DaveManuel.com · Institutional Ownership · Who Owns It
JOHN HANCOCK EXCHANGE TRADED (JHEM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
44
Reporting holders
$997.9M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $867.2M | 21,548,669 | 0.68% | 31q | +13.2%+$101.0M |
| Pallas Capital Advisors LLC | $24.9M | 619,445 | 0.77% | 16q | +7.1%+$1.6M |
| LPL Financial LLC | $23.3M | 579,302 | 0.01% | 29q | +52.3%+$8.0M |
| ENVESTNET ASSET MANAGEMENT INC | $13.4M | 332,090 | 0.00% | 30q | -2.0%-$277.8K |
| CAPTRUST FINANCIAL ADVISORS | $12.7M | 316,339 | 0.02% | 13q | -1.9%-$246.3K |
| Simplicity Wealth,LLC | $6.9M | 170,527 | 0.23% | 6q | +7.5%+$480.5K |
| BANK OF AMERICA CORP /DE/ | $6.8M | 168,790 | 0.00% | 31q | -44.3%-$5.4M |
| OLD MISSION CAPITAL LLC | $4.5M | 111,542 | 0.07% | 2q | +144.5%+$2.7M |
| JANE STREET GROUP, LLC | $4.1M | 101,914 | 0.00% | 2q | +48.4%+$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 86,533 | 0.00% | 2q | +4.3%+$142.0K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 73,695 | 0.00% | 7q | +1.0%+$30.0K |
| NewEdge Wealth, LLC | $2.5M | 61,459 | 0.02% | 2q | -12.7%-$359.9K |
| CoreCap Advisors, LLC | $2.3M | 57,875 | 0.07% | 7q | -3.2%-$75.9K |
| MORGAN STANLEY | $2.3M | 57,836 | 0.00% | 24q | +21.7%+$415.5K |
| WELLS FARGO & COMPANY/MN | $1.8M | 45,025 | 0.00% | 22q | -2.7%-$49.9K |
| OSAIC HOLDINGS, INC. | $1.8M | 44,207 | 0.00% | 26q | +12.9%+$203.3K |
| Focus Partners Wealth | $1.8M | 44,168 | 0.00% | 3q | -15.0%-$313.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 38,399 | 0.00% | 28q | -2.2%-$34.3K |
| CITIGROUP INC | $1.5M | 37,593 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 33,598 | 0.00% | 26q | -2.6%-$36.2K |
| CITADEL ADVISORS LLC | $1.3M | 31,234 | 0.00% | 3q | +311.2%+$951.3K |
| Rockefeller Capital Management L.P. | $1.2M | 29,806 | 0.00% | 30q | -3.8%-$47.7K |
| Evensky & Katz LLC | $1.2M | 29,448 | 0.06% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $1.2M | 29,416 | 0.00% | 4q | +19.0%+$189.3K |
| Waterloo Capital, L.P. | $1.2M | 28,664 | 0.06% | 11q | +15.6%+$155.4K |
| JNBA Financial Advisors | $915.0K | 22,736 | 0.07% | 29q | -3.3%-$31.5K |
| SigFig Wealth Management, LLC | $754.4K | 19,028 | 0.02% | 17q | -1.9%-$14.7K |
| IFP Advisors, Inc | $740.4K | 18,397 | 0.01% | 16q | -4.6%-$35.8K |
| Envestnet Portfolio Solutions, Inc. | $497.5K | 12,362 | 0.00% | 3q | +13.1%+$57.8K |
| Orion Porfolio Solutions, LLC | $461.4K | 11,465 | 0.00% | 29q | HELD |
| Cetera Investment Advisers | $333.0K | 8,276 | 0.00% | 4q | -52.2%-$363.3K |
| Stratos Wealth Partners, LTD. | $246.1K | 6,115 | 0.00% | 3q | HELD |
| Atlas Wealth LLC | $224.7K | 5,584 | 0.03% | new | NEW |
