Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMM

MULTIFACTOR MI · ETP · CUSIP 47804J206

177 institutional holders +5 vs Q3 2022
42,516,59442.5m shares reported held*
$2.0bnreported value*
19 new 70 added 55 reduced 16 sold out net bought ≈ $177.6m (+3.8m 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 ≈ $46.56. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 172Q4 22: 177177Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022172
Q4 2022177

Biggest buyers

AMERIPRISE FINANCIAL INC Added +1,202,514+1.2m
Amplius Wealth Advisors, LLC New +577,050+577.0k
WELLS FARGO & COMPANY/MN Added +545,292+545.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +519,851+519.9k
Raymond James Financial Services Advisors, Inc. Added +332,395+332.4k
LPL Financial LLC Added +324,803+324.8k
IHT Wealth Management, LLC Added +153,040+153.0k
Thrivent Financial for Lutherans Added +137,880+137.9k
UBS Group AG Added +133,789+133.8k
Kestra Advisory Services, LLC Added +125,171+125.2k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -226,651-226.7k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -203,220-203.2k
MORGAN STANLEY Reduced -187,386-187.4k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -54,355-54.4k
LAZARD ASSET MANAGEMENT LLC Reduced -42,706-42.7k
Andesa Financial Management Inc. Reduced -36,228-36.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -29,859-29.9k
MML INVESTORS SERVICES, LLC Reduced -27,385-27.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -23,760-23.8k
TD Waterhouse Canada Inc. Sold out -23,049-23.0k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. New $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, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.13% of their portfolio Toronto, A6 4,486,1114.5m $208.8m $208.8m 0.13% Reduced -203.2k -203,220
2 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 3,747,8333.7m $174.4m $174.4m 0.06% Added +1.2m +1,202,514
3 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,461,0403.5m $161.1m $161.1m 0.05% Added +545.3k +545,292
4 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 3,162,8613.2m $147.2m $147.2m 0.13% Added +324.8k +324,803
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.20% of their portfolio MILWAUKEE, WI 2,809,0922.8m $130.7m $130.7m 0.20% Added +519.9k +519,851
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,740,7112.7m $127.6m $127.6m 0.01% Reduced -187.4k -187,386
7 Raymond James Financial Services Advisors, Inc. 0.21% of their portfolio ST. PETERSBURG, FL 2,283,7002.3m $106.3m $106.3m 0.21% Added +332.4k +332,395
8 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,958,5952.0m $91.2m $91.2m 0.04% Added +133.8k +133,789
9 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,728,1321.7m $80.4m $80.4m 0.02% Added +89.3k +89,299
10 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,361,4391.4m $63.4m $63.4m 0.15% Added +95.3k +95,273
11 Private Advisor Group, LLC 1.70% of their portfolio MORRISTOWN, NJ 1,232,5441.2m $57.4m $57.4m 1.70% Added +100.5k +100,484
12 HILL ISLAND FINANCIAL LLC 20.19% of their portfolio GRAND RAPIDS, MI 999,936999.9k $46.5m $46.5m 20.19% Reduced -15.8k -15,775
13 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 928,719928.7k $43.2m $43.2m 0.01% Reduced -226.7k -226,651
14 Thrivent Financial for Lutherans 0.10% of their portfolio Minneapolis, MN 830,517830.5k $38.8m $38.8m 0.10% Added +137.9k +137,880
