATEGIC WEALTH LLC 0.05% of their portfolio SUMMIT, NJ 23,44523.4k $1.8m $1.8m 0.05% Reduced -1.5k -1,542
37 Rossmore Private Capital 0.15% of their portfolio GLASTONBURY, CT 22,05022.1k $1.7m $1.7m 0.15% Reduced -1.5k -1,500
38 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio ORLANDO, FL 20,46320.5k $1.6m $1.6m 0.11% Reduced -300 -300
39 Foundry Financial Group, Inc. 0.75% of their portfolio LACONIA, NH 19,21919.2k $1.5m $1.5m 0.75% Reduced -10.6k -10,588
40 Elevation Capital Advisory, LLC 0.56% of their portfolio BEND, OR 16,95417.0k $1.3m $1.3m 0.56% New
41 SigFig Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 16,51216.5k $1.3m $1.3m 0.04% Reduced -217 -217
42 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,42315.4k $1.2m $1.2m 0.01% Added +127 +127
43 Goodman Advisory Group, LLC 0.31% of their portfolio NEEDHAM, MA 15,29215.3k $1.2m $1.2m 0.31% Reduced -3.0k -2,977
44 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 13,86913.9k $1.1m $1.1m 0.01% Added +2.4k +2,373
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,64413.6k $1.0m $1.0m 0.00% Added +2.8k +2,807
46 CWM, LLC 0.00% of their portfolio OMAHA, NE 13,00413.0k $1.0m $1.0m 0.00% Added +355 +355
47 Financially in Tune, LLC 0.84% of their portfolio STONEHAM, MA 12,44712.4k $974.2k $974.2k 0.84% Reduced -673 -673
48 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 12,39012.4k $969.8k $969.8k 0.01% Added +4.9k +4,860
49 Amplius Wealth Advisors, LLC 0.08% of their portfolio BLUE BELL, PA 11,75011.8k $919.7k $919.7k 0.08% Reduced -618 -618
50 CHILTON CAPITAL MANAGEMENT LLC 0.03% of their portfolio HOUSTON, TX 10,93510.9k $855.9k $855.9k 0.03% Reduced -51 -51
51 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,46510.5k $819.1k $819.1k 0.01% Added +243 +243
52 Perennial Investment Advisors, LLC 0.06% of their portfolio Los Angeles, CA 10,25310.3k $802.5k $802.5k 0.06% Reduced -487 -487
53 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 9,8059.8k $850.7k $850.7k 0.02% New
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,9018.9k $696.7k $696.7k 0.00% Reduced -640 -640
55 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,3458.3k $653.2k $653.2k 0.00% Added +596 +596
56 COLUMBIA ADVISORY PARTNERS LLC 0.40% of their portfolio SPOKANE, WA 7,9337.9k $620.9k $620.9k 0.40% Reduced -742 -742
57 Avant Capital LLC 0.36% of their portfolio LAFAYETTE, LA 6,5126.5k $509.7k $509.7k 0.36% Reduced -29 -29
58 Venture Visionary Partners LLC 0.02% of their portfolio Sylvania, OH 6,5006.5k $508.8k $508.8k 0.02% Unchanged
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,4796.5k $507.0k $507.0k 0.00% Reduced -220 -220
60 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,2786.3k $491.4k $491.4k 0.00% Unchanged
61 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 6,1596.2k $482.1k $482.1k 0.00% New
62 Sageworth Trust Co of South Dakota 0.38% of their portfolio SIOUX FALLS, SD 6,1476.1k $481.1k $481.1k 0.38% Unchanged
63 James J. Burns & Company, LLC 0.06% of their portfolio MELVILLE, NY 6,0406.0k $472.8k $472.8k 0.06% Unchanged
64 Ebert Capital Management Inc. 0.48% of their portfolio EUREKA, CA 6,0006.0k $469.6k $469.6k 0.48% Unchanged
65 Beirne Wealth Consulting Services, LLC 0.13% of their portfolio SHELTON, CT 5,8295.8k $456.3k $456.3k 0.13% Reduced -1.1k -1,113
66 Kraft, Davis & Associates, LLC 0.09% of their portfolio St. Louis, MO 5,2005.2k $443.4k $443.4k 0.09% Unchanged
