Vault-13

JOHN HANCOCK EXCHANGE TRADED JHPI

PREFERRED INCOME · ETP · CUSIP 47804J776

55 institutional holders +1 vs Q1 2026
6,830,1436.8m shares reported held*
$155.0mreported value*
5 new 34 added 8 reduced 4 sold out net bought ≈ $22.1m (+975.4k 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 ≈ $22.69.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 9Q4 22: 11Q1 23: 13Q2 23: 15Q3 23: 17Q4 23: 19Q1 24: 21Q2 24: 24Q3 24: 25Q4 24: 25Q1 25: 30Q2 25: 35Q3 25: 39Q4 25: 48Q1 26: 54Q2 26: 5555Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202539
Q4 202548
Q1 202654
Q2 202655

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 29 bought or addedQ3 25: 11 cut or sold outQ4 25: 38 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 14 cut or sold outQ2 26: 39 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024168
Q4 2024148
Q1 2025246
Q2 2025247
Q3 20252911
Q4 2025388
Q1 20263714
Q2 20263912

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +239,499+239.5k
LPL Financial LLC Added +116,978+117.0k
JONES FINANCIAL COMPANIES LLLP Added +79,911+79.9k
Private Advisor Group, LLC Added +76,837+76.8k
FFG RETIREMENT ADVISORS LLC Added +63,864+63.9k
Eldridge Investment Advisors, Inc. Added +62,395+62.4k
PTM WEALTH MANAGEMENT, LLC Added +57,616+57.6k
Cambridge Investment Research Advisors, Inc. Added +50,574+50.6k
OSAIC HOLDINGS, INC. Added +36,980+37.0k
FWG Holdings, LLC New +33,330+33.3k

Biggest sellers

JANE STREET GROUP, LLC Sold out -47,035-47.0k
BDFS Capital LLC Reduced -10,950-10.9k
HighPoint Advisor Group LLC Reduced -8,527-8.5k
Indivisible Partners Reduced -6,836-6.8k
Meridian Wealth Management, LLC Reduced -5,202-5.2k
ZACKS INVESTMENT MANAGEMENT Reduced -3,373-3.4k
Stonebridge Financial Planning Group, LLC Reduced -670-670
MAI Capital Management Sold out -471-471
Sanctuary Advisors, LLC Reduced -157-157
Sound Income Strategies, LLC Sold out -138-138

