Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMM

MULTIFACTOR MI · ETP · CUSIP 47804J206

277 institutional holders +25 vs Q3 2025
48,149,05648.1m shares reported held*
$3.1bnreported value*
28 new 87 added 98 reduced 20 sold out net bought ≈ $21.7m (+330.7k 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 ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.22.

Trends to Q4 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: 252Q4 25: 277277Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025277

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 99 bought or addedQ3 25: 104 cut or sold outQ4 25: 115 bought or addedQ4 25: 118 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410891
Q2 202411194
Q3 202410790
Q4 202411391
Q1 2025114105
Q2 2025111111
Q3 202599104
Q4 2025115118

Biggest buyers

HighPoint Advisor Group LLC New +320,421+320.4k
JONES FINANCIAL COMPANIES LLLP Added +313,491+313.5k
Rockefeller Capital Management L.P. Added +267,590+267.6k
MORGAN STANLEY Added +140,174+140.2k
WELLS FARGO & COMPANY/MN Added +106,364+106.4k
LPL Financial LLC Added +89,575+89.6k
BANK OF AMERICA CORP /DE/ Added +88,314+88.3k
RAYMOND JAMES FINANCIAL INC Added +60,174+60.2k
UBS Group AG Added +52,969+53.0k
SUMMIT WEALTH GROUP LLC / CO New +31,642+31.6k

