Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMM

MULTIFACTOR MI · ETP · CUSIP 47804J206

252 institutional holders +8 vs Q1 2025
47,423,72747.4m shares reported held*
$2.9bnreported value*
22 new 89 added 94 reduced 17 sold out net bought ≈ $78.1m (+1.3m 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 ≈ $61.14. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 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: 244Q2 25: 252252Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025252

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 96 bought or addedQ3 23: 75 cut or sold outQ4 23: 97 bought or addedQ4 23: 86 cut or sold outQ4 23Q1 24: 108 bought or addedQ1 24: 91 cut or sold outQ2 24: 111 bought or addedQ2 24: 94 cut or sold outQ2 24Q3 24: 107 bought or addedQ3 24: 90 cut or sold outQ4 24: 113 bought or addedQ4 24: 91 cut or sold outQ4 24Q1 25: 114 bought or addedQ1 25: 105 cut or sold outQ2 25: 111 bought or addedQ2 25: 111 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20239675
Q4 20239786
Q1 202410891
Q2 202411194
Q3 202410790
Q4 202411391
Q1 2025114105
Q2 2025111111

Biggest buyers

ROYAL BANK OF CANADA Added +1,511,762+1.5m
RAYMOND JAMES FINANCIAL INC Added +499,311+499.3k
JONES FINANCIAL COMPANIES LLLP Added +316,115+316.1k
Focus Partners Wealth Added +279,305+279.3k
Cerity Partners LLC Added +148,608+148.6k
MORGAN STANLEY Added +142,275+142.3k
Rockefeller Capital Management L.P. Added +109,146+109.1k
Newman Dignan & Sheerar, Inc. New +98,932+98.9k
NewEdge Advisors, LLC Added +68,085+68.1k
Gilbert & Cook, Inc. Added +67,613+67.6k

Biggest sellers

Thrivent Financial for Lutherans Reduced -608,490-608.5k
TRUIST FINANCIAL CORP Reduced -293,793-293.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -274,802-274.8k
Larson Financial Group LLC Reduced -206,994-207.0k
ERn Financial, LLC Reduced -160,817-160.8k
AMERIPRISE FINANCIAL INC Reduced -156,747-156.7k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -153,629-153.6k
Foundry Financial Group, Inc. Reduced -88,017-88.0k
TME FINANCIAL, INC. Reduced -75,034-75.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -56,076-56.1k

