Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMM

MULTIFACTOR MI · ETP · CUSIP 47804J206

244 institutional holders -6 vs Q4 2024
46,100,75346.1m shares reported held*
$2.6bnreported value*
19 new 95 added 84 reduced 21 sold out net sold ≈ $109.0m (-1.9m 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 ≈ $57.38. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 172Q4 22: 177Q1 23: 180Q2 23: 190Q3 23: 192Q4 23: 213Q1 24: 219Q2 24: 221Q3 24: 228Q4 24: 250Q1 25: 244244Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022172
Q4 2022177
Q1 2023180
Q2 2023190
Q3 2023192
Q4 2023213
Q1 2024219
Q2 2024221
Q3 2024228
Q4 2024250
Q1 2025244

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 92 bought or addedQ2 23: 78 cut or sold outQ3 23: 96 bought or addedQ3 23: 75 cut or sold outQ3 23Q4 23: 97 bought or addedQ4 23: 86 cut or sold outQ1 24: 108 bought or addedQ1 24: 91 cut or sold outQ1 24Q2 24: 111 bought or addedQ2 24: 94 cut or sold outQ3 24: 107 bought or addedQ3 24: 90 cut or sold outQ3 24Q4 24: 113 bought or addedQ4 24: 91 cut or sold outQ1 25: 114 bought or addedQ1 25: 105 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239278
Q3 20239675
Q4 20239786
Q1 202410891
Q2 202411194
Q3 202410790
Q4 202411391
Q1 2025114105

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +266,493+266.5k
RAYMOND JAMES FINANCIAL INC Added +251,914+251.9k
WELLS FARGO & COMPANY/MN Added +219,493+219.5k
Gilbert & Cook, Inc. Added +166,208+166.2k
Hixon Zuercher, LLC New +122,626+122.6k
Larson Financial Group LLC Added +109,949+109.9k
AlphaCore Capital LLC New +83,380+83.4k
UBS Group AG Added +77,893+77.9k
TME FINANCIAL, INC. Added +74,758+74.8k
Eldridge Investment Advisors, Inc. Added +71,762+71.8k

Biggest sellers

Focus Partners Wealth Reduced -1,326,353-1.3m
HILL ISLAND FINANCIAL LLC Reduced -471,374-471.4k
LPL Financial LLC Reduced -341,541-341.5k
Perigon Wealth Management, LLC Reduced -278,003-278.0k
AMERIPRISE FINANCIAL INC Reduced -241,340-241.3k
Frederick Financial Consultants, LLC Reduced -149,745-149.7k
Smith Anglin Financial, LLC Reduced -147,477-147.5k
Cetera Investment Advisers Reduced -125,025-125.0k
BANK OF AMERICA CORP /DE/ Reduced -97,295-97.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -85,599-85.6k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 4,734,3474.7m $271.0m $271.0m 0.07% Reduced -241.3k -241,340
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 4,223,2994.2m $242.0m $242.0m 0.09% Reduced -341.5k -341,541
3 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,523,1293.5m $201.9m $201.9m 0.05% Added +219.5k +219,493
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.18% of their portfolio Toronto, A6 3,316,8103.3m $190.1m $190.1m 0.18% Reduced -22.3k -22,302
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,845,9292.8m $163.1m $163.1m 0.01% Reduced -27.8k -27,770
6 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,269,4762.3m $130.0m $130.0m 0.05% Added +251.9k +251,914
7 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,176,2662.2m $124.7m $124.7m 0.03% Added +77.9k +77,893
8 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,862,6261.9m $106.7m $106.7m 0.15% Added +39.1k +39,082
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 1,649,5211.6m $94.5m $94.5m 0.08% Reduced -85.6k -85,599
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,483,3481.5m $85.0m $85.0m 0.02% Added +8.9k +8,902
11 Private Advisor Group, LLC 0.39% of their portfolio MORRISTOWN, NJ 1,126,0361.1m $64.5m $64.5m 0.39% Added +38.7k +38,744
