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Get Institutions for : 
John Hancock Multifactor Large Cap ETFA (JHML)  
$64.50 0.36 (0.57%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    2
Total shares held : 
9,618,184  
% of shares held : 
44.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-25,337  
% of shares held change : 
  -0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$52.72  
Last Quarter's Ending Price : 
$58.81  
Last Quarter's Average Price
$54.96  
Change from last quarter's     
avg. price to the last closing  : 
9.54 (17.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 26,159
 0.27%
 
Increased Positions :
29
 449,996
 4.68%
 
Unchanged Positions :
23
 217,141
 2.26%
 
Decreased Positions :
32
-375,684
-3.91%
 
Closed Positions :
8
-125,808
-1.31%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GRIMES & COMPANY INC 6 - 2024-03-31 1,710,875 $110,796,000 9,320
   LPL FINANCIAL CORP 452 - 2024-03-31 1,015,524 $65,765,000 -27,901
   AMERIPRISE FINANCIAL INC 728 - 2024-03-31 917,585 $59,395,000 58,206
   WELLS FARGO & CO/MN 686 - 2024-03-31 821,806 $53,220,000 -21,429
   ENVESTNET ASSET MANAGEMENT INC 712 - 2024-03-31 685,100 $44,367,000 526,461
   MORGAN STANLEY 1974 - 2024-03-31 606,574 $39,282,000 11,888
   COMMONWEALTH EQUITY SERVICES LLC. 366 - 2024-03-31 472,350 $30,589,000 1,049
   BANK OF AMERICA CORP /DE/ 1723 - 2024-03-31 403,243 $26,114,000 -16,946
   Sanchez Wealth Management Group 2 - 2024-03-31 400,780 $25,955,000 7,306
   HILL ISLAND FINANCIAL LLC 6 - 2024-03-31 355,339 $23,012,000 -14,030
   IAM Advisory LLC 4 - 2024-03-31 339,581 $21,991,000 -6,219
   UBS Group AG 1182 - 2024-03-31 316,450 $20,493,000 -9,508
   Kestra Advisory Services LLC 197 - 2024-03-31 243,017 $15,738,000 20,251
   H D Vest Advisory Services 138 - 2024-03-31 197,729 $12,805,000 14,186
   Foundry Financial Group Inc. 3 - 2024-03-31 139,042 $9,004,000 11,913
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 531 - 2024-03-31 124,092 $8,036,000 -3,199
   Cooper Financial Group 17 - 2024-03-31 110,117 $7,131,000 1,109
   Goodman Advisory Group LLC 12 - 2024-03-31 95,021 $6,154,000 -5,333
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 520 - 2024-03-31 93,335 $6,044,000 1,519
   MERCER GLOBAL ADVISORS INC /ADV 486 - 2024-03-31 69,092 $4,474,000 -2,603
   Private Advisor Group LLC 533 - 2024-03-31 62,419 $4,042,000 -4,127
   Capital Investment Advisory Services LLC 60 - 2024-03-31 54,978 $3,560,000 99
   Schneider Downs Wealth Management Advisors LP 23 - 2024-03-31 50,673 $3,282,000 5,646
   Advisor Group Holdings Inc. 1428 - 2024-03-31 44,423 $2,877,000 -86,151
   PARSONS CAPITAL MANAGEMENT INC/RI 116 - 2024-03-31 42,968 $2,783,000 570
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1460 - 2024-03-31 42,812 $2,773,000 -5,762
   Rockefeller Capital Management L.P. 891 - 2024-03-31 40,449 $2,620,000 -881
   ERn Financial LLC 52 - 2024-03-31 39,567 $2,562,000 -1,406
   FCA CORP /TX 52 - 2024-03-31 34,626 $2,242,000 1,276
   SigFig Wealth Management LLC 84 - 2024-03-31 26,968 $1,746,000 3,669
   COLUMBIA ADVISORY PARTNERS LLC 11 - 2024-03-31 26,099 $1,690,000 -1,131
   Rossmore Private Capital 89 - 2024-03-31 25,750 $1,668,000 0
   ATRIA INVESTMENTS LLC 669 - 2023-12-31 28,058 $1,650,000 6,441
   Moloney Securities Asset Management LLC 107 - 2024-03-31 23,961 $1,552,000 -239
   Goss Wealth Management LLC 797 - 2024-03-31 23,022 $1,491,000 20,624
   Amplius Wealth Advisors LLC 59 - 2024-03-31 22,744 $1,473,000 -364
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 151 - 2024-03-31 21,409 $1,381,000 21,409
   Venture Visionary Partners LLC 240 - 2024-03-31 19,709 $1,276,000 -325
   Orion Portfolio Solutions LLC 888 - 2024-03-31 18,982 $1,229,000 -11,336
   JOURNEY STRATEGIC WEALTH LLC 66 - 2024-03-31 18,872 $1,222,000 -175
   Perennial Investment Advisors LLC 95 - 2024-03-31 18,599 $1,204,000 -1,302
   Arkadios Wealth Advisors 206 - 2024-03-31 18,578 $1,203,000 -573
   CHILTON CAPITAL MANAGEMENT LLC 117 - 2024-03-31 18,122 $1,174,000 -821
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 168 - 2024-03-31 15,575 $1,009,000 -192
   TNF LLC 32 - 2024-03-31 15,891 $991,000 1,656
   GOLDMAN SACHS GROUP INC/ 3621 - 2024-03-31 14,146 $916,000 2,561
   CLS INVESTMENT FIRM LLC 764 - 2022-12-31 18,513 $912,000 -1,028
   OPPENHEIMER & CO INC 790 - 2024-03-31 13,316 $862,000 158
   TRANSCEND WEALTH COLLECTIVE LLC 266 - 2024-03-31 11,930 $773,000 0
   RAYMOND JAMES & ASSOCIATES 2793 - 2024-03-31 11,085 $718,000 -205
   MARINER WEALTH ADVISORS, LLC 1834 - 2024-03-31 9,961 $645,000 923
   Fernwood Investment Management LLC 109 - 2024-03-31 9,284 $601,000 0
   Beirne Wealth Consulting Services LLC 57 - 2024-03-31 8,205 $531,000 189
   Equitable Holdings Inc. 797 - 2024-03-31 7,789 $504,000 -285
   THRIVENT FINANCIAL FOR LUTHERANS 2169 - 2024-03-31 7,637 $495,000 257
   Kathmere Capital Management LLC 176 - 2024-03-31 7,213 $467,000 0
   Aspire Wealth Management Corp 59 - 2024-03-31 7,114 $461,000 -204
   ROYAL BANK OF CANADA 3519 - 2024-03-31 7,060 $457,000 2,212
   RAYMOND JAMES TRUST CO 769 - 2024-03-31 6,867 $445,000 0
   Tyler-Stone Wealth Management 107 - 2024-03-31 6,485 $420,000 -181
   IHT Wealth Management LLC 699 - 2024-03-31 6,326 $410,000 -1,105
   OneAscent Wealth Management LLC 92 - 2024-03-31 6,271 $406,000 -278
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3709 - 2024-03-31 6,146 $398,000 -9,154
   Sageworth Trust Co of South Dakota 39 - 2024-03-31 6,147 $398,000 0
   Streettalk Advisors LLC 300 - 2024-03-31 6,132 $397,000 -329
   FINANCIAL NETWORK 2096 - 2024-03-31 5,945 $385,000 523
   PARK AVENUE SECURITIES LLC 1078 - 2024-03-31 5,765 $373,000 0
   Avant Capital LLC 41 - 2023-09-30 6,866 $364,000 -25
   TOWER RESEARCH CAPITAL LLC 1055 - 2024-03-31 5,575 $361,000 5,575
   Dynamic Advisors Solutions LLC 696 - 2024-03-31 5,561 $360,000 -345
   J P MORGAN CHASE & CO 3938 - 2024-03-31 5,304 $343,000 -53
   Kraft Davis & Associates LLC 96 - 2024-03-31 5,200 $333,000 0
   Cetera Investment Advisers 1412 - 2024-03-31 5,017 $325,000 -2,114
   Beacon Financial Advisory LLC 172 - 2024-03-31 4,983 $323,000 0
   Capital Advisors Ltd. LLC 226 - 2024-03-31 4,482 $290,000 0
   Simplicity WealthLLC 948 - 2024-03-31 4,249 $275,000 27
   Mayflower Financial Advisors LLC 329 - 2024-03-31 3,412 $221,000 0
   PRIVATE TRUST CO NA 699 *New 2024-03-31 2,640 $171,000 2,640
   FMR LLC 3033 - 2024-03-31 1,930 $125,000 21
   EMFO LLC 121 - 2024-03-31 1,645 $107,000 0
   JONES FINANCIAL COMPANIES LLLP 582 *New 2024-03-31 1,614 $105,000 1,614
   Tidemark LLC 182 - 2024-03-31 1,320 $85,000 0
   BLAIR WILLIAM & CO/IL 1537 - 2024-03-31 1,207 $78,000 0
   BELLEVUE ASSET MANAGEMENT LLC 124 - 2024-03-31 983 $64,000 0
   Sunbelt Securities Inc. 873 *New 2024-03-31 720 $47,000 720
   HARBOUR INVESTMENTS INC. 1668 - 2023-12-31 521 $31,000 0
   CWM LLC 2652 - 2024-03-31 426 $28,000 -724
   WETZEL INVESTMENT ADVISORS INC. 382 - 2024-03-31 298 $18,000 0
   COMERICA BANK 3095 - 2024-03-31 206 $13,000 -8
   Coastal Investment Advisors Inc. 678 - 2024-03-31 191 $12,000 191
   ARMSTRONG ADVISORY GROUP INC 576 - 2024-03-31 161 $9,000 0
   Westside Investment Management Inc. 633 - 2024-03-31 104 $7,000 0
   Global Retirement Partners LLC 2350 - 2024-03-31 75 $5,000 0
   BESSEMER GROUP INC 2049 *Closed 2024-03-31 0 $0 -180
   Smartleaf Asset Management LLC 1689 - 2024-03-31 0 $0 -155
   Ten Capital Wealth Advisors LLC 343 *Closed 2023-06-30 0 $0 -959
   PROEQUITIES INC. 7937 - 2024-03-31 0 $0 0
   Octavia Wealth Advisors LLC 226 *Closed 2024-03-31 0 $0 -4,062
   James J. Burns & Company LLC 112 *Closed 2024-03-31 0 $0 -6,143
   Ford Financial Group Inc. 119 *Closed 2023-03-31 0 $0 -30,111

  100 Records found
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