JHPI · John Hancock Preferred Income ETF ETF

$22.46 +0.01 (+0.04%) 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: 53

Total Value: $134,705,572

Total Shares: 5,965,704

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 53 13F filers · Δ vs Dec 31, 2025

Top Holder

16.9%

−0.6 pts

Top 5

52.8%

−2.6 pts

Top 10

68.4%

−5.2 pts

HHI

749

Broadly held−95

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +5

Institutional value: +33.9%

Shares held: +35.4%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega LPL Financial LLC	+357,578	1,005,845
Large CWM, LLC	+115,090	145,307
Large JONES FINANCIAL COMPANIES LLLP	+92,383	101,258
Large OSAIC HOLDINGS, INC.	+71,906	225,590
Small Granite Bay Wealth Management, LLC	+46,328	815,457

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Large Janney Montgomery Scott LLC	−21,250	149,925
Mid Private Advisor Group, LLC	−7,818	148,584
Large ZACKS INVESTMENT MANAGEMENT	−6,569	18,116
Large Sanctuary Advisors, LLC	−3,569	146,088
Mid Farther Finance Advisors, LLC	−2,540	5,289

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Micro PTM WEALTH MANAGEMENT, LLC	500,947	$11,311,383
Small Uniting Wealth Partners, LLC	139,414	$3,147,968
Mid Mutual Advisors, LLC	126,556	$2,857,634
Micro IFS Group,LLC	36,450	$823,041
Mid HighPoint Advisor Group LLC	25,982	$586,673

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Large NewEdge Advisors, LLC	27,507	$628,177
Mid PRINCIPAL SECURITIES, INC.	22,477	$513,307
Mid J.W. COLE ADVISORS, INC.	22,429	$512,211
Large Kestra Advisory Services, LLC	2,104	$48,049
Mid Global Retirement Partners, LLC	1,048	$23,933

Filter: New 10 Increased 27 Reduced 11 Sold out 5 Unchanged 5

Showing 53 of 53

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC JHPI

$22,711,980

16.86%

1,005,845

Granite Bay Wealth Management, LLC JHPI

$18,413,019

13.67%

815,457

Eldridge Investment Advisors, Inc. JHPI

$12,183,106

9.04%

539,553

PTM WEALTH MANAGEMENT, LLC JHPI

$11,311,383

8.40%

500,947

BANK OF AMERICA CORP /DE/ JHPI

$6,543,322

4.86%

289,784

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

Manager	Shares	Value (USD)	% of position	Discretion
MANAGED ACCOUNT ADVISORS LLC	289,784	$6,543,322	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC JHPI

$5,101,725

3.79%

225,940

OSAIC HOLDINGS, INC. JHPI

$5,093,821

3.78%

225,590

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	148,570	$3,354,710	65.9%	Defined
Osaic Advisory Services, LLC	77,020	$1,739,111	34.1%	Defined

FFG RETIREMENT ADVISORS LLC JHPI

$3,837,764

2.85%

169,963

Robbins Farley JHPI

$3,587,555

2.66%

158,882

Janney Montgomery Scott LLC JHPI

$3,385,306

2.51%

149,925

Private Advisor Group, LLC JHPI

$3,355,026

2.49%

148,584

BDFS Capital LLC JHPI

$3,346,694

2.48%

148,215

Sanctuary Advisors, LLC JHPI

$3,298,667

2.45%

146,088

CWM, LLC JHPI

$3,281,032

2.44%

145,307

Burk Holdings LLC JHPI

$3,198,479

2.37%

141,651

Uniting Wealth Partners, LLC JHPI

$3,147,968

2.34%

139,414

Mutual Advisors, LLC JHPI

$2,857,634

2.12%

126,556

JONES FINANCIAL COMPANIES LLLP JHPI

$2,286,405

1.70%

101,258

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

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	101,258	$2,286,405	100.0%	Sole

1620 INVESTMENT ADVISORS, INC. JHPI

$1,467,022

1.09%

64,970

Meridian Wealth Management, LLC JHPI

$1,458,419

1.08%

64,589

&PARTNERS JHPI

$1,443,674

1.07%

63,936

ENVESTNET ASSET MANAGEMENT INC JHPI

$1,122,474

0.83%

49,711

Etesian Wealth Advisors, Inc. JHPI

$1,068,124

0.79%

47,304

JANE STREET GROUP, LLC JHPI

$1,062,050

0.79%

47,035

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

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	47,035	$1,062,050	100.0%	Defined

Rockefeller Capital Management L.P. JHPI

$884,842

0.66%

39,187

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	39,187	$884,842	100.0%	Defined

Beacon Financial Advisory LLC JHPI

$861,562

0.64%

38,156

Cetera Investment Advisers JHPI

$841,172

0.62%

37,253

IFS Group,LLC JHPI

$823,041

0.61%

36,450

HighTower Advisors, LLC JHPI

$796,419

0.59%

35,271

HighPoint Advisor Group LLC JHPI

$586,673

0.44%

25,982

Compass Ion Advisors, LLC JHPI

$523,675

0.39%

23,192

Quad-Cities Investment Group, LLC JHPI

$498,227

0.37%

22,065

NATIXIS ADVISORS, LLC JHPI

$484,657

0.36%

21,464

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

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	21,464	$484,657	100.0%	Defined

Cambridge Investment Research Advisors, Inc. JHPI

$454,399

0.34%

20,124

Indivisible Partners JHPI

$442,974

0.33%

19,618

ZACKS INVESTMENT MANAGEMENT JHPI

$409,059

0.30%

18,116

Widmann Financial Services, Inc. JHPI

$371,215

0.28%

16,440

Empire Financial Management Company, LLC JHPI

$340,867

0.25%

15,096

LAUREL OAK WEALTH MANAGEMENT, LLC JHPI

$303,068

0.22%

13,422

Stonebridge Financial Planning Group, LLC JHPI

$286,404

0.21%

12,684

Capital Advisors, Ltd. LLC JHPI

$284,485

0.21%

12,599

GENESIS PRIVATE WEALTH, LLC JHPI

$270,960

0.20%

12,000

Leading Edge Financial Planning LLC JHPI

$220,403

0.16%

9,761

Spire Wealth Management JHPI

$184,027

0.14%

8,150

Farther Finance Advisors, LLC JHPI

$119,425

0.09%

5,289

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC JHPI

$74,626

0.06%

3,305

HARBOUR INVESTMENTS, INC. JHPI

$41,095

0.03%

1,820

Allworth Financial LP JHPI

$18,605

0.01%

824

MAI Capital Management JHPI

$10,635

0.01%

471

MORGAN STANLEY JHPI

$6,796

0.01%

301

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	301	$6,796	100.0%	Defined

Sound Income Strategies, LLC JHPI

$3,116

0.00%

138

UBS Group AG JHPI

$429

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	19	$429	100.0%	Defined

ASSETMARK, INC JHPI

$67

0.00%