15 Financial Management Professionals, Inc. 6.22% of their portfolio AUSTIN, TX 653,162653.2k $30.4m $30.4m 6.22% Added +3.2k +3,247
16 Amplius Wealth Advisors, LLC 4.29% of their portfolio BLUE BELL, PA 577,050577.0k $26.9m $26.9m 4.29% New
17 AVANTAX ADVISORY SERVICES, INC. 0.34% of their portfolio DALLAS, TX 554,973555.0k $25.8m $25.8m 0.34% Added +30.6k +30,618
18 Dynamic Advisor Solutions LLC 1.63% of their portfolio PHOENIX, AZ 512,730512.7k $23.9m $23.9m 1.63% Added +15.7k +15,689
19 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 510,428510.4k $23.8m $23.8m 0.12% Added +847 +847
20 BUCKINGHAM STRATEGIC WEALTH, LLC 0.41% of their portfolio CLAYTON, MO 485,273485.3k $22.6m $22.6m 0.41% Reduced -3.2k -3,212
21 COLONY GROUP LLC 0.30% of their portfolio Boston, MA 459,894459.9k $21.4m $21.4m 0.30% Added +12.6k +12,554
22 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 426,732426.7k $19.9m $19.9m 0.04% Added +41.2k +41,237
23 Cetera Advisor Networks LLC 0.14% of their portfolio EL SEGUNDO, CA 364,716364.7k $17.0m $17.0m 0.14% Added +19.5k +19,483
24 ENZI WEALTH 8.32% of their portfolio AUSTIN, TX 353,878353.9k $17.4m $17.4m 8.32% Added +87.5k +87,499
25 Garrett Wealth Advisory Group, LLC 7.01% of their portfolio WEATHERFORD, TX 293,170293.2k $13.6m $13.6m 7.01% Added +7.3k +7,311
26 Global Retirement Partners, LLC 0.91% of their portfolio San Rafael, CA 283,565283.6k $13.2m $13.2m 0.91% Added +2.6k +2,629
27 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 272,970273.0k $12.7m $12.7m 0.12% Added +5.4k +5,356
28 Onyx Bridge Wealth Group LLC 5.21% of their portfolio TARRYTOWN, NY 268,719268.7k $12.8m $12.8m 5.21% Added +19.4k +19,439
29 Bulltick Wealth Management, LLC 3.27% of their portfolio Miami, FL 245,215245.2k $11.4m $11.4m 3.27% Reduced -3.0k -3,005
30 ERn Financial, LLC 2.32% of their portfolio MIDDLETON, WI 218,727218.7k $10.2m $10.2m 2.32% Reduced -5.5k -5,452
31 Baker Ellis Asset Management LLC 1.89% of their portfolio Vancouver, WA 209,778209.8k $9.8m $9.8m 1.89% Reduced -4.2k -4,225
32 FLYNN ZITO CAPITAL MANAGEMENT, LLC 7.80% of their portfolio GARDEN CITY, NY 200,660200.7k $9.3m $9.3m 7.80% Reduced -2.9k -2,940
33 Choice Wealth Advisors LLC 6.84% of their portfolio WATERVILLE, ME 195,942195.9k $9.1m $9.1m 6.84% Added +4.4k +4,405
34 IHT Wealth Management, LLC 0.50% of their portfolio Chicago, IL 172,017172.0k $8.0m $8.0m 0.50% Added +153.0k +153,040
35 Stratos Wealth Partners, LTD. 0.19% of their portfolio BEACHWOOD, OH 162,328162.3k $7.6m $7.6m 0.19% Added +8.3k +8,277
36 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 159,983160.0k $7.4m $7.4m 0.07% Added +125.2k +125,171
37 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 153,973154.0k $7.2m $7.2m 0.00% Reduced -29.9k -29,859
38 Sanchez Wealth Management Group 3.38% of their portfolio JACKSONVILLE, FL 148,100148.1k $6.9m $6.9m 3.38% Reduced -2.9k -2,867
39 CHILTON CAPITAL MANAGEMENT LLC 0.35% of their portfolio HOUSTON, TX 122,228122.2k $5.7m $5.7m 0.35% Added +3.9k +3,887
40 PALO ALTO WEALTH ADVISORS, LLC 4.74% of their portfolio PALO ALTO, CA 119,612119.6k $5.6m $5.6m 4.74% First filing
41 Integrated Wealth Concepts LLC 0.15% of their portfolio WALTHAM, MA 115,719115.7k $5.4m $5.4m 0.15% Reduced -858 -858
42 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 94,73494.7k $4.4m $4.4m 0.05% Reduced -1.8k -1,779