Biggest sellers

ENZI WEALTH Reduced -402,612-402.6k
Focus Partners Wealth Reduced -291,470-291.5k
BNP PARIBAS FINANCIAL MARKETS Sold out -150,000-150.0k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -124,087-124.1k
Dynamic Advisor Solutions LLC Reduced -108,149-108.1k
AMERIPRISE FINANCIAL INC Reduced -75,673-75.7k
OSAIC HOLDINGS, INC. Reduced -60,344-60.3k
JPMORGAN CHASE & CO Reduced -45,270-45.3k
Cambridge Investment Research Advisors, Inc. Reduced -39,478-39.5k
NewEdge Advisors, LLC Reduced -39,070-39.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.07% of their portfolio MINNEAPOLIS, MN 4,732,9244.7m $309.9m $309.9m 0.07% Reduced -75.7k -75,673
2 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 4,281,5494.3m $280.4m $280.4m 0.08% Added +89.6k +89,575
3 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,625,4343.6m $237.4m $237.4m 0.05% Added +106.4k +106,364
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.16% of their portfolio Toronto, A6 2,921,5942.9m $191.3m $191.3m 0.16% Reduced -124.1k -124,087
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,914,2322.9m $190.8m $190.8m 0.01% Added +140.2k +140,174
6 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 2,853,5242.9m $186.8m $186.8m 0.06% Added +60.2k +60,174
7 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,021,6662.0m $132.4m $132.4m 0.03% Added +53.0k +52,969
8 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,754,0771.8m $114.9m $114.9m 0.15% Reduced -29.9k -29,901
9 JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio DES PERES, MO 1,700,8171.7m $111.4m $111.4m 0.07% Added +313.5k +313,491
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 1,654,9811.7m $108.4m $108.4m 0.07% Reduced -13.5k -13,494
11 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,410,2951.4m $92.3m $92.3m 0.02% Added +11.2k +11,244
12 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,190,3101.2m $77.9m $77.9m 0.01% Added +88.3k +88,314
13 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 1,090,0041.1m $71.4m $71.4m 0.08% Reduced -20.2k -20,199
14 Gilbert & Cook, Inc. 8.00% of their portfolio WEST DES MOINES, IA 972,582972.6k $63.7m $63.7m 8.00% Added +19.0k +19,005
15 Financial Management Professionals, Inc. 5.98% of their portfolio AUSTIN, TX 885,460885.5k $58.0m $58.0m 5.98% Reduced -6.0k -6,003
16 Private Advisor Group, LLC 0.25% of their portfolio MORRISTOWN, NJ 805,228805.2k $52.7m $52.7m 0.25% Added +12.5k +12,510
17 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 679,135679.1k $44.5m $44.5m 0.05% Reduced -291.5k -291,470
18 Amplius Wealth Advisors, LLC 3.70% of their portfolio BLUE BELL, PA 672,760672.8k $44.1m $44.1m 3.70% Added +14.1k +14,113
19 Granite Bay Wealth Management, LLC 10.38% of their portfolio PORTSMOUTH, NH 653,786653.8k $42.8m $42.8m 10.38% Added +30.6k +30,577
20 Garrett Wealth Advisory Group, LLC 6.92% of their portfolio WEATHERFORD, TX 559,358559.4k $36.6m $36.6m 6.92% Added +24.7k +24,681
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 488,420488.4k $32.0m $32.0m 0.01% Reduced -7.0k -7,025
22 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 487,105487.1k $32.2m $32.2m 0.06% Reduced -182 -182
23 Nvest Wealth Strategies, Inc. 20.90% of their portfolio POWELL, OH 431,594431.6k $28.3m $28.3m 20.90% First filing
24 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 375,081375.1k $24.6m $24.6m 0.04% Added +267.6k +267,590
25 HighPoint Advisor Group LLC 0.46% of their portfolio DOWNERS GROVE, IL 320,421320.4k $21.0m $21.0m 0.46% New
26 Dynamic Advisor Solutions LLC 0.67% of their portfolio PHOENIX, AZ 319,390319.4k $20.9m $20.9m 0.67% Reduced -108.1k -108,149
27 KPP Advisory Services LLC 2.65% of their portfolio Louisville, KY 278,878278.9k $18.3m $18.3m 2.65% Added +10.8k +10,821
28 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 260,296260.3k $17.0m $17.0m 0.05% Reduced -39.5k -39,478
29 Pinnacle Financial Partners, Inc. 0.12% of their portfolio ATLANTA, GA 240,365240.4k $15.7m $15.7m 0.12% First filing
30 Align Financial, LLC 0.12% of their portfolio HERMANTOWN, MN 214,185214.2k $214.2k $214.2k 0.12% First filing
31 Stratos Wealth Partners, LTD. 0.16% of their portfolio BEACHWOOD, OH 210,464210.5k $13.8m $13.8m 0.16% Added +17.8k +17,846
32 ENZI WEALTH 4.85% of their portfolio AUSTIN, TX 200,483200.5k $13.7m $13.7m 4.85% Reduced -402.6k -402,612
33 Choice Wealth Advisors LLC 5.17% of their portfolio WATERVILLE, ME 199,595199.6k $13.1m $13.1m 5.17% Added +503 +503
34 Eldridge Investment Advisors, Inc. 2.83% of their portfolio MANCHESTER, NH 196,544196.5k $12.9m $12.9m 2.83% Added +12.4k +12,401
35 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 194,920194.9k $12.8m $12.8m 0.02% Reduced -60.3k -60,344
36 Baker Ellis Asset Management LLC 1.50% of their portfolio Vancouver, WA 189,734189.7k $12.4m $12.4m 1.50% Reduced -7.8k -7,796
37 Integrated Wealth Concepts LLC 0.14% of their portfolio WALTHAM, MA 186,305186.3k $12.2m $12.2m 0.14% Reduced -578 -578
38 Sanchez Wealth Management Group 2.53% of their portfolio JACKSONVILLE, FL 180,900180.9k $11.8m $11.8m 2.53% Added +11.5k +11,511
39 J. R. Prunier Capital Management LLC 4.86% of their portfolio HOLDEN, MA 178,514178.5k $11.7m $11.7m 4.86% First filing
40 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 163,417163.4k $10.7m $10.7m 0.02% Added +2.5k +2,546
41 Pine Valley Investments Ltd Liability Co 0.51% of their portfolio MARLTON, NJ 157,014157.0k $10.3m $10.3m 0.51% Added +4.3k +4,304
42 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 156,305156.3k $10.2m $10.2m 0.05% Added +22.9k +22,877
43 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 145,659145.7k $9.5m $9.5m 0.05% Reduced -25.2k -25,163
44 Hixon Zuercher, LLC 2.88% of their portfolio Findlay, OH 144,855144.9k $9.5m $9.5m 2.88% Added +396 +396
45 46 Peaks LLC 6.81% of their portfolio NEWTOWN, PA 141,733141.7k $9.3m $9.3m 6.81% First filing
46 BankPlus Trust Department 2.33% of their portfolio JACKSON, MS 135,982136.0k $8.9m $8.9m 2.33% Added +599 +599
47 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 134,367134.4k $8.8m $8.8m 0.04% Reduced -876 -876
48 CHILTON CAPITAL MANAGEMENT LLC 0.27% of their portfolio HOUSTON, TX 121,834121.8k $8.0m $8.0m 0.27% Reduced -16 -16
49 Graney & King, LLC 4.12% of their portfolio LATHAM, NY 107,565107.6k $7.0m $7.0m 4.12% Added +26.1k +26,076
50 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 107,295107.3k $7.0m $7.0m 0.01% Added +3.3k +3,306
51 Newman Dignan & Sheerar, Inc. 1.45% of their portfolio PROVIDENCE, RI 106,210106.2k $7.0m $7.0m 1.45% Added +3.7k +3,738
52 GREAT VALLEY ADVISOR GROUP, INC. 0.13% of their portfolio WILMINGTON, DE 100,633100.6k $6.6m $6.6m 0.13% Reduced -217 -217
53 Forge Financial Services LLC 2.74% of their portfolio EDMOND, OK 97,70997.7k $6.4m $6.4m 2.74% Reduced -489 -489
54 Fragasso Financial Advisors Inc 0.38% of their portfolio SEWICKLEY, PA 96,52896.5k $6.3m $6.3m 0.38% Reduced -1.1k -1,091
55 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 93,98794.0k $6.2m $6.2m 0.08% Reduced -3.6k -3,643
56 Linscomb Wealth, Inc. 0.25% of their portfolio Houston, TX 90,28590.3k $5.9m $5.9m 0.25% Added +6.2k +6,222
57 FMA Wealth Management, LLC 3.54% of their portfolio DUXBURY, MA 83,50783.5k $5.5m $5.5m 3.54% Added +23 +23
58 AlphaCore Capital LLC 0.12% of their portfolio LA JOLLA, CA 83,18083.2k $5.4m $5.4m 0.12% Reduced -100 -100
59 Mariner, LLC 0.01% of their portfolio Overland Park, KS 81,51181.5k $5.3m $5.3m 0.01% Added +3.9k +3,946
60 GRIMES & Co WEALTH MANAGEMENT, LLC 0.12% of their portfolio WESTBOROUGH, MA 77,73277.7k $5.1m $5.1m 0.12% Added +476 +476
61 Patriot Financial Group Insurance Agency, LLC 0.61% of their portfolio Westborough, MA 77,64877.6k $5.1m $5.1m 0.61% Reduced -7.0k -7,015
62 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 72,77272.8k $4.8m $4.8m 0.01% Reduced -1.5k -1,547
63 PFG Advisors 0.22% of their portfolio Phoenix, AZ 67,72767.7k $4.4m $4.4m 0.22% Reduced -12.3k -12,319
64 Simplicity Wealth,LLC 0.26% of their portfolio SUMMIT, NJ 66,38666.4k $4.3m $4.3m 0.26% Added +19.3k +19,324
