DaveManuel.com · Institutional Ownership · Who Owns It
JOHN HANCOCK EXCHANGE TRADED (JHPI)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
55
Reporting holders
$155.0M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 | $25.5M | 1,122,823 | 0.01% | 10q | +11.6%+$2.7M |
| Granite Bay Wealth Management, LLC | $19.2M | 845,132 | 1.77% | 15q | +3.6%+$673.6K |
| Eldridge Investment Advisors, Inc. | $13.7M | 601,948 | 2.71% | 6q | +11.6%+$1.4M |
| PTM WEALTH MANAGEMENT, LLC | $12.6M | 558,563 | 5.69% | 2q | +11.5%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.6M | 465,439 | 0.01% | 12q | +106.0%+$5.4M |
| BANK OF AMERICA CORP /DE/ | $7.2M | 317,351 | 0.00% | 15q | +9.5%+$625.8K |
| OSAIC HOLDINGS, INC. | $6.0M | 262,570 | 0.01% | 18q | +16.4%+$839.5K |
| FFG RETIREMENT ADVISORS LLC | $5.3M | 233,827 | 2.81% | 4q | +37.6%+$1.4M |
| Private Advisor Group, LLC | $5.1M | 225,421 | 0.02% | 5q | +51.7%+$1.7M |
| JONES FINANCIAL COMPANIES LLLP | $4.1M | 181,169 | 0.00% | 3q | +78.9%+$1.8M |
| Robbins Farley | $3.9M | 172,059 | 1.50% | 14q | +8.3%+$299.1K |
| Janney Montgomery Scott LLC | $3.6M | 158,475 | 0.01% | 9q | +5.7%+$194.1K |
| Burk Holdings LLC | $3.5M | 155,379 | 1.30% | 4q | +9.7%+$311.6K |
| Sanctuary Advisors, LLC | $3.3M | 145,931 | 0.02% | 9q | HELD |
| Uniting Wealth Partners, LLC | $3.3M | 144,730 | 0.67% | 2q | +3.8%+$120.7K |
| BDFS Capital LLC | $3.1M | 137,265 | 1.35% | 3q | -7.4%-$248.6K |
| Mutual Advisors, LLC | $3.0M | 133,940 | 0.06% | 2q | +5.8%+$167.6K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 70,698 | 0.00% | 6q | +251.3%+$1.1M |
| 1620 INVESTMENT ADVISORS, INC. | $1.5M | 67,434 | 0.95% | 17q | +3.8%+$55.9K |
| &PARTNERS | $1.5M | 64,636 | 0.01% | 3q | +1.1%+$15.9K |
| Meridian Wealth Management, LLC | $1.3M | 59,387 | 0.04% | 4q | -8.1%-$118.1K |
| Cetera Investment Advisers | $1.3M | 56,290 | 0.00% | 4q | +51.1%+$432.1K |
| HighTower Advisors, LLC | $1.3M | 55,758 | 0.00% | 6q | +58.1%+$465.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 52,816 | 0.00% | 5q | +6.2%+$70.5K |
| Etesian Wealth Advisors, Inc. | $1.1M | 49,408 | 0.33% | 5q | +4.4%+$47.8K |
| Rockefeller Capital Management L.P. | $965.6K | 42,539 | 0.00% | 7q | +8.6%+$76.1K |
| Beacon Financial Advisory LLC | $878.7K | 38,712 | 0.17% | 9q | +1.5%+$12.6K |
| IFS Group,LLC | $850.1K | 37,450 | 1.17% | 3q | +2.7%+$22.7K |
| NATIXIS ADVISORS, LLC | $771.0K | 33,966 | 0.00% | 2q | +58.2%+$283.8K |
| NewEdge Advisors, LLC | $754.6K | 33,245 | 0.00% | 5q | HELD |
| FWG Holdings, LLC | $754.5K | 33,330 | 0.26% | new | NEW |
| Widmann Financial Services, Inc. | $650.5K | 28,655 | 0.35% | 2q | +74.3%+$277.3K |
| J.W. COLE ADVISORS, INC. | $566.8K | 24,967 | 0.01% | new | NEW |
| Compass Ion Advisors, LLC | $566.5K | 24,957 | 0.05% | 3q | +7.6%+$40.1K |
