DaveManuel.com · Institutional Ownership · Who Owns It
JOHN HANCOCK EXCHANGE TRADED (JHMM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
301
Reporting holders
$4.2B
Reported value
0.0%
Calls
0.0%
Puts
+19
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $375.9M | 5,014,123 | 0.08% | 31q | +2.5%+$9.1M |
| AMERIPRISE FINANCIAL INC | $374.8M | 5,000,962 | 0.08% | 31q | +1.7%+$6.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $305.4M | 4,073,547 | 0.24% | 31q | +47.4%+$98.1M |
| MORGAN STANLEY | $285.2M | 3,805,245 | 0.02% | 35q | +13.0%+$32.9M |
| WELLS FARGO & COMPANY/MN | $282.7M | 3,771,131 | 0.05% | 31q | +8.0%+$20.9M |
| RAYMOND JAMES FINANCIAL INC | $240.1M | 3,203,414 | 0.07% | 7q | +5.0%+$11.5M |
| JONES FINANCIAL COMPANIES LLLP | $182.3M | 2,457,335 | 0.07% | 12q | +21.7%+$32.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.9M | 2,173,659 | 0.09% | 31q | +16.0%+$22.5M |
| UBS Group AG | $157.5M | 2,101,722 | 0.02% | 31q | -0.9%-$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $131.1M | 1,748,863 | 0.16% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $107.1M | 1,429,049 | 0.01% | 31q | +12.9%+$12.3M |
| ROYAL BANK OF CANADA | $89.2M | 1,189,588 | 0.01% | 31q | -9.3%-$9.1M |
| Cetera Investment Advisers | $78.0M | 1,040,771 | 0.07% | 23q | -4.1%-$3.3M |
| Gilbert & Cook, Inc. | $75.5M | 1,007,790 | 8.69% | 7q | +0.7%+$493.7K |
| Private Advisor Group, LLC | $68.3M | 910,954 | 0.31% | 31q | +11.4%+$7.0M |
| Financial Management Professionals, Inc. | $60.6M | 808,540 | 5.75% | 20q | -9.4%-$6.3M |
| Amplius Wealth Advisors, LLC | $51.4M | 685,861 | 3.77% | 15q | +2.2%+$1.1M |
| Granite Bay Wealth Management, LLC | $50.4M | 671,903 | 4.64% | 18q | -0.8%-$381.5K |
| Focus Partners Wealth | $47.3M | 630,958 | 0.05% | 11q | -2.9%-$1.4M |
| Garrett Wealth Advisory Group, LLC | $42.9M | 572,359 | 6.59% | 20q | +1.7%+$714.7K |
| Thrivent Financial for Lutherans | $38.7M | 516,384 | 0.07% | 22q | +3.1%+$1.2M |
| EP Wealth Advisors, LLC | $37.7M | 502,751 | 0.14% | 3q | +2139.5%+$36.0M |
| Cambridge Investment Research Advisors, Inc. | $36.0M | 480,754 | 0.04% | 31q | +92.3%+$17.3M |
| ENVESTNET ASSET MANAGEMENT INC | $32.7M | 435,756 | 0.01% | 30q | -12.3%-$4.6M |
| Nvest Wealth Strategies, Inc. | $31.7M | 423,460 | 19.84% | 3q | +1.6%+$514.6K |
| OSAIC HOLDINGS, INC. | $31.4M | 418,494 | 0.04% | 26q | +3.1%+$944.5K |
| HighPoint Advisor Group LLC | $26.1M | 347,933 | 0.92% | 3q | +13.9%+$3.2M |
| Dynamic Advisor Solutions LLC | $25.8M | 344,277 | 0.73% | 31q | +7.9%+$1.9M |
