Vault-13

JOHN HANCOCK EXCHANGE TRADED JHCB

CORPORATE BD · ETP · CUSIP 47804J818

18 institutional holders +3 vs Q1 2025
2,491,0322.5m shares reported held*
$53.4mreported value*
5 new 7 added 4 reduced 2 sold out net bought ≈ $1.4m (+64.1k 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 ≈ $21.43.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 6Q4 22: 7Q1 23: 12Q2 23: 11Q3 23: 7Q4 23: 13Q1 24: 8Q2 24: 11Q3 24: 14Q4 24: 13Q1 25: 15Q2 25: 1818Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20226
Q4 20227
Q1 202312
Q2 202311
Q3 20237
Q4 202313
Q1 20248
Q2 202411
Q3 202414
Q4 202413
Q1 202515
Q2 202518

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 23: 4 bought or addedQ3 23: 6 cut or sold outQ4 23: 9 bought or addedQ4 23: 2 cut or sold outQ4 23Q1 24: 4 bought or addedQ1 24: 8 cut or sold outQ2 24: 7 bought or addedQ2 24: 3 cut or sold outQ2 24Q3 24: 7 bought or addedQ3 24: 6 cut or sold outQ4 24: 6 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 5 cut or sold outQ2 25: 12 bought or addedQ2 25: 6 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202346
Q4 202392
Q1 202448
Q2 202473
Q3 202476
Q4 202468
Q1 202585
Q2 2025126

Biggest buyers

Granite Bay Wealth Management, LLC Added +132,302+132.3k
Simplicity Wealth,LLC Added +56,583+56.6k
LPL Financial LLC Added +30,124+30.1k
Steward Partners Investment Advisory, LLC New +29,121+29.1k
Advisory Services Network, LLC New +19,316+19.3k
CoreCap Advisors, LLC Added +8,017+8.0k
OSAIC HOLDINGS, INC. Added +7,150+7.2k
Robbins Farley New +4,735+4.7k
ORG Partners LLC New +4,655+4.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +3,666+3.7k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -129,997-130.0k
JANE STREET GROUP, LLC Sold out -65,185-65.2k
CITADEL ADVISORS LLC Sold out -34,734-34.7k
MRP Capital Investments, LLC Reduced -3,200-3.2k
UBS Group AG Reduced -187-187
CWM, LLC Reduced -32-32

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Granite Bay Wealth Management, LLC 9.24% of their portfolio PORTSMOUTH, NH 1,341,0271.3m $28.7m $28.7m 9.24% Added +132.3k +132,302
2 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 513,041513.0k $11.0m $11.0m 0.01% Reduced -130.0k -129,997
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 209,387209.4k $4.5m $4.5m 0.00% Added +278 +278
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 112,249112.2k $2.4m $2.4m 0.00% Added +30.1k +30,124
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 69,63969.6k $1.5m $1.5m 0.00% Added +3.7k +3,666
6 Simplicity Wealth,LLC 0.06% of their portfolio SUMMIT, NJ 69,08269.1k $1.5m $1.5m 0.06% Added +56.6k +56,583
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 48,10948.1k $1.0m $1.0m 0.00% Added +7.2k +7,150
8 MRP Capital Investments, LLC 0.68% of their portfolio ALPHARETTA, GA 46,35946.4k $993.5k $993.5k 0.68% Reduced -3.2k -3,200
9 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 29,12129.1k $624.1k $624.1k 0.00% New
10 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 19,31619.3k $412.2k $412.2k 0.01% New
11 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 16,48416.5k $353.3k $353.3k 0.01% Added +8.0k +8,017
12 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,2466.2k $134.0k $134.0k 0.00% Reduced -32 -32
13 Robbins Farley 0.05% of their portfolio BEDFORD, NH 4,7354.7k $101.5k $101.5k 0.05% New
14 ORG Partners LLC 0.02% of their portfolio ROANOKE, IN 4,6554.7k $99.8k $99.8k 0.02% New
15 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,5001.5k $32.1k $32.1k 0.00% New
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 8080 $1.7k $1.7k 0.00% Reduced -187 -187
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 22 $55 $55 0.00% Unchanged
18 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged