Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMM

MULTIFACTOR MI · ETP · CUSIP 47804J206

297 institutional holders +16 vs Q1 2026
55,310,99455.3m shares reported held*
$4.1bnreported value*
35 new 117 added 89 reduced 16 sold out net bought ≈ $330.3m (+4.4m 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 ($18.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.88. Options: 1 managers hold calls ($749.6k notional), 0 hold puts (—).

Trends to Q2 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: 281Q2 26: 297297Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026297

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 117 bought or addedQ1 26: 117 cut or sold outQ2 26: 152 bought or addedQ2 26: 105 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410790
Q4 202411391
Q1 2025114105
Q2 2025111111
Q3 202599104
Q4 2025115118
Q1 2026117117
Q2 2026152105

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $749.6kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$749.6k$00.00

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +1,309,269+1.3m
EP Wealth Advisors, LLC Added +480,302+480.3k
MORGAN STANLEY Added +439,104+439.1k
JONES FINANCIAL COMPANIES LLLP Added +437,984+438.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +300,616+300.6k
WELLS FARGO & COMPANY/MN Added +279,342+279.3k
MCF Advisors LLC Added +232,415+232.4k
Cambridge Investment Research Advisors, Inc. Added +230,704+230.7k
BANK OF AMERICA CORP /DE/ Added +163,569+163.6k
RAYMOND JAMES FINANCIAL INC Added +153,258+153.3k

Biggest sellers

ROYAL BANK OF CANADA Reduced -121,822-121.8k
Rockefeller Capital Management L.P. Reduced -88,425-88.4k
Financial Management Professionals, Inc. Reduced -84,288-84.3k
Mariner, LLC Reduced -72,135-72.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -60,946-60.9k
Patriot Financial Group Insurance Agency, LLC Reduced -60,074-60.1k
Cetera Investment Advisers Reduced -44,039-44.0k
Independent Advisor Alliance Sold out -36,010-36.0k
Kestra Advisory Services, LLC Reduced -32,666-32.7k
Henderson Brothers Financial Partners, LLC Reduced -31,387-31.4k