| Baird Financial Group, Inc. | $22.1M | 294,316 | 0.03% | 2q | -1.1%-$239.3K |
| Graney & King, LLC | $21.2M | 282,568 | 7.61% | 7q | +33.6%+$5.3M |
| KPP Advisory Services LLC | $20.2M | 269,833 | 2.56% | 10q | +1.1%+$224.0K |
| Rockefeller Capital Management L.P. | $18.6M | 247,563 | 0.03% | 30q | -26.3%-$6.6M |
| Pinnacle Financial Partners, Inc. | $18.1M | 240,881 | 0.12% | 3q | HELD |
| MCF Advisors LLC | $17.6M | 234,236 | 0.63% | 3q | +12763.0%+$17.4M |
| Stratos Wealth Partners, LTD. | $17.3M | 230,283 | 0.17% | 31q | +3.5%+$587.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $15.9M | 212,619 | 0.30% | 4q | -8.9%-$1.6M |
| Vestmark Advisory Solutions, Inc. | $15.9M | 212,600 | 0.15% | 4q | -8.9%-$1.6M |
| Integrated Wealth Concepts LLC | $15.8M | 210,222 | 0.10% | 24q | +8.2%+$1.2M |
| Choice Wealth Advisors LLC | $15.1M | 201,271 | 5.29% | 16q | HELD |
| Eldridge Investment Advisors, Inc. | $14.3M | 190,400 | 2.83% | 31q | +2.9%+$397.3K |
| Baker Ellis Asset Management LLC | $14.2M | 189,511 | 1.47% | 30q | -0.5%-$77.6K |
| Sanchez Wealth Management Group | $13.9M | 185,722 | 2.44% | 31q | +2.7%+$367.7K |
| DWM Financial Group, Inc. | $13.4M | 204,728 | 11.95% | 6q | +16.2%+$1.9M |
| ENZI WEALTH | $13.1M | 177,127 | 4.15% | 16q | -3.5%-$471.2K |
| Sanctuary Advisors, LLC | $12.5M | 166,685 | 0.06% | 9q | +7.3%+$850.1K |
| Pine Valley Investments Ltd Liability Co | $11.9M | 159,268 | 0.47% | 11q | +5.1%+$578.2K |
| &PARTNERS | $11.6M | 154,341 | 0.05% | 10q | +5.7%+$623.8K |
| Hixon Zuercher, LLC | $11.5M | 152,829 | 3.36% | 6q | +3.6%+$392.8K |
| Cerity Partners LLC | $11.4M | 151,432 | 0.01% | 13q | -0.8%-$90.4K |
| 46 Peaks LLC | $11.2M | 149,917 | 7.07% | 3q | +3.0%+$327.0K |
| BankPlus Trust Department | $11.0M | 147,337 | 2.58% | 7q | +4.3%+$454.4K |
| Kingsview Wealth Management, LLC | $10.2M | 136,734 | 0.12% | 8q | +42.5%+$3.1M |
| Kestra Advisory Services, LLC | $9.8M | 130,867 | 0.03% | 24q | -20.0%-$2.4M |
| Corient Private Wealth LP | $9.7M | 130,069 | 0.01% | 3q | +839.8%+$8.7M |
| STIFEL FINANCIAL CORP | $9.7M | 128,751 | 0.01% | 23q | +22.8%+$1.8M |
| CHILTON CAPITAL MANAGEMENT LLC | $9.6M | 127,601 | 0.30% | 31q | -2.3%-$229.1K |
| Newman Dignan & Sheerar, Inc. | $9.0M | 119,708 | 1.72% | 5q | +2.7%+$236.0K |
| NATIXIS ADVISORS, LLC | $8.5M | 114,002 | 0.01% | 3q | +101.6%+$4.3M |
| Linscomb Wealth, Inc. | $7.8M | 104,079 | 0.34% | 20q | +10.6%+$746.4K |
| Simplicity Wealth,LLC | $7.4M | 98,814 | 0.25% | 6q | +13.4%+$876.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $7.3M | 96,922 | 0.11% | 30q | -1.9%-$141.1K |
