Vault-13

JOHN HANCOCK EXCHANGE TRADED JHSC

MULTIFACTR SML · ETP · CUSIP 47804J842

81 institutional holders +6 vs Q4 2025
12,993,01213.0m shares reported held*
$557.2mreported value*
12 new 25 added 25 reduced 5 sold out net bought ≈ $4.4m (+103.6k 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 ($983.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.89.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 49Q4 22: 49Q1 23: 52Q2 23: 55Q3 23: 54Q4 23: 56Q1 24: 57Q2 24: 59Q3 24: 63Q4 24: 66Q1 25: 65Q2 25: 69Q3 25: 71Q4 25: 75Q1 26: 8181Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202249
Q4 202249
Q1 202352
Q2 202355
Q3 202354
Q4 202356
Q1 202457
Q2 202459
Q3 202463
Q4 202466
Q1 202565
Q2 202569
Q3 202571
Q4 202575
Q1 202681

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 34 bought or addedQ2 24: 21 cut or sold outQ3 24: 29 bought or addedQ3 24: 23 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 34 cut or sold outQ1 25: 31 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 39 bought or addedQ2 25: 24 cut or sold outQ3 25: 28 bought or addedQ3 25: 31 cut or sold outQ3 25Q4 25: 31 bought or addedQ4 25: 29 cut or sold outQ1 26: 37 bought or addedQ1 26: 30 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243421
Q3 20242923
Q4 20242334
Q1 20253127
Q2 20253924
Q3 20252831
Q4 20253129
Q1 20263730

Biggest buyers

MORGAN STANLEY Added +132,604+132.6k
BANK OF AMERICA CORP /DE/ Added +98,921+98.9k
MONEY CONCEPTS CAPITAL CORP New +62,533+62.5k
JONES FINANCIAL COMPANIES LLLP Added +48,732+48.7k
LPL Financial LLC Added +39,337+39.3k
RAYMOND JAMES FINANCIAL INC Added +36,740+36.7k
SIMS INVESTMENT MANAGEMENT, LLC Added +27,440+27.4k
Vestmark Advisory Solutions, Inc. New +22,937+22.9k
ELEVATION POINT WEALTH PARTNERS, LLC New +22,937+22.9k
Gilbert & Cook, Inc. Added +22,744+22.7k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -234,538-234.5k
Private Advisor Group, LLC Reduced -115,696-115.7k
B. Riley Wealth Advisors, Inc. Sold out -91,429-91.4k
VISTA INVESTMENT PARTNERS LLC Reduced -47,609-47.6k
UBS Group AG Reduced -10,648-10.6k
WELLS FARGO & COMPANY/MN Reduced -6,749-6.7k
STIFEL FINANCIAL CORP Reduced -5,074-5.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -4,517-4.5k
FLAGSHIP HARBOR ADVISORS, LLC Reduced -2,737-2.7k
Financially in Tune, LLC Reduced -2,100-2.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.14% of their portfolio Toronto, A6 3,899,0953.9m $167.2m $167.2m 0.14% Reduced -234.5k -234,538
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,238,4442.2m $96.0m $96.0m 0.01% Added +98.9k +98,921
3 Private Advisor Group, LLC 0.15% of their portfolio MORRISTOWN, NJ 750,036750.0k $32.2m $32.2m 0.15% Reduced -115.7k -115,696
4 Gilbert & Cook, Inc. 3.86% of their portfolio WEST DES MOINES, IA 696,637696.6k $29.9m $29.9m 3.86% Added +22.7k +22,744
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 695,844695.8k $29.8m $29.8m 0.01% Reduced -717 -717
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 527,671527.7k $22.6m $22.6m 0.01% Added +39.3k +39,337
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 483,804483.8k $20.8m $20.8m 0.00% Added +132.6k +132,604
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 434,957435.0k $18.7m $18.7m 0.00% Reduced -6.7k -6,749
9 Pinnacle Financial Partners, Inc. 0.14% of their portfolio ATLANTA, GA 424,936424.9k $18.2m $18.2m 0.14% Added +4.0k +3,952
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 354,780354.8k $15.2m $15.2m 0.00% Reduced -10.6k -10,648
11 SIMS INVESTMENT MANAGEMENT, LLC 5.51% of their portfolio CINCINNATI, OH 349,386349.4k $15.0m $15.0m 5.51% Added +27.4k +27,440
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 212,578212.6k $9.1m $9.1m 0.01% Added +2.9k +2,918
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 206,774206.8k $8.9m $8.9m 0.01% Added +2.0k +2,001
14 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 196,380196.4k $8.3m $8.3m 0.00% Added +48.7k +48,732
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 159,928159.9k $6.9m $6.9m 0.00% Added +2.1k +2,085
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 126,306126.3k $5.4m $5.4m 0.00% Reduced -4.5k -4,517
17 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 105,281105.3k $4.5m $4.5m 0.00% Reduced -862 -862
18 Atlas Wealth LLC 1.34% of their portfolio CINCINNATI, OH 103,926103.9k $4.5m $4.5m 1.34% Added +1.0k +1,028
19 Empire Financial Management Company, LLC 0.79% of their portfolio NEW YORK, NY 81,87681.9k $3.5m $3.5m 0.79% Added +895 +895
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 68,04868.0k $2.9m $2.9m 0.00% Added +36.7k +36,740
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 62,95963.0k $2.7m $2.7m 0.00% Reduced -5.1k -5,074
22 MONEY CONCEPTS CAPITAL CORP 0.15% of their portfolio PALM BEACH GARDENS, FL 62,53362.5k $2.7m $2.7m 0.15% New
23 Cornell Pochily Investment Advisors, Inc. 0.73% of their portfolio ITHACA, NY 57,89957.9k $2.5m $2.5m 0.73% Added +4.5k +4,456
24 VISTA INVESTMENT PARTNERS LLC 0.62% of their portfolio Oklahoma City, OK 54,86254.9k $2.4m $2.4m 0.62% Reduced -47.6k -47,609
25 Simplicity Wealth,LLC 0.13% of their portfolio SUMMIT, NJ 51,74751.7k $2.2m $2.2m 0.13% Added +12.2k +12,173
26 American Institute for Advanced Investment Management, LLP 1.30% of their portfolio Scottsdale, AZ 46,90446.9k $2.0m $2.0m 1.30% Added +3.0k +2,967
27 Evensky & Katz LLC 0.10% of their portfolio CORAL GABLES, FL 42,82942.8k $1.8m $1.8m 0.10% Reduced -1.0k -1,000
28 Newman Dignan & Sheerar, Inc. 0.31% of their portfolio PROVIDENCE, RI 34,36134.4k $1.5m $1.5m 0.31% Reduced -505 -505
29 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 33,80933.8k $1.5m $1.5m 0.00% Reduced -519 -519
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 32,25432.3k $1.4m $1.4m 0.00% Added +252 +252
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 32,00132.0k $1.4m $1.4m 0.00% Reduced -1.9k -1,862
32 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 27,21727.2k $1.2m $1.2m 0.00% Added +11.8k +11,825
33 Midwest Heritage Bank, FSB 0.33% of their portfolio WEST DES MOINES, IA 24,29324.3k $1.0m $1.0m 0.33% Reduced -23 -23
34 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 22,93722.9k $983.8k $983.8k 0.01% New
35 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% of their portfolio DENVER, CO 22,93722.9k $983.8k $983.8k 0.02% New
36 Advisor Resource Council 0.36% of their portfolio DALLAS, TX 21,11621.1k $905.7k $905.7k 0.36% Added +9.0k +9,000
37 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 19,59219.6k $840.3k $840.3k 0.03% Added +2.0k +2,047
38 FLAGSHIP HARBOR ADVISORS, LLC 0.04% of their portfolio BOSTON, MA 19,18419.2k $822.8k $822.8k 0.04% Reduced -2.7k -2,737
39 Fifth Third Securities, Inc. 0.05% of their portfolio Cincinnati, OH 19,08919.1k $818.7k $818.7k 0.05% New
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,43018.4k $790.6k $790.6k 0.00% Reduced -124 -124
41 JNBA Financial Advisors 0.06% of their portfolio BLOOMINGTON, MN 17,98418.0k $771.3k $771.3k 0.06% Reduced -662 -662
42 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,46315.5k $663.2k $663.2k 0.00% Reduced -296 -296
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,83211.8k $511.7k $511.7k 0.00% Added +265 +265
44 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,06511.1k $475.0k $475.0k 0.00% Reduced -280 -280
45 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 10,76910.8k $461.9k $461.9k 0.01% Added +135 +135
46 Park Place Capital Corp 0.08% of their portfolio Homewood, AL 9,5899.6k $411.3k $411.3k 0.08% Unchanged
47 Magnus Financial Group LLC 0.03% of their portfolio NEW YORK, NY 9,4719.5k $406.2k $406.2k 0.03% Unchanged
48 IAMS WEALTH MANAGEMENT, LLC 0.13% of their portfolio OMAHA, NE 8,9248.9k $382.8k $382.8k 0.13% New
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,1308.1k $348.7k $348.7k 0.00% New
50 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,9648.0k $341.6k $341.6k 0.00% New
51 Birchwood Financial Partners, Inc. 0.32% of their portfolio BLOOMINGTON, MN 7,8297.8k $335.8k $335.8k 0.32% Unchanged
52 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 7,6637.7k $328.7k $328.7k 0.00% Unchanged
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,4457.4k $319.3k $319.3k 0.00% New
54 Sun Financial Inc 0.17% of their portfolio MIDVALE, UT 7,4367.4k $343.5k $343.5k 0.17% Reduced -82 -82
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,8066.8k $291.9k $291.9k 0.00% Reduced -655 -655
56 SigFig Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,6396.6k $284.7k $284.7k 0.01% Reduced -94 -94
57 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,3756.4k $273.4k $273.4k 0.00% Added +889 +889
58 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,1276.1k $262.8k $262.8k 0.03% New
59 ENZI WEALTH 0.08% of their portfolio AUSTIN, TX 5,1605.2k $221.3k $221.3k 0.08% Unchanged
60 Financially in Tune, LLC 0.18% of their portfolio STONEHAM, MA 4,9595.0k $212.7k $212.7k 0.18% Reduced -2.1k -2,100
61 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,4832.5k $106.5k $106.5k 0.00% Unchanged
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,1432.1k $89.8k $89.8k 0.00% Added +2.1k +2,142
63 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 1,7001.7k $73.3k $73.3k 0.01% Unchanged
64 Pinnacle Bancorp, Inc. 0.02% of their portfolio BEATRICE, NE 1,3621.4k $58.4k $58.4k 0.02% Unchanged
65 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2701.3k $54.5k $54.5k 0.00% Added +320 +320
66 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,1671.2k $50.1k $50.1k 0.00% Unchanged
67 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,0501.1k $45.0k $45.0k 0.00% New
68 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 808808 $34.7k $34.7k 0.00% Unchanged
69 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 758758 $32.5k $32.5k 0.00% Unchanged
70 Marshall & Sterling Wealth Advisors Inc. 0.01% of their portfolio POUGHKEEPSIE, NY 456456 $19.5k $19.5k 0.01% Unchanged
71 Triumph Capital Management 0.00% of their portfolio DENVER, CO 426426 $18.3k $18.3k 0.00% Unchanged
72 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 410410 $17.7k $17.7k 0.00% New
73 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 315315 $13.5k $13.5k 0.00% Reduced -579 -579
74 Millstone Evans Group, LLC 0.01% of their portfolio BOULDER, CO 299299 $12.8k $12.8k 0.01% Unchanged
75 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 263263 $11.3k $11.3k 0.00% First filing
76 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 261261 $11.2k $11.2k 0.00% Unchanged
77 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 230230 $9.9k $9.9k 0.00% New
78 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 200200 $8.6k $8.6k 0.00% Unchanged
79 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 9797 $4.0k $4.0k 0.00% Unchanged
80 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 9292 $3.9k $3.9k 0.00% Unchanged
81 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 5656 $2.4k $2.4k 0.00% Reduced -13 -13