Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMM

MULTIFACTOR MI · ETP · CUSIP 47804J206

281 institutional holders +4 vs Q4 2025
50,791,87550.8m shares reported held*
$3.4bnreported value*
23 new 94 added 100 reduced 17 sold out net bought ≈ $204.0m (+2.8m 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 ($17.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.06.

Trends to Q1 2026

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: 277Q1 26: 281281Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026281

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 115 bought or addedQ4 25: 118 cut or sold outQ1 26: 117 bought or addedQ1 26: 117 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202411194
Q3 202410790
Q4 202411391
Q1 2025114105
Q2 2025111111
Q3 202599104
Q4 2025115118
Q1 2026117117

Biggest buyers

LPL Financial LLC Added +611,527+611.5k
MORGAN STANLEY Added +451,909+451.9k
JONES FINANCIAL COMPANIES LLLP Added +318,534+318.5k
Baird Financial Group, Inc. New +297,509+297.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +218,062+218.1k
OSAIC HOLDINGS, INC. Added +210,978+211.0k
RAYMOND JAMES FINANCIAL INC Added +196,632+196.6k
Vestmark Advisory Solutions, Inc. Added +191,739+191.7k
ELEVATION POINT WEALTH PARTNERS, LLC Added +191,679+191.7k
AMERIPRISE FINANCIAL INC Added +182,754+182.8k

