Vault-13

JOHN HANCOCK EXCHANGE TRADED JHML

MLTFCTR LRG CAP · ETP · CUSIP 47804J107

109 institutional holders +1 vs Q1 2026
9,933,8559.9m shares reported held*
$885.6mreported value*
11 new 31 added 36 reduced 8 sold out net sold ≈ $8.6m (-96.1k 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 ($14.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.15.

Trends to Q2 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: 108Q2 26: 109109Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 38 bought or addedQ3 25: 44 cut or sold outQ4 25: 32 bought or addedQ4 25: 52 cut or sold outQ4 25Q1 26: 45 bought or addedQ1 26: 39 cut or sold outQ2 26: 42 bought or addedQ2 26: 44 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243849
Q4 20243841
Q1 20252756
Q2 20255041
Q3 20253844
Q4 20253252
Q1 20264539
Q2 20264244

Biggest buyers

Simplicity Wealth,LLC Added +26,734+26.7k
GOLDMAN SACHS GROUP INC New +20,710+20.7k
JONES FINANCIAL COMPANIES LLLP Added +16,213+16.2k
Sanchez Wealth Management Group Added +15,420+15.4k
RAYMOND JAMES FINANCIAL INC Added +12,509+12.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +11,130+11.1k
Beacon Pointe Advisors, LLC New +9,147+9.1k
PMG Wealth Management, Inc. Added +5,600+5.6k
Rockefeller Capital Management L.P. Added +3,959+4.0k
LPL Financial LLC Added +3,795+3.8k

