DaveManuel.com · Institutional Ownership · Who Owns It
JOHN HANCOCK EXCHANGE TRADED (JHMD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
95
Reporting holders
$545.9M
Reported value
0.0%
Calls
0.0%
Puts
+10
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $74.2M | 1,670,470 | 0.00% | 33q | +24.0%+$14.3M |
| LPL Financial LLC | $68.8M | 1,550,235 | 0.02% | 31q | +28.1%+$15.1M |
| RAYMOND JAMES FINANCIAL INC | $53.0M | 1,192,976 | 0.01% | 7q | +6.7%+$3.3M |
| WELLS FARGO & COMPANY/MN | $42.5M | 957,401 | 0.01% | 23q | +5.5%+$2.2M |
| JONES FINANCIAL COMPANIES LLLP | $42.2M | 955,944 | 0.02% | 10q | +16.9%+$6.1M |
| Evensky & Katz LLC | $33.5M | 753,584 | 1.73% | 31q | -5.1%-$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | $25.0M | 563,783 | 0.01% | 28q | HELD |
| BANK OF AMERICA CORP /DE/ | $24.1M | 542,152 | 0.00% | 31q | -19.5%-$5.8M |
| Spectrum Wealth Advisory Group, LLC | $19.0M | 426,864 | 5.40% | 4q | +52.5%+$6.5M |
| Simplicity Wealth,LLC | $16.1M | 361,672 | 0.54% | 6q | +14.2%+$2.0M |
| AMERIPRISE FINANCIAL INC | $15.4M | 346,923 | 0.00% | 21q | +11.6%+$1.6M |
| Magnus Financial Group LLC | $14.9M | 335,278 | 1.05% | 15q | +1.7%+$249.9K |
| Thrivent Financial for Lutherans | $11.1M | 250,308 | 0.02% | 5q | +3.4%+$368.2K |
| ROYAL BANK OF CANADA | $9.3M | 208,409 | 0.00% | 31q | +4.0%+$359.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.1M | 204,808 | 0.01% | 31q | +32.8%+$2.2M |
| MCF Advisors LLC | $7.7M | 174,250 | 0.28% | new | NEW |
| Cetera Investment Advisers | $5.7M | 127,351 | 0.01% | 11q | +62.2%+$2.2M |
| CoreCap Advisors, LLC | $5.4M | 122,644 | 0.16% | 7q | +4.0%+$211.3K |
| FFG RETIREMENT ADVISORS LLC | $5.3M | 119,272 | 2.80% | 9q | +70.1%+$2.2M |
| Merit Financial Group, LLC | $4.7M | 105,262 | 0.03% | 15q | -2.6%-$123.0K |
| Orion Porfolio Solutions, LLC | $4.4M | 99,405 | 0.03% | 31q | -1.7%-$76.6K |
| Cambridge Investment Research Advisors, Inc. | $3.8M | 86,138 | 0.00% | 31q | +2.5%+$93.3K |
| Cooper Financial Group | $3.5M | 79,529 | 0.29% | 17q | +7.9%+$259.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 79,523 | 0.00% | 2q | -2.8%-$100.0K |
| CITIGROUP INC | $3.5M | 78,589 | 0.00% | new | NEW |
| IAMS WEALTH MANAGEMENT, LLC | $2.9M | 65,413 | 0.87% | 3q | +12.0%+$311.9K |
| NATIXIS ADVISORS, LLC | $2.3M | 52,162 | 0.00% | 3q | +32.7%+$571.3K |
| Sanctuary Advisors, LLC | $2.3M | 51,398 | 0.01% | 3q | +138.2%+$1.3M |
| D.A. DAVIDSON & CO. | $2.1M | 47,049 | 0.01% | 15q | +2.0%+$40.4K |
| Kestra Advisory Services, LLC | $2.1M | 46,679 | 0.01% | 4q | +6.6%+$128.6K |
| Integrated Wealth Concepts LLC | $1.7M | 39,196 | 0.01% | 12q | +27.3%+$373.0K |
| CITADEL ADVISORS LLC | $1.7M | 38,520 | 0.00% | 2q | -46.9%-$1.5M |
| Providence First Trust Co | $1.7M | 37,591 | 0.47% | new | NEW |
| Advisory Services Network, LLC | $1.7M | 37,196 | 0.02% | 4q | -0.7%-$11.4K |
| Beacon Pointe Advisors, LLC | $1.2M | 27,285 | 0.01% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $1.1M | 24,007 | 0.01% | 5q | +9.5%+$92.9K |
