Vault-13

JOHN HANCOCK EXCHANGE TRADED JHMD

MULTI INTL ETF · ETP · CUSIP 47804J859

63 institutional holders -3 vs Q4 2023
19,157,62619.2m shares reported held*
$660.3mreported value*
5 new 31 added 16 reduced 8 sold out net bought ≈ $79.8m (+2.3m 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 ≈ $34.47.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 39Q4 22: 45Q1 23: 47Q2 23: 53Q3 23: 58Q4 23: 66Q1 24: 6363Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202239
Q4 202245
Q1 202347
Q2 202353
Q3 202358
Q4 202366
Q1 202463

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 22 bought or addedQ4 22: 19 cut or sold outQ4 22Q1 23: 29 bought or addedQ1 23: 15 cut or sold outQ1 23Q2 23: 25 bought or addedQ2 23: 20 cut or sold outQ2 23Q3 23: 31 bought or addedQ3 23: 25 cut or sold outQ3 23Q4 23: 30 bought or addedQ4 23: 23 cut or sold outQ4 23Q1 24: 36 bought or addedQ1 24: 24 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222219
Q1 20232915
Q2 20232520
Q3 20233125
Q4 20233023
Q1 20243624

Biggest buyers

Thrivent Financial for Lutherans Added +700,904+700.9k
ENVESTNET ASSET MANAGEMENT INC Added +459,578+459.6k
Private Advisor Group, LLC Added +446,541+446.5k
MORGAN STANLEY Added +379,054+379.1k
LPL Financial LLC Added +311,953+312.0k
UBS Group AG Added +125,383+125.4k
FLOW TRADERS U.S. LLC New +71,226+71.2k
BANK OF AMERICA CORP /DE/ Added +59,011+59.0k
AMERIPRISE FINANCIAL INC Added +42,839+42.8k
Merit Financial Group, LLC Added +35,558+35.6k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -214,779-214.8k
JANE STREET GROUP, LLC Sold out -75,526-75.5k
FLAGSHIP HARBOR ADVISORS, LLC Sold out -74,678-74.7k
OSAIC HOLDINGS, INC. Reduced -67,641-67.6k
ROYAL BANK OF CANADA Reduced -14,266-14.3k
Evensky & Katz LLC Reduced -12,996-13.0k
Raymond James Financial Services Advisors, Inc. Reduced -12,089-12.1k
Granite Bay Wealth Management, LLC Sold out -11,844-11.8k
D.A. DAVIDSON & CO. Reduced -8,029-8.0k
KESTRA PRIVATE WEALTH SERVICES, LLC Sold out -7,909-7.9k