| Capital Advisors, Ltd. LLC | $212.0K | 5,280 | 0.02% | 14q | +75.8%+$91.4K |
| ROYAL BANK OF CANADA | $88.0K | 2,180 | 0.00% | 30q | HELD |
| JPMORGAN CHASE & CO | $48.3K | 1,219 | 0.00% | 8q | -11.9%-$6.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $46.3K | 1,150 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $37.1K | 923 | 0.00% | 5q | HELD |
| Global Retirement Partners, LLC | $34.2K | 850 | 0.00% | 14q | HELD |
| FMR LLC | $26.6K | 662 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $25.2K | 626 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $20.9K | 520 | 0.00% | 11q | HELD |
| Murphy & Mullick Capital Management Corp | $20.1K | 500 | 0.01% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $10.1K | 252 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $17.8M | 449,648 | 1 | 2 | 2 | 0.0% |
| Q2 2026 | 44 | $997.9M | 24,795,699 | 2 | 15 | 15 | 0.0% |
| Q1 2026 | 46 | $763.6M | 22,289,070 | 7 | 12 | 16 | 0.0% |
| Q4 2025 | 44 | $621.1M | 18,879,870 | 5 | 12 | 14 | 0.0% |
| Q3 2025 | 43 | $629.6M | 19,891,965 | 5 | 11 | 14 | 0.0% |
| Q2 2025 | 42 | $622.9M | 21,293,614 | 5 | 14 | 13 | 0.0% |
| Q1 2025 | 37 | $589.8M | 22,062,368 | 3 | 12 | 17 | 0.0% |
| Q4 2024 | 39 | $628.9M | 24,238,378 | 4 | 8 | 15 | 0.0% |
| Q3 2024 | 36 | $687.9M | 24,018,895 | 2 | 9 | 17 | 0.0% |
| Q2 2024 | 36 | $653.5M | 24,444,225 | 3 | 14 | 12 | 0.0% |
| Q1 2024 | 35 | $671.8M | 25,924,268 | 3 | 9 | 15 | 0.0% |
| Q4 2023 | 36 | $659.2M | 25,920,847 | 3 | 14 | 14 | 0.0% |
| Q3 2023 | 35 | $631.3M | 26,597,356 | 1 | 13 | 18 | 0.0% |
| Q2 2023 | 34 | $666.7M | 26,948,859 | 3 | 12 | 15 | 0.0% |
| Q1 2023 | 35 | $698.8M | 28,842,090 | 4 | 15 | 12 | 0.0% |
| Q4 2022 | 33 | $671.4M | 28,911,302 | 2 | 13 | 11 | 0.0% |
| Q3 2022 | 31 | $59.2M | 2,722,161 | 6 | 12 | 8 | 0.0% |
| Q2 2022 | 27 | $57.4M | 2,346,629 | 4 | 5 | 11 | 0.0% |
| Q1 2022 | 30 | $68.8M | 2,491,235 | 1 | 11 | 9 | 0.0% |
| Q4 2021 | 34 | $708.7M | 24,402,680 | 4 | 13 | 8 | 0.0% |
| Q3 2021 | 26 | $508.7M | 17,184,694 | 2 | 7 | 8 | 0.0% |
| Q2 2021 | 26 | $745.6M | 23,531,565 | 3 | 12 | 5 | 0.0% |
| Q1 2021 | 23 | $725.0M | 23,686,080 | 3 | 10 | 4 | 0.0% |
| Q4 2020 | 24 | $747.1M | 25,585,076 | 2 | 11 | 4 | 0.0% |
| Q3 2020 | 22 | $673.1M | 27,405,750 | 2 | 6 | 8 | 0.0% |
| Q2 2020 | 25 | $668.7M | 29,220,063 | 7 | 7 | 9 | 0.0% |
| Q1 2020 | 20 | $634.1M | 32,040,303 | 3 | 10 | 5 | 0.0% |
| Q4 2019 | 21 | $806.5M | 30,233,315 | 2 | 7 | 6 | 0.0% |
| Q3 2019 | 18 | $780.4M | 32,105,689 | 3 | 8 | 4 | 0.0% |
| Q2 2019 | 15 | $810.7M | 31,644,387 | 6 | 4 | 4 | 0.0% |
| Q1 2019 | 11 | $797.0M | 31,200,462 | 4 | 3 | 3 | 0.0% |
| Q4 2018 | 8 | $283.0M | 12,186,702 | 1 | 0 | 0 | 0.0% |