JOHN HANCOCK EXCHANGE TRADED (JHML)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
105
Reporting holders
$901.3M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| 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 | -50.8%-$123.3M |
| LPL Financial LLC | $88.7M | 994,624 | 0.02% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $74.4M | 834,416 | 0.01% | 31q | -49.8%-$73.7M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $7.0M | 77,970 | 0.00% | 29q | +89.9%+$3.3M |
| 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 |
| 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 |
| 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% | new | NEW |
| COLUMBIA ADVISORY PARTNERS LLC | $709.3K | 7,954 | 0.39% | 19q | HELD |
| 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 |
| 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 |
| 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 |
| SIMS INVESTMENT MANAGEMENT, LLC | $32.6K | 365 | 0.01% | new | NEW |
| AE Wealth Management LLC | $29.8K | 334 | 0.00% | 5q | HELD |
| SHP Wealth Management | $26.2K | 294 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $16.8K | 188 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $14.4K | 161 | 0.00% | 15q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 105 | $901.3M | 10,110,196 | 12 | 22 | 30 | 0.0% |
| Q1 2026 | 104 | $969.6M | 12,389,372 | 14 | 28 | 26 | 0.0% |
| Q4 2025 | 96 | $790.8M | 9,903,052 | 6 | 21 | 34 | 0.0% |
| Q3 2025 | 99 | $772.0M | 9,856,376 | 7 | 27 | 32 | 0.0% |
| Q2 2025 | 99 | $730.1M | 9,953,029 | 12 | 27 | 32 | 0.0% |
| Q1 2025 | 91 | $652.7M | 9,668,471 | 8 | 16 | 37 | 0.0% |
| Q4 2024 | 90 | $691.4M | 9,924,786 | 4 | 24 | 34 | 0.0% |
| Q3 2024 | 91 | $692.6M | 9,973,198 | 10 | 25 | 30 | 0.0% |
| Q2 2024 | 92 | $640.0M | 9,845,303 | 7 | 26 | 30 | 0.0% |
| Q1 2024 | 83 | $689.9M | 10,654,869 | 6 | 25 | 33 | 0.0% |
| Q4 2023 | 79 | $561.1M | 9,540,391 | 4 | 25 | 26 | 0.0% |
| Q3 2023 | 78 | $471.4M | 8,894,788 | 4 | 24 | 28 | 0.0% |
| Q2 2023 | 77 | $486.8M | 8,869,935 | 3 | 26 | 25 | 0.0% |
| Q1 2023 | 72 | $451.3M | 8,715,813 | 5 | 23 | 23 | 0.0% |
| Q4 2022 | 68 | $438.5M | 8,902,055 | 6 | 21 | 22 | 0.0% |
| Q3 2022 | 78 | $465.9M | 10,252,684 | 10 | 20 | 21 | 0.0% |
| Q2 2022 | 74 | $494.1M | 10,363,524 | 5 | 26 | 17 | 0.0% |
| Q1 2022 | 80 | $588.9M | 10,384,372 | 11 | 26 | 16 | 0.0% |
| Q4 2021 | 76 | $587.9M | 9,897,083 | 9 | 21 | 19 | 0.0% |
| Q3 2021 | 64 | $470.4M | 8,639,219 | 8 | 24 | 13 | 0.0% |
| Q2 2021 | 63 | $466.3M | 8,571,167 | 7 | 23 | 15 | 0.0% |
| Q1 2021 | 65 | $444.0M | 8,671,659 | 8 | 24 | 22 | 0.0% |
| Q4 2020 | 60 | $795.9M | 16,802,964 | 6 | 21 | 16 | 0.0% |
| Q3 2020 | 60 | $685.2M | 16,410,775 | 8 | 18 | 18 | 0.0% |
| Q2 2020 | 56 | $642.5M | 16,896,084 | 6 | 15 | 26 | 0.0% |
| Q1 2020 | 56 | $597.3M | 18,616,412 | 11 | 19 | 16 | 0.0% |
| Q4 2019 | 52 | $801.6M | 19,447,360 | 5 | 23 | 10 | 0.0% |
| Q3 2019 | 52 | $749.0M | 19,566,010 | 9 | 19 | 14 | 0.0% |
| Q2 2019 | 44 | $764.4M | 20,227,012 | 4 | 20 | 12 | 0.0% |
| Q1 2019 | 44 | $747.9M | 20,519,313 | 6 | 22 | 11 | 0.0% |
| Q4 2018 | 50 | $642.0M | 20,035,359 | 1 | 1 | 1 | 0.0% |