DaveManuel.com · Institutional Ownership · Who Owns It
JOHN HANCOCK EXCHANGE TRADED (JHSC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
87
Reporting holders
$563.6M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 | $156.2M | 3,217,341 | 0.12% | 31q | -17.5%-$33.1M |
| BANK OF AMERICA CORP /DE/ | $101.1M | 2,081,658 | 0.01% | 31q | -7.0%-$7.6M |
| AMERIPRISE FINANCIAL INC | $39.7M | 817,619 | 0.01% | 15q | +17.5%+$5.9M |
| Gilbert & Cook, Inc. | $35.1M | 723,059 | 4.04% | 7q | +3.8%+$1.3M |
| LPL Financial LLC | $26.8M | 551,260 | 0.01% | 31q | +4.5%+$1.1M |
| MORGAN STANLEY | $21.9M | 450,808 | 0.00% | 31q | -6.8%-$1.6M |
| WELLS FARGO & COMPANY/MN | $21.3M | 437,896 | 0.00% | 31q | +0.7%+$142.7K |
| Pinnacle Financial Partners, Inc. | $20.4M | 420,616 | 0.14% | 3q | -1.0%-$209.8K |
| SIMS INVESTMENT MANAGEMENT, LLC | $18.2M | 375,257 | 5.63% | 7q | +7.4%+$1.3M |
| JONES FINANCIAL COMPANIES LLLP | $11.1M | 229,341 | 0.00% | 9q | +16.8%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.7M | 220,493 | 0.01% | 31q | +3.7%+$384.4K |
| UBS Group AG | $10.3M | 212,837 | 0.00% | 31q | -40.0%-$6.9M |
| Cetera Investment Advisers | $9.9M | 204,417 | 0.01% | 18q | -1.1%-$114.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.5M | 134,793 | 0.00% | 29q | -15.7%-$1.2M |
| RAYMOND JAMES FINANCIAL INC | $6.2M | 127,688 | 0.00% | 7q | +87.6%+$2.9M |
| ENVESTNET ASSET MANAGEMENT INC | $6.0M | 124,207 | 0.00% | 27q | -1.7%-$101.9K |
| HighTower Advisors, LLC | $5.0M | 103,984 | 0.00% | 19q | -1.2%-$63.0K |
| Atlas Wealth LLC | $5.0M | 103,791 | 0.72% | 15q | HELD |
| Empire Financial Management Company, LLC | $4.0M | 81,545 | 1.57% | 14q | HELD |
| STIFEL FINANCIAL CORP | $3.1M | 64,556 | 0.00% | 17q | +2.5%+$77.6K |
| Simplicity Wealth,LLC | $3.1M | 63,354 | 0.10% | 6q | +22.4%+$563.6K |
| Cornell Pochily Investment Advisors, Inc. | $3.0M | 61,488 | 0.80% | 9q | +6.2%+$174.3K |
| VISTA INVESTMENT PARTNERS LLC | $2.6M | 53,638 | 0.66% | 6q | -2.2%-$59.4K |
| MONEY CONCEPTS CAPITAL CORP | $2.6M | 52,845 | 0.12% | 2q | -15.5%-$470.4K |
| American Institute for Advanced Investment Management, LLP | $2.3M | 46,686 | 1.31% | 27q | HELD |
| Evensky & Katz LLC | $2.1M | 42,913 | 0.11% | 30q | HELD |
| NATIXIS ADVISORS, LLC | $1.9M | 39,020 | 0.00% | 3q | +43.4%+$572.9K |
| Newman Dignan & Sheerar, Inc. | $1.7M | 34,174 | 0.32% | 5q | -0.5%-$9.1K |
| Rockefeller Capital Management L.P. | $1.6M | 32,787 | 0.00% | 13q | -3.0%-$49.6K |
| ROYAL BANK OF CANADA | $1.5M | 30,535 | 0.00% | 25q | -5.3%-$83.4K |
| Creative Planning | $1.4M | 28,789 | 0.00% | 15q | -10.0%-$156.0K |
| Midwest Heritage Bank, FSB | $1.2M | 23,982 | 0.33% | 19q | -1.3%-$15.1K |
| Vestmark Advisory Solutions, Inc. | $1.1M | 22,937 | 0.01% | 2q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.1M | 22,937 | 0.02% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 22,379 | 0.00% | new | NEW |