67 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,7244.7k $370.0k $370.0k 0.00% Reduced -1.8k -1,828
68 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 4,6714.7k $365.6k $365.6k 0.00% New
69 Capital Advisors, Ltd. LLC 0.04% of their portfolio SHAKER HEIGHTS, OH 4,4824.5k $351.0k $351.0k 0.04% Unchanged
70 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 4,4614.5k $349.0k $349.0k 0.00% Reduced -321 -321
71 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,4464.4k $348.0k $348.0k 0.01% New
72 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,2634.3k $335.9k $335.9k 0.00% Added +1.6k +1,581
73 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 4,2114.2k $330.0k $330.0k 0.00% Unchanged
74 TRUST POINT INC. 0.03% of their portfolio LA CROSSE, WI 4,1884.2k $327.8k $327.8k 0.03% Unchanged
75 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 4,1724.2k $326.5k $326.5k 0.01% Reduced -1.1k -1,130
76 OneAscent Wealth Management LLC 0.10% of their portfolio BIRMINGHAM, AL 3,9874.0k $312.1k $312.1k 0.10% Unchanged
77 FMR LLC 0.00% of their portfolio BOSTON, MA 3,5373.5k $276.8k $276.8k 0.00% Added +1.2k +1,240
78 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 3,4693.5k $271.5k $271.5k 0.00% Added +105 +105
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,4073.4k $266.7k $266.7k 0.00% Reduced -2 -2
80 Arlington Financial Advisors, LLC 0.04% of their portfolio SANTA BARBARA, CA 3,2683.3k $255.8k $255.8k 0.04% New
81 HILL ISLAND FINANCIAL LLC 0.06% of their portfolio GRAND RAPIDS, MI 3,2653.3k $255.5k $255.5k 0.06% Reduced -399 -399
82 OneAscent Family Office, LLC 0.17% of their portfolio BIRMINGHAM, AL 3,1343.1k $245.3k $245.3k 0.17% Unchanged
83 Gilbert & Cook, Inc. 0.03% of their portfolio WEST DES MOINES, IA 2,8242.8k $221.0k $221.0k 0.03% Unchanged
84 Well Done, LLC 0.03% of their portfolio HOLLAND, MI 2,8002.8k $219.2k $219.2k 0.03% Unchanged
85 PRIVATE CLIENT SERVICES, LLC 0.06% of their portfolio LOUISVILLE, KY 2,7342.7k $214.0k $214.0k 0.06% Unchanged
86 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 2,6402.6k $206.6k $206.6k 0.02% Unchanged
87 Segment Wealth Management, LLC 0.01% of their portfolio HOUSTON, TX 2,6302.6k $205.8k $205.8k 0.01% Reduced -1.9k -1,910
88 Godfrey Financial Associates, Inc. 0.12% of their portfolio GLENMONT, NY 1,8471.8k $144.5k $144.5k 0.12% Added +5 +5
89 Bank & Trust Co 0.07% of their portfolio LITCHFIELD, IL 1,4191.4k $111.1k $111.1k 0.07% Unchanged
90 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,4051.4k $110.0k $110.0k 0.00% Added +761 +761
91 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,0311.0k $78.5k $78.5k 0.00% Unchanged
92 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 650650 $50.9k $50.9k 0.00% Unchanged
93 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 644644 $50.4k $50.4k 0.00% New
94 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 593593 $46.4k $46.4k 0.02% Unchanged
95 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 586586 $45.9k $45.9k 0.01% Unchanged
96 PITTENGER & ANDERSON INC 0.00% of their portfolio LINCOLN, NE 578578 $45.2k $45.2k 0.00% New
97 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 519519 $40.6k $40.6k 0.01% Unchanged
98 REAP Financial Group, LLC 0.01% of their portfolio AUSTIN, TX 447447 $35.0k $35.0k 0.01% Unchanged
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 334334 $26.1k $26.1k 0.00% Reduced -2.8k -2,802
100 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 294294 $23.0k $23.0k 0.00% Unchanged