43 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 92,34492.3k $4.3m $4.3m 0.01% Added +2.6k +2,620
44 GRIMES & Co WEALTH MANAGEMENT, LLC 0.17% of their portfolio WESTBOROUGH, MA 88,68488.7k $4.1m $4.1m 0.17% Reduced -627 -627
45 IAG Wealth Partners, LLC 1.18% of their portfolio WAUKESHA, WI 86,08786.1k $4.0m $4.0m 1.18% Added +9.3k +9,333
46 Fragasso Financial Advisors Inc 0.46% of their portfolio SEWICKLEY, PA 84,49784.5k $3.9m $3.9m 0.46% New
47 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 83,08383.1k $2.9m $2.9m 0.08% Reduced -18.7k -18,675
48 D.B. Root & Company, LLC 1.54% of their portfolio PITTSBURGH, PA 78,22778.2k $3.6m $3.6m 1.54% Added +8.3k +8,289
49 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 77,97278.0k $3.6m $3.6m 0.01% Reduced -1.8k -1,784
50 3D/L Capital Management, LLC 0.90% of their portfolio Hartford, CT 71,96772.0k $3.3m $3.3m 0.90% Reduced -1.6k -1,650
51 Capital Advisors, Ltd. LLC 0.51% of their portfolio SHAKER HEIGHTS, OH 63,54263.5k $3.0m $3.0m 0.51% Reduced -1.3k -1,298
52 Patriot Financial Group Insurance Agency, LLC 0.67% of their portfolio Westborough, MA 63,33963.3k $2.9m $2.9m 0.67% Added +2.6k +2,581
53 Linscomb Wealth, Inc. 0.15% of their portfolio Houston, TX 62,34462.3k $2.9m $2.9m 0.15% Added +3.8k +3,807
54 FLAGSTAR SECURITIES, INC 1.01% of their portfolio New York, NY 61,54261.5k $2.9m $2.9m 1.01% Added +2.0k +2,009
55 PARSONS CAPITAL MANAGEMENT INC/RI 0.21% of their portfolio PROVIDENCE, RI 53,08853.1k $2.5m $2.5m 0.21% Added +5.2k +5,243
56 SYNOVUS FINANCIAL CORP 0.03% of their portfolio Columbus, GA 52,40852.4k $2.4m $2.4m 0.03% Added +47.5k +47,471
57 Arkadios Wealth Advisors 0.32% of their portfolio ATLANTA, GA 51,62751.6k $2.4m $2.4m 0.32% Added +3.0k +2,953
58 OneDigital Investment Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 50,57850.6k $2.4m $2.4m 0.07% Added +27 +27
59 JNBA Financial Advisors 0.30% of their portfolio BLOOMINGTON, MN 46,38346.4k $2.2m $2.2m 0.30% Reduced -1.4k -1,362
60 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 44,64244.6k $2.1m $2.1m 0.09% Added +6.7k +6,672
61 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 44,25544.3k $2.1m $2.1m 0.03% Reduced -522 -522
62 Andesa Financial Management Inc. 1.03% of their portfolio ALLENTOWN, PA 40,58440.6k $1.9m $1.9m 1.03% Reduced -36.2k -36,228
63 BANK OF NOVA SCOTIA 0.00% of their portfolio TORONTO, A6 39,22539.2k $1.8m $1.8m 0.00% Reduced -4.6k -4,600
64 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 39,04939.0k $1.8m $1.8m 0.00% Reduced -19.6k -19,619
65 Future Financial Wealth Managment LLC 2.04% of their portfolio CINCINNATI, OH 38,55038.5k $1.8m $1.8m 2.04% Reduced -172 -172
66 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 37,54237.5k $1.7m $1.7m 0.03% Added +2.9k +2,918
67 Atlas Wealth LLC 0.46% of their portfolio CINCINNATI, OH 37,02137.0k $1.7m $1.7m 0.46% First filing
68 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 33,00133.0k $1.5m $1.5m 0.01% Added +18.3k +18,337
69 Granite Bay Wealth Management, LLC 0.98% of their portfolio PORTSMOUTH, NH 32,27832.3k $1.5m $1.5m 0.98% Added +5.2k +5,224
70 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 31,66331.7k $1.5m $1.5m 0.03% Added +5.0k +5,014
71 Good Life Advisors, LLC 0.20% of their portfolio READING, PA 30,77830.8k $1.4m $1.4m 0.20% Reduced -111 -111
