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Get Institutions for : 
John Hancock Multifactor Mid Cap ETFA (JHMM)  
$56.06 0.08 (0.14%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 207    4
Total shares held : 
 51,177,452  
% of shares held : 
 56.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 2,860,062  
% of shares held change : 
   3.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.73  
Last Quarter's Ending Price : 
 $52.66  
Last Quarter's Average Price : 
 $48.25  
Change from last quarter's     
avg. price to the last closing  : 
7.81 (16.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,201,604
 2.35%
 
Increased Positions :
78
 3,572,007
 6.98%
 
Unchanged Positions :
41
 563,869
 1.1%
 
Decreased Positions :
71
-1,421,302
-2.78%
 
Closed Positions :
13
-492,247
-0.96%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 282 - 2023-12-31 4,527,467 $238,463,000 482,213
   LPL FINANCIAL CORP 157 - 2024-03-31 3,983,778 $228,589,000 -16,623
   MANUFACTURERES LIFE INSURANCE CO 120 - 2023-12-31 4,047,767 $213,155,000 -209,785
   WELLS FARGO & CO/MN 310 - 2024-03-31 3,153,565 $180,952,000 -611,803
   MORGAN STANLEY 932 - 2023-12-31 2,753,143 $144,981,000 31,593
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 75 - 2023-12-31 2,310,787 $121,686,000 -165,671
   UBS Group AG 364 - 2023-12-31 2,290,563 $120,621,000 86,854
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 134 - 2024-03-31 1,882,064 $107,993,000 -727,166
   COMMONWEALTH EQUITY SERVICES LLC. 123 - 2024-03-31 1,666,029 $95,597,000 137,058
   ROYAL BANK OF CANADA 528 - 2023-12-31 1,591,971 $83,833,000 -54,572
   Private Advisor Group LLC 30 - 2024-03-31 1,299,418 $74,561,000 -106,442
   Smith Anglin Financial LLC 3 - 2024-03-31 1,228,113 $70,469,000 38,427
   HILL ISLAND FINANCIAL LLC 1 - 2024-03-31 1,097,950 $63,000,000 -20,529
   THRIVENT FINANCIAL FOR LUTHERANS 238 - 2023-12-31 1,046,989 $55,135,000 307,263
   BANK OF AMERICA CORP /DE/ 1171 - 2023-12-31 917,854 $48,334,000 60,645
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 3 - 2024-03-31 739,834 $42,452,000 25,564
   Amplius Wealth Advisors LLC 6 - 2024-03-31 645,803 $37,056,000 9
   ENZI WEALTH 1 - 2024-03-31 661,224 $35,812,000 -15,521
   H D Vest Advisory Services 45 - 2024-03-31 566,744 $32,520,000 6,275
   Dynamic Advisors Solutions LLC 10 - 2024-03-31 553,502 $31,760,000 18,798
   CAPTRUST FINANCIAL ADVISORS 168 *New 2023-12-31 580,824 $30,586,000 580,824
   FINANCIAL NETWORK 128 - 2023-12-31 547,525 $28,833,000 118
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 174 - 2024-03-31 491,500 $28,202,000 89
   BUCKINGHAM ASSET MANAGEMENT, LLC 53 - 2024-03-31 461,346 $26,472,000 -8,470
   COLONY GROUP, LLC 83 *New 2023-12-31 464,009 $24,435,000 464,009
   COLONY GROUP LLC 76 - 2023-09-30 473,346 $22,399,000 8,255
   Advisor Group Holdings Inc. 420 - 2024-03-31 337,562 $19,369,000 -20,624
   RAYMOND JAMES & ASSOCIATES 984 - 2024-03-31 239,424 $13,738,000 -3,010
   ERn Financial LLC 12 - 2024-03-31 221,010 $12,682,000 807
   SYNOVUS FINANCIAL CORP 85 - 2023-12-31 239,932 $12,639,000 172,504
   BAKER ELLIS ASSET MANAGEMENT LLC 9 - 2024-03-31 219,918 $12,619,000 1,780
   Bulltick Wealth Management LLC 9 - 2023-12-31 221,730 $11,676,000 -8,425
   Executive Wealth Management LLC - 2023-12-31 217,745 $11,466,000 2,909
   Choice Wealth Advisors LLC 5 - 2024-03-31 195,435 $11,214,000 -2,511
   Stratos Wealth Partners LTD. 118 - 2024-03-31 189,037 $10,847,000 -16,796
   Sanchez Wealth Management Group 13 - 2024-03-31 176,549 $10,130,000 5,855
   PALO ALTO WEALTH ADVISORS LLC 7 - 2024-03-31 153,397 $8,802,000 17,354
   ENVESTNET ASSET MANAGEMENT INC 1532 - 2023-12-31 164,585 $8,667,000 -4,155
   Garrett Wealth Advisory Group LLC 10 - 2024-03-31 146,948 $8,432,000 -1,168
   CHILTON CAPITAL MANAGEMENT LLC 74 - 2024-03-31 142,816 $8,195,000 20,843
   FLYNN ZITO CAPITAL MANAGEMENT LLC 8 - 2024-03-31 140,800 $8,079,000 3,337
   Patriot Financial Group Insurance Agency LLC 10 - 2024-03-31 140,723 $8,075,000 -271
   Global Retirement Partners LLC 72 - 2024-03-31 138,768 $7,963,000 -28,361
   Integrated Wealth Concepts LLC 176 - 2023-12-31 147,746 $7,780,000 -31,185
   Fragasso Group Inc. 24 - 2024-03-31 134,095 $7,694,000 -9,918
   Pine Valley Investments Ltd Liability Co 44 - 2024-03-31 119,261 $6,843,000 109,781
   ADAPT WEALTH ADVISORS LLC 6 - 2024-03-31 117,352 $6,734,000 0
   Cetera Investment Advisers 365 - 2023-12-31 120,796 $6,361,000 -93,049
   Onyx Bridge Wealth Group LLC 20 - 2024-03-31 115,048 $6,293,000 -71,470
   D.B. Root & Company LLC 8 - 2024-03-31 102,478 $5,880,000 6,408
   Foundry Financial Group Inc. 11 - 2024-03-31 98,645 $5,660,000 10,331
   Kestra Advisory Services LLC 413 - 2023-12-31 106,971 $5,633,000 8,416
   IAG Wealth Partners LLC 21 - 2024-03-31 97,928 $5,619,000 815
   DAVIDSON D A & CO 297 - 2023-12-31 91,829 $4,836,000 1,344
   Atria Wealth Solutions Inc. 322 - 2023-12-31 90,717 $4,777,000 14,469
   GRIMES & COMPANY INC 103 - 2024-03-31 78,242 $4,490,000 -1,065
   STIFEL FINANCIAL CORP 1163 - 2023-12-31 85,118 $4,482,000 -3,441
   AlphaCore Capital LLC 30 - 2023-12-31 83,380 $4,391,000 -1,000
   MARINER WEALTH ADVISORS, LLC 730 - 2023-12-31 82,925 $4,367,000 53,391
   Granite Bay Wealth Management LLC - 2024-03-31 73,093 $4,194,000 -3,457,861
   NBC SECURITIES INC. 50 - 2024-03-31 65,789 $3,774,000 46,922
   EQIS CAPITAL MANAGEMENT, INC. 61 *New 2023-12-31 71,328 $3,756,000 71,328
   PARSONS CAPITAL MANAGEMENT INC/RI 93 - 2024-03-31 60,782 $3,488,000 -995
   PFG Advisors 102 - 2024-03-31 59,917 $3,438,000 7,738
   BB&T CORP 1001 - 2023-12-31 64,604 $3,402,000 -10,534
   Capital Advisors Ltd. LLC 40 - 2024-03-31 58,823 $3,375,000 -809
   Resources Investment Advisors Inc. 262 - 2024-03-31 52,135 $2,991,000 5,844
   SIGNATURE SECURITIES GROUP CORPORATION 30 - 2024-03-31 51,847 $2,975,000 -2,744
   WILEY BROS.-AINTREE CAPITAL LLC 54 *New 2024-03-31 46,115 $2,635,000 46,115
   Atlas Wealth LLC 19 - 2024-03-31 44,671 $2,563,000 4,724
   FMA Wealth Management LLC 15 - 2024-03-31 44,651 $2,562,000 3,835
   CREATIVE FINANCIAL DESIGNS INC /ADV 90 - 2024-03-31 42,790 $2,455,000 3,703
   LINSCOMB & WILLIAMS INC 120 - 2023-12-31 46,304 $2,438,000 -4,851
   VALMARK ADVISERS INC 148 - 2024-03-31 42,290 $2,427,000 2,832
   DORVAL Corp 18 - 2024-03-31 41,598 $2,275,000 704
   Good Life Advisors LLC 92 - 2024-03-31 39,201 $2,249,000 -75
   JNBA FINANCIAL ADVISORS 61 - 2024-03-31 37,415 $2,147,000 -3,675
   MERCER GLOBAL ADVISORS INC /ADV 724 - 2023-12-31 40,130 $2,113,000 -14,926
   Cooper Financial Group 55 - 2024-03-31 36,230 $2,079,000 20,195
   Arkadios Wealth Advisors 149 - 2024-03-31 33,897 $1,945,000 -37
   Equitable Holdings Inc. 424 - 2023-12-31 36,014 $1,896,000 773
   Andesa Financial Management Inc. 35 - 2022-12-31 40,584 $1,889,000 -36,228
   DAVENPORT & CO LLC 460 - 2024-03-31 32,668 $1,874,000 1,855
   Waterloo Capital L.P. 85 *New 2023-12-31 35,143 $1,851,000 35,143
   Steward Partners Investment Advisory LLC 528 - 2023-12-31 34,119 $1,797,000 -506
   Eldridge Investment Advisors Inc. 54 - 2024-03-31 30,057 $1,725,000 0
   BANK OF NOVA SCOTIA / 668 - 2023-12-31 31,825 $1,674,000 -515
   KESTRA PRIVATE WEALTH SERVICES LLC 430 - 2024-03-31 28,612 $1,642,000 403
   Chicago Partners Investment Group LLC 231 - 2024-03-31 29,890 $1,634,000 11,024
   Moloney Securities Asset Management LLC 102 - 2024-03-31 28,046 $1,609,000 895
   J P MORGAN CHASE & CO 3131 - 2024-03-31 26,709 $1,533,000 1,578
   Interchange Capital Partners LLC 24 - 2024-03-31 25,770 $1,480,000 2,819
   Rockefeller Capital Management L.P. 1013 - 2023-12-31 28,101 $1,480,000 449
   IFP Advisors Inc 301 - 2023-12-31 28,006 $1,475,000 5,350
   Magnus Financial Group LLC 104 - 2024-03-31 24,909 $1,429,000 856
   Paragon Private Wealth Management LLC 35 - 2023-12-31 25,536 $1,345,000 3,931
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 173 *New 2024-03-31 21,488 $1,226,000 21,488
   GREAT VALLEY ADVISOR GROUP INC. 338 - 2024-03-31 21,372 $1,226,000 -14,605
   MULTIFINANCIAL SECURITIES CORP 691 - 2023-12-31 23,202 $1,222,000 1,619
   ZRC WEALTH MANAGEMENT LLC 34 - 2024-03-31 21,290 $1,222,000 -21
  100 Records found
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