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 913,450913.5k $52.3m $52.3m 0.00% Reduced -97.3k -97,295
13 Gilbert & Cook, Inc. 7.14% of their portfolio WEST DES MOINES, IA 859,667859.7k $49.3m $49.3m 7.14% Added +166.2k +166,208
14 Financial Management Professionals, Inc. 6.08% of their portfolio AUSTIN, TX 831,001831.0k $47.6m $47.6m 6.08% Added +34.0k +34,002
15 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 796,488796.5k $45.4m $45.4m 0.04% Added +266.5k +266,493
16 Thrivent Financial for Lutherans 0.09% of their portfolio Minneapolis, MN 639,594639.6k $40.7m $40.7m 0.09% Reduced -31.5k -31,515
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 619,743619.7k $35.5m $35.5m 0.01% Added +34.3k +34,299
18 Amplius Wealth Advisors, LLC 3.68% of their portfolio BLUE BELL, PA 616,916616.9k $35.4m $35.4m 3.68% Added +56.6k +56,650
19 ENZI WEALTH 13.81% of their portfolio AUSTIN, TX 611,312611.3k $34.1m $34.1m 13.81% Added +21.4k +21,435
20 AVANTAX ADVISORY SERVICES, INC. 0.21% of their portfolio DALLAS, TX 591,762591.8k $33.9m $33.9m 0.21% Added +6.6k +6,588
21 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 585,915585.9k $33.6m $33.6m 0.07% Reduced -125.0k -125,025
22 Garrett Wealth Advisory Group, LLC 6.26% of their portfolio WEATHERFORD, TX 488,658488.7k $28.0m $28.0m 6.26% Added +27.6k +27,583
23 Dynamic Advisor Solutions LLC 0.78% of their portfolio PHOENIX, AZ 414,074414.1k $23.7m $23.7m 0.78% Added +41.8k +41,846
24 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 413,535413.5k $23.7m $23.7m 0.06% Reduced -1.3m -1,326,353
25 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 358,481358.5k $20.5m $20.5m 0.07% Reduced -73.9k -73,880
26 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 341,910341.9k $19.6m $19.6m 0.03% Added +46.7k +46,717
27 Larson Financial Group LLC 0.76% of their portfolio ST LOUIS, MO 280,702280.7k $16.1m $16.1m 0.76% Added +109.9k +109,949
28 SYNOVUS FINANCIAL CORP 0.20% of their portfolio Columbus, GA 263,326263.3k $15.1m $15.1m 0.20% Added +1.9k +1,879
29 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 252,308252.3k $14.5m $14.5m 0.03% Added +49.1k +49,143
30 KPP Advisory Services LLC 2.61% of their portfolio Louisville, KY 239,946239.9k $13.7m $13.7m 2.61% Added +6.1k +6,096
31 Sanchez Wealth Management Group 3.54% of their portfolio JACKSONVILLE, FL 227,393227.4k $13.0m $13.0m 3.54% Added +4.7k +4,672
32 Stratos Wealth Partners, LTD. 0.19% of their portfolio BEACHWOOD, OH 220,960221.0k $12.7m $12.7m 0.19% Added +24.4k +24,359
33 ERn Financial, LLC 1.98% of their portfolio MIDDLETON, WI 218,218218.2k $12.5m $12.5m 1.98% Reduced -27.3k -27,295
34 Baker Ellis Asset Management LLC 1.72% of their portfolio Vancouver, WA 208,563208.6k $12.0m $12.0m 1.72% Reduced -2.0k -2,010
35 Choice Wealth Advisors LLC 5.96% of their portfolio WATERVILLE, ME 199,470199.5k $11.4m $11.4m 5.96% Added +3.0k +2,958
36 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 186,824186.8k $10.7m $10.7m 0.12% Added +23.4k +23,441
37 Eldridge Investment Advisors, Inc. 2.45% of their portfolio MANCHESTER, NH 185,675185.7k $10.6m $10.6m 2.45% Added +71.8k +71,762
38 PALO ALTO WEALTH ADVISORS, LLC 4.10% of their portfolio PALO ALTO, CA 175,505175.5k $10.5m $10.5m 4.10% Reduced -10.5k -10,536
39 &PARTNERS 0.09% of their portfolio NASHVILLE, TN 156,579156.6k $8.9m $8.9m 0.09% Reduced -78.8k -78,842
40 Pine Valley Investments Ltd Liability Co 0.53% of their portfolio MARLTON, NJ 143,541143.5k $8.2m $8.2m 0.53% Added +10.3k +10,319