72 Eldridge Investment Advisors, Inc. 0.49% of their portfolio MANCHESTER, NH 30,21230.2k $1.4m $1.4m 0.49% Reduced -230 -230
73 LINCOLN NATIONAL CORP 0.03% of their portfolio RADNOR, PA 25,90225.9k $1.2m $1.2m 0.03% Added +5.2k +5,212
74 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,39425.4k $1.2m $1.2m 0.00% Reduced -12.6k -12,639
75 Moloney Securities Asset Management, LLC 0.26% of their portfolio MANCHESTER, MO 25,39425.4k $1.2m $1.2m 0.26% Unchanged
76 AdvisorNet Financial, Inc 0.12% of their portfolio MINNETONKA, MN 25,23325.2k $1.2m $1.2m 0.12% Added +2.6k +2,557
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 24,38624.4k $1.1m $1.1m 0.06% Added +1.9k +1,914
78 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 23,94023.9k $1.1m $1.1m 0.01% Added +3.8k +3,780
79 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 23,70423.7k $1.1m $1.1m 0.04% Reduced -3.1k -3,109
80 Magnus Financial Group LLC 0.18% of their portfolio NEW YORK, NY 23,23023.2k $1.1m $1.1m 0.18% Added +3.4k +3,437
81 WCG Wealth Advisors LLC 0.17% of their portfolio LAS VEGAS, NV 20,24020.2k $1.3m $1.3m 0.17% Reduced -731 -731
82 Epic Trust Investment Advisors, LLC 1.31% of their portfolio RICHLAND, WA 18,66618.7k $869.0k $869.0k 1.31% Reduced -2.5k -2,473
83 Interchange Capital Partners, LLC 0.87% of their portfolio PITTSBURGH, PA 18,24018.2k $848.9k $848.9k 0.87% Added +2.2k +2,197
84 AVAII WEALTH MANAGEMENT, LLC 0.71% of their portfolio APPLETON, WI 17,15217.2k $798.2k $798.2k 0.71% Reduced -360 -360
85 Empirical Asset Management, LLC 0.83% of their portfolio WELLESLEY, MA 16,87916.9k $785.5k $785.5k 0.83% Reduced -1.4k -1,406
86 FDx Advisors, Inc. 0.03% of their portfolio BERWYN, PA 16,01916.0k $746.0k $746.0k 0.03% Reduced -24 -24
87 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 15,96716.0k $743.0k $743.0k 0.05% New
88 Rossmore Private Capital 0.12% of their portfolio GLASTONBURY, CT 15,50015.5k $721.4k $721.4k 0.12% Unchanged
89 EPG Wealth Management LLC 0.27% of their portfolio ATLANTA, GA 15,37915.4k $715.8k $715.8k 0.27% Reduced -986 -986
90 Advisor OS, LLC 0.19% of their portfolio CHICAGO, IL 15,07415.1k $701.5k $701.5k 0.19% Reduced -12.7k -12,658
91 TRANSCEND CAPITAL ADVISORS, LLC 0.07% of their portfolio MADISON, NJ 14,34414.3k $667.6k $667.6k 0.07% Reduced -48 -48
92 Key Client Fiduciary Advisors, LLC 0.42% of their portfolio Fairfield, NJ 13,27613.3k $617.9k $617.9k 0.42% Added +107 +107
93 Sovereign Financial Group, Inc. 0.24% of their portfolio STAMFORD, CT 13,24613.2k $616.5k $616.5k 0.24% Reduced -227 -227
94 WealthCare Investment Partners, LLC 0.41% of their portfolio PORTSMOUTH, RI 13,08613.1k $609.0k $609.0k 0.41% Reduced -2.5k -2,507
95 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 12,26012.3k $570.6k $570.6k 0.00% Added +42 +42
96 BENJAMIN F. EDWARDS & COMPANY, INC. 0.03% of their portfolio ST. LOUIS, MO 12,10012.1k $563.0k $563.0k 0.03% Added +2.6k +2,600
97 Coastline Trust Co 0.08% of their portfolio PROVIDENCE, RI 12,07512.1k $562.0k $562.0k 0.08% Reduced -1.8k -1,825
98 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 11,79011.8k $548.7k $548.7k 0.01% Added +1.2k +1,182
99 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,71311.7k $545.1k $545.1k 0.00% Added +277 +277
100 SIGNET FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio PARSIPPANY, NJ 11,37811.4k $529.6k $529.6k 0.09% Reduced -609 -609