65 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 63,83263.8k $4.4m $4.4m 0.11% Added +1.7k +1,662
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 61,80261.8k $4.0m $4.0m 0.00% Reduced -45.3k -45,270
67 Frederick Financial Consultants, LLC 2.17% of their portfolio FREDERICK, MD 60,55160.6k $4.0m $4.0m 2.17% Added +2.2k +2,204
68 Atlas Wealth LLC 1.18% of their portfolio CINCINNATI, OH 59,46259.5k $3.9m $3.9m 1.18% Reduced -180 -180
69 ERn Financial, LLC 0.72% of their portfolio MIDDLETON, WI 58,32958.3k $3.8m $3.8m 0.72% Added +3.9k +3,862
70 Capital Advisors, Ltd. LLC 0.41% of their portfolio SHAKER HEIGHTS, OH 55,63555.6k $3.6m $3.6m 0.41% Reduced -738 -738
71 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 54,90954.9k $3.6m $3.6m 0.00% Added +4.5k +4,504
72 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.27% of their portfolio GARDEN CITY, NY 54,22554.2k $3.6m $3.6m 1.27% Reduced -315 -315
73 Arkadios Wealth Advisors 0.07% of their portfolio ATLANTA, GA 51,51151.5k $3.4m $3.4m 0.07% Added +1.9k +1,862
74 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 48,33148.3k $3.2m $3.2m 0.02% Added +766 +766
75 WETZEL INVESTMENT ADVISORS, INC. 1.26% of their portfolio INDIANAPOLIS, IN 47,48547.5k $3.1m $3.1m 1.26% Added +4.2k +4,195
76 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 47,27647.3k $3.1m $3.1m 0.02% Added +2.4k +2,352
77 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 45,69145.7k $3.0m $3.0m 0.03% Added +8.0k +7,969
78 DORVAL Corp 0.95% of their portfolio MAPLE GROVE, MN 45,54845.5k $3.0m $3.0m 0.95% Added +5.4k +5,439
79 WPG Advisers, LLC 2.19% of their portfolio BALTIMORE, MD 45,14745.1k $3.0m $3.0m 2.19% Reduced -12.0k -12,000
80 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 45,12445.1k $3.0m $3.0m 0.04% Added +6.4k +6,366
81 Onyx Bridge Wealth Group LLC 0.31% of their portfolio TARRYTOWN, NY 44,78944.8k $2.9m $2.9m 0.31% Reduced -171 -171
82 IAG Wealth Partners, LLC 0.34% of their portfolio WAUKESHA, WI 44,60844.6k $2.9m $2.9m 0.34% Reduced -291 -291
83 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 44,50044.5k $2.9m $2.9m 0.03% Added +5.9k +5,915
84 Keystone Financial Services, LLC 1.88% of their portfolio OMAHA, NE 42,12342.1k $2.8m $2.8m 1.88% Added +4 +4
85 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 41,72741.7k $2.7m $2.7m 0.04% Added +17.9k +17,916
86 ELEVATION POINT WEALTH PARTNERS, LLC 0.13% of their portfolio DENVER, CO 41,72741.7k $2.7m $2.7m 0.13% Added +3.1k +3,136
87 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 39,33839.3k $2.6m $2.6m 0.01% Reduced -39.1k -39,070
88 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 38,36238.4k $2.5m $2.5m 0.04% Reduced -266 -266
89 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,91736.9k $2.4m $2.4m 0.00% Added +1.9k +1,902
90 FLAGSTAR SECURITIES, INC 0.81% of their portfolio New York, NY 36,75436.8k $2.4m $2.4m 0.81% Reduced -6 -6
91 Interchange Capital Partners, LLC 0.44% of their portfolio PITTSBURGH, PA 35,90335.9k $2.4m $2.4m 0.44% Added +1.3k +1,347
92 LAUREL OAK WEALTH MANAGEMENT, LLC 0.38% of their portfolio MARLTON, NJ 34,76634.8k $2.3m $2.3m 0.38% First filing
93 Larson Financial Group LLC 0.07% of their portfolio ST LOUIS, MO 32,90832.9k $2.2m $2.2m 0.07% Reduced -18.7k -18,732
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.13% of their portfolio KOKOMO, IN 32,17832.2k $2.1m $2.1m 0.13% Reduced -130 -130
95 SUMMIT WEALTH GROUP LLC / CO 0.27% of their portfolio COLORADO SPRINGS, CO 31,64231.6k $2.1m $2.1m 0.27% New
96 Freedom Investment Management, Inc. 0.60% of their portfolio SOUTH WINDSOR, CT 31,50731.5k $2.1m $2.1m 0.60% Reduced -86 -86
97 BankPlus Wealth Management LLC 1.12% of their portfolio JACKSON, MS 30,99031.0k $2.0m $2.0m 1.12% Added +3.1k +3,149
98 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 30,87530.9k $2.0m $2.0m 0.02% New
99 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 30,47430.5k $2.0m $2.0m 0.02% Reduced -7.2k -7,153
100 JNBA Financial Advisors 0.17% of their portfolio BLOOMINGTON, MN 29,12829.1k $1.9m $1.9m 0.17% Reduced -109 -109