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 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 4,577,6004.6m $279.9m $279.9m 0.07% Reduced -156.7k -156,747
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 4,220,6894.2m $258.0m $258.0m 0.09% Reduced -2.6k -2,610
3 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,560,7303.6m $217.7m $217.7m 0.05% Added +37.6k +37,601
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.17% of their portfolio Toronto, A6 3,163,1813.2m $193.4m $193.4m 0.17% Reduced -153.6k -153,629
5 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,995,1103.0m $183.1m $183.1m 0.02% Added +1.5m +1,511,762
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,988,2043.0m $182.7m $182.7m 0.01% Added +142.3k +142,275
7 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 2,768,7872.8m $169.3m $169.3m 0.06% Added +499.3k +499,311
8 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,177,6502.2m $133.1m $133.1m 0.03% Added +1.4k +1,384
9 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,806,5501.8m $110.4m $110.4m 0.15% Reduced -56.1k -56,076
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,657,1271.7m $101.3m $101.3m 0.07% Added +7.6k +7,606
11 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 1,112,6031.1m $67.7m $67.7m 0.05% Added +316.1k +316,115
12 Private Advisor Group, LLC 0.35% of their portfolio MORRISTOWN, NJ 1,075,5501.1m $65.7m $65.7m 0.35% Reduced -50.5k -50,486
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 938,551938.6k $57.4m $57.4m 0.00% Added +25.1k +25,101
14 Gilbert & Cook, Inc. 7.66% of their portfolio WEST DES MOINES, IA 927,280927.3k $56.7m $56.7m 7.66% Added +67.6k +67,613
15 Financial Management Professionals, Inc. 5.99% of their portfolio AUSTIN, TX 870,301870.3k $53.2m $53.2m 5.99% Added +39.3k +39,300
16 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 692,840692.8k $42.4m $42.4m 0.09% Added +279.3k +279,305
17 Amplius Wealth Advisors, LLC 3.57% of their portfolio BLUE BELL, PA 628,519628.5k $38.4m $38.4m 3.57% Added +11.6k +11,603
18 ENZI WEALTH 13.78% of their portfolio AUSTIN, TX 606,832606.8k $37.6m $37.6m 13.78% Reduced -4.5k -4,480
19 AVANTAX ADVISORY SERVICES, INC. 0.19% of their portfolio DALLAS, TX 579,175579.2k $35.4m $35.4m 0.19% Reduced -12.6k -12,587
20 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 562,332562.3k $34.4m $34.4m 0.06% Reduced -23.6k -23,583
21 Garrett Wealth Advisory Group, LLC 6.70% of their portfolio WEATHERFORD, TX 518,173518.2k $31.7m $31.7m 6.70% Added +29.5k +29,515
22 Dynamic Advisor Solutions LLC 0.80% of their portfolio PHOENIX, AZ 422,933422.9k $25.9m $25.9m 0.80% Added +8.9k +8,859
23 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 344,941344.9k $21.1m $21.1m 0.01% Reduced -274.8k -274,802
24 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 334,383334.4k $20.4m $20.4m 0.06% Reduced -24.1k -24,098
25 KPP Advisory Services LLC 2.68% of their portfolio Louisville, KY 266,086266.1k $16.3m $16.3m 2.68% Added +26.1k +26,140
26 SYNOVUS FINANCIAL CORP 0.19% of their portfolio Columbus, GA 253,345253.3k $15.5m $15.5m 0.19% Reduced -10.0k -9,981
27 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 245,736245.7k $15.0m $15.0m 0.03% Reduced -6.6k -6,572
28 Sanchez Wealth Management Group 3.38% of their portfolio JACKSONVILLE, FL 229,543229.5k $14.0m $14.0m 3.38% Added +2.1k +2,150
29 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 229,330229.3k $14.0m $14.0m 0.02% Added +109.1k +109,146
30 Stratos Wealth Partners, LTD. 0.19% of their portfolio BEACHWOOD, OH 225,739225.7k $13.8m $13.8m 0.19% Added +4.8k +4,779
31 Baker Ellis Asset Management LLC 1.72% of their portfolio Vancouver, WA 205,511205.5k $12.6m $12.6m 1.72% Reduced -3.1k -3,052
32 Choice Wealth Advisors LLC 5.49% of their portfolio WATERVILLE, ME 198,734198.7k $12.1m $12.1m 5.49% Reduced -736 -736
33 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 190,115190.1k $11.6m $11.6m 0.12% Added +3.3k +3,291