Biggest sellers

Kingsview Wealth Management, LLC Sold out -95,339-95.3k
GRIMES & Co WEALTH MANAGEMENT, LLC Reduced -40,948-40.9k
WIN ADVISORS, INC Sold out -26,767-26.8k
AMERIPRISE FINANCIAL INC Reduced -22,992-23.0k
Elevation Capital Advisory, LLC Sold out -16,954-17.0k
ELEVATION POINT WEALTH PARTNERS, LLC Reduced -7,027-7.0k
Vestmark Advisory Solutions, Inc. Reduced -7,021-7.0k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Sold out -6,159-6.2k
VestGen Advisors, LLC Reduced -4,766-4.8k
Independent Advisor Alliance Sold out -4,671-4.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GRIMES & Co WEALTH MANAGEMENT, LLC 2.92% of their portfolio WESTBOROUGH, MA 1,515,2191.5m $135.1m $135.1m 2.92% Reduced -40.9k -40,948
2 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,335,8261.3m $119.1m $119.1m 0.02% Reduced -23.0k -22,992
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 994,624994.6k $88.7m $88.7m 0.02% Added +3.8k +3,795
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 834,416834.4k $74.4m $74.4m 0.01% Added +3.8k +3,778
5 Sanchez Wealth Management Group 8.12% of their portfolio JACKSONVILLE, FL 519,367519.4k $46.3m $46.3m 8.12% Added +15.4k +15,420
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 499,785499.8k $44.6m $44.6m 0.01% Added +12.5k +12,509
7 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 479,583479.6k $42.8m $42.8m 0.05% Added +11.1k +11,130
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 422,593422.6k $37.7m $37.7m 0.00% Reduced -260 -260
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 341,695341.7k $30.5m $30.5m 0.01% Reduced -3.1k -3,081
10 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 297,061297.1k $26.5m $26.5m 0.09% Reduced -2.9k -2,921
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 281,652281.7k $25.1m $25.1m 0.00% Reduced -245 -245
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 250,753250.8k $22.4m $22.4m 0.02% Reduced -4.3k -4,349
13 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 206,700206.7k $18.1m $18.1m 0.01% Added +16.2k +16,213
14 Simplicity Wealth,LLC 0.59% of their portfolio SUMMIT, NJ 195,142195.1k $17.4m $17.4m 0.59% Added +26.7k +26,734
15 IAM Advisory, LLC 2.79% of their portfolio EASTON, PA 160,632160.6k $14.3m $14.3m 2.79% Reduced -897 -897
16 ELEVATION POINT WEALTH PARTNERS, LLC 0.26% of their portfolio DENVER, CO 157,809157.8k $14.1m $14.1m 0.26% Reduced -7.0k -7,027
17 Vestmark Advisory Solutions, Inc. 0.13% of their portfolio Wakefield, MA 157,753157.8k $14.1m $14.1m 0.13% Reduced -7.0k -7,021
18 Cooper Financial Group 1.04% of their portfolio IRVINE, CA 140,536140.5k $12.5m $12.5m 1.04% Reduced -907 -907
19 ERn Financial, LLC 2.00% of their portfolio MIDDLETON, WI 135,558135.6k $12.1m $12.1m 2.00% Added +2.6k +2,634
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 92,40892.4k $8.2m $8.2m 0.00% Reduced -2.1k -2,092
21 PMG Wealth Management, Inc. 4.61% of their portfolio Hawthorn Woods, IL 83,67783.7k $7.5m $7.5m 4.61% Added +5.6k +5,600
22 CoreCap Advisors, LLC 0.17% of their portfolio SOUTHFIELD, MI 65,43865.4k $5.8m $5.8m 0.17% Added +3.6k +3,596
23 Schneider Downs Wealth Management Advisors, LP 0.54% of their portfolio Pittsburgh, PA 64,64164.6k $5.8m $5.8m 0.54% Reduced -1.2k -1,232
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 64,11864.1k $5.7m $5.7m 0.01% Added +1.7k +1,698
25 Capital Investment Advisory Services, LLC 0.35% of their portfolio RALEIGH, NC 63,29963.3k $5.6m $5.6m 0.35% Added +206 +206
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 62,76962.8k $5.6m $5.6m 0.00% Reduced -672 -672
27 PARSONS CAPITAL MANAGEMENT INC/RI 0.18% of their portfolio PROVIDENCE, RI 44,35744.4k $4.0m $4.0m 0.18% Reduced -965 -965
28 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 43,10143.1k $3.8m $3.8m 0.02% Added +2.1k +2,143
29 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 38,98539.0k $3.5m $3.5m 0.00% Reduced -2.1k -2,083
30 FCA CORP /TX 0.82% of their portfolio HOUSTON, TX 37,44637.4k $3.3m $3.3m 0.82% Added +1.3k +1,319
31 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 37,18937.2k $3.3m $3.3m 0.01% Added +4.0k +3,959
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,82826.8k $2.4m $2.4m 0.00% Added +2.8k +2,785
33 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,84023.8k $2.1m $2.1m 0.01% Reduced -98 -98
34 Rossmore Private Capital 0.16% of their portfolio GLASTONBURY, CT 21,55021.6k $1.9m $1.9m 0.16% Reduced -500 -500
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 20,71020.7k $1.8m $1.8m 0.00% New
36 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio ORLANDO, FL 20,46320.5k $1.8m $1.8m 0.11% Unchanged
37 Foundry Financial Group, Inc. 0.67% of their portfolio LACONIA, NH 17,40717.4k $1.6m $1.6m 0.67% Reduced -1.8k -1,812
38 SigFig Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 16,38616.4k $1.5m $1.5m 0.04% Reduced -126 -126
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,76515.8k $1.4m $1.4m 0.00% Added +2.1k +2,121
40 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,35115.4k $1.4m $1.4m 0.01% Reduced -72 -72
41 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 14,51714.5k $1.3m $1.3m 0.01% Added +2.1k +2,127
42 Goodman Advisory Group, LLC 0.29% of their portfolio NEEDHAM, MA 14,30414.3k $1.3m $1.3m 0.29% Reduced -988 -988
43 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 13,62713.6k $1.2m $1.2m 0.01% Reduced -242 -242
44 Advisory Solutions Group, LLC 0.36% of their portfolio PLYMOUTH, MN 11,92311.9k $1.1m $1.1m 0.36% First filing
45 Amplius Wealth Advisors, LLC 0.08% of their portfolio BLUE BELL, PA 11,75011.8k $1.0m $1.0m 0.08% Unchanged
46 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,30610.3k $919.0k $919.0k 0.01% Reduced -159 -159
