JOHN HANCOCK EXCHANGE TRADED (JHMD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
87
Reporting holders
$500.7M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | -47.2%-$38.1M |
| JONES FINANCIAL COMPANIES LLLP | $42.2M | 955,944 | 0.02% | 10q | +16.9%+$6.1M |
| 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 | -44.2%-$12.2M |
| Magnus Financial Group LLC | $14.9M | 335,278 | 1.05% | 15q | +1.7%+$249.9K |
| Merit Financial Group, LLC | $9.3M | 210,524 | 0.03% | 15q | +94.9%+$4.6M |
| 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 |
| Orion Porfolio Solutions, LLC | $4.4M | 99,405 | 0.03% | 31q | -1.7%-$76.6K |
| 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 |
| Integrated Wealth Concepts LLC | $3.5M | 78,388 | 0.02% | 12q | +154.5%+$2.1M |
| IAMS WEALTH MANAGEMENT, LLC | $2.9M | 65,413 | 0.87% | 3q | +12.0%+$311.9K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 40,472 | 0.00% | 29q | +84.3%+$822.0K |
| 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 |
| 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 |
| 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 |
| 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 |
| 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% | new | NEW |
| 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 |
| Evensky & Katz LLC | $33.5K | 753,584 | 1.73% | 31q | -5.1%-$1.8K |
| 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 |
| Thrivent Financial for Lutherans | $11.1K | 250,308 | 0.02% | 5q | +3.4% |
| AE Wealth Management LLC | $10.3K | 232 | 0.00% | 4q | -23.2%-$3.1K |
| GABLES CAPITAL MANAGEMENT INC. | $6.9K | 156 | 0.00% | new | NEW |
| Mosley Wealth Management | $5.5K | 124 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $3.8K | 86,138 | 0.00% | 31q | +2.5% |
| VANGUARD ADVISERS INC | $3.1K | 70 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $2.8K | 62 | 0.00% | new | NEW |
| NATIXIS ADVISORS, LLC | $2.3K | 52,162 | 0.00% | 3q | +32.7% |
| Global Retirement Partners, LLC | $1.3K | 30 | 0.00% | 14q | HELD |
| Strategic Wealth Partners, Ltd. | $1.0K | 23 | 0.00% | 5q | HELD |
| Capital Advisors, Ltd. LLC | $753 | 16,960 | 0.08% | 31q | HELD |
| FLOW TRADERS U.S. LLC | $549 | 12,356 | 0.02% | 2q | -51.2% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 87 | $500.7M | 11,281,681 | 16 | 29 | 23 | 0.0% |
| Q1 2026 | 77 | $782.5M | 18,494,432 | 9 | 27 | 20 | 0.0% |
| Q4 2025 | 74 | $702.7M | 16,918,067 | 9 | 29 | 19 | 0.0% |
| Q3 2025 | 71 | $643.0M | 16,085,130 | 11 | 24 | 16 | 0.0% |
| Q2 2025 | 64 | $570.0M | 14,895,388 | 11 | 23 | 20 | 0.0% |
| Q1 2025 | 55 | $534.6M | 15,308,035 | 5 | 16 | 22 | 0.0% |
| Q4 2024 | 52 | $502.0M | 15,654,492 | 2 | 19 | 16 | 0.0% |
| Q3 2024 | 57 | $554.3M | 15,676,802 | 4 | 20 | 22 | 0.0% |
| Q2 2024 | 55 | $519.8M | 15,585,894 | 4 | 22 | 14 | 0.0% |
| Q1 2024 | 55 | $558.3M | 16,202,107 | 4 | 26 | 13 | 0.0% |
| Q4 2023 | 57 | $478.3M | 14,672,191 | 6 | 18 | 19 | 0.0% |
| Q3 2023 | 50 | $414.0M | 13,840,668 | 8 | 18 | 17 | 0.0% |
| Q2 2023 | 45 | $437.1M | 14,054,661 | 7 | 16 | 14 | 0.0% |
| Q1 2023 | 39 | $399.2M | 12,978,972 | 4 | 20 | 11 | 0.0% |
| Q4 2022 | 36 | $362.3M | 12,830,773 | 8 | 13 | 12 | 0.0% |
| Q3 2022 | 38 | $337.2M | 13,998,974 | 2 | 14 | 14 | 0.0% |
| Q2 2022 | 42 | $401.2M | 14,849,762 | 5 | 11 | 17 | 0.0% |
| Q1 2022 | 42 | $466.8M | 14,741,298 | 4 | 18 | 7 | 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% |