34 Eldridge Investment Advisors, Inc. 2.23% of their portfolio MANCHESTER, NH 174,565174.6k $10.7m $10.7m 2.23% Reduced -11.1k -11,110
35 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 155,503155.5k $9.5m $9.5m 0.02% Added +148.6k +148,608
36 Pine Valley Investments Ltd Liability Co 0.52% of their portfolio MARLTON, NJ 144,814144.8k $8.9m $8.9m 0.52% Added +1.3k +1,273
37 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 136,398136.4k $8.3m $8.3m 0.04% Added +68.1k +68,085
38 Hixon Zuercher, LLC 2.65% of their portfolio Findlay, OH 134,085134.1k $8.2m $8.2m 2.65% Added +11.5k +11,459
39 Granite Bay Wealth Management, LLC 2.54% of their portfolio PORTSMOUTH, NH 129,293129.3k $7.9m $7.9m 2.54% Added +16.7k +16,705
40 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 126,322126.3k $7.7m $7.7m 0.06% Reduced -30.3k -30,257
41 BankPlus Trust Department 2.28% of their portfolio JACKSON, MS 126,051126.1k $7.7m $7.7m 2.28% Reduced -36 -36
42 CHILTON CAPITAL MANAGEMENT LLC 0.28% of their portfolio HOUSTON, TX 125,118125.1k $7.6m $7.6m 0.28% Reduced -6.6k -6,626
43 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 124,613124.6k $7.6m $7.6m 0.04% Added +16.8k +16,784
44 PALO ALTO WEALTH ADVISORS, LLC 2.78% of their portfolio PALO ALTO, CA 120,372120.4k $7.4m $7.4m 2.78% Reduced -55.1k -55,133
45 GREAT VALLEY ADVISOR GROUP, INC. 0.14% of their portfolio WILMINGTON, DE 103,461103.5k $6.3m $6.3m 0.14% Reduced -6.1k -6,095
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.09% of their portfolio AUSTIN, TX 102,866102.9k $6.3m $6.3m 0.09% Added +16.2k +16,155
47 Fragasso Financial Advisors Inc 0.42% of their portfolio SEWICKLEY, PA 100,717100.7k $6.2m $6.2m 0.42% Reduced -7.2k -7,230
48 Newman Dignan & Sheerar, Inc. 1.39% of their portfolio PROVIDENCE, RI 98,93298.9k $6.0m $6.0m 1.39% New
49 Forge Financial Services LLC 4.38% of their portfolio EDMOND, OK 95,41795.4k $5.8m $5.8m 4.38% Added +2.0k +2,011
50 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 94,78594.8k $5.8m $5.8m 0.01% Reduced -3.9k -3,878
51 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 93,12093.1k $5.7m $5.7m 0.01% Reduced -239 -239
52 Patriot Financial Group Insurance Agency, LLC 0.62% of their portfolio Westborough, MA 88,63788.6k $5.4m $5.4m 0.62% Reduced -6.2k -6,183
53 Atria Wealth Solutions, Inc. 0.12% of their portfolio NEW YORK, NY 87,27587.3k $5.4m $5.4m 0.12% Added +22.0k +21,954
54 FMA Wealth Management, LLC 3.78% of their portfolio DUXBURY, MA 83,66483.7k $5.1m $5.1m 3.78% Added +211 +211
55 AlphaCore Capital LLC 0.19% of their portfolio LA JOLLA, CA 83,28083.3k $5.1m $5.1m 0.19% Reduced -100 -100
56 PFG Advisors 0.23% of their portfolio Phoenix, AZ 82,21782.2k $5.0m $5.0m 0.23% Added +8.1k +8,102
57 Mariner, LLC 0.01% of their portfolio Overland Park, KS 78,18078.2k $4.8m $4.8m 0.01% Reduced -5.4k -5,367
58 GRIMES & Co WEALTH MANAGEMENT, LLC 0.13% of their portfolio WESTBOROUGH, MA 78,05778.1k $4.8m $4.8m 0.13% Reduced -202 -202
59 Larson Financial Group LLC 0.18% of their portfolio ST LOUIS, MO 73,70873.7k $4.5m $4.5m 0.18% Reduced -207.0k -206,994
60 Linscomb Wealth, Inc. 0.20% of their portfolio Houston, TX 70,00170.0k $4.3m $4.3m 0.20% Added +2.9k +2,907
61 Simplicity Wealth,LLC 0.18% of their portfolio SUMMIT, NJ 69,14469.1k $4.2m $4.2m 0.18% Added +51.4k +51,403
62 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 68,55868.6k $4.2m $4.2m 0.03% Reduced -2.1k -2,118
63 Graney & King, LLC 2.71% of their portfolio LATHAM, NY 65,94465.9k $4.0m $4.0m 2.71% Added +5.6k +5,639
64 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.59% of their portfolio GARDEN CITY, NY 61,70961.7k $3.8m $3.8m 1.59% Reduced -2.4k -2,434
65 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 60,64360.6k $3.8m $3.8m 0.11% Added +5.6k +5,632
66 Atlas Wealth LLC 1.34% of their portfolio CINCINNATI, OH 59,46759.5k $3.7m $3.7m 1.34% Reduced -6.1k -6,083