| Keystone Financial Group | $902.3K | 20,317 | 0.05% | 2q | -1.2%-$11.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $898.7K | 20,236 | 0.00% | 29q | -7.9%-$76.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $892.0K | 19,959 | 0.00% | 12q | -63.0%-$1.5M |
| OSAIC HOLDINGS, INC. | $840.7K | 18,927 | 0.00% | 26q | -67.2%-$1.7M |
| SigFig Wealth Management, LLC | $839.2K | 18,933 | 0.02% | 17q | HELD |
| UBS Group AG | $830.4K | 18,698 | 0.00% | 31q | -64.5%-$1.5M |
| Advisory Solutions Group, LLC | $823.7K | 18,548 | 0.28% | new | FIRST |
| Stratos Wealth Partners, LTD. | $765.0K | 17,225 | 0.01% | 11q | +2.8%+$21.1K |
| Cornerstone Wealth Management, LLC | $753.2K | 16,960 | 0.03% | 3q | -2.9%-$22.2K |
| Capital Advisors, Ltd. LLC | $753.0K | 16,960 | 0.08% | 31q | HELD |
| Rockefeller Capital Management L.P. | $719.4K | 16,198 | 0.00% | 4q | +690.1%+$628.3K |
| Private Advisor Group, LLC | $697.4K | 15,703 | 0.00% | 13q | -13.8%-$111.3K |
| LexAurum Advisors, LLC | $684.0K | 15,402 | 0.08% | 3q | HELD |
| FLOW TRADERS U.S. LLC | $549.0K | 12,356 | 0.02% | 2q | -51.2%-$576.7K |
| DAYMARK WEALTH PARTNERS, LLC | $544.4K | 12,258 | 0.01% | 14q | -4.6%-$26.0K |
| Northwest Financial Advisors | $532.6K | 11,993 | 0.07% | 11q | -60.1%-$800.9K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $467.0K | 10,516 | 0.02% | 31q | HELD |
| JPMORGAN CHASE & CO | $458.1K | 10,334 | 0.00% | 12q | -15.6%-$84.5K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $455.6K | 10,258 | 0.01% | 13q | -1.4%-$6.4K |
| BFC Planning, Inc. | $453.1K | 10,202 | 0.02% | 3q | HELD |
| World Investment Advisors | $418.4K | 9,874 | 0.01% | 2q | HELD |
| Arkadios Wealth Advisors | $399.7K | 9,000 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $397.2K | 8,944 | 0.00% | 11q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $374.9K | 8,441 | 0.00% | 5q | +49.1%+$123.5K |
| CLG LLC | $361.6K | 8,142 | 0.08% | 2q | +43.0%+$108.8K |
| Balboa Wealth Partners | $313.7K | 7,064 | 0.04% | 5q | HELD |
| FIFTH THIRD BANCORP | $308.7K | 6,951 | 0.00% | 2q | +0.6%+$2.0K |
| FMR LLC | $267.4K | 6,020 | 0.00% | 15q | -2.8%-$7.8K |
| Sun Financial Inc | $263.2K | 5,667 | 0.12% | 3q | HELD |
| MONECO ADVISORS, LLC | $256.2K | 5,769 | 0.02% | 4q | HELD |
| Triton Financial Group Inc | $241.5K | 5,438 | 0.14% | 5q | -50.0%-$241.5K |
| HighTower Advisors, LLC | $234.4K | 5,279 | 0.00% | 13q | +1.5%+$3.4K |
| J.W. COLE ADVISORS, INC. | $222.5K | 5,010 | 0.00% | new | NEW |
| IHT Wealth Management, LLC | $220.5K | 4,964 | 0.00% | 25q | -8.5%-$20.4K |
| MML INVESTORS SERVICES, LLC | $209.6K | 4,721 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $204.4K | 4,603 | 0.00% | new | NEW |
| Strategic Blueprint, LLC | $204.4K | 4,603 | 0.01% | new | NEW |
| Rialto Wealth Management, LLC | $113.3K | 2,552 | 0.02% | 7q | HELD |
| Brooklyn FI, LLC | $112.3K | 2,508 | 0.02% | new | NEW |
| BANK OF MONTREAL /CAN/ | $74.2K | 1,670 | 0.00% | new | NEW |
| US BANCORP \DE\ | $66.6K | 1,499 | 0.00% | 3q | -12.4%-$9.4K |
| HARBOUR INVESTMENTS, INC. | $61.2K | 1,378 | 0.00% | 2q | HELD |
| Allworth Financial LP | $54.1K | 1,218 | 0.00% | 4q | +24.2%+$10.5K |