| Forge Financial Services LLC | $7.1M | 94,501 | 0.61% | 7q | -2.0%-$142.9K |
| Fragasso Financial Advisors Inc | $6.7M | 90,020 | 0.36% | 15q | -2.1%-$148.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.5M | 87,187 | 0.07% | 16q | -6.7%-$471.0K |
| WCG Wealth Advisors LLC | $6.5M | 87,105 | 0.15% | 3q | +0.8%+$50.7K |
| Patriot Financial Group Insurance Agency, LLC | $6.2M | 83,224 | 0.64% | 28q | -41.9%-$4.5M |
| AlphaCore Capital LLC | $6.1M | 81,930 | 0.11% | 6q | HELD |
| FMA Wealth Management, LLC | $6.1M | 81,410 | 3.91% | 11q | -2.2%-$140.3K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $5.8M | 77,710 | 0.13% | 31q | HELD |
| Global Retirement Partners, LLC | $5.7M | 76,376 | 0.09% | 16q | +99.1%+$2.8M |
| Summit Financial, LLC | $5.7M | 75,786 | 0.06% | 4q | +76.0%+$2.5M |
| WETZEL INVESTMENT ADVISORS, INC. | $5.1M | 68,521 | 1.78% | 5q | +17.4%+$760.3K |
| ADVISORTRUST PARTNERS, LLC | $5.0M | 67,359 | 1.73% | 3q | +1019.5%+$4.6M |
| Chicago Partners Investment Group LLC | $4.8M | 65,173 | 0.10% | 14q | +2.1%+$99.8K |
| Frederick Financial Consultants, LLC | $4.7M | 63,355 | 2.01% | 7q | HELD |
| JPMORGAN CHASE & CO | $4.7M | 63,526 | 0.00% | 21q | +27.3%+$1.0M |
| Farther Finance Advisors, LLC | $4.6M | 61,165 | 0.04% | 9q | +3.3%+$146.2K |
| Beacon Pointe Advisors, LLC | $4.5M | 60,112 | 0.02% | 8q | +25.0%+$902.3K |
| Atlas Wealth LLC | $4.5M | 59,863 | 0.64% | 15q | HELD |
| ERn Financial, LLC | $4.4M | 58,812 | 0.73% | 26q | HELD |
| Arkadios Wealth Advisors | $4.4M | 58,738 | 0.07% | 27q | -2.0%-$88.1K |
| Capital Advisors, Ltd. LLC | $4.3M | 57,762 | 0.44% | 31q | +2.5%+$106.1K |
| TRUIST FINANCIAL CORP | $4.3M | 56,895 | 0.01% | 20q | +2.8%+$115.5K |
| DORVAL Corp | $3.8M | 50,610 | 1.09% | 11q | +6.4%+$228.4K |
| IAMS WEALTH MANAGEMENT, LLC | $3.7M | 49,580 | 1.12% | 7q | +22.0%+$669.9K |
| Concurrent Investment Advisors, LLC | $3.5M | 47,101 | 0.03% | 7q | +1.3%+$46.8K |
| IAG Wealth Partners, LLC | $3.5M | 46,094 | 0.34% | 24q | +4.2%+$139.5K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $3.4M | 45,753 | 0.93% | 16q | -2.2%-$75.9K |
| DAVENPORT & Co LLC | $3.3M | 43,923 | 0.02% | 27q | -7.0%-$246.5K |
| FFG RETIREMENT ADVISORS LLC | $3.2M | 42,824 | 1.70% | new | NEW |
| Onyx Bridge Wealth Group LLC | $3.1M | 41,953 | 0.28% | 23q | -5.3%-$177.4K |
| WPG Advisers, LLC | $3.1M | 41,235 | 1.82% | 7q | -1.6%-$50.1K |
| Keystone Financial Services, LLC | $3.1M | 41,038 | 1.85% | 7q | -2.9%-$92.2K |
| Arete Wealth Advisors, LLC | $3.0M | 40,512 | 0.20% | new | NEW |
| Interchange Capital Partners, LLC | $2.8M | 37,997 | 0.54% | 19q | +39.7%+$809.9K |
| BFC Planning, Inc. | $2.8M | 37,930 | 0.12% | 7q | HELD |
| Henderson Brothers Financial Partners, LLC | $2.7M | 36,565 | 1.30% | 3q | -46.2%-$2.4M |
| FLAGSTAR SECURITIES, INC | $2.7M | 36,491 | 0.83% | 20q | +1.6%+$43.9K |
| SUMMIT WEALTH GROUP LLC / CO | $2.7M | 35,500 | 0.22% | 3q | +12.3%+$292.4K |
| CoreCap Advisors, LLC | $2.5M | 33,387 | 0.07% | 10q | +3.0%+$72.7K |
Showing the largest 100 of 301 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 | 116 | $440.4M | 6,133,097 | 5 | 33 | 33 | 0.0% |
| Q2 2026 | 301 | $4.2B | 55,592,930 | 37 | 98 | 83 | 0.0% |
| Q1 2026 | 282 | $3.4B | 51,095,122 | 23 | 90 | 83 | 0.0% |
| Q4 2025 | 277 | $3.1B | 48,044,220 | 30 | 74 | 80 | 0.0% |
| Q3 2025 | 253 | $3.0B | 46,940,152 | 19 | 77 | 87 | 0.0% |
| Q2 2025 | 251 | $2.9B | 47,425,065 | 21 | 74 | 84 | 0.0% |
| Q1 2025 | 243 | $2.6B | 46,102,915 | 18 | 91 | 78 | 0.0% |
| Q4 2024 | 251 | $2.9B | 48,444,932 | 26 | 75 | 68 | 0.0% |
| Q3 2024 | 227 | $2.8B | 46,416,602 | 22 | 74 | 69 | 0.0% |
| Q2 2024 | 220 | $2.6B | 48,180,874 | 17 | 84 | 69 | 0.0% |
| Q1 2024 | 222 | $3.0B | 52,263,407 | 25 | 77 | 65 | 0.0% |
| Q4 2023 | 213 | $2.8B | 54,043,621 | 23 | 69 | 68 | 0.0% |
| Q3 2023 | 192 | $2.3B | 48,662,268 | 16 | 76 | 57 | 0.0% |
| Q2 2023 | 188 | $2.3B | 45,561,146 | 16 | 65 | 66 | 0.0% |
| Q1 2023 | 181 | $2.1B | 43,483,398 | 20 | 73 | 44 | 0.0% |
| Q4 2022 | 176 | $1.9B | 41,318,141 | 22 | 62 | 53 | 0.0% |
| Q3 2022 | 164 | $13.9B | 325,150,990 | 21 | 46 | 53 | 0.0% |
| Q2 2022 | 148 | $14.7B | 333,034,669 | 12 | 55 | 44 | 0.0% |
| Q1 2022 | 158 | $17.1B | 325,723,076 | 21 | 63 | 46 | 0.0% |
| Q4 2021 | 148 | $17.7B | 319,170,371 | 10 | 56 | 37 | 0.0% |
| Q3 2021 | 135 | $16.3B | 316,108,021 | 24 | 59 | 24 | 0.0% |
| Q2 2021 | 119 | $16.8B | 324,852,801 | 14 | 58 | 26 | 0.0% |
| Q1 2021 | 110 | $17.0B | 346,299,842 | 9 | 53 | 22 | 0.0% |
| Q4 2020 | 104 | $15.7B | 348,774,783 | 13 | 45 | 21 | 0.0% |
| Q3 2020 | 92 | $2.8B | 75,498,282 | 11 | 34 | 31 | 0.0% |
| Q2 2020 | 91 | $2.6B | 73,197,265 | 12 | 30 | 38 | 0.0% |
| Q1 2020 | 93 | $2.1B | 74,077,155 | 14 | 41 | 28 | 0.0% |
| Q4 2019 | 96 | $3.0B | 76,619,905 | 11 | 42 | 22 | 0.0% |
| Q3 2019 | 80 | $2.9B | 78,809,874 | 13 | 38 | 16 | 0.0% |
| Q2 2019 | 69 | $2.9B | 80,650,621 | 7 | 37 | 16 | 0.0% |
| Q1 2019 | 70 | $2.6B | 74,124,343 | 18 | 32 | 15 | 0.0% |
| Q4 2018 | 59 | $1.5B | 48,336,345 | 0 | 1 | 2 | 0.0% |