Biggest sellers

Align Financial, LLC Reduced -209,265-209.3k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -157,316-157.3k
WELLS FARGO & COMPANY/MN Reduced -133,645-133.6k
ROYAL BANK OF CANADA Reduced -98,885-98.9k
CAPTRUST FINANCIAL ADVISORS Sold out -72,772-72.8k
Rockefeller Capital Management L.P. Reduced -39,093-39.1k
PFG Advisors Reduced -34,464-34.5k
Focus Partners Wealth Reduced -29,179-29.2k
ENZI WEALTH Reduced -16,984-17.0k
Convergence Financial, LLC Reduced -16,442-16.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 4,915,6784.9m $330.0m $330.0m 0.08% Added +182.8k +182,754
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 4,893,0764.9m $328.4m $328.4m 0.09% Added +611.5k +611,527
3 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,491,7893.5m $234.4m $234.4m 0.05% Reduced -133.6k -133,645
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,366,1413.4m $225.9m $225.9m 0.01% Added +451.9k +451,909
5 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,050,1563.1m $204.7m $204.7m 0.06% Added +196.6k +196,632
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.16% of their portfolio Toronto, A6 2,764,2782.8m $185.5m $185.5m 0.16% Reduced -157.3k -157,316
7 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,120,8652.1m $142.4m $142.4m 0.03% Added +99.2k +99,199
8 JONES FINANCIAL COMPANIES LLLP 0.06% of their portfolio DES PERES, MO 2,019,3512.0m $132.9m $132.9m 0.06% Added +318.5k +318,534
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 1,873,0431.9m $125.7m $125.7m 0.08% Added +218.1k +218,062
10 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 1,742,0041.7m $116.9m $116.9m 0.16% Reduced -12.1k -12,073
11 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,311,4101.3m $88.0m $88.0m 0.02% Reduced -98.9k -98,885
12 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,265,4801.3m $84.9m $84.9m 0.01% Added +75.2k +75,170
13 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 1,084,8101.1m $72.8m $72.8m 0.08% Reduced -5.2k -5,194
14 Gilbert & Cook, Inc. 8.68% of their portfolio WEST DES MOINES, IA 1,001,2041.0m $67.2m $67.2m 8.68% Added +28.6k +28,622
15 Financial Management Professionals, Inc. 6.72% of their portfolio AUSTIN, TX 892,828892.8k $59.9m $59.9m 6.72% Added +7.4k +7,368
16 Private Advisor Group, LLC 0.26% of their portfolio MORRISTOWN, NJ 818,029818.0k $54.9m $54.9m 0.26% Added +12.8k +12,801
17 Granite Bay Wealth Management, LLC 9.66% of their portfolio PORTSMOUTH, NH 676,992677.0k $45.4m $45.4m 9.66% Added +23.2k +23,206
18 Amplius Wealth Advisors, LLC 3.75% of their portfolio BLUE BELL, PA 670,909670.9k $45.0m $45.0m 3.75% Reduced -1.9k -1,851
19 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 649,956650.0k $43.6m $43.6m 0.05% Reduced -29.2k -29,179
20 Garrett Wealth Advisory Group, LLC 6.72% of their portfolio WEATHERFORD, TX 562,825562.8k $37.8m $37.8m 6.72% Added +3.5k +3,467
21 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 500,619500.6k $33.6m $33.6m 0.06% Added +13.5k +13,514
22 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 496,702496.7k $33.3m $33.3m 0.01% Added +8.3k +8,282
23 Nvest Wealth Strategies, Inc. 19.68% of their portfolio POWELL, OH 416,595416.6k $28.0m $28.0m 19.68% Reduced -15.0k -14,999
24 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 405,898405.9k $27.2m $27.2m 0.04% Added +211.0k +210,978
25 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 335,988336.0k $22.6m $22.6m 0.04% Reduced -39.1k -39,093
26 Dynamic Advisor Solutions LLC 0.67% of their portfolio PHOENIX, AZ 318,989319.0k $21.4m $21.4m 0.67% Reduced -401 -401
27 HighPoint Advisor Group LLC 0.86% of their portfolio DOWNERS GROVE, IL 305,427305.4k $20.5m $20.5m 0.86% Reduced -15.0k -14,994
28 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 297,509297.5k $20.0m $20.0m 0.03% New
29 KPP Advisory Services LLC 2.60% of their portfolio Louisville, KY 266,845266.8k $17.9m $17.9m 2.60% Reduced -12.0k -12,033
30 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 250,050250.1k $16.8m $16.8m 0.04% Reduced -10.2k -10,246