| Advisor Resource Council | $1.1M | 21,784 | 0.30% | 4q | +3.2%+$32.4K |
| CoreCap Advisors, LLC | $1.1M | 21,739 | 0.03% | 7q | +11.0%+$104.3K |
| Fifth Third Securities, Inc. | $1.0M | 21,013 | 0.06% | 2q | +10.1%+$93.4K |
| OSAIC HOLDINGS, INC. | $922.0K | 18,983 | 0.00% | 26q | +3.0%+$26.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $917.1K | 18,886 | 0.04% | 13q | -1.6%-$14.5K |
| JNBA Financial Advisors | $849.7K | 17,498 | 0.06% | 30q | -2.7%-$23.6K |
| Sanctuary Advisors, LLC | $751.9K | 15,483 | 0.00% | 9q | HELD |
| Private Advisor Group, LLC | $589.4K | 12,138 | 0.00% | 30q | -98.4%-$35.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $556.5K | 11,567 | 0.00% | 12q | -2.2%-$12.7K |
| Cambridge Investment Research Advisors, Inc. | $538.0K | 11,070 | 0.00% | 31q | HELD |
| BFC Planning, Inc. | $523.7K | 10,785 | 0.02% | 3q | +7.7%+$37.2K |
| Kingsview Wealth Management, LLC | $500.5K | 10,308 | 0.01% | new | NEW |
| WCG Wealth Advisors LLC | $490.6K | 10,102 | 0.01% | 9q | -6.2%-$32.4K |
| Magnus Financial Group LLC | $475.8K | 9,799 | 0.03% | 15q | +3.5%+$15.9K |
| Park Place Capital Corp | $467.5K | 9,626 | 0.07% | 5q | HELD |
| JPMORGAN CHASE & CO | $436.6K | 8,999 | 0.00% | 14q | +319.9%+$332.6K |
| IAMS WEALTH MANAGEMENT, LLC | $390.7K | 8,045 | 0.12% | 2q | -9.8%-$42.7K |
| OneDigital Investment Advisors LLC | $389.5K | 8,022 | 0.00% | 2q | +0.7%+$2.8K |
| Birchwood Financial Partners, Inc. | $380.8K | 7,842 | 0.31% | 3q | HELD |
| Stratos Wealth Partners, LTD. | $372.1K | 7,663 | 0.00% | 13q | HELD |
| Sun Financial Inc | $366.2K | 7,448 | 0.17% | 3q | HELD |
| SigFig Wealth Management, LLC | $321.7K | 6,631 | 0.01% | 11q | HELD |
| Aptus Capital Advisors, LLC | $320.7K | 6,605 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $320.2K | 6,593 | 0.00% | 3q | +3.4%+$10.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $305.0K | 6,280 | 0.00% | 29q | -7.7%-$25.5K |
| Octavia Wealth Advisors, LLC | $297.5K | 6,127 | 0.03% | 2q | HELD |
| Beacon Pointe Advisors, LLC | $278.8K | 5,741 | 0.00% | new | NEW |
| Sage Mountain Advisors LLC | $256.1K | 4,318 | 0.02% | new | NEW |
| ENZI WEALTH | $247.9K | 5,160 | 0.08% | 5q | HELD |
| Envestnet Portfolio Solutions, Inc. | $211.9K | 4,363 | 0.00% | new | NEW |
| Intellectus Partners, LLC | $205.3K | 4,227 | 0.04% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $181.7K | 3,742 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $148.5K | 3,077 | 0.01% | 3q | +81.0%+$66.5K |
| WEST PACES ADVISORS INC. | $70.4K | 1,450 | 0.01% | new | NEW |
| FMR LLC | $70.4K | 1,450 | 0.00% | 10q | +14.2%+$8.7K |
| Pinnacle Bancorp, Inc. | $66.1K | 1,362 | 0.02% | 10q | HELD |
| FIFTH THIRD BANCORP | $65.6K | 1,350 | 0.00% | 2q | +28.6%+$14.6K |
| MCF Advisors LLC | $65.3K | 1,344 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $39.2K | 808 | 0.00% | 9q | HELD |