67 WPG Advisers, LLC 2.99% of their portfolio BALTIMORE, MD 58,04758.0k $3.5m $3.5m 2.99% Reduced -1.8k -1,777
68 Capital Advisors, Ltd. LLC 0.44% of their portfolio SHAKER HEIGHTS, OH 57,88557.9k $3.5m $3.5m 0.44% Added +7 +7
69 ERn Financial, LLC 0.74% of their portfolio MIDDLETON, WI 57,40157.4k $3.5m $3.5m 0.74% Reduced -160.8k -160,817
70 Freedom Investment Management, Inc. 0.28% of their portfolio SOUTH WINDSOR, CT 56,99457.0k $3.5m $3.5m 0.28% Reduced -3.4k -3,438
71 Frederick Financial Consultants, LLC 2.08% of their portfolio FREDERICK, MD 54,86254.9k $3.4m $3.4m 2.08% Added +3.6k +3,594
72 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 52,81452.8k $3.2m $3.2m 0.00% Added +7.6k +7,635
73 Arkadios Wealth Advisors 0.09% of their portfolio ATLANTA, GA 48,78648.8k $3.0m $3.0m 0.09% Added +2.0k +1,971
74 IAG Wealth Partners, LLC 0.39% of their portfolio WAUKESHA, WI 48,64848.6k $3.0m $3.0m 0.39% Reduced -22.2k -22,244
75 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 48,11748.1k $2.9m $2.9m 0.00% Reduced -293.8k -293,793
76 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 47,12347.1k $2.9m $2.9m 0.02% Reduced -1.2k -1,178
77 FLAGSTAR SECURITIES, INC 0.78% of their portfolio New York, NY 45,95046.0k $2.8m $2.8m 0.78% Reduced -1.6k -1,551
78 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 45,17545.2k $2.8m $2.8m 0.05% Added +11.8k +11,836
79 Keystone Financial Services, LLC 2.03% of their portfolio OMAHA, NE 43,63543.6k $2.7m $2.7m 2.03% Reduced -1.2k -1,224
80 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 42,57742.6k $2.6m $2.6m 0.01% Added +5.9k +5,946
81 WETZEL INVESTMENT ADVISORS, INC. 1.17% of their portfolio INDIANAPOLIS, IN 41,99542.0k $2.6m $2.6m 1.17% New
82 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 39,48639.5k $2.4m $2.4m 0.06% First filing
83 DORVAL Corp 0.84% of their portfolio MAPLE GROVE, MN 38,59638.6k $2.4m $2.4m 0.84% Added +1.5k +1,524
84 Onyx Bridge Wealth Group LLC 0.31% of their portfolio TARRYTOWN, NY 38,53338.5k $2.4m $2.4m 0.31% Reduced -8.7k -8,695
85 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 38,47438.5k $2.4m $2.4m 0.03% Added +816 +816
86 Moloney Securities Asset Management, LLC 0.29% of their portfolio MANCHESTER, MO 37,83337.8k $2.3m $2.3m 0.29% Added +9.2k +9,210
87 Good Life Advisors, LLC 0.13% of their portfolio READING, PA 35,26735.3k $2.2m $2.2m 0.13% Reduced -11.9k -11,879
88 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 35,21335.2k $2.2m $2.2m 0.04% Added +15.4k +15,377
89 Interchange Capital Partners, LLC 0.49% of their portfolio PITTSBURGH, PA 34,61734.6k $2.1m $2.1m 0.49% Added +4.8k +4,808
90 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio ORLANDO, FL 33,92333.9k $2.1m $2.1m 0.17% Reduced -3.5k -3,501
91 Paragon Private Wealth Management, LLC 0.82% of their portfolio LEXINGTON, KY 33,87233.9k $2.1m $2.1m 0.82% Reduced -2.7k -2,689
92 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 33,69033.7k $2.1m $2.1m 0.04% Added +7.8k +7,780
93 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 32,85032.9k $2.0m $2.0m 0.01% Reduced -1.3k -1,277
94 JNBA Financial Advisors 0.19% of their portfolio BLOOMINGTON, MN 32,69432.7k $2.0m $2.0m 0.19% Reduced -127 -127
95 CREATIVE FINANCIAL DESIGNS INC /ADV 0.14% of their portfolio KOKOMO, IN 32,58232.6k $2.0m $2.0m 0.14% Added +386 +386
96 Cooper Financial Group 0.23% of their portfolio IRVINE, CA 32,24732.2k $2.0m $2.0m 0.23% Reduced -1.0k -1,003
97 PARSONS CAPITAL MANAGEMENT INC/RI 0.12% of their portfolio PROVIDENCE, RI 32,15032.1k $2.0m $2.0m 0.12% Reduced -537 -537
98 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 31,10431.1k $1.9m $1.9m 0.00% Reduced -608.5k -608,490
99 Smith Anglin Financial, LLC 0.17% of their portfolio DALLAS, TX 31,09731.1k $1.9m $1.9m 0.17% Reduced -6.8k -6,775
100 ELEVATION WEALTH PARTNERS, LLC 0.74% of their portfolio WALNUT CREEK, CA 30,83430.8k $1.9m $1.9m 0.74% Added +7.8k +7,823