41 CHILTON CAPITAL MANAGEMENT LLC 0.33% of their portfolio HOUSTON, TX 131,744131.7k $7.5m $7.5m 0.33% Reduced -5.2k -5,165
42 BankPlus Trust Department 2.41% of their portfolio JACKSON, MS 126,087126.1k $7.2m $7.2m 2.41% Added +4.4k +4,392
43 Hixon Zuercher, LLC 2.48% of their portfolio Findlay, OH 122,626122.6k $7.0m $7.0m 2.48% New
44 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 120,184120.2k $6.9m $6.9m 0.02% Added +4.5k +4,518
45 Granite Bay Wealth Management, LLC 2.24% of their portfolio PORTSMOUTH, NH 112,588112.6k $6.5m $6.5m 2.24% Added +2.3k +2,331
46 GREAT VALLEY ADVISOR GROUP, INC. 0.14% of their portfolio WILMINGTON, DE 109,556109.6k $6.3m $6.3m 0.14% Reduced -2.5k -2,513
47 Fragasso Financial Advisors Inc 0.46% of their portfolio SEWICKLEY, PA 107,947107.9k $6.2m $6.2m 0.46% Reduced -15.4k -15,376
48 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 107,829107.8k $6.2m $6.2m 0.03% Added +2.0k +1,986
49 TME FINANCIAL, INC. 5.21% of their portfolio Huntington Beach, CA 104,606104.6k $6.0m $6.0m 5.21% Added +74.8k +74,758
50 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 98,66398.7k $5.7m $5.7m 0.01% Reduced -8.1k -8,112
51 Patriot Financial Group Insurance Agency, LLC 0.73% of their portfolio Westborough, MA 94,82094.8k $5.4m $5.4m 0.73% Reduced -12.5k -12,535
52 Foundry Financial Group, Inc. 3.30% of their portfolio LACONIA, NH 93,46893.5k $5.4m $5.4m 3.30% Reduced -10.9k -10,948
53 Forge Financial Services LLC 4.73% of their portfolio EDMOND, OK 93,40693.4k $5.4m $5.4m 4.73% Reduced -1.0k -1,018
54 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 93,35993.4k $5.3m $5.3m 0.01% Reduced -2.7k -2,677
55 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 86,71186.7k $5.0m $5.0m 0.08% Added +5.1k +5,119
56 Mariner, LLC 0.01% of their portfolio Overland Park, KS 83,54783.5k $4.8m $4.8m 0.01% Reduced -21.3k -21,314
57 FMA Wealth Management, LLC 3.86% of their portfolio DUXBURY, MA 83,45383.5k $5.0m $5.0m 3.86% Reduced -809 -809
58 AlphaCore Capital LLC 0.41% of their portfolio LA JOLLA, CA 83,38083.4k $4.8m $4.8m 0.41% New
59 GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% of their portfolio WESTBOROUGH, MA 78,25978.3k $4.5m $4.5m 0.14% Reduced -93 -93
60 PFG Advisors 0.24% of their portfolio Phoenix, AZ 74,11574.1k $4.2m $4.2m 0.24% Added +4.7k +4,679
61 IAG Wealth Partners, LLC 0.63% of their portfolio WAUKESHA, WI 70,89270.9k $4.1m $4.1m 0.63% Reduced -25.2k -25,195
62 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 70,67670.7k $4.0m $4.0m 0.03% Added +209 +209
63 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 68,31368.3k $3.9m $3.9m 0.02% Reduced -17.7k -17,657
64 Linscomb Wealth, Inc. 0.19% of their portfolio Houston, TX 67,09467.1k $3.8m $3.8m 0.19% Added +5.6k +5,583
65 Atlas Wealth LLC 1.46% of their portfolio CINCINNATI, OH 65,55065.5k $3.8m $3.8m 1.46% Added +20.9k +20,872
66 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 65,32165.3k $3.7m $3.7m 0.05% Added +1.8k +1,819
67 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.69% of their portfolio GARDEN CITY, NY 64,14364.1k $3.7m $3.7m 1.69% Reduced -3.8k -3,816
68 Freedom Investment Management, Inc. 0.29% of their portfolio SOUTH WINDSOR, CT 60,43260.4k $3.5m $3.5m 0.29% Reduced -1.9k -1,948
69 Graney & King, LLC 2.57% of their portfolio LATHAM, NY 60,30560.3k $3.5m $3.5m 2.57% Added +4.3k +4,313
70 WPG Advisers, LLC 3.20% of their portfolio BALTIMORE, MD 59,82459.8k $3.4m $3.4m 3.20% Reduced -9.2k -9,210