| ASSETMARK, INC | $51.5K | 1,160 | 0.00% | 5q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $48.6K | 1,095 | 0.00% | 2q | -48.1%-$45.0K |
| IFP Advisors, Inc | $29.8K | 670 | 0.00% | 13q | +1.7% |
| IFG Advisory, LLC | $27.0K | 607 | 0.00% | new | NEW |
| Tidemark, LLC | $23.8K | 536 | 0.01% | 11q | HELD |
| Birchwood Financial Partners, Inc. | $23.5K | 530 | 0.02% | 3q | HELD |
| CHILTON CAPITAL MANAGEMENT LLC | $22.6K | 510 | 0.00% | 14q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.7K | 332 | 0.00% | 19q | HELD |
| AE Wealth Management LLC | $10.3K | 232 | 0.00% | 4q | -23.2%-$3.1K |
| Anchor Investment Management, LLC | $9.1K | 206 | 0.00% | new | NEW |
| GABLES CAPITAL MANAGEMENT INC. | $6.9K | 156 | 0.00% | new | NEW |
| Mosley Wealth Management | $5.5K | 124 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $3.1K | 70 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $2.8K | 62 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.3K | 30 | 0.00% | 14q | HELD |
| Strategic Wealth Partners, Ltd. | $1.0K | 23 | 0.00% | 5q | 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 | 27 | $116.8M | 2,633,652 | 4 | 6 | 9 | 0.0% |
| Q2 2026 | 95 | $545.9M | 12,298,907 | 16 | 32 | 25 | 0.0% |
| Q1 2026 | 85 | $782.7M | 18,500,340 | 9 | 31 | 23 | 0.0% |
| Q4 2025 | 82 | $757.1M | 18,228,651 | 11 | 30 | 20 | 0.0% |
| Q3 2025 | 77 | $698.9M | 17,483,412 | 11 | 27 | 19 | 0.0% |
| Q2 2025 | 71 | $630.2M | 16,468,716 | 12 | 26 | 22 | 0.0% |
| Q1 2025 | 61 | $593.5M | 16,995,680 | 5 | 18 | 25 | 0.0% |
| Q4 2024 | 60 | $570.2M | 17,779,516 | 4 | 21 | 19 | 0.0% |
| Q3 2024 | 63 | $630.3M | 17,825,908 | 4 | 22 | 25 | 0.0% |
| Q2 2024 | 61 | $609.2M | 18,267,657 | 4 | 25 | 17 | 0.0% |
| Q1 2024 | 62 | $660.3M | 19,157,626 | 5 | 30 | 15 | 0.0% |
| Q4 2023 | 65 | $549.2M | 16,847,962 | 6 | 21 | 21 | 0.0% |
| Q3 2023 | 57 | $460.1M | 15,383,981 | 9 | 21 | 19 | 0.0% |
| Q2 2023 | 52 | $484.2M | 15,570,714 | 7 | 18 | 18 | 0.0% |
| Q1 2023 | 46 | $445.5M | 14,486,163 | 5 | 23 | 12 | 0.0% |
| Q4 2022 | 44 | $404.8M | 14,339,400 | 8 | 14 | 17 | 0.0% |
| Q3 2022 | 37 | $93.8M | 3,893,763 | 2 | 13 | 14 | 0.0% |
| Q2 2022 | 40 | $141.2M | 5,225,795 | 4 | 11 | 16 | 0.0% |
| Q1 2022 | 41 | $153.5M | 4,846,302 | 4 | 18 | 6 | 0.0% |
| Q4 2021 | 39 | $472.3M | 14,017,741 | 5 | 11 | 10 | 0.0% |
| Q3 2021 | 32 | $238.1M | 7,138,491 | 0 | 11 | 12 | 0.0% |
| Q2 2021 | 34 | $452.7M | 13,417,973 | 5 | 10 | 12 | 0.0% |
| Q1 2021 | 31 | $461.7M | 14,227,632 | 3 | 7 | 16 | 0.0% |
| Q4 2020 | 32 | $468.1M | 15,050,072 | 4 | 7 | 12 | 0.0% |
| Q3 2020 | 30 | $431.0M | 15,870,376 | 2 | 11 | 13 | 0.0% |
| Q2 2020 | 33 | $427.3M | 16,466,689 | 7 | 7 | 16 | 0.0% |
| Q1 2020 | 29 | $392.8M | 17,304,038 | 4 | 10 | 12 | 0.0% |
| Q4 2019 | 34 | $496.7M | 16,779,441 | 3 | 9 | 15 | 0.0% |
| Q3 2019 | 30 | $481.4M | 17,327,829 | 4 | 11 | 10 | 0.0% |
| Q2 2019 | 26 | $486.1M | 17,207,276 | 1 | 11 | 8 | 0.0% |
| Q1 2019 | 27 | $475.9M | 16,947,309 | 3 | 14 | 5 | 0.0% |
| Q4 2018 | 28 | $422.4M | 16,551,555 | 1 | 1 | 0 | 0.0% |