31 Pinnacle Financial Partners, Inc. 0.12% of their portfolio ATLANTA, GA 241,151241.2k $16.2m $16.2m 0.12% Added +786 +786
32 Vestmark Advisory Solutions, Inc. 0.17% of their portfolio Wakefield, MA 233,466233.5k $15.7m $15.7m 0.17% Added +191.7k +191,739
33 ELEVATION POINT WEALTH PARTNERS, LLC 0.37% of their portfolio DENVER, CO 233,406233.4k $15.7m $15.7m 0.37% Added +191.7k +191,679
34 Stratos Wealth Partners, LTD. 0.17% of their portfolio BEACHWOOD, OH 222,449222.4k $14.9m $14.9m 0.17% Added +12.0k +11,985
35 Graney & King, LLC 7.65% of their portfolio LATHAM, NY 211,453211.5k $14.2m $14.2m 7.65% Added +103.9k +103,888
36 Choice Wealth Advisors LLC 5.30% of their portfolio WATERVILLE, ME 201,138201.1k $13.5m $13.5m 5.30% Added +1.5k +1,543
37 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 194,305194.3k $13.0m $13.0m 0.10% Added +8.0k +8,000
38 Baker Ellis Asset Management LLC 1.52% of their portfolio Vancouver, WA 190,546190.5k $12.8m $12.8m 1.52% Added +812 +812
39 Eldridge Investment Advisors, Inc. 2.72% of their portfolio MANCHESTER, NH 185,100185.1k $12.4m $12.4m 2.72% Reduced -11.4k -11,444
40 ENZI WEALTH 4.28% of their portfolio AUSTIN, TX 183,499183.5k $12.3m $12.3m 4.28% Reduced -17.0k -16,984
41 Sanchez Wealth Management Group 2.62% of their portfolio JACKSONVILLE, FL 180,817180.8k $12.1m $12.1m 2.62% Reduced -83 -83
42 J. R. Prunier Capital Management LLC 5.13% of their portfolio HOLDEN, MA 179,959180.0k $12.1m $12.1m 5.13% Added +1.4k +1,445
43 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 163,533163.5k $11.0m $11.0m 0.04% Added +29.2k +29,166
44 Sanctuary Advisors, LLC 0.06% of their portfolio INDIANAPOLIS, IN 155,344155.3k $10.4m $10.4m 0.06% Added +9.7k +9,685
45 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 152,638152.6k $10.2m $10.2m 0.01% Reduced -10.8k -10,779
46 Pine Valley Investments Ltd Liability Co 0.50% of their portfolio MARLTON, NJ 151,555151.6k $10.2m $10.2m 0.50% Reduced -5.5k -5,459
47 Hixon Zuercher, LLC 3.08% of their portfolio Findlay, OH 147,589147.6k $9.9m $9.9m 3.08% Added +2.7k +2,734
48 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 146,023146.0k $9.8m $9.8m 0.05% Reduced -10.3k -10,282
49 46 Peaks LLC 7.11% of their portfolio NEWTOWN, PA 145,555145.6k $9.8m $9.8m 7.11% Added +3.8k +3,822
50 Patriot Financial Group Insurance Agency, LLC 0.54% of their portfolio Westborough, MA 143,298143.3k $9.6m $9.6m 0.54% Added +65.7k +65,650
51 BankPlus Trust Department 2.53% of their portfolio JACKSON, MS 141,275141.3k $9.5m $9.5m 2.53% Added +5.3k +5,293
52 CHILTON CAPITAL MANAGEMENT LLC 0.31% of their portfolio HOUSTON, TX 130,657130.7k $8.8m $8.8m 0.31% Added +8.8k +8,823
53 Newman Dignan & Sheerar, Inc. 1.65% of their portfolio PROVIDENCE, RI 116,560116.6k $7.8m $7.8m 1.65% Added +10.3k +10,350
54 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 104,881104.9k $7.0m $7.0m 0.01% Reduced -2.4k -2,414
55 GREAT VALLEY ADVISOR GROUP, INC. 0.12% of their portfolio WILMINGTON, DE 98,80498.8k $6.6m $6.6m 0.12% Reduced -1.8k -1,829
56 Forge Financial Services LLC 0.66% of their portfolio EDMOND, OK 96,40796.4k $6.5m $6.5m 0.66% Reduced -1.3k -1,302
57 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 95,97096.0k $6.4m $6.4m 0.09% Added +50.8k +50,846
58 Linscomb Wealth, Inc. 0.28% of their portfolio Houston, TX 94,12294.1k $6.3m $6.3m 0.28% Added +3.8k +3,837
59 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 93,47193.5k $6.3m $6.3m 0.08% Reduced -516 -516
60 Fragasso Financial Advisors Inc 0.38% of their portfolio SEWICKLEY, PA 91,99692.0k $6.3m $6.3m 0.38% Reduced -4.5k -4,532
61 Mariner, LLC 0.01% of their portfolio Overland Park, KS 88,19888.2k $5.9m $5.9m 0.01% Added +6.7k +6,687
62 Simplicity Wealth,LLC 0.33% of their portfolio SUMMIT, NJ 87,12787.1k $5.8m $5.8m 0.33% Added +20.7k +20,741
63 WCG Wealth Advisors LLC 0.16% of their portfolio LAS VEGAS, NV 86,42886.4k $5.8m $5.8m 0.16% Added +73.8k +73,774
64 FMA Wealth Management, LLC 3.72% of their portfolio DUXBURY, MA 83,28183.3k $5.6m $5.6m 3.72% Reduced -226 -226
