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Get Institutions for : 
John Hancock Multifactor Large Cap ETFA (JHML)  
$62.55 0.43 (0.69%) as of 4:30 Fri 4/26


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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  : 
7.59 (13.81%)  




 
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 432 - 2023-12-31 1,043,425 $61,364,000 52,670
   AMERIPRISE FINANCIAL INC 765 - 2023-12-31 859,379 $50,543,000 212,285
   WELLS FARGO & CO/MN 689 - 2023-12-31 843,235 $49,591,000 32,972
   MORGAN STANLEY 2087 - 2023-12-31 594,686 $34,974,000 -7,190
   COMMONWEALTH EQUITY SERVICES LLC. 349 - 2023-12-31 471,301 $27,717,000 56,656
   BANK OF AMERICA CORP /DE/ 1638 - 2023-12-31 420,189 $24,711,000 -9,227
   Sanchez Wealth Management Group 3 - 2023-12-31 393,474 $23,140,000 -86,715
   IAM Advisory LLC 4 - 2024-03-31 339,581 $21,991,000 -6,219
   HILL ISLAND FINANCIAL LLC 6 - 2023-12-31 369,369 $21,723,000 8,954
   UBS Group AG 1110 - 2023-12-31 325,958 $19,170,000 -2,154
   Kestra Advisory Services LLC 206 - 2023-12-31 222,766 $13,101,000 3,004
   H D Vest Advisory Services 147 - 2023-12-31 183,543 $10,794,000 6,432
   ENVESTNET ASSET MANAGEMENT INC 1485 - 2023-12-31 158,639 $9,330,000 2,847
   Advisor Group Holdings Inc. 941 - 2023-12-31 130,574 $7,681,000 -150,910
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 527 - 2023-12-31 127,291 $7,486,000 -1,514
   Foundry Financial Group Inc. - 2023-12-31 127,129 $7,476,000 0
   Cooper Financial Group 17 - 2024-03-31 110,117 $7,131,000 1,109
   Goodman Advisory Group LLC 14 - 2023-12-31 100,354 $5,902,000 -36,464
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 518 - 2023-12-31 91,816 $5,400,000 -6,263
   MERCER GLOBAL ADVISORS INC /ADV 517 - 2023-12-31 71,695 $4,216,000 -1,877
   Private Advisor Group LLC 524 - 2023-12-31 66,546 $3,914,000 12,788
   Capital Investment Advisory Services LLC 63 - 2023-12-31 54,879 $3,227,000 20
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1360 - 2023-12-31 48,574 $2,857,000 -388
   Schneider Downs Wealth Management Advisors LP 26 - 2023-12-31 45,027 $2,648,000 2,775
   ERn Financial LLC 52 - 2024-03-31 39,567 $2,562,000 -1,406
   PARSONS CAPITAL MANAGEMENT INC/RI - 2023-12-31 42,398 $2,493,000 -451
   Rockefeller Capital Management L.P. 845 - 2023-12-31 41,330 $2,431,000 -743
   FCA CORP /TX 53 - 2023-12-31 33,350 $1,961,000 -36
   Orion Portfolio Solutions LLC 688 - 2023-12-31 30,318 $1,779,000 1,866
   COLUMBIA ADVISORY PARTNERS LLC 11 - 2024-03-31 26,099 $1,690,000 -1,131
   ATRIA INVESTMENTS LLC 669 - 2023-12-31 28,058 $1,650,000 6,441
   Rossmore Private Capital 90 - 2023-12-31 25,750 $1,514,000 1,000
   Amplius Wealth Advisors LLC 59 - 2024-03-31 22,744 $1,473,000 -364
   Moloney Securities Asset Management LLC 110 - 2023-12-31 24,200 $1,423,000 -195
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 151 - 2024-03-31 21,409 $1,381,000 21,409
   SigFig Wealth Management LLC 88 - 2023-12-31 23,299 $1,370,000 621
   Venture Visionary Partners LLC 228 - 2023-12-31 20,034 $1,178,000 -250
   Perennial Investment Advisors LLC 95 - 2023-12-31 19,901 $1,170,000 40
   Arkadios Wealth Advisors - 2023-12-31 19,151 $1,126,000 -1,452
   JOURNEY STRATEGIC WEALTH LLC 56 - 2023-12-31 19,047 $1,120,000 9,073
   CHILTON CAPITAL MANAGEMENT LLC 121 - 2023-12-31 18,943 $1,114,000 -263
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 161 - 2023-12-31 15,767 $927,000 5