Biggest calls

CITADEL ADVISORS LLC New $749.6k10.0k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 5,014,1235.0m $375.9m $375.9m 0.08% Added +121.0k +121,047
2 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 5,000,9625.0m $374.8m $374.8m 0.08% Added +85.3k +85,284
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.24% of their portfolio Toronto, A6 4,073,5474.1m $305.4m $305.4m 0.24% Added +1.3m +1,309,269
4 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 3,805,2453.8m $285.2m $285.2m 0.02% Added +439.1k +439,104
5 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,771,1313.8m $282.7m $282.7m 0.05% Added +279.3k +279,342
6 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 3,203,4143.2m $240.1m $240.1m 0.07% Added +153.3k +153,258
7 JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio DES PERES, MO 2,457,3352.5m $182.3m $182.3m 0.07% Added +438.0k +437,984
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 2,173,6592.2m $162.9m $162.9m 0.09% Added +300.6k +300,616
9 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,101,7222.1m $157.5m $157.5m 0.03% Reduced -19.1k -19,143
10 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 1,748,8631.7m $131.1m $131.1m 0.16% Added +6.9k +6,859
11 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,429,0491.4m $107.1m $107.1m 0.01% Added +163.6k +163,569
12 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,189,5881.2m $89.2m $89.2m 0.02% Reduced -121.8k -121,822
13 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,040,7711.0m $78.0m $78.0m 0.07% Reduced -44.0k -44,039
14 Gilbert & Cook, Inc. 8.69% of their portfolio WEST DES MOINES, IA 1,007,7901.0m $75.5m $75.5m 8.69% Added +6.6k +6,586
15 Private Advisor Group, LLC 0.31% of their portfolio MORRISTOWN, NJ 910,954911.0k $68.3m $68.3m 0.31% Added +92.9k +92,925
16 Financial Management Professionals, Inc. 5.75% of their portfolio AUSTIN, TX 808,540808.5k $60.6m $60.6m 5.75% Reduced -84.3k -84,288
17 Amplius Wealth Advisors, LLC 3.77% of their portfolio BLUE BELL, PA 685,861685.9k $51.4m $51.4m 3.77% Added +15.0k +14,952
18 Granite Bay Wealth Management, LLC 4.64% of their portfolio PORTSMOUTH, NH 671,903671.9k $50.4m $50.4m 4.64% Reduced -5.1k -5,089
19 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 630,958631.0k $47.3m $47.3m 0.05% Reduced -19.0k -18,998
20 Garrett Wealth Advisory Group, LLC 6.60% of their portfolio WEATHERFORD, TX 572,359572.4k $42.9m $42.9m 6.60% Added +9.5k +9,534
21 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 516,384516.4k $38.7m $38.7m 0.07% Added +15.8k +15,765
22 EP Wealth Advisors, LLC 0.14% of their portfolio TORRANCE, CA 502,751502.8k $37.7m $37.7m 0.14% Added +480.3k +480,302
23 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 480,754480.8k $36.0m $36.0m 0.04% Added +230.7k +230,704
24 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 435,756435.8k $32.7m $32.7m 0.01% Reduced -60.9k -60,946
25 Nvest Wealth Strategies, Inc. 19.96% of their portfolio POWELL, OH 423,460423.5k $31.7m $31.7m 19.96% Added +6.9k +6,865
26 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 418,494418.5k $31.4m $31.4m 0.04% Added +12.6k +12,596
27 HighPoint Advisor Group LLC 0.92% of their portfolio DOWNERS GROVE, IL 347,933347.9k $26.1m $26.1m 0.92% Added +42.5k +42,506
28 Dynamic Advisor Solutions LLC 0.73% of their portfolio PHOENIX, AZ 344,277344.3k $25.8m $25.8m 0.73% Added +25.3k +25,288
29 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 294,316294.3k $22.1m $22.1m 0.03% Reduced -3.2k -3,193
30 Graney & King, LLC 7.61% of their portfolio LATHAM, NY 282,568282.6k $21.2m $21.2m 7.61% Added +71.1k +71,115
31 KPP Advisory Services LLC 2.56% of their portfolio Louisville, KY 269,833269.8k $20.2m $20.2m 2.56% Added +3.0k +2,988
32 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 247,563247.6k $18.6m $18.6m 0.03% Reduced -88.4k -88,425
33 Pinnacle Financial Partners, Inc. 0.12% of their portfolio ATLANTA, GA 240,881240.9k $18.1m $18.1m 0.12% Reduced -270 -270