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.30% of their portfolio Toronto, A6 9,521,9819.5m $328.0m $328.0m 0.30% Reduced -214.8k -214,779
2 Thrivent Financial for Lutherans 0.11% of their portfolio Minneapolis, MN 1,631,6921.6m $56.3m $56.3m 0.11% Added +700.9k +700,904
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,193,1781.2m $41.2m $41.2m 0.00% Added +379.1k +379,054
4 Evensky & Katz LLC 2.44% of their portfolio CORAL GABLES, FL 1,000,2981.0m $34.5m $34.5m 2.44% Reduced -13.0k -12,996
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 753,999754.0k $26.0m $26.0m 0.01% Added +312.0k +311,953
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 572,269572.3k $19.8m $19.8m 0.01% Added +459.6k +459,578
7 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 543,306543.3k $18.8m $18.8m 0.03% Reduced -12.1k -12,089
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 535,866535.9k $18.5m $18.5m 0.00% Added +59.0k +59,011
9 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 463,471463.5k $16.0m $16.0m 0.12% Added +446.5k +446,541
10 Merit Financial Group, LLC 0.37% of their portfolio ALPHARETTA, GA 453,682453.7k $15.4m $15.4m 0.37% Added +35.6k +35,558
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 340,229340.2k $11.7m $11.7m 0.00% Added +25.5k +25,463
12 Magnus Financial Group LLC 1.20% of their portfolio NEW YORK, NY 293,005293.0k $10.1m $10.1m 1.20% Added +2.9k +2,923
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 226,971227.0k $7.8m $7.8m 0.00% Added +125.4k +125,383
14 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 193,800193.8k $6.7m $6.7m 0.07% Reduced -7.3k -7,298
15 Orion Portfolio Solutions, LLC 0.07% of their portfolio Omaha, NE 193,800193.8k $6.7m $6.7m 0.07% Reduced -7.3k -7,298
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 182,244182.2k $6.3m $6.3m 0.01% Added +30.1k +30,114
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 126,794126.8k $4.4m $4.4m 0.00% Reduced -14.3k -14,266
18 LEVEL FOUR ADVISORY SERVICES, LLC 0.16% of their portfolio DALLAS, TX 87,02787.0k $2.8m $2.8m 0.16% Unchanged
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 76,78776.8k $2.7m $2.7m 0.00% Added +16.3k +16,283
20 FLOW TRADERS U.S. LLC 0.13% of their portfolio NEW YORK, NY 71,22671.2k $2.5m $2.5m 0.13% New
21 Cooper Financial Group 0.39% of their portfolio IRVINE, CA 68,60768.6k $2.4m $2.4m 0.39% Added +19.5k +19,509
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 63,38263.4k $2.2m $2.2m 0.00% Added +19.5k +19,544
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 62,43562.4k $2.2m $2.2m 0.00% Added +42.8k +42,839
24 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 55,76955.8k $1.9m $1.9m 0.02% Reduced -8.0k -8,029
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 45,08045.1k $1.6m $1.6m 0.00% Added +17.4k +17,433
26 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 41,34741.3k $1.4m $1.4m 0.02% Added +10.8k +10,799
27 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 38,99439.0k $1.3m $1.3m 0.00% Reduced -1.2k -1,178
28 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 35,18435.2k $1.2m $1.2m 0.03% Added +27.7k +27,736
29 Institute for Wealth Management, LLC. 0.10% of their portfolio DENVER, CO 22,08722.1k $762.7k $762.7k 0.10% Reduced -224 -224
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,46621.5k $741.2k $741.2k 0.00% Reduced -67 -67
31 DAYMARK WEALTH PARTNERS, LLC 0.04% of their portfolio CINCINNATI, OH 19,01119.0k $656.4k $656.4k 0.04% Reduced -5.1k -5,061
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,32116.3k $563.5k $563.5k 0.00% Reduced -67.6k -67,641
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,08016.1k $555.0k $555.0k 0.00% Added +3.2k +3,158
34 Capital Advisors, Ltd. LLC 0.07% of their portfolio SHAKER HEIGHTS, OH 14,98515.0k $517.0k $517.0k 0.07% Added +465 +465
35 Northwest Financial Advisors 0.57% of their portfolio HERNDON, VA 14,97615.0k $517.1k $517.1k 0.57% Added +6.3k +6,288
36 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 14,94914.9k $516.2k $516.2k 0.01% Added +212 +212
37 SigFig Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 14,02214.0k $484.2k $484.2k 0.02% Added +1.9k +1,890
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,94313.9k $481.5k $481.5k 0.00% Added +3.5k +3,527
39 TNF LLC 0.18% of their portfolio BILLINGS, MT 13,44913.4k $451.3k $451.3k 0.18% Added +1.7k +1,708
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,27113.3k $458.2k $458.2k 0.00% Added +10.2k +10,246
41 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,09512.1k $417.6k $417.6k 0.00% Unchanged
42 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 11,79811.8k $407.4k $407.4k 0.01% Added +35 +35
43 PARSONS CAPITAL MANAGEMENT INC/RI 0.03% of their portfolio PROVIDENCE, RI 11,60311.6k $400.7k $400.7k 0.03% Reduced -892 -892
44 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 9,2639.3k $319.9k $319.9k 0.02% Reduced -248 -248
45 Moloney Securities Asset Management, LLC 0.05% of their portfolio MANCHESTER, MO 9,1009.1k $314.2k $314.2k 0.05% Added +680 +680
46 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,8996.9k $238.2k $238.2k 0.01% Reduced -1.7k -1,720
47 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 5,9355.9k $204.9k $204.9k 0.00% New
48 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 5,9015.9k $203.8k $203.8k 0.00% New
49 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4,4344.4k $153.1k $153.1k 0.00% Added +4.2k +4,209
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,9704.0k $137.1k $137.1k 0.00% Reduced -4.2k -4,166
51 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,2632.3k $78.1k $78.1k 0.00% New
52 FMR LLC 0.00% of their portfolio BOSTON, MA 1,9532.0k $67.4k $67.4k 0.00% Added +300 +300
53 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,5691.6k $54.2k $54.2k 0.00% Unchanged
54 CHILTON CAPITAL MANAGEMENT LLC 0.00% of their portfolio HOUSTON, TX 1,5601.6k $53.9k $53.9k 0.00% Unchanged
55 Stephens Consulting, LLC 0.01% of their portfolio FLINT, MI 581581 $20.1k $20.1k 0.01% New
56 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 536536 $18.5k $18.5k 0.01% Unchanged
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 494494 $17.1k $17.1k 0.00% Added +5 +5
58 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 280280 $9.7k $9.7k 0.00% Unchanged
59 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 142142 $4.9k $4.9k 0.00% Unchanged
60 BALDWIN WEALTH PARTNERS LLC/MA 0.00% of their portfolio Marion, MA 136136 $4.7k $4.7k 0.00% Unchanged
61 WETZEL INVESTMENT ADVISORS, INC. 0.00% of their portfolio INDIANAPOLIS, IN 101101 $3.3k $3.3k 0.00% Unchanged
62 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3030 $1.0k $1.0k 0.00% Unchanged
63 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged