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Get Institutions for : 
John Hancock Multifactor Large Cap ETFA (JHML)  
$64.07 0.13 (0.2%) as of 4:30 Fri 5/10


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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  : 
9.11 (16.58%)  




 
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
   LPL FINANCIAL CORP 452 - 2024-03-31 1,015,524 $65,765,000 -27,901
   WELLS FARGO & CO/MN 686 - 2024-03-31 821,806 $53,220,000 -21,429
   MORGAN STANLEY 2087 - 2023-12-31 594,686 $34,974,000 -7,190
   BANK OF AMERICA CORP /DE/ 1638 - 2023-12-31 420,189 $24,711,000 -9,227
   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 1110 - 2023-12-31 325,958 $19,170,000 -2,154
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 531 - 2024-03-31 124,092 $8,036,000 -3,199
   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 533 - 2024-03-31 62,419 $4,042,000 -4,127
   Advisor Group Holdings Inc. 1428 - 2024-03-31 44,423 $2,877,000 -86,151
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1460 - 2024-03-31 42,812 $2,773,000 -5,762
   ERn Financial LLC 52 - 2024-03-31 39,567 $2,562,000 -1,406
   Rockefeller Capital Management L.P. 845 - 2023-12-31 41,330 $2,431,000 -743
   COLUMBIA ADVISORY PARTNERS LLC 11 - 2024-03-31 26,099 $1,690,000 -1,131
   Moloney Securities Asset Management LLC 107 - 2024-03-31 23,961 $1,552,000 -239
   Amplius Wealth Advisors LLC 59 - 2024-03-31 22,744 $1,473,000 -364
   Orion Portfolio Solutions LLC 888 - 2024-03-31 18,982 $1,229,000 -11,336
   Arkadios Wealth Advisors 206 - 2024-03-31 18,578 $1,203,000 -573
   Venture Visionary Partners LLC 228 - 2023-12-31 20,034 $1,178,000 -250
   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
   CLS INVESTMENT FIRM LLC 764 - 2022-12-31 18,513 $912,000 -1,028
   RAYMOND JAMES & ASSOCIATES 2793 - 2024-03-31 11,085 $718,000 -205
   Beirne Wealth Consulting Services LLC 75 - 2023-12-31 8,016 $471,000 -919
   Aspire Wealth Management Corp 59 - 2024-03-31 7,114 $461,000 -204
   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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3709 - 2024-03-31 6,146 $398,000 -9,154
   Streettalk Advisors LLC 300 - 2024-03-31 6,132 $397,000 -329
   Avant Capital LLC 41 - 2023-09-30 6,866 $364,000 -25
   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
   ROYAL BANK OF CANADA 4143 - 2023-12-31 4,848 $285,000 -7,425
   FMR LLC 3018 - 2023-12-31 1,909 $112,000 -22
   CWM LLC 2652 - 2024-03-31 426 $28,000 -724
   COMERICA BANK 3057 - 2023-12-31 214 $13,000 -8
   Smartleaf Asset Management LLC 1689 - 2024-03-31 0 $0 -155

  42 Records found
  1    
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