34 MCF Advisors LLC 0.63% of their portfolio LEXINGTON, KY 234,236234.2k $17.6m $17.6m 0.63% Added +232.4k +232,415
35 Stratos Wealth Partners, LTD. 0.17% of their portfolio BEACHWOOD, OH 230,283230.3k $17.3m $17.3m 0.17% Added +7.8k +7,834
36 ELEVATION POINT WEALTH PARTNERS, LLC 0.30% of their portfolio DENVER, CO 212,619212.6k $15.9m $15.9m 0.30% Reduced -20.8k -20,787
37 Vestmark Advisory Solutions, Inc. 0.15% of their portfolio Wakefield, MA 212,600212.6k $15.9m $15.9m 0.15% Reduced -20.9k -20,866
38 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 210,662210.7k $15.8m $15.8m 0.08% Added +16.4k +16,357
39 DWM Financial Group, Inc. 11.95% of their portfolio PALATINE, IL 204,728204.7k $13.4m $13.4m 11.95% First filing
40 Choice Wealth Advisors LLC 5.29% of their portfolio WATERVILLE, ME 201,271201.3k $15.1m $15.1m 5.29% Added +133 +133
41 Eldridge Investment Advisors, Inc. 2.83% of their portfolio MANCHESTER, NH 190,400190.4k $14.3m $14.3m 2.83% Added +5.3k +5,300
42 Baker Ellis Asset Management LLC 1.47% of their portfolio Vancouver, WA 189,511189.5k $14.2m $14.2m 1.47% Reduced -1.0k -1,035
43 Sanchez Wealth Management Group 2.44% of their portfolio JACKSONVILLE, FL 185,722185.7k $13.9m $13.9m 2.44% Added +4.9k +4,905
44 ENZI WEALTH 4.15% of their portfolio AUSTIN, TX 177,127177.1k $13.1m $13.1m 4.15% Reduced -6.4k -6,372
45 Sanctuary Advisors, LLC 0.06% of their portfolio INDIANAPOLIS, IN 166,685166.7k $12.5m $12.5m 0.06% Added +11.3k +11,341
46 Pine Valley Investments Ltd Liability Co 0.51% of their portfolio MARLTON, NJ 159,268159.3k $11.9m $11.9m 0.51% Added +7.7k +7,713
47 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 154,341154.3k $11.6m $11.6m 0.05% Added +8.3k +8,318
48 Hixon Zuercher, LLC 3.36% of their portfolio Findlay, OH 152,829152.8k $11.5m $11.5m 3.36% Added +5.2k +5,240
49 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 151,432151.4k $11.4m $11.4m 0.01% Reduced -1.2k -1,206
50 46 Peaks LLC 7.07% of their portfolio NEWTOWN, PA 149,917149.9k $11.2m $11.2m 7.07% Added +4.4k +4,362
51 BankPlus Trust Department 2.58% of their portfolio JACKSON, MS 147,337147.3k $11.0m $11.0m 2.58% Added +6.1k +6,062
52 Kingsview Wealth Management, LLC 0.12% of their portfolio GRANTS PASS, OR 136,734136.7k $10.2m $10.2m 0.12% Added +40.8k +40,764
53 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 130,867130.9k $9.8m $9.8m 0.03% Reduced -32.7k -32,666
54 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 130,069130.1k $9.7m $9.7m 0.01% Added +116.2k +116,229
55 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 128,751128.8k $9.7m $9.7m 0.01% Added +23.9k +23,870
56 CHILTON CAPITAL MANAGEMENT LLC 0.30% of their portfolio HOUSTON, TX 127,601127.6k $9.6m $9.6m 0.30% Reduced -3.1k -3,056
57 Newman Dignan & Sheerar, Inc. 1.72% of their portfolio PROVIDENCE, RI 119,708119.7k $9.0m $9.0m 1.72% Added +3.1k +3,148
58 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 114,002114.0k $8.5m $8.5m 0.01% Added +57.5k +57,455
59 Linscomb Wealth, Inc. 0.34% of their portfolio Houston, TX 104,079104.1k $7.8m $7.8m 0.34% Added +10.0k +9,957
60 Simplicity Wealth,LLC 0.25% of their portfolio SUMMIT, NJ 98,81498.8k $7.4m $7.4m 0.25% Added +11.7k +11,687
61 GREAT VALLEY ADVISOR GROUP, INC. 0.11% of their portfolio WILMINGTON, DE 96,92296.9k $7.3m $7.3m 0.11% Reduced -1.9k -1,882
62 Forge Financial Services LLC 0.61% of their portfolio EDMOND, OK 94,50194.5k $7.1m $7.1m 0.61% Reduced -1.9k -1,906
63 Fragasso Financial Advisors Inc 0.36% of their portfolio SEWICKLEY, PA 90,02090.0k $6.7m $6.7m 0.36% Reduced -2.0k -1,976
64 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 87,18787.2k $6.5m $6.5m 0.07% Reduced -6.3k -6,284
65 WCG Wealth Advisors LLC 0.15% of their portfolio LAS VEGAS, NV 87,10587.1k $6.5m $6.5m 0.15% Added +677 +677
66 Patriot Financial Group Insurance Agency, LLC 0.64% of their portfolio Westborough, MA 83,22483.2k $6.2m $6.2m 0.64% Reduced -60.1k -60,074
