Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMB

MORTGAGE BACKED · ETP · CUSIP 47804J792

35 institutional holders -1 vs Q1 2026
7,894,6607.9m shares reported held*
$173.3mreported value*
5 new 13 added 9 reduced 4 sold out net sold ≈ $11.2m (-508.9k 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 ≈ $21.95.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 4Q4 22: 3Q1 23: 5Q2 23: 6Q3 23: 5Q4 23: 7Q1 24: 9Q2 24: 10Q3 24: 12Q4 24: 21Q1 25: 26Q2 25: 29Q3 25: 29Q4 25: 34Q1 26: 36Q2 26: 3535Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20223
Q1 20235
Q2 20236
Q3 20235
Q4 20237
Q1 20249
Q2 202410
Q3 202412
Q4 202421
Q1 202526
Q2 202529
Q3 202529
Q4 202534
Q1 202636
Q2 202635

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 9 bought or addedQ3 24: 3 cut or sold outQ4 24: 15 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 6 cut or sold outQ2 25: 19 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 12 cut or sold outQ4 25: 21 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 7 cut or sold outQ2 26: 18 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202493
Q4 2024154
Q1 2025186
Q2 2025197
Q3 20251812
Q4 2025219
Q1 2026237
Q2 20261813

Biggest buyers

HighTower Advisors, LLC Added +176,436+176.4k
RAYMOND JAMES FINANCIAL INC New +109,485+109.5k
JONES FINANCIAL COMPANIES LLLP Added +53,645+53.6k
GOLDMAN SACHS GROUP INC New +41,496+41.5k
FIDELITY D & D BANCORP INC Added +36,395+36.4k
FLAGSHIP HARBOR ADVISORS, LLC Added +28,323+28.3k
FLOW TRADERS U.S. LLC New +25,050+25.1k
Gladstone Institutional Advisory LLC Added +24,823+24.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +24,047+24.0k
Arax Advisory Partners New +16,384+16.4k

Biggest sellers

LPL Financial LLC Reduced -291,778-291.8k
Private Advisor Group, LLC Reduced -283,683-283.7k
GREAT VALLEY ADVISOR GROUP, INC. Sold out -148,829-148.8k
FFG RETIREMENT ADVISORS LLC Reduced -142,235-142.2k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -135,450-135.4k
Kestra Advisory Services, LLC Reduced -44,382-44.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -21,956-22.0k
CITADEL ADVISORS LLC Sold out -14,040-14.0k
MML INVESTORS SERVICES, LLC Sold out -9,351-9.4k
CABOT WEALTH MANAGEMENT INC Reduced -6,095-6.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 2,026,2812.0m $44.5m $44.5m 0.04% Added +176.4k +176,436
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,349,9041.3m $29.6m $29.6m 0.01% Reduced -291.8k -291,778
3 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 758,492758.5k $16.6m $16.6m 0.08% Reduced -283.7k -283,683
4 CABOT WEALTH MANAGEMENT INC 1.54% of their portfolio BEVERLY, MA 688,349688.3k $15.1m $15.1m 1.54% Reduced -6.1k -6,095
5 FIDELITY D & D BANCORP INC 3.39% of their portfolio Dunmore, PA 450,540450.5k $9.9m $9.9m 3.39% Added +36.4k +36,395
6 FLAGSHIP HARBOR ADVISORS, LLC 0.37% of their portfolio BOSTON, MA 436,320436.3k $9.6m $9.6m 0.37% Added +28.3k +28,323
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 335,668335.7k $7.4m $7.4m 0.01% Added +24.0k +24,047
8 FFG RETIREMENT ADVISORS LLC 3.73% of their portfolio CENTENNIAL, CO 321,016321.0k $7.0m $7.0m 3.73% Reduced -142.2k -142,235
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 266,812266.8k $5.9m $5.9m 0.00% Reduced -135.4k -135,450
10 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 223,128223.1k $4.9m $4.9m 0.02% Reduced -44.4k -44,382
11 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 193,101193.1k $4.2m $4.2m 0.00% Added +53.6k +53,645
12 Peak Wealth Management LLC 2.75% of their portfolio NASHUA, NH 178,328178.3k $3.9m $3.9m 2.75% Added +13.0k +13,046
13 Gladstone Institutional Advisory LLC 0.11% of their portfolio Bedminster, NJ 153,869153.9k $3.4m $3.4m 0.11% Added +24.8k +24,823
14 IAMS WEALTH MANAGEMENT, LLC 0.97% of their portfolio OMAHA, NE 147,419147.4k $3.2m $3.2m 0.97% Added +14.1k +14,133
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 109,485109.5k $2.4m $2.4m 0.00% New
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 41,49641.5k $910.6k $910.6k 0.00% New
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,84634.8k $764.7k $764.7k 0.00% Added +14.4k +14,438
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,10825.1k $551.3k $551.3k 0.00% Added +6.3k +6,345
19 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 25,05025.1k $550.0k $550.0k 0.02% New
20 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 21,45821.5k $470.0k $470.0k 0.00% Added +4.9k +4,922
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 20,08920.1k $440.8k $440.8k 0.00% Added +25 +25
22 Legacy Capital Wealth Partners, LLC 0.08% of their portfolio LITTLE ROCK, AR 18,11318.1k $397.5k $397.5k 0.08% Unchanged
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,67217.7k $387.8k $387.8k 0.00% Reduced -764 -764
24 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 16,38416.4k $359.5k $359.5k 0.00% New
25 Cadence Wealth Management LLC 0.15% of their portfolio WESTBOROUGH, MA 15,18415.2k $333.2k $333.2k 0.15% Added +655 +655
26 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,1608.2k $179.1k $179.1k 0.00% Unchanged
27 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,4143.4k $74.9k $74.9k 0.00% Reduced -22 -22
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,9282.9k $64.5k $64.5k 0.00% Reduced -342 -342
29 Triumph Capital Management 0.01% of their portfolio DENVER, CO 1,9962.0k $43.8k $43.8k 0.01% Unchanged
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,0091.0k $22.1k $22.1k 0.00% Unchanged
31 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,0001.0k $21.9k $21.9k 0.00% Unchanged
32 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 700700 $15.4k $15.4k 0.00% Unchanged
33 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 680680 $14.9k $14.9k 0.00% First filing
34 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 411411 $9.0k $9.0k 0.00% New
35 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 250250 $5.5k $5.5k 0.00% Unchanged