| PRIVATE TRUST CO NA | $36.8K | 758 | 0.00% | 5q | HELD |
| Marshall & Sterling Wealth Advisors Inc. | $22.2K | 457 | 0.01% | 7q | HELD |
| Triumph Capital Management | $20.8K | 427 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $17.4K | 359 | 0.00% | 2q | -12.4%-$2.5K |
| AE Wealth Management LLC | $15.3K | 315 | 0.00% | 4q | HELD |
| Millstone Evans Group, LLC | $14.5K | 299 | 0.01% | 7q | HELD |
| Allworth Financial LP | $12.7K | 261 | 0.00% | 4q | HELD |
| Cullen/Frost Bankers, Inc. | $11.2K | 231 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $10.5K | 216 | 0.00% | 5q | +285.7%+$7.8K |
| IFG Advisory, LLC | $10.4K | 213 | 0.00% | new | NEW |
| Capital Advisors, Ltd. LLC | $5.0K | 97 | 0.00% | 25q | HELD |
| Steward Partners Investment Advisory, LLC | $4.9K | 100 | 0.00% | 6q | -50.0%-$4.9K |
| VANGUARD ADVISERS INC | $388 | 8 | 0.00% | 2q | -97.0%-$12.4K |
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 | 24 | $39.3M | 864,883 | 1 | 5 | 5 | 0.0% |
| Q2 2026 | 87 | $563.6M | 11,604,799 | 11 | 25 | 26 | 0.0% |
| Q1 2026 | 82 | $558.6M | 13,027,134 | 12 | 25 | 23 | 0.0% |
| Q4 2025 | 76 | $542.7M | 12,924,894 | 7 | 20 | 21 | 0.0% |
| Q3 2025 | 71 | $521.9M | 12,456,739 | 7 | 21 | 26 | 0.0% |
| Q2 2025 | 69 | $460.8M | 11,796,779 | 9 | 28 | 20 | 0.0% |
| Q1 2025 | 64 | $404.6M | 10,856,502 | 6 | 24 | 19 | 0.0% |
| Q4 2024 | 65 | $429.9M | 10,818,596 | 6 | 15 | 26 | 0.0% |
| Q3 2024 | 62 | $425.3M | 10,596,798 | 6 | 21 | 19 | 0.0% |
| Q2 2024 | 58 | $361.2M | 9,759,004 | 8 | 22 | 13 | 0.0% |
| Q1 2024 | 57 | $400.0M | 10,413,692 | 5 | 16 | 24 | 0.0% |
| Q4 2023 | 55 | $387.5M | 10,694,510 | 4 | 17 | 20 | 0.0% |
| Q3 2023 | 53 | $334.2M | 10,348,003 | 2 | 19 | 23 | 0.0% |
| Q2 2023 | 54 | $326.3M | 9,747,196 | 4 | 14 | 24 | 0.0% |
| Q1 2023 | 51 | $309.8M | 9,714,690 | 6 | 18 | 17 | 0.0% |
| Q4 2022 | 47 | $295.3M | 9,650,811 | 8 | 9 | 25 | 0.0% |
| Q3 2022 | 46 | $514.5M | 18,314,652 | 2 | 16 | 20 | 0.0% |
| Q2 2022 | 44 | $2.5B | 84,372,821 | 4 | 16 | 17 | 0.0% |
| Q1 2022 | 47 | $3.1B | 89,987,145 | 8 | 18 | 14 | 0.0% |
| Q4 2021 | 43 | $897.2M | 24,747,090 | 4 | 19 | 12 | 0.0% |
| Q3 2021 | 38 | $795.7M | 23,028,211 | 2 | 20 | 9 | 0.0% |
| Q2 2021 | 39 | $813.4M | 23,321,818 | 2 | 18 | 13 | 0.0% |
| Q1 2021 | 41 | $783.1M | 23,133,777 | 6 | 14 | 17 | 0.0% |
| Q4 2020 | 38 | $877.0M | 28,600,816 | 2 | 20 | 10 | 0.0% |
| Q3 2020 | 36 | $740.7M | 30,380,195 | 4 | 12 | 17 | 0.0% |
| Q2 2020 | 35 | $426.1M | 18,282,021 | 6 | 15 | 14 | 0.0% |
| Q1 2020 | 36 | $391.2M | 20,580,339 | 7 | 15 | 10 | 0.0% |
| Q4 2019 | 33 | $521.9M | 18,759,034 | 4 | 14 | 5 | 0.0% |
| Q3 2019 | 26 | $497.5M | 19,127,202 | 3 | 13 | 8 | 0.0% |
| Q2 2019 | 26 | $411.3M | 15,595,438 | 5 | 15 | 4 | 0.0% |
| Q1 2019 | 26 | $404.3M | 15,611,131 | 4 | 14 | 3 | 0.0% |
| Q4 2018 | 24 | $291.9M | 12,903,443 | 1 | 0 | 1 | 0.0% |