67 AlphaCore Capital LLC 0.11% of their portfolio LA JOLLA, CA 81,93081.9k $6.1m $6.1m 0.11% Reduced -220 -220
68 FMA Wealth Management, LLC 3.91% of their portfolio DUXBURY, MA 81,41081.4k $6.1m $6.1m 3.91% Reduced -1.9k -1,871
69 GRIMES & Co WEALTH MANAGEMENT, LLC 0.13% of their portfolio WESTBOROUGH, MA 77,71077.7k $5.8m $5.8m 0.13% Added +12 +12
70 Global Retirement Partners, LLC 0.09% of their portfolio San Rafael, CA 76,37676.4k $5.7m $5.7m 0.09% First filing
71 Summit Financial, LLC 0.06% of their portfolio PARSIPPANY, NJ 75,78675.8k $5.7m $5.7m 0.06% Added +32.7k +32,730
72 WETZEL INVESTMENT ADVISORS, INC. 1.78% of their portfolio INDIANAPOLIS, IN 68,52168.5k $5.1m $5.1m 1.78% Added +10.1k +10,143
73 ADVISORTRUST PARTNERS, LLC 1.73% of their portfolio RALEIGH, NC 67,35967.4k $5.0m $5.0m 1.73% Added +61.3k +61,342
74 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 65,17365.2k $4.8m $4.8m 0.10% Added +1.4k +1,356
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 63,52663.5k $4.7m $4.7m 0.00% Added +13.6k +13,629
76 Frederick Financial Consultants, LLC 2.01% of their portfolio FREDERICK, MD 63,35563.4k $4.7m $4.7m 2.01% Added +307 +307
77 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 61,16561.2k $4.6m $4.6m 0.04% Added +2.0k +1,951
78 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 60,11260.1k $4.5m $4.5m 0.02% Added +12.0k +12,037
79 Atlas Wealth LLC 0.64% of their portfolio CINCINNATI, OH 59,86359.9k $4.5m $4.5m 0.64% Reduced -81 -81
80 ERn Financial, LLC 0.73% of their portfolio MIDDLETON, WI 58,81258.8k $4.4m $4.4m 0.73% Added +193 +193
81 Arkadios Wealth Advisors 0.07% of their portfolio ATLANTA, GA 58,73858.7k $4.4m $4.4m 0.07% Reduced -1.2k -1,175
82 Capital Advisors, Ltd. LLC 0.44% of their portfolio SHAKER HEIGHTS, OH 57,76257.8k $4.3m $4.3m 0.44% Added +1.4k +1,416
83 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 56,89556.9k $4.3m $4.3m 0.01% Added +1.5k +1,541
84 DORVAL Corp 1.09% of their portfolio MAPLE GROVE, MN 50,61050.6k $3.8m $3.8m 1.09% Added +3.0k +3,047
85 IAMS WEALTH MANAGEMENT, LLC 1.12% of their portfolio OMAHA, NE 49,58049.6k $3.7m $3.7m 1.12% Added +8.9k +8,936
86 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 47,10147.1k $3.5m $3.5m 0.03% Added +625 +625
87 IAG Wealth Partners, LLC 0.34% of their portfolio WAUKESHA, WI 46,09446.1k $3.5m $3.5m 0.34% Added +1.9k +1,861
88 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.93% of their portfolio GARDEN CITY, NY 45,75345.8k $3.4m $3.4m 0.93% Reduced -1.0k -1,013
89 DAVENPORT & Co LLC 0.02% of their portfolio RICHMOND, VA 43,92343.9k $3.3m $3.3m 0.02% Reduced -3.3k -3,288
90 FFG RETIREMENT ADVISORS LLC 1.70% of their portfolio CENTENNIAL, CO 42,82442.8k $3.2m $3.2m 1.70% New
91 Onyx Bridge Wealth Group LLC 0.28% of their portfolio TARRYTOWN, NY 41,95342.0k $3.1m $3.1m 0.28% Reduced -2.4k -2,367
92 WPG Advisers, LLC 1.82% of their portfolio BALTIMORE, MD 41,23541.2k $3.1m $3.1m 1.82% Reduced -669 -669
93 Keystone Financial Services, LLC 1.85% of their portfolio OMAHA, NE 41,03841.0k $3.1m $3.1m 1.85% Reduced -1.2k -1,230
94 Arete Wealth Advisors, LLC 0.20% of their portfolio CHICAGO, IL 40,51240.5k $3.0m $3.0m 0.20% New
95 Interchange Capital Partners, LLC 0.54% of their portfolio PITTSBURGH, PA 37,99738.0k $2.8m $2.8m 0.54% Added +10.8k +10,804
96 Henderson Brothers Financial Partners, LLC 1.30% of their portfolio PITTSBURGH, PA 36,56536.6k $2.7m $2.7m 1.30% Reduced -31.4k -31,387
97 FLAGSTAR SECURITIES, INC 0.83% of their portfolio New York, NY 36,49136.5k $2.7m $2.7m 0.83% Added +585 +585
98 SUMMIT WEALTH GROUP LLC / CO 0.22% of their portfolio COLORADO SPRINGS, CO 35,50035.5k $2.7m $2.7m 0.22% Added +3.9k +3,901
99 CoreCap Advisors, LLC 0.07% of their portfolio SOUTHFIELD, MI 33,38733.4k $2.5m $2.5m 0.07% Added +970 +970
100 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 33,22633.2k $2.5m $2.5m 0.02% Added +1.6k +1,585