JHML · John Hancock Multifactor Large Cap ETF ETF

$90.98 -0.22 (-0.24%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 25

Total Value: $245,287,422

Total Shares: 3,129,864

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 25 13F filers · Δ vs Jun 30, 2025

Top Holder

43.0%

+27.2 pts

Top 5

87.6%

+34.1 pts

Top 10

95.4%

+21.5 pts

HHI

2,396

Moderately concentrated+1,647

Quarterly Activity

vs Jun 30, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -79

Institutional value: -67.8%

Shares held: -69.8%

Top Buyers

vs Jun 30, 2025

Institution	Added	Now Holds
Large Cetera Investment Advisers	+211,375	228,389
Mega RAYMOND JAMES FINANCIAL INC	+77,847	438,614
Mega AMERIPRISE FINANCIAL INC	+17,653	1,345,185
Mega JPMORGAN CHASE & CO	+4,698	13,025
Mega CITADEL ADVISORS LLC	+3,174	7,355

Top Sellers

vs Jun 30, 2025

Institution	Sold	Now Holds
Mega MORGAN STANLEY	−26,458	442,615
Large MERCER GLOBAL ADVISORS INC /ADV	−8,900	43,363
Mega BANK OF AMERICA CORP /DE/	−8,246	286,823
Large Rockefeller Capital Management L.P.	−1,682	33,163
Small Schneider Downs Wealth Management Advisors, LP	−876	64,106

Top New Positions

vs Jun 30, 2025

Institution	Acquired	Value (USD)
Mid ELEVATION POINT WEALTH PARTNERS, LLC	65,808	$5,157,372
Large OSAIC HOLDINGS, INC.	31,053	$2,433,622
Micro Hershey Financial Advisers, LLC	21,574	$1,690,754
Mega GOLDMAN SACHS GROUP INC	10,742	$841,850
Mid Advisory Services Network, LLC	336	$26,332

Top Sold-Out Positions

vs Jun 30, 2025

Institution	Previously Held	Last Value (USD)
Mid GRIMES & Co WEALTH MANAGEMENT, LLC	1,636,251	$120,023,919
Mega LPL Financial LLC	1,049,430	$76,978,838
Mega WELLS FARGO & COMPANY/MN	916,343	$67,216,507
Mega ENVESTNET ASSET MANAGEMENT INC	614,363	$45,065,369
Micro Sanchez Wealth Management Group	495,107	$36,317,583

Filter: New 5 Increased 10 Reduced 8 Sold out 84 Unchanged 2

Showing 25 of 25

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

AMERIPRISE FINANCIAL INC JHML

$105,422,147

42.98%

1,345,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC joint	1,345,185	$105,422,147	100.0%	Defined

MORGAN STANLEY JHML

$34,687,736

14.14%

442,615

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	442,520	$34,680,291	100.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	95	$7,445	0.0%	Defined

RAYMOND JAMES FINANCIAL INC JHML

$34,374,177

14.01%

438,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	11,305	$885,972	2.6%	Defined
Raymond James Financial Services Advisors, Inc.	420,994	$32,993,299	96.0%	Defined
RAYMOND JAMES TRUST N.A.	6,315	$494,906	1.4%	Defined

BANK OF AMERICA CORP /DE/ JHML

$22,478,317

9.16%

286,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	4,812	$377,116	1.7%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	237,223	$18,591,166	82.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	44,788	$3,510,035	15.6%	Defined

Cetera Investment Advisers JHML

$17,898,845

7.30%

228,389

ELEVATION POINT WEALTH PARTNERS, LLC JHML

$5,157,372

2.10%

65,808

Schneider Downs Wealth Management Advisors, LP JHML

$5,023,987

2.05%

64,106

MERCER GLOBAL ADVISORS INC /ADV JHML

$3,398,358

1.39%

43,363

FCA CORP /TX JHML

$3,034,643

1.24%

38,722

Rockefeller Capital Management L.P. JHML

$2,598,984

1.06%

33,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	33,163	$2,598,984	100.0%	Defined

OSAIC HOLDINGS, INC. JHML

$2,433,622

0.99%

31,053

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	17,947	$1,406,506	57.8%	Defined
OSAIC INSTITUTIONS, INC.	6,234	$488,558	20.1%	Defined
CW Advisors, LLC	6,872	$538,558	22.1%	Sole

Hershey Financial Advisers, LLC JHML

$1,690,754

0.69%

21,574

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	21,574	$1,690,754	100.0%	Sole

JPMORGAN CHASE & CO JHML

$1,020,767

0.42%

13,025

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	6,624	$519,122	50.9%	Defined
55I, LLC	6,401	$501,645	49.1%	Other

Equitable Holdings, Inc. JHML

$949,217

0.39%

12,112

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	12,112	$949,217	100.0%	Defined

GOLDMAN SACHS GROUP INC JHML

$841,850

0.34%

10,742

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	10,742	$841,850	100.0%	Defined

Mariner, LLC JHML

$747,728

0.30%

9,541

NewEdge Advisors, LLC JHML

$607,132

0.25%

7,747

ROYAL BANK OF CANADA JHML

$586,442

0.24%

7,483

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	6,483	$508,072	86.6%	Defined
CITY NATIONAL ROCHDALE, LLC	1,000	$78,370	13.4%	Defined

CITADEL ADVISORS LLC JHML

$576,411

0.23%

7,355

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	7,355	$576,411	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP JHML

$443,182

0.18%

5,655

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	5,655	$443,182	100.0%	Other

IHT Wealth Management, LLC JHML

$431,583

0.18%

5,507

VestGen Advisors, LLC JHML

$373,511

0.15%

4,766

KESTRA PRIVATE WEALTH SERVICES, LLC JHML

$262,147

0.11%

3,345

Tower Research Capital LLC (TRC) JHML

$222,178

0.09%

2,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,835	$222,178	100.0%	Defined

Advisory Services Network, LLC JHML

$26,332

0.01%

336