71 Capital Advisors, Ltd. LLC 0.44% of their portfolio SHAKER HEIGHTS, OH 57,87857.9k $3.3m $3.3m 0.44% Unchanged
72 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 55,01155.0k $3.1m $3.1m 0.10% Added +14.6k +14,631
73 Frederick Financial Consultants, LLC 2.12% of their portfolio FREDERICK, MD 51,26851.3k $2.9m $2.9m 2.12% Reduced -149.7k -149,745
74 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 48,30148.3k $2.8m $2.8m 0.03% Added +13.7k +13,653
75 FLAGSTAR SECURITIES, INC 0.70% of their portfolio New York, NY 47,50147.5k $2.7m $2.7m 0.70% Reduced -508 -508
76 Onyx Bridge Wealth Group LLC 0.39% of their portfolio TARRYTOWN, NY 47,22847.2k $2.7m $2.7m 0.39% Reduced -10.7k -10,675
77 Good Life Advisors, LLC 0.19% of their portfolio READING, PA 47,14647.1k $2.7m $2.7m 0.19% Added +2.5k +2,504
78 Arkadios Wealth Advisors 0.10% of their portfolio ATLANTA, GA 46,81546.8k $2.7m $2.7m 0.10% Added +11.6k +11,572
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 45,17945.2k $2.6m $2.6m 0.00% Added +11.1k +11,137
80 Keystone Financial Services, LLC 2.18% of their portfolio OMAHA, NE 44,85944.9k $2.6m $2.6m 2.18% Added +8.7k +8,655
81 MGO ONE SEVEN LLC 0.10% of their portfolio Beachwood, OH 43,22543.2k $2.5m $2.5m 0.10% Added +2.0k +1,961
82 Smith Anglin Financial, LLC 0.23% of their portfolio DALLAS, TX 37,87237.9k $2.2m $2.2m 0.23% Reduced -147.5k -147,477
83 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 37,65837.7k $2.2m $2.2m 0.03% Reduced -1.2k -1,242
84 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio ORLANDO, FL 37,42437.4k $2.1m $2.1m 0.19% Added +2.0k +2,031
85 DORVAL Corp 0.90% of their portfolio MAPLE GROVE, MN 37,07237.1k $2.2m $2.2m 0.90% Added +624 +624
86 Henderson Brothers Financial Partners, LLC 1.21% of their portfolio PITTSBURGH, PA 36,90136.9k $2.4m $2.4m 1.21% First filing
87 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 36,63136.6k $2.1m $2.1m 0.01% Added +511 +511
88 Paragon Private Wealth Management, LLC 0.97% of their portfolio LEXINGTON, KY 36,56136.6k $2.1m $2.1m 0.97% Reduced -9.5k -9,462
89 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 34,12734.1k $2.0m $2.0m 0.02% Reduced -66.3k -66,281
90 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 33,33933.3k $1.9m $1.9m 0.04% Added +14.4k +14,388
91 Cooper Financial Group 0.25% of their portfolio IRVINE, CA 33,25033.2k $1.9m $1.9m 0.25% Reduced -2.3k -2,259
92 JNBA Financial Advisors 0.19% of their portfolio BLOOMINGTON, MN 32,82132.8k $1.9m $1.9m 0.19% Reduced -145 -145
93 PARSONS CAPITAL MANAGEMENT INC/RI 0.10% of their portfolio PROVIDENCE, RI 32,68732.7k $1.9m $1.9m 0.10% Reduced -5.3k -5,277
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.15% of their portfolio KOKOMO, IN 32,19632.2k $1.8m $1.8m 0.15% Reduced -874 -874
95 COMERICA BANK 0.01% of their portfolio DALLAS, TX 31,69031.7k $1.8m $1.8m 0.01% Added +6.7k +6,692
96 Interchange Capital Partners, LLC 0.48% of their portfolio PITTSBURGH, PA 29,80929.8k $1.7m $1.7m 0.48% Added +311 +311
97 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,18529.2k $1.7m $1.7m 0.00% Added +3.1k +3,141
98 Moloney Securities Asset Management, LLC 0.22% of their portfolio MANCHESTER, MO 28,62328.6k $1.6m $1.6m 0.22% Added +65 +65
99 MONECO ADVISORS, LLC 0.16% of their portfolio FAIRFIELD, CT 26,39826.4k $1.5m $1.5m 0.16% Added +1.1k +1,102
100 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 25,91025.9k $1.5m $1.5m 0.04% Added +3.7k +3,732