HolderBook

JOHN HANCOCK EXCHANGE TRADED (JHPI)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

50
Reporting holders
$129.6M
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

FilerValueShares Their book Held Change
LPL Financial LLC$25.5M1,122,8230.01%10q+11.6%+$2.7M
Eldridge Investment Advisors, Inc.$13.7M601,9482.71%6q+11.6%+$1.4M
PTM WEALTH MANAGEMENT, LLC$12.6M558,5635.69%2q+11.5%+$1.3M
COMMONWEALTH EQUITY SERVICES, LLC$10.6M465,4390.01%12q+106.0%+$5.4M
BANK OF AMERICA CORP /DE/$7.2M317,3510.00%15q+9.5%+$625.8K
OSAIC HOLDINGS, INC.$6.0M262,5700.01%18q+16.4%+$839.5K
FFG RETIREMENT ADVISORS LLC$5.3M233,8272.81%4q+37.6%+$1.4M
Private Advisor Group, LLC$5.1M225,4210.02%5q+51.7%+$1.7M
JONES FINANCIAL COMPANIES LLLP$4.1M181,1690.00%3q+78.9%+$1.8M
Robbins Farley$3.9M172,0591.50%14q+8.3%+$299.1K
Burk Holdings LLC$3.5M155,3791.30%4q+9.7%+$311.6K
Sanctuary Advisors, LLC$3.3M145,9310.02%9qHELD
Uniting Wealth Partners, LLC$3.3M144,7300.67%2q+3.8%+$120.7K
BDFS Capital LLC$3.1M137,2651.35%3q-7.4%-$248.6K
Mutual Advisors, LLC$3.0M133,9400.06%2q+5.8%+$167.6K
1620 INVESTMENT ADVISORS, INC.$1.5M67,4340.95%17q+3.8%+$55.9K
&PARTNERS$1.5M64,6360.01%3q+1.1%+$15.9K
Meridian Wealth Management, LLC$1.3M59,3870.04%4q-8.1%-$118.1K
Cetera Investment Advisers$1.3M56,2900.00%4q+51.1%+$432.1K
HighTower Advisors, LLC$1.3M55,7580.00%6q+58.1%+$465.0K
ENVESTNET ASSET MANAGEMENT INC$1.2M52,8160.00%5q+6.2%+$70.5K
Etesian Wealth Advisors, Inc.$1.1M49,4080.33%5q+4.4%+$47.8K
Rockefeller Capital Management L.P.$965.6K42,5390.00%7q+8.6%+$76.1K
Beacon Financial Advisory LLC$878.7K38,7120.17%9q+1.5%+$12.6K
IFS Group,LLC$850.1K37,4501.17%3q+2.7%+$22.7K
NewEdge Advisors, LLC$754.6K33,2450.00%newNEW
FWG Holdings, LLC$754.5K33,3300.26%newNEW
Widmann Financial Services, Inc.$650.5K28,6550.35%2q+74.3%+$277.3K
J.W. COLE ADVISORS, INC.$566.8K24,9670.01%newNEW
Compass Ion Advisors, LLC$566.5K24,9570.05%3q+7.6%+$40.1K
Quad-Cities Investment Group, LLC$511.6K22,5380.18%12q+2.1%+$10.7K
Empire Financial Management Company, LLC$398.7K17,5630.16%10q+16.3%+$56.0K
HighPoint Advisor Group LLC$396.2K17,4550.01%2q-32.8%-$193.6K
Tiller Private Wealth, Inc.$351.8K15,4990.11%newNEW
ZACKS INVESTMENT MANAGEMENT$334.7K14,7430.00%8q-18.6%-$76.6K
LAUREL OAK WEALTH MANAGEMENT, LLC$321.4K14,1600.05%2q+5.5%+$16.8K
Indivisible Partners$290.2K12,7820.02%3q-34.8%-$155.2K
Stonebridge Financial Planning Group, LLC$272.7K12,0140.09%6q-5.3%-$15.2K
GENESIS PRIVATE WEALTH, LLC$272.4K12,0000.08%3qHELD
STIFEL FINANCIAL CORP$227.3K10,0130.00%newNEW
Leading Edge Financial Planning LLC$220.8K9,7270.04%6qHELD
Spire Wealth Management$185.0K8,1500.01%4qHELD
Farther Finance Advisors, LLC$120.1K5,2890.00%8qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$75.2K3,3050.00%3qHELD
WELLS FARGO & COMPANY/MN$45.4K2,0000.00%newNEW
HARBOUR INVESTMENTS, INC.$41.3K1,8200.00%17qHELD
Global Retirement Partners, LLC$24.4K1,0730.00%4q+2.4%
Granite Bay Wealth Management, LLC$19.2K845,1321.77%15q+3.6%
Allworth Financial LP$18.7K8240.00%3qHELD
MORGAN STANLEY$6.9K3020.00%9qHELD
Janney Montgomery Scott LLC$3.6K158,4750.01%9q+5.7%
Cambridge Investment Research Advisors, Inc.$1.6K70,6980.00%6q+251.3%+$1.1K
NATIXIS ADVISORS, LLC$77133,9660.00%2q+58.2%
Capital Advisors, Ltd. LLC$28612,6130.03%17qHELD
ASSETMARK, INC$6830.00%3qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202650$129.6M5,709,25962860.0%
Q1 202649$130.1M5,761,59282470.0%
Q4 202544$95.3M4,175,041102250.0%
Q3 202534$98.9M4,270,69071750.0%
Q2 202528$48.0M2,128,08261540.0%
Q1 202523$37.3M1,663,18061230.0%
Q4 202419$28.5M1,263,7002850.0%
Q3 202419$32.8M1,412,3913940.0%
Q2 202418$31.3M1,400,1223940.0%
Q1 202417$30.9M1,375,1684730.0%
Q4 202315$28.5M1,311,1232610.0%
Q3 202313$30.9M1,489,8332620.0%
Q2 202312$26.2M1,249,4983410.0%
Q1 202310$23.7M1,124,7423400.0%
Q4 20227$21.4M992,0602200.0%
Q3 20228$20.0M906,7472310.0%
Q2 20227$25.3M1,127,0995010.0%
Q1 20223$28.6M1,170,5222000.0%
Q4 20212$30.3M1,194,1812000.0%