65 AlphaCore Capital LLC 0.13% of their portfolio LA JOLLA, CA 82,15082.2k $5.5m $5.5m 0.13% Reduced -1.0k -1,030
66 GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% of their portfolio WESTBOROUGH, MA 77,69877.7k $5.2m $5.2m 0.14% Reduced -34 -34
67 Henderson Brothers Financial Partners, LLC 1.16% of their portfolio PITTSBURGH, PA 67,95268.0k $4.6m $4.6m 1.16% First filing
68 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 63,81763.8k $4.6m $4.6m 0.10% Reduced -15 -15
69 Frederick Financial Consultants, LLC 2.11% of their portfolio FREDERICK, MD 63,04863.0k $4.2m $4.2m 2.11% Added +2.5k +2,497
70 Atlas Wealth LLC 1.21% of their portfolio CINCINNATI, OH 59,94459.9k $4.0m $4.0m 1.21% Added +482 +482
71 Arkadios Wealth Advisors 0.07% of their portfolio ATLANTA, GA 59,91359.9k $4.0m $4.0m 0.07% Added +8.4k +8,402
72 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 59,21459.2k $4.0m $4.0m 0.04% Added +14.7k +14,714
73 ERn Financial, LLC 0.74% of their portfolio MIDDLETON, WI 58,61958.6k $3.9m $3.9m 0.74% Added +290 +290
74 WETZEL INVESTMENT ADVISORS, INC. 1.56% of their portfolio INDIANAPOLIS, IN 58,37858.4k $3.9m $3.9m 1.56% Added +10.9k +10,893
75 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 56,54756.5k $3.8m $3.8m 0.01% Added +30.4k +30,418
76 Capital Advisors, Ltd. LLC 0.43% of their portfolio SHAKER HEIGHTS, OH 56,34656.3k $3.8m $3.8m 0.43% Added +711 +711
77 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 55,35455.4k $3.7m $3.7m 0.01% Added +445 +445
78 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,89749.9k $3.3m $3.3m 0.00% Reduced -11.9k -11,905
79 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 48,07548.1k $3.2m $3.2m 0.02% Added +30.6k +30,645
80 DORVAL Corp 0.99% of their portfolio MAPLE GROVE, MN 47,56347.6k $3.2m $3.2m 0.99% Added +2.0k +2,015
81 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 47,21147.2k $3.2m $3.2m 0.02% Reduced -65 -65
82 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.00% of their portfolio GARDEN CITY, NY 46,76646.8k $3.1m $3.1m 1.00% Reduced -7.5k -7,459
83 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 46,47646.5k $3.1m $3.1m 0.03% Added +785 +785
84 Onyx Bridge Wealth Group LLC 0.32% of their portfolio TARRYTOWN, NY 44,32044.3k $3.0m $3.0m 0.32% Reduced -469 -469
85 IAG Wealth Partners, LLC 0.33% of their portfolio WAUKESHA, WI 44,23344.2k $3.0m $3.0m 0.33% Reduced -375 -375
86 Summit Financial, LLC 0.04% of their portfolio PARSIPPANY, NJ 43,05643.1k $2.9m $2.9m 0.04% Added +19.1k +19,138
87 Keystone Financial Services, LLC 1.91% of their portfolio OMAHA, NE 42,26842.3k $2.8m $2.8m 1.91% Added +145 +145
88 WPG Advisers, LLC 2.07% of their portfolio BALTIMORE, MD 41,90441.9k $2.8m $2.8m 2.07% Reduced -3.2k -3,243
89 IAMS WEALTH MANAGEMENT, LLC 0.95% of their portfolio OMAHA, NE 40,64440.6k $2.7m $2.7m 0.95% Added +19.3k +19,307
90 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 39,89739.9k $2.6m $2.6m 0.02% Reduced -8.4k -8,434
91 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,09636.1k $2.4m $2.4m 0.00% Reduced -821 -821
92 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 36,01036.0k $2.4m $2.4m 0.03% New
93 FLAGSTAR SECURITIES, INC 0.87% of their portfolio New York, NY 35,90635.9k $2.4m $2.4m 0.87% Reduced -848 -848
94 PFG Advisors 0.11% of their portfolio Phoenix, AZ 33,26333.3k $2.2m $2.2m 0.11% Reduced -34.5k -34,464
95 CoreCap Advisors, LLC 0.07% of their portfolio SOUTHFIELD, MI 32,41732.4k $2.2m $2.2m 0.07% Added +3.7k +3,706
96 CREATIVE FINANCIAL DESIGNS INC /ADV 0.13% of their portfolio KOKOMO, IN 31,79831.8k $2.1m $2.1m 0.13% Reduced -380 -380
97 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 31,64131.6k $2.1m $2.1m 0.02% Added +766 +766
98 SUMMIT WEALTH GROUP LLC / CO 0.22% of their portfolio COLORADO SPRINGS, CO 31,59931.6k $2.1m $2.1m 0.22% Reduced -43 -43
99 Freedom Investment Management, Inc. 0.63% of their portfolio SOUTH WINDSOR, CT 31,49731.5k $2.1m $2.1m 0.63% Reduced -10 -10
100 PARSONS CAPITAL MANAGEMENT INC/RI 0.10% of their portfolio PROVIDENCE, RI 31,15331.2k $2.1m $2.1m 0.10% Added +3.1k +3,062