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,122,8231.1m $25.5m $25.5m 0.01% Added +117.0k +116,978
2 Granite Bay Wealth Management, LLC 1.77% of their portfolio PORTSMOUTH, NH 845,132845.1k $19.2m $19.2m 1.77% Added +29.7k +29,675
3 Eldridge Investment Advisors, Inc. 2.71% of their portfolio MANCHESTER, NH 601,948601.9k $13.7m $13.7m 2.71% Added +62.4k +62,395
4 PTM WEALTH MANAGEMENT, LLC 5.70% of their portfolio NORTH WALES, PA 558,563558.6k $12.6m $12.6m 5.70% Added +57.6k +57,616
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 465,439465.4k $10.6m $10.6m 0.01% Added +239.5k +239,499
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 317,351317.4k $7.2m $7.2m 0.00% Added +27.6k +27,567
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 262,570262.6k $6.0m $6.0m 0.01% Added +37.0k +36,980
8 FFG RETIREMENT ADVISORS LLC 2.81% of their portfolio CENTENNIAL, CO 233,827233.8k $5.3m $5.3m 2.81% Added +63.9k +63,864
9 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 225,421225.4k $5.1m $5.1m 0.02% Added +76.8k +76,837
10 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 181,169181.2k $4.1m $4.1m 0.00% Added +79.9k +79,911
11 Robbins Farley 1.50% of their portfolio BEDFORD, NH 172,059172.1k $3.9m $3.9m 1.50% Added +13.2k +13,177
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 158,475158.5k $3.6m $3.6m 0.01% Added +8.6k +8,550
13 Burk Holdings LLC 1.30% of their portfolio TULSA, OK 155,379155.4k $3.5m $3.5m 1.30% Added +13.7k +13,728
14 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 145,931145.9k $3.3m $3.3m 0.02% Reduced -157 -157
15 Uniting Wealth Partners, LLC 0.67% of their portfolio DENVER, CO 144,730144.7k $3.3m $3.3m 0.67% Added +5.3k +5,316
16 BDFS Capital LLC 1.35% of their portfolio REHOBOTH BEACH, DE 137,265137.3k $3.1m $3.1m 1.35% Reduced -10.9k -10,950
17 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 133,940133.9k $3.0m $3.0m 0.06% Added +7.4k +7,384
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 70,69870.7k $1.6m $1.6m 0.00% Added +50.6k +50,574
19 1620 INVESTMENT ADVISORS, INC. 0.95% of their portfolio PLYMOUTH, MA 67,43467.4k $1.5m $1.5m 0.95% Added +2.5k +2,464
20 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 64,63664.6k $1.5m $1.5m 0.01% Added +700 +700
21 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 59,38759.4k $1.3m $1.3m 0.04% Reduced -5.2k -5,202
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 56,29056.3k $1.3m $1.3m 0.00% Added +19.0k +19,037
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 55,75855.8k $1.3m $1.3m 0.00% Added +20.5k +20,487
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 52,81652.8k $1.2m $1.2m 0.00% Added +3.1k +3,105
25 Etesian Wealth Advisors, Inc. 0.33% of their portfolio West Linn, OR 49,40849.4k $1.1m $1.1m 0.33% Added +2.1k +2,104
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 42,53942.5k $965.6k $965.6k 0.00% Added +3.4k +3,352
27 Beacon Financial Advisory LLC 0.17% of their portfolio CLEVELAND, OH 38,71238.7k $878.7k $878.7k 0.17% Added +556 +556
28 IFS Group,LLC 1.17% of their portfolio YORK, PA 37,45037.5k $850.1k $850.1k 1.17% Added +1.0k +1,000
29 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 33,96634.0k $771.0k $771.0k 0.00% Added +12.5k +12,502
30 FWG Holdings, LLC 0.26% of their portfolio WINTER PARK, FL 33,33033.3k $754.5k $754.5k 0.26% New
31 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 33,24533.2k $754.6k $754.6k 0.00% Added +3 +3
32 Widmann Financial Services, Inc. 0.35% of their portfolio BOWIE, MD 28,65528.7k $650.5k $650.5k 0.35% Added +12.2k +12,215
33 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 24,96725.0k $566.8k $566.8k 0.01% New
34 Compass Ion Advisors, LLC 0.05% of their portfolio CONSHOHOCKEN, PA 24,95725.0k $566.5k $566.5k 0.05% Added +1.8k +1,765
35 Quad-Cities Investment Group, LLC 0.18% of their portfolio DAVENPORT, IA 22,53822.5k $511.6k $511.6k 0.18% Added +473 +473
36 Empire Financial Management Company, LLC 0.16% of their portfolio NEW YORK, NY 17,56317.6k $398.7k $398.7k 0.16% Added +2.5k +2,467
37 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 17,45517.5k $396.2k $396.2k 0.01% Reduced -8.5k -8,527
38 Tiller Private Wealth, Inc. 0.11% of their portfolio BETHLEHEM, PA 15,49915.5k $351.8k $351.8k 0.11% New
39 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 14,74314.7k $334.7k $334.7k 0.00% Reduced -3.4k -3,373
40 LAUREL OAK WEALTH MANAGEMENT, LLC 0.05% of their portfolio MARLTON, NJ 14,16014.2k $321.4k $321.4k 0.05% Added +738 +738
41 Indivisible Partners 0.02% of their portfolio CLEARWATER, FL 12,78212.8k $290.2k $290.2k 0.02% Reduced -6.8k -6,836
42 Capital Advisors, Ltd. LLC 0.03% of their portfolio SHAKER HEIGHTS, OH 12,61312.6k $286.0k $286.0k 0.03% Added +14 +14
43 Stonebridge Financial Planning Group, LLC 0.09% of their portfolio ORLANDO, FL 12,01412.0k $272.7k $272.7k 0.09% Reduced -670 -670
44 GENESIS PRIVATE WEALTH, LLC 0.08% of their portfolio ASHBURN, VA 12,00012.0k $272.4k $272.4k 0.08% Unchanged
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,01310.0k $227.3k $227.3k 0.00% New
46 Leading Edge Financial Planning LLC 0.04% of their portfolio KNOXVILLE, TN 9,7279.7k $220.8k $220.8k 0.04% Reduced -34 -34
47 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 8,1508.2k $185.0k $185.0k 0.01% Unchanged
48 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,2895.3k $120.1k $120.1k 0.00% Unchanged
49 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 3,3053.3k $75.2k $75.2k 0.00% Unchanged
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,0002.0k $45.4k $45.4k 0.00% New
51 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8201.8k $41.3k $41.3k 0.00% Unchanged
52 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0731.1k $24.4k $24.4k 0.00% First filing
53 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 824824 $18.7k $18.7k 0.00% Unchanged
54 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 302302 $6.9k $6.9k 0.00% Added +1 +1
55 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 33 $68 $68 0.00% Unchanged