Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMM

MULTIFACTOR MI · ETP · CUSIP 47804J206

252 institutional holders +0 vs Q2 2025
46,911,69846.9m shares reported held*
$3.0bnreported value*
18 new 81 added 95 reduced 9 sold out net bought ≈ $18.7m (+290.0k 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.65.

Trends to Q3 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: 252Q3 25: 252252Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025252

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 111 bought or addedQ2 25: 111 cut or sold outQ3 25: 99 bought or addedQ3 25: 104 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20239786
Q1 202410891
Q2 202411194
Q3 202410790
Q4 202411391
Q1 2025114105
Q2 2025111111
Q3 202599104

Biggest buyers

Cetera Investment Advisers Added +547,871+547.9k
Granite Bay Wealth Management, LLC Added +493,916+493.9k
Thrivent Financial for Lutherans Added +456,183+456.2k
Focus Partners Wealth Added +277,765+277.8k
JONES FINANCIAL COMPANIES LLLP Added +274,723+274.7k
AMERIPRISE FINANCIAL INC Added +230,997+231.0k
BANK OF AMERICA CORP /DE/ Added +163,445+163.4k
ENVESTNET ASSET MANAGEMENT INC Added +150,504+150.5k
BNP PARIBAS FINANCIAL MARKETS New +150,000+150.0k
Sanctuary Advisors, LLC Added +102,264+102.3k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,596,059-1.6m
Private Advisor Group, LLC Reduced -282,832-282.8k
MORGAN STANLEY Reduced -214,146-214.1k
UBS Group AG Reduced -208,953-209.0k
Rockefeller Capital Management L.P. Reduced -121,839-121.8k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -117,500-117.5k
Sanchez Wealth Management Group Reduced -60,154-60.2k
NewEdge Advisors, LLC Reduced -57,990-58.0k
WELLS FARGO & COMPANY/MN Reduced -41,660-41.7k
Cambridge Investment Research Advisors, Inc. Reduced -34,609-34.6k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 4,808,5974.8m $311.0m $311.0m 0.07% Added +231.0k +230,997
2 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 4,191,9744.2m $271.2m $271.2m 0.08% Reduced -28.7k -28,715
3 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,519,0703.5m $227.6m $227.6m 0.05% Reduced -41.7k -41,660
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.16% of their portfolio Toronto, A6 3,045,6813.0m $197.0m $197.0m 0.16% Reduced -117.5k -117,500
5 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 2,793,3502.8m $180.7m $180.7m 0.06% Added +24.6k +24,563
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,774,0582.8m $179.5m $179.5m 0.01% Reduced -214.1k -214,146
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,968,6972.0m $127.4m $127.4m 0.02% Reduced -209.0k -208,953
8 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,783,9781.8m $115.4m $115.4m 0.15% Reduced -22.6k -22,572
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,668,4751.7m $107.9m $107.9m 0.07% Added +11.3k +11,348
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,399,0511.4m $90.5m $90.5m 0.02% Reduced -1.6m -1,596,059
11 JONES FINANCIAL COMPANIES LLLP 0.06% of their portfolio DES PERES, MO 1,387,3261.4m $89.5m $89.5m 0.06% Added +274.7k +274,723
12 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 1,110,2031.1m $71.8m $71.8m 0.08% Added +547.9k +547,871
13 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,101,9961.1m $71.3m $71.3m 0.01% Added +163.4k +163,445
14 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 970,605970.6k $62.4m $62.4m 0.10% Added +277.8k +277,765
15 Gilbert & Cook, Inc. 7.93% of their portfolio WEST DES MOINES, IA 953,577953.6k $61.7m $61.7m 7.93% Added +26.3k +26,297
16 Financial Management Professionals, Inc. 6.00% of their portfolio AUSTIN, TX 891,463891.5k $57.7m $57.7m 6.00% Added +21.2k +21,162
17 Private Advisor Group, LLC 0.25% of their portfolio MORRISTOWN, NJ 792,718792.7k $51.3m $51.3m 0.25% Reduced -282.8k -282,832
18 Amplius Wealth Advisors, LLC 3.68% of their portfolio BLUE BELL, PA 658,647658.6k $42.6m $42.6m 3.68% Added +30.1k +30,128
19 Granite Bay Wealth Management, LLC 10.50% of their portfolio PORTSMOUTH, NH 623,209623.2k $40.3m $40.3m 10.50% Added +493.9k +493,916
20 ENZI WEALTH 13.53% of their portfolio AUSTIN, TX 603,095603.1k $38.5m $38.5m 13.53% Reduced -3.7k -3,737
21 Garrett Wealth Advisory Group, LLC 6.74% of their portfolio WEATHERFORD, TX 534,677534.7k $34.6m $34.6m 6.74% Added +16.5k +16,504
22 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 495,445495.4k $32.1m $32.1m 0.01% Added +150.5k +150,504
23 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 487,287487.3k $31.5m $31.5m 0.06% Added +456.2k +456,183
24 Dynamic Advisor Solutions LLC 0.80% of their portfolio PHOENIX, AZ 427,539427.5k $27.7m $27.7m 0.80% Added +4.6k +4,606
25 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 299,774299.8k $19.4m $19.4m 0.05% Reduced -34.6k -34,609
26 KPP Advisory Services LLC 2.57% of their portfolio Louisville, KY 268,057268.1k $17.3m $17.3m 2.57% Added +2.0k +1,971
27 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 255,264255.3k $16.4m $16.4m 0.02% Added +9.5k +9,528
28 SYNOVUS FINANCIAL CORP 0.18% of their portfolio Columbus, GA 241,189241.2k $15.6m $15.6m 0.18% Reduced -12.2k -12,156
29 Choice Wealth Advisors LLC 5.52% of their portfolio WATERVILLE, ME 199,092199.1k $12.9m $12.9m 5.52% Added +358 +358
30 Baker Ellis Asset Management LLC 1.57% of their portfolio Vancouver, WA 197,530197.5k $12.8m $12.8m 1.57% Reduced -8.0k -7,981
31 Stratos Wealth Partners, LTD. 0.15% of their portfolio BEACHWOOD, OH 192,618192.6k $12.5m $12.5m 0.15% Reduced -33.1k -33,121
32 Integrated Wealth Concepts LLC 0.11% of their portfolio WALTHAM, MA 186,883186.9k $12.1m $12.1m 0.11% Reduced -3.2k -3,232
33 Eldridge Investment Advisors, Inc. 2.71% of their portfolio MANCHESTER, NH 184,143184.1k $11.9m $11.9m 2.71% Added +9.6k +9,578
34 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 170,822170.8k $10.5m $10.5m 0.03% Added +102.3k +102,264
35 Sanchez Wealth Management Group 2.43% of their portfolio JACKSONVILLE, FL 169,389169.4k $11.0m $11.0m 2.43% Reduced -60.2k -60,154
36 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 160,871160.9k $10.4m $10.4m 0.02% Added +5.4k +5,368
37 Pine Valley Investments Ltd Liability Co 0.51% of their portfolio MARLTON, NJ 152,710152.7k $9.9m $9.9m 0.51% Added +7.9k +7,896
38 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 150,000150.0k $9.7m $9.7m 0.01% New
39 Hixon Zuercher, LLC 2.84% of their portfolio Findlay, OH 144,459144.5k $9.3m $9.3m 2.84% Added +10.4k +10,374
40 BankPlus Trust Department 2.34% of their portfolio JACKSON, MS 135,383135.4k $8.8m $8.8m 2.34% Added +9.3k +9,332
41 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 135,243135.2k $8.7m $8.7m 0.04% Added +10.6k +10,630
42 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 133,428133.4k $8.6m $8.6m 0.06% Added +7.1k +7,106
43 CHILTON CAPITAL MANAGEMENT LLC 0.27% of their portfolio HOUSTON, TX 121,850121.8k $7.9m $7.9m 0.27% Reduced -3.3k -3,268
44 PALO ALTO WEALTH ADVISORS, LLC 2.20% of their portfolio PALO ALTO, CA 115,901115.9k $7.5m $7.5m 2.20% Reduced -4.5k -4,471
45 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 107,491107.5k $7.0m $7.0m 0.01% Reduced -121.8k -121,839
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 107,072107.1k $6.9m $6.9m 0.00% Added +54.3k +54,258
47 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 103,989104.0k $6.7m $6.7m 0.01% Added +10.9k +10,869
48 Newman Dignan & Sheerar, Inc. 1.43% of their portfolio PROVIDENCE, RI 102,472102.5k $6.6m $6.6m 1.43% Added +3.5k +3,540
49 GREAT VALLEY ADVISOR GROUP, INC. 0.13% of their portfolio WILMINGTON, DE 100,850100.8k $6.5m $6.5m 0.13% Reduced -2.6k -2,611
50 Forge Financial Services LLC 2.99% of their portfolio EDMOND, OK 98,19898.2k $6.4m $6.4m 2.99% Added +2.8k +2,781
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 97,63097.6k $6.3m $6.3m 0.08% Reduced -5.2k -5,236
52 Fragasso Financial Advisors Inc 0.40% of their portfolio SEWICKLEY, PA 97,61997.6k $6.4m $6.4m 0.40% Reduced -3.1k -3,098
53 Patriot Financial Group Insurance Agency, LLC 0.70% of their portfolio Westborough, MA 84,66384.7k $5.5m $5.5m 0.70% Reduced -4.0k -3,974
54 Linscomb Wealth, Inc. 0.23% of their portfolio Houston, TX 84,06384.1k $5.4m $5.4m 0.23% Added +14.1k +14,062
55 FMA Wealth Management, LLC 3.71% of their portfolio DUXBURY, MA 83,48483.5k $5.4m $5.4m 3.71% Reduced -180 -180
56 AlphaCore Capital LLC 0.18% of their portfolio LA JOLLA, CA 83,28083.3k $5.4m $5.4m 0.18% Unchanged
57 Graney & King, LLC 3.65% of their portfolio LATHAM, NY 81,48981.5k $5.3m $5.3m 3.65% Added +15.5k +15,545
58 PFG Advisors 0.21% of their portfolio Phoenix, AZ 80,04680.0k $5.2m $5.2m 0.21% Reduced -2.2k -2,171
59 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 78,40878.4k $5.1m $5.1m 0.02% Reduced -58.0k -57,990
60 Mariner, LLC 0.01% of their portfolio Overland Park, KS 77,56577.6k $5.0m $5.0m 0.01% Reduced -615 -615
61 GRIMES & Co WEALTH MANAGEMENT, LLC 0.12% of their portfolio WESTBOROUGH, MA 77,25677.3k $5.0m $5.0m 0.12% Reduced -801 -801
62 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 74,31974.3k $4.8m $4.8m 0.01% Reduced -20.5k -20,466
63 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 62,17062.2k $4.0m $4.0m 0.11% Added +1.5k +1,527
64 Atlas Wealth LLC 1.25% of their portfolio CINCINNATI, OH 59,64259.6k $3.9m $3.9m 1.25% Added +175 +175
65 Frederick Financial Consultants, LLC 2.12% of their portfolio FREDERICK, MD 58,34758.3k $3.8m $3.8m 2.12% Added +3.5k +3,485
66 WPG Advisers, LLC 2.87% of their portfolio BALTIMORE, MD 57,14757.1k $3.7m $3.7m 2.87% Reduced -900 -900
67 Capital Advisors, Ltd. LLC 0.41% of their portfolio SHAKER HEIGHTS, OH 56,37356.4k $3.6m $3.6m 0.41% Reduced -1.5k -1,512
68 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.30% of their portfolio GARDEN CITY, NY 54,54054.5k $3.5m $3.5m 1.30% Reduced -7.2k -7,169
69 ERn Financial, LLC 0.70% of their portfolio MIDDLETON, WI 54,46754.5k $3.5m $3.5m 0.70% Reduced -2.9k -2,934
70 Larson Financial Group LLC 0.12% of their portfolio ST LOUIS, MO 51,64051.6k $3.3m $3.3m 0.12% Reduced -22.1k -22,068