   CLS INVESTMENT FIRM LLC 764 - 2022-12-31 18,513 $912,000 -1,028
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2932 - 2023-12-31 15,300 $900,000 -22,210
   TNF LLC 39 - 2023-12-31 14,235 $857,000 5,606
   OPPENHEIMER & CO INC 805 - 2023-12-31 13,158 $774,000 777
   GeoWealth Management LLC 249 *New 2023-12-31 13,133 $772,000 13,133
   TRANSCEND WEALTH COLLECTIVE LLC 263 - 2023-12-31 11,930 $702,000 0
   GOLDMAN SACHS GROUP INC/ 3688 - 2023-12-31 11,585 $681,000 11,585
   RAYMOND JAMES & ASSOCIATES 2745 - 2023-12-31 11,290 $664,000 1,550
   Fernwood Investment Management LLC 113 - 2023-12-31 9,284 $546,000 0
   MARINER WEALTH ADVISORS, LLC 1893 - 2023-12-31 9,038 $532,000 0
   Equitable Holdings Inc. 789 - 2023-12-31 8,074 $475,000 874
   Beirne Wealth Consulting Services LLC 75 - 2023-12-31 8,016 $471,000 -919
   Kathmere Capital Management LLC 176 - 2024-03-31 7,213 $467,000 0
   IHT Wealth Management LLC 642 - 2023-12-31 7,431 $437,000 -50
   THRIVENT FINANCIAL FOR LUTHERANS 2171 - 2023-12-31 7,380 $434,000 -123
   Aspire Wealth Management Corp - 2023-12-31 7,318 $430,000 0
   Cetera Investment Advisers 1579 - 2023-12-31 7,131 $419,000 -22,523
   OneAscent Wealth Management LLC 92 - 2024-03-31 6,271 $406,000 -278
   RAYMOND JAMES TRUST CO 788 - 2023-12-31 6,867 $404,000 0
   Sageworth Trust Co of South Dakota 39 - 2024-03-31 6,147 $398,000 0
   Tyler-Stone Wealth Management 104 - 2023-12-31 6,666 $392,000 3
   Streettalk Advisors LLC 300 - 2023-12-31 6,461 $380,000 0
   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
   James J. Burns & Company LLC 85 - 2023-12-31 6,143 $361,000 0
   Dynamic Advisors Solutions LLC 696 - 2024-03-31 5,561 $360,000 -345
   FINANCIAL NETWORK 2195 - 2023-12-31 5,422 $319,000 610
   J P MORGAN CHASE & CO 3910 - 2023-12-31 5,357 $315,000 1,074
   Kraft Davis & Associates LLC 94 - 2023-12-31 5,200 $311,000 0
   Beacon Financial Advisory LLC - 2023-12-31 4,983 $293,000 0
   Capital Advisors Ltd. LLC 226 - 2024-03-31 4,482 $290,000 0
   ROYAL BANK OF CANADA 4143 - 2023-12-31 4,848 $285,000 -7,425
   Simplicity WealthLLC 152 *New 2023-12-31 4,222 $248,000 4,222
   Mayflower Financial Advisors LLC *New 2023-12-31 3,412 $201,000 3,412
   Goss Wealth Management LLC 1811 - 2023-12-31 2,398 $141,000 2,369
   FMR LLC 3018 - 2023-12-31 1,909 $112,000 -22
   EMFO LLC 123 - 2023-12-31 1,645 $97,000 0
   Tidemark LLC 183 - 2023-12-31 1,320 $78,000 0
   BLAIR WILLIAM & CO/IL 1537 - 2023-12-31 1,207 $71,000 0
   BELLEVUE ASSET MANAGEMENT LLC 135 - 2023-12-31 983 $58,000 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. 381 - 2023-12-31 298 $18,000 0
   COMERICA BANK 3057 - 2023-12-31 214 $13,000 -8
   Coastal Investment Advisors Inc. 678 - 2024-03-31 191 $12,000 191
   BESSEMER GROUP INC 1568 *New 2023-12-31 180 $11,000 180
   ARMSTRONG ADVISORY GROUP INC 576 - 2024-03-31 161 $9,000 0
   Smartleaf Asset Management LLC 785 - 2023-12-31 155 $9,000 0
   Westside Investment Management Inc. 633 - 2024-03-31 104 $7,000 0
   Global Retirement Partners LLC 2344 - 2023-12-31 75 $4,000 -75
   Stonebridge Capital Advisors LLC 521 *Closed 2023-12-31 0 $0 0
   PEAPACK GLADSTONE FINANCIAL CORP 702 *Closed 2023-12-31 0 $0 -4,232
   GTS SECURITIES LLC 1612 *Closed 2023-12-31 0 $0 -10,825
   Ten Capital Wealth Advisors LLC 343 *Closed 2023-06-30 0 $0 -959
   PROEQUITIES INC. 7456 - 2023-12-31 0 $0 0
   Octavia Wealth Advisors LLC 226 *Closed 2024-03-31 0 $0 -4,062

  100 Records found
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