| Quad-Cities Investment Group, LLC | $511.6K | 22,538 | 0.18% | 12q | +2.1%+$10.7K |
| Empire Financial Management Company, LLC | $398.7K | 17,563 | 0.16% | 10q | +16.3%+$56.0K |
| HighPoint Advisor Group LLC | $396.2K | 17,455 | 0.01% | 2q | -32.8%-$193.6K |
| Tiller Private Wealth, Inc. | $351.8K | 15,499 | 0.11% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $334.7K | 14,743 | 0.00% | 8q | -18.6%-$76.6K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $321.4K | 14,160 | 0.05% | 2q | +5.5%+$16.8K |
| Indivisible Partners | $290.2K | 12,782 | 0.02% | 3q | -34.8%-$155.2K |
| Capital Advisors, Ltd. LLC | $286.0K | 12,613 | 0.03% | 17q | HELD |
| Stonebridge Financial Planning Group, LLC | $272.7K | 12,014 | 0.09% | 6q | -5.3%-$15.2K |
| GENESIS PRIVATE WEALTH, LLC | $272.4K | 12,000 | 0.08% | 3q | HELD |
| STIFEL FINANCIAL CORP | $227.3K | 10,013 | 0.00% | new | NEW |
| Leading Edge Financial Planning LLC | $220.8K | 9,727 | 0.04% | 6q | HELD |
| Spire Wealth Management | $185.0K | 8,150 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $120.1K | 5,289 | 0.00% | 8q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $75.2K | 3,305 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $45.4K | 2,000 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $41.3K | 1,820 | 0.00% | 17q | HELD |
| Global Retirement Partners, LLC | $24.4K | 1,073 | 0.00% | 4q | +2.4% |
| Allworth Financial LP | $18.7K | 824 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $6.9K | 302 | 0.00% | 9q | HELD |
| ASSETMARK, INC | $68 | 3 | 0.00% | 3q | 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 | 13 | $29.4M | 1,353,194 | 1 | 5 | 7 | 0.0% |
| Q2 2026 | 55 | $155.0M | 6,830,143 | 5 | 32 | 6 | 0.0% |
| Q1 2026 | 54 | $135.5M | 5,998,946 | 9 | 27 | 8 | 0.0% |
| Q4 2025 | 48 | $100.6M | 4,406,510 | 10 | 25 | 5 | 0.0% |
| Q3 2025 | 39 | $108.2M | 4,674,918 | 7 | 21 | 6 | 0.0% |
| Q2 2025 | 34 | $70.2M | 3,114,805 | 6 | 18 | 6 | 0.0% |
| Q1 2025 | 29 | $58.2M | 2,595,985 | 7 | 16 | 3 | 0.0% |
| Q4 2024 | 24 | $43.2M | 1,919,020 | 2 | 11 | 6 | 0.0% |
| Q3 2024 | 24 | $47.6M | 2,050,439 | 3 | 13 | 5 | 0.0% |
| Q2 2024 | 23 | $44.7M | 2,003,007 | 5 | 12 | 4 | 0.0% |
| Q1 2024 | 20 | $40.6M | 1,809,464 | 4 | 8 | 4 | 0.0% |
| Q4 2023 | 18 | $470.6M | 22,560,219 | 2 | 7 | 2 | 0.0% |
| Q3 2023 | 16 | $466.2M | 22,135,314 | 3 | 7 | 2 | 0.0% |
| Q2 2023 | 14 | $32.3M | 1,540,851 | 3 | 5 | 1 | 0.0% |
| Q1 2023 | 12 | $26.3M | 1,244,839 | 3 | 5 | 0 | 0.0% |
| Q4 2022 | 10 | $23.0M | 1,063,467 | 4 | 2 | 2 | 0.0% |
| Q3 2022 | 7 | $1.5M | 66,747 | 2 | 3 | 0 | 0.0% |
| Q2 2022 | 6 | $834.0K | 37,099 | 5 | 0 | 0 | 0.0% |
| Q1 2022 | 3 | $28.6M | 1,170,000,522 | 2 | 1 | 0 | 0.0% |
| Q4 2021 | 2 | $30.3M | 1,194,181 | 2 | 0 | 0 | 0.0% |