71 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 50,40550.4k $3.3m $3.3m 0.00% Added +2.3k +2,288
72 Arkadios Wealth Advisors 0.08% of their portfolio ATLANTA, GA 49,64949.6k $3.2m $3.2m 0.08% Added +863 +863
73 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 47,56547.6k $3.1m $3.1m 0.02% Added +442 +442
74 Simplicity Wealth,LLC 0.18% of their portfolio SUMMIT, NJ 47,06247.1k $3.0m $3.0m 0.18% Reduced -22.1k -22,082
75 Onyx Bridge Wealth Group LLC 0.32% of their portfolio TARRYTOWN, NY 44,96045.0k $2.9m $2.9m 0.32% Added +6.4k +6,427
76 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 44,92444.9k $2.9m $2.9m 0.02% Added +2.3k +2,347
77 IAG Wealth Partners, LLC 0.35% of their portfolio WAUKESHA, WI 44,89944.9k $2.9m $2.9m 0.35% Reduced -3.7k -3,749
78 WETZEL INVESTMENT ADVISORS, INC. 1.20% of their portfolio INDIANAPOLIS, IN 43,29043.3k $2.8m $2.8m 1.20% Added +1.3k +1,295
79 Keystone Financial Services, LLC 1.91% of their portfolio OMAHA, NE 42,11942.1k $2.7m $2.7m 1.91% Reduced -1.5k -1,516
80 DORVAL Corp 0.86% of their portfolio MAPLE GROVE, MN 40,10940.1k $2.6m $2.6m 0.86% Added +1.5k +1,513
81 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 38,75838.8k $2.5m $2.5m 0.04% Reduced -6.4k -6,417
82 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 38,62838.6k $2.5m $2.5m 0.06% Reduced -858 -858
83 ELEVATION POINT WEALTH PARTNERS, LLC 0.17% of their portfolio DENVER, CO 38,59138.6k $2.5m $2.5m 0.17% New
84 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 38,58538.6k $2.5m $2.5m 0.04% Added +3.4k +3,372
85 Moloney Securities Asset Management, LLC 0.29% of their portfolio MANCHESTER, MO 37,83337.8k $2.4m $2.4m 0.29% Unchanged
86 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 37,72237.7k $2.4m $2.4m 0.04% Added +4.0k +4,032
87 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 37,62737.6k $2.4m $2.4m 0.03% Reduced -847 -847
88 FLAGSTAR SECURITIES, INC 0.73% of their portfolio New York, NY 36,76036.8k $2.4m $2.4m 0.73% Reduced -9.2k -9,190
89 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,01535.0k $2.3m $2.3m 0.00% Added +14.6k +14,604
90 Interchange Capital Partners, LLC 0.44% of their portfolio PITTSBURGH, PA 34,55634.6k $2.2m $2.2m 0.44% Reduced -61 -61
91 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio ORLANDO, FL 33,92333.9k $2.1m $2.1m 0.17% Unchanged
92 Paragon Private Wealth Management, LLC 0.70% of their portfolio LEXINGTON, KY 33,16033.2k $2.1m $2.1m 0.70% Reduced -712 -712
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.14% of their portfolio KOKOMO, IN 32,30832.3k $2.1m $2.1m 0.14% Reduced -274 -274
94 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 31,93731.9k $2.1m $2.1m 0.02% New
95 Freedom Investment Management, Inc. 0.54% of their portfolio SOUTH WINDSOR, CT 31,59331.6k $2.0m $2.0m 0.54% Reduced -25.4k -25,401
96 Cooper Financial Group 0.23% of their portfolio IRVINE, CA 31,43931.4k $2.0m $2.0m 0.23% Reduced -808 -808
97 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 31,02531.0k $2.0m $2.0m 0.01% Reduced -1.8k -1,825
98 ELEVATION WEALTH PARTNERS, LLC 0.71% of their portfolio WALNUT CREEK, CA 30,59630.6k $2.0m $2.0m 0.71% Reduced -238 -238
99 PARSONS CAPITAL MANAGEMENT INC/RI 0.11% of their portfolio PROVIDENCE, RI 29,38729.4k $1.9m $1.9m 0.11% Reduced -2.8k -2,763
100 JNBA Financial Advisors 0.17% of their portfolio BLOOMINGTON, MN 29,23729.2k $1.9m $1.9m 0.17% Reduced -3.5k -3,457