DaveManuel.com · Institutional Ownership · Who Owns It
JOHN HANCOCK EXCHANGE TRADED (JHML)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
109
Reporting holders
$901.4M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | $135.1M | 1,515,219 | 2.92% | 26q | -2.6%-$3.7M |
| AMERIPRISE FINANCIAL INC | $119.1M | 1,335,826 | 0.02% | 31q | -1.7%-$2.1M |
| LPL Financial LLC | $88.7M | 994,624 | 0.02% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $74.4M | 834,416 | 0.01% | 31q | HELD |
| Sanchez Wealth Management Group | $46.3M | 519,367 | 8.12% | 31q | +3.1%+$1.4M |
| RAYMOND JAMES FINANCIAL INC | $44.6M | 499,785 | 0.01% | 7q | +2.6%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $42.8M | 479,583 | 0.05% | 31q | +2.4%+$992.6K |
| MORGAN STANLEY | $37.7M | 422,593 | 0.00% | 35q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $30.5M | 341,695 | 0.01% | 30q | -0.9%-$274.8K |
| Kestra Advisory Services, LLC | $26.5M | 297,061 | 0.09% | 24q | -1.0%-$260.5K |
| BANK OF AMERICA CORP /DE/ | $25.1M | 281,652 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $22.4M | 250,753 | 0.02% | 19q | -1.7%-$387.8K |
| JONES FINANCIAL COMPANIES LLLP | $18.1M | 206,700 | 0.01% | 10q | +8.5%+$1.4M |
| Simplicity Wealth,LLC | $17.4M | 195,142 | 0.59% | 6q | +15.9%+$2.4M |
| IAM Advisory, LLC | $14.3M | 160,632 | 2.79% | 20q | -0.6%-$80.0K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $14.1M | 157,809 | 0.26% | 4q | -4.3%-$626.7K |
| Vestmark Advisory Solutions, Inc. | $14.1M | 157,753 | 0.13% | 4q | -4.3%-$626.1K |
| Cooper Financial Group | $12.5M | 140,536 | 1.04% | 17q | -0.6%-$80.9K |
| ERn Financial, LLC | $12.1M | 135,558 | 2.00% | 25q | +2.0%+$234.9K |
| UBS Group AG | $8.2M | 92,408 | 0.00% | 31q | -2.2%-$186.6K |
| PMG Wealth Management, Inc. | $7.5M | 83,677 | 4.61% | 5q | +7.2%+$499.4K |
| CoreCap Advisors, LLC | $5.8M | 65,438 | 0.17% | 7q | +5.8%+$320.7K |
| Schneider Downs Wealth Management Advisors, LP | $5.8M | 64,641 | 0.54% | 31q | -1.9%-$109.9K |
| HighTower Advisors, LLC | $5.7M | 64,118 | 0.01% | 8q | +2.7%+$151.4K |
| Capital Investment Advisory Services, LLC | $5.6M | 63,299 | 0.35% | 19q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.6M | 62,769 | 0.00% | 31q | -1.1%-$59.9K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $4.0M | 44,357 | 0.18% | 31q | -2.1%-$86.1K |
| Private Advisor Group, LLC | $3.8M | 43,101 | 0.02% | 31q | +5.2%+$191.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.5M | 38,985 | 0.00% | 29q | -5.1%-$185.8K |
| FCA CORP /TX | $3.3M | 37,446 | 0.82% | 31q | +3.7%+$117.6K |
| Rockefeller Capital Management L.P. | $3.3M | 37,189 | 0.01% | 30q | +11.9%+$353.1K |
| OSAIC HOLDINGS, INC. | $2.4M | 26,828 | 0.00% | 26q | +11.6%+$248.4K |
| Sanctuary Advisors, LLC | $2.1M | 23,840 | 0.01% | 9q | HELD |
| Rossmore Private Capital | $1.9M | 21,550 | 0.16% | 26q | -2.3%-$44.6K |
| GOLDMAN SACHS GROUP INC | $1.8M | 20,710 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.8M | 20,463 | 0.11% | 10q | HELD |
| BFC Planning, Inc. | $1.7M | 19,305 | 0.07% | 3q | -4.2%-$75.8K |
| Foundry Financial Group, Inc. | $1.6M | 17,407 | 0.67% | 11q | -9.4%-$161.6K |
| SigFig Wealth Management, LLC | $1.5M | 16,386 | 0.04% | 18q | -0.8%-$11.2K |
| JPMORGAN CHASE & CO | $1.4M | 15,765 | 0.00% | 15q | +15.5%+$188.2K |
| OPPENHEIMER & CO INC | $1.4M | 15,351 | 0.01% | 28q | HELD |
| Envestnet Portfolio Solutions, Inc. | $1.3M | 14,517 | 0.01% | 5q | +17.2%+$189.7K |
| Goodman Advisory Group, LLC | $1.3M | 14,304 | 0.29% | 19q | -6.5%-$88.1K |
| Equitable Holdings, Inc. | $1.2M | 13,627 | 0.01% | 13q | -1.7%-$21.6K |
| Advisory Solutions Group, LLC | $1.1M | 11,923 | 0.36% | new | FIRST |
| Amplius Wealth Advisors, LLC | $1.0M | 11,750 | 0.08% | 19q | HELD |
| Arkadios Wealth Advisors | $919.0K | 10,306 | 0.01% | 23q | -1.5%-$14.2K |
| CHILTON CAPITAL MANAGEMENT LLC | $918.9K | 10,304 | 0.03% | 31q | -5.8%-$56.3K |
| Perennial Investment Advisors, LLC | $885.2K | 9,925 | 0.06% | 14q | -3.2%-$29.3K |
| Mariner, LLC | $852.6K | 9,560 | 0.00% | 16q | +7.4%+$58.8K |
| Beacon Pointe Advisors, LLC | $815.7K | 9,147 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $754.4K | 8,459 | 0.00% | 15q | +1.4%+$10.2K |
| COLUMBIA ADVISORY PARTNERS LLC | $709.3K | 7,954 | 0.39% | 19q | HELD |
| Cambridge Investment Research Advisors, Inc. | $668.0K | 7,498 | 0.00% | 31q | +58.7%+$247.1K |
| ROYAL BANK OF CANADA | $610.0K | 6,841 | 0.00% | 31q | +5.6%+$32.3K |
| Avant Capital LLC | $582.1K | 6,527 | 0.36% | 15q | HELD |
| Venture Visionary Partners LLC | $579.7K | 6,500 | 0.02% | 23q | HELD |
| Orion Porfolio Solutions, LLC | $559.9K | 6,278 | 0.00% | 31q | HELD |
| Sageworth Trust Co of South Dakota | $548.2K | 6,147 | 0.34% | 19q | HELD |
| James J. Burns & Company, LLC | $538.6K | 6,040 | 0.06% | 9q | HELD |
| Ebert Capital Management Inc. | $535.1K | 6,000 | 0.50% | 3q | HELD |
| Beirne Wealth Consulting Services, LLC | $476.7K | 5,345 | 0.09% | 16q | -8.3%-$43.2K |
| Kraft, Davis & Associates, LLC | $460.1K | 5,200 | 0.10% | 14q | HELD |
| VestGen Advisors, LLC | $449.4K | 5,039 | 0.01% | 2q | -48.6%-$425.0K |
| IHT Wealth Management, LLC | $404.2K | 4,532 | 0.01% | 31q | +8.6%+$32.1K |
| Capital Advisors, Ltd. LLC | $400.0K | 4,482 | 0.04% | 26q | HELD |
| Thrivent Financial for Lutherans | $398.0K | 4,461 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $397.1K | 4,452 | 0.01% | 2q | HELD |
| TRUST POINT INC. | $373.5K | 4,188 | 0.03% | 6q | HELD |
| Farther Finance Advisors, LLC | $362.5K | 4,065 | 0.00% | 7q | -4.6%-$17.7K |
| OneAscent Wealth Management LLC | $355.6K | 3,987 | 0.11% | 18q | HELD |
| PARK AVENUE SECURITIES LLC | $353.0K | 3,956 | 0.00% | 5q | -6.1%-$22.8K |
| FMR LLC | $314.0K | 3,521 | 0.00% | 22q | HELD |
| Arlington Financial Advisors, LLC | $303.9K | 3,408 | 0.04% | 2q | +4.3%+$12.5K |
| STIFEL FINANCIAL CORP | $303.8K | 3,407 | 0.00% | 9q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $285.4K | 3,200 | 0.00% | 8q | -7.8%-$24.0K |
| OneAscent Family Office, LLC | $279.5K | 3,134 | 0.14% | 7q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $269.2K | 3,019 | 0.01% | new | NEW |
| HILL ISLAND FINANCIAL LLC | $257.9K | 2,892 | 0.06% | 19q | -11.4%-$33.3K |
| Gilbert & Cook, Inc. | $251.8K | 2,824 | 0.03% | 5q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $243.8K | 2,734 | 0.06% | 5q | HELD |
| PRIVATE TRUST CO NA | $235.4K | 2,640 | 0.02% | 10q | HELD |
| Segment Wealth Management, LLC | $234.5K | 2,630 | 0.01% | 3q | HELD |
| Prosperity Financial Group, Inc. | $229.3K | 2,571 | 0.07% | new | NEW |
| J.W. COLE ADVISORS, INC. | $223.9K | 2,511 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $214.9K | 2,410 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $160.2K | 1,817 | 0.12% | 3q | -1.6%-$2.6K |
| ASSETMARK, INC | $149.2K | 1,673 | 0.00% | 5q | +19.1%+$23.9K |
| Bank & Trust Co | $126.5K | 1,419 | 0.08% | 9q | HELD |
| BANK OF MONTREAL /CAN/ | $118.7K | 1,331 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $110.1K | 1,235 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $91.5K | 1,031 | 0.00% | 5q | HELD |
| TRUST CO OF VERMONT | $69.3K | 777 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $65.0K | 729 | 0.00% | 2q | +13.2%+$7.6K |
| BLAIR WILLIAM & CO/IL | $58.0K | 650 | 0.00% | 27q | HELD |
| BELLEVUE ASSET MANAGEMENT, LLC | $52.9K | 593 | 0.02% | 27q | HELD |
| Tidemark, LLC | $52.5K | 588 | 0.01% | 11q | HELD |
| US BANCORP \DE\ | $45.0K | 505 | 0.00% | new | NEW |
| REAP Financial Group, LLC | $40.0K | 449 | 0.01% | 3q | HELD |
| PITTENGER & ANDERSON INC | $35.9K | 403 | 0.00% | 2q | -30.3%-$15.6K |
Showing the largest 100 of 109 reported holders.
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 | 40 | $216.2M | 2,426,009 | 2 | 6 | 9 | 0.0% |
| Q2 2026 | 109 | $901.4M | 10,110,725 | 10 | 23 | 32 | 0.0% |
| Q1 2026 | 109 | $801.6M | 10,244,149 | 13 | 27 | 29 | 0.0% |
| Q4 2025 | 102 | $795.0M | 9,955,883 | 7 | 21 | 35 | 0.0% |
| Q3 2025 | 105 | $811.7M | 10,363,303 | 8 | 27 | 35 | 0.0% |
| Q2 2025 | 106 | $767.5M | 10,463,707 | 13 | 28 | 35 | 0.0% |
| Q1 2025 | 98 | $687.1M | 10,178,026 | 8 | 16 | 41 | 0.0% |
| Q4 2024 | 99 | $729.0M | 10,465,036 | 4 | 27 | 35 | 0.0% |
| Q3 2024 | 100 | $783.0M | 13,903,499 | 10 | 26 | 33 | 0.0% |
| Q2 2024 | 100 | $673.3M | 10,358,632 | 8 | 26 | 34 | 0.0% |
| Q1 2024 | 92 | $735.0M | 11,350,929 | 6 | 27 | 37 | 0.0% |
| Q4 2023 | 91 | $603.1M | 10,255,758 | 7 | 26 | 30 | 0.0% |
| Q3 2023 | 88 | $506.5M | 9,557,150 | 5 | 25 | 33 | 0.0% |
| Q2 2023 | 87 | $531.1M | 9,675,464 | 3 | 28 | 30 | 0.0% |
| Q1 2023 | 86 | $495.4M | 9,567,317 | 7 | 27 | 27 | 0.0% |
| Q4 2022 | 86 | $492.5M | 9,998,398 | 9 | 23 | 31 | 0.0% |
| Q3 2022 | 77 | $474.0M | 10,430,559 | 10 | 20 | 20 | 0.0% |
| Q2 2022 | 73 | $501.8M | 10,525,056 | 5 | 26 | 17 | 0.0% |
| Q1 2022 | 80 | $599.7M | 10,573,183 | 11 | 25 | 17 | 0.0% |
| Q4 2021 | 75 | $598.5M | 10,076,085 | 9 | 20 | 19 | 0.0% |
| Q3 2021 | 64 | $480.7M | 8,828,030 | 8 | 24 | 13 | 0.0% |
| Q2 2021 | 63 | $476.6M | 8,759,978 | 7 | 23 | 15 | 0.0% |
| Q1 2021 | 64 | $453.5M | 8,859,397 | 7 | 24 | 22 | 0.0% |
| Q4 2020 | 60 | $804.8M | 16,991,775 | 6 | 21 | 16 | 0.0% |
| Q3 2020 | 60 | $693.1M | 16,599,586 | 8 | 18 | 18 | 0.0% |
| Q2 2020 | 56 | $649.7M | 17,084,895 | 6 | 15 | 26 | 0.0% |
| Q1 2020 | 56 | $603.4M | 18,805,223 | 11 | 19 | 16 | 0.0% |
| Q4 2019 | 52 | $809.4M | 19,636,171 | 5 | 23 | 11 | 0.0% |
| Q3 2019 | 51 | $764.7M | 19,985,421 | 9 | 18 | 14 | 0.0% |
| Q2 2019 | 44 | $771.5M | 20,415,823 | 4 | 20 | 12 | 0.0% |
| Q1 2019 | 43 | $754.8M | 20,707,964 | 6 | 22 | 10 | 0.0% |
| Q4 2018 | 50 | $680.1M | 21,223,170 | 1 | 1 | 1 | 0.0% |