47 CHILTON CAPITAL MANAGEMENT LLC 0.03% of their portfolio HOUSTON, TX 10,30410.3k $918.9k $918.9k 0.03% Reduced -631 -631
48 Perennial Investment Advisors, LLC 0.06% of their portfolio Los Angeles, CA 9,9259.9k $885.2k $885.2k 0.06% Reduced -328 -328
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,5609.6k $852.6k $852.6k 0.00% Added +659 +659
50 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,1479.1k $815.7k $815.7k 0.00% New
51 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,4598.5k $754.4k $754.4k 0.00% Added +114 +114
52 COLUMBIA ADVISORY PARTNERS LLC 0.39% of their portfolio SPOKANE, WA 7,9548.0k $709.3k $709.3k 0.39% Added +21 +21
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,4987.5k $668.0k $668.0k 0.00% Added +2.8k +2,774
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,8416.8k $610.0k $610.0k 0.00% Added +362 +362
55 Avant Capital LLC 0.36% of their portfolio LAFAYETTE, LA 6,5276.5k $582.1k $582.1k 0.36% Added +15 +15
56 Venture Visionary Partners LLC 0.02% of their portfolio Sylvania, OH 6,5006.5k $579.7k $579.7k 0.02% Unchanged
57 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,2786.3k $559.9k $559.9k 0.00% Unchanged
58 Sageworth Trust Co of South Dakota 0.34% of their portfolio SIOUX FALLS, SD 6,1476.1k $548.2k $548.2k 0.34% Unchanged
59 James J. Burns & Company, LLC 0.06% of their portfolio MELVILLE, NY 6,0406.0k $538.6k $538.6k 0.06% Unchanged
60 Ebert Capital Management Inc. 0.50% of their portfolio EUREKA, CA 6,0006.0k $535.1k $535.1k 0.50% Unchanged
61 Beirne Wealth Consulting Services, LLC 0.09% of their portfolio SHELTON, CT 5,3455.3k $476.7k $476.7k 0.09% Reduced -484 -484
62 Kraft, Davis & Associates, LLC 0.10% of their portfolio St. Louis, MO 5,2005.2k $460.1k $460.1k 0.10% Unchanged
63 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 5,0395.0k $449.4k $449.4k 0.01% Reduced -4.8k -4,766
64 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 4,5324.5k $404.2k $404.2k 0.01% Added +360 +360
65 Capital Advisors, Ltd. LLC 0.04% of their portfolio SHAKER HEIGHTS, OH 4,4824.5k $400.0k $400.0k 0.04% Unchanged
66 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 4,4614.5k $398.0k $398.0k 0.00% Unchanged
67 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 4,4524.5k $397.1k $397.1k 0.01% Added +6 +6
68 TRUST POINT INC. 0.03% of their portfolio LA CROSSE, WI 4,1884.2k $373.5k $373.5k 0.03% Unchanged
69 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0654.1k $362.5k $362.5k 0.00% Reduced -198 -198
70 OneAscent Wealth Management LLC 0.11% of their portfolio BIRMINGHAM, AL 3,9874.0k $355.6k $355.6k 0.11% Unchanged
71 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 3,9564.0k $353.0k $353.0k 0.00% Reduced -255 -255
72 FMR LLC 0.00% of their portfolio BOSTON, MA 3,5213.5k $314.0k $314.0k 0.00% Reduced -16 -16
73 Arlington Financial Advisors, LLC 0.04% of their portfolio SANTA BARBARA, CA 3,4083.4k $303.9k $303.9k 0.04% Added +140 +140
74 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,4073.4k $303.8k $303.8k 0.00% Unchanged
75 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 3,2003.2k $285.4k $285.4k 0.00% Reduced -269 -269
76 OneAscent Family Office, LLC 0.14% of their portfolio BIRMINGHAM, AL 3,1343.1k $279.5k $279.5k 0.14% Unchanged
77 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 3,0193.0k $269.2k $269.2k 0.01% New
78 HILL ISLAND FINANCIAL LLC 0.06% of their portfolio GRAND RAPIDS, MI 2,8922.9k $257.9k $257.9k 0.06% Reduced -373 -373
79 Gilbert & Cook, Inc. 0.03% of their portfolio WEST DES MOINES, IA 2,8242.8k $251.8k $251.8k 0.03% Unchanged
80 PRIVATE CLIENT SERVICES, LLC 0.06% of their portfolio LOUISVILLE, KY 2,7342.7k $243.8k $243.8k 0.06% Unchanged
81 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 2,6402.6k $235.4k $235.4k 0.02% Unchanged
82 Segment Wealth Management, LLC 0.01% of their portfolio HOUSTON, TX 2,6302.6k $234.5k $234.5k 0.01% Unchanged
83 Prosperity Financial Group, Inc. 0.07% of their portfolio San Ramon, CA 2,5712.6k $229.3k $229.3k 0.07% New
84 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 2,5112.5k $223.9k $223.9k 0.00% New
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,4102.4k $214.9k $214.9k 0.00% New
86 Godfrey Financial Associates, Inc. 0.12% of their portfolio GLENMONT, NY 1,8171.8k $160.2k $160.2k 0.12% Reduced -30 -30
87 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6731.7k $149.2k $149.2k 0.00% Added +268 +268
88 Bank & Trust Co 0.08% of their portfolio LITCHFIELD, IL 1,4191.4k $126.5k $126.5k 0.08% Unchanged
89 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,3311.3k $118.7k $118.7k 0.00% New
90 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,2351.2k $110.1k $110.1k 0.00% New
91 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,0311.0k $91.5k $91.5k 0.00% Unchanged
92 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 777777 $69.3k $69.3k 0.00% First filing
93 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 729729 $65.0k $65.0k 0.00% Added +85 +85
94 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 650650 $58.0k $58.0k 0.00% Unchanged
95 BELLEVUE ASSET MANAGEMENT, LLC 0.02% of their portfolio BELLEVUE, WA 593593 $52.9k $52.9k 0.02% Unchanged
96 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 588588 $52.5k $52.5k 0.01% Added +2 +2
97 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 505505 $45.0k $45.0k 0.00% New
98 REAP Financial Group, LLC 0.01% of their portfolio AUSTIN, TX 449449 $40.0k $40.0k 0.01% Added +2 +2
99 PITTENGER & ANDERSON INC 0.00% of their portfolio LINCOLN, NE 403403 $35.9k $35.9k 0.00% Reduced -175 -175
100 SIMS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio CINCINNATI, OH 365365 $32.6k $32.6k 0.01% New