Vault-13

JOHN HANCOCK EXCHANGE TRADED JHPI

PREFERRED INCOME · ETP · CUSIP 47804J776

35 institutional holders +5 vs Q1 2025
3,114,8053.1m shares reported held*
$70.2mreported value*
5 new 19 added 6 reduced 1 sold out net bought ≈ $11.7m (+517.8k 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 ≈ $22.54.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 9Q4 22: 11Q1 23: 13Q2 23: 15Q3 23: 17Q4 23: 19Q1 24: 21Q2 24: 24Q3 24: 25Q4 24: 25Q1 25: 30Q2 25: 3535Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20229
Q4 202211
Q1 202313
Q2 202315
Q3 202317
Q4 202319
Q1 202421
Q2 202424
Q3 202425
Q4 202425
Q1 202530
Q2 202535

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 10 bought or addedQ3 23: 3 cut or sold outQ4 23: 10 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 13 bought or addedQ1 24: 6 cut or sold outQ2 24: 17 bought or addedQ2 24: 7 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 8 cut or sold outQ4 24: 14 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 6 cut or sold outQ2 25: 24 bought or addedQ2 25: 7 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023103
Q4 2023103
Q1 2024136
Q2 2024177
Q3 2024168
Q4 2024148
Q1 2025246
Q2 2025247

Biggest buyers

LPL Financial LLC Added +279,037+279.0k
Private Advisor Group, LLC New +145,413+145.4k
Granite Bay Wealth Management, LLC Added +56,902+56.9k
Eldridge Investment Advisors, Inc. Added +40,353+40.4k
Rockefeller Capital Management L.P. Added +33,064+33.1k
OSAIC HOLDINGS, INC. Added +31,264+31.3k
Sanctuary Advisors, LLC Added +27,859+27.9k
Etesian Wealth Advisors, Inc. New +26,135+26.1k
NewEdge Advisors, LLC New +20,050+20.1k
BANK OF AMERICA CORP /DE/ Added +19,204+19.2k

Biggest sellers

Atria Investments, Inc Reduced -70,363-70.4k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -44,995-45.0k
ZACKS INVESTMENT MANAGEMENT Reduced -44,511-44.5k
JANE STREET GROUP, LLC Sold out -35,756-35.8k
CWM, LLC Reduced -4,426-4.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -3,086-3.1k
Farther Finance Advisors, LLC Reduced -979-979

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Granite Bay Wealth Management, LLC 4.68% of their portfolio PORTSMOUTH, NH 646,152646.2k $14.6m $14.6m 4.68% Added +56.9k +56,902
2 Eldridge Investment Advisors, Inc. 2.34% of their portfolio MANCHESTER, NH 496,370496.4k $11.2m $11.2m 2.34% Added +40.4k +40,353
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 352,628352.6k $7.9m $7.9m 0.00% Added +279.0k +279,037
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 216,344216.3k $4.9m $4.9m 0.01% Reduced -3.1k -3,086
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 205,497205.5k $4.6m $4.6m 0.00% Added +19.2k +19,204
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 160,066160.1k $3.6m $3.6m 0.00% Reduced -45.0k -44,995
7 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 145,668145.7k $3.3m $3.3m 0.02% Added +27.9k +27,859
8 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 145,413145.4k $3.3m $3.3m 0.02% New
9 Robbins Farley 1.27% of their portfolio BEDFORD, NH 120,883120.9k $2.7m $2.7m 1.27% Added +3.9k +3,891
10 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 89,97590.0k $2.0m $2.0m 0.01% Added +3.5k +3,515
11 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 76,24276.2k $1.7m $1.7m 0.00% Added +33.1k +33,064
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 59,76059.8k $1.3m $1.3m 0.00% Added +31.3k +31,264
13 1620 INVESTMENT ADVISORS, INC. 0.92% of their portfolio PLYMOUTH, MA 57,30857.3k $1.3m $1.3m 0.92% Added +2.5k +2,534
14 ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio Chicago, IL 46,94946.9k $1.1m $1.1m 0.01% Reduced -44.5k -44,511
15 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 44,64344.6k $1.0m $1.0m 0.01% Reduced -70.4k -70,363
16 Beacon Financial Advisory LLC 0.21% of their portfolio CLEVELAND, OH 36,64636.6k $826.2k $826.2k 0.21% Added +525 +525
17 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,09335.1k $791.2k $791.2k 0.00% Added +12.2k +12,181
18 Etesian Wealth Advisors, Inc. 0.22% of their portfolio West Linn, OR 26,13526.1k $589.2k $589.2k 0.22% New
19 Quad-Cities Investment Group, LLC 0.22% of their portfolio DAVENPORT, IA 21,53521.5k $485.5k $485.5k 0.22% Added +1.3k +1,295
20 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,05020.1k $452.0k $452.0k 0.00% New
21 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 19,22219.2k $433.4k $433.4k 0.01% Added +2.5k +2,547
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,97518.0k $405.0k $405.0k 0.00% Added +1.0k +1,000
23 Empire Financial Management Company, LLC 0.09% of their portfolio NEW YORK, NY 14,14814.1k $319.0k $319.0k 0.09% Added +1.7k +1,720
24 CWM, LLC 0.00% of their portfolio OMAHA, NE 12,41412.4k $280.0k $280.0k 0.00% Reduced -4.4k -4,426
25 Leading Edge Financial Planning LLC 0.07% of their portfolio KNOXVILLE, TN 11,18511.2k $252.2k $252.2k 0.07% Added +771 +771
26 Stonebridge Financial Planning Group, LLC 0.10% of their portfolio ORLANDO, FL 10,65010.7k $240.1k $240.1k 0.10% Added +1.4k +1,368
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,7809.8k $220.5k $220.5k 0.00% New
28 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 3,8633.9k $87.0k $87.0k 0.01% Added +13 +13
29 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,7583.8k $84.7k $84.7k 0.00% Reduced -979 -979
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,8992.9k $65.4k $65.4k 0.00% Unchanged
31 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8201.8k $41.0k $41.0k 0.00% Unchanged
32 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 1,5001.5k $33.9k $33.9k 0.01% New
33 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,2191.2k $27.5k $27.5k 0.00% Unchanged
34 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0151.0k $22.9k $22.9k 0.00% First filing
35 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged