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Get Institutions for : 
John Hancock Multifactor Mid Cap ETFA (JHMM)  
$54.70 0.16 (0.29%) as of 4:30 Fri 4/26


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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  : 
6.45 (13.37%)  




 
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  
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            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
   MANUFACTURERES LIFE INSURANCE CO 120 - 2023-12-31 4,047,767 $213,155,000 -209,785
   LPL FINANCIAL CORP 149 - 2023-12-31 4,000,401 $210,661,000 185,130
   WELLS FARGO & CO/MN 283 - 2023-12-31 3,765,368 $198,284,000 69,295
   Granite Bay Wealth Management LLC 19 - 2023-12-31 3,530,954 $170,787,000 444,454
   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
   ROYAL BANK OF CANADA 528 - 2023-12-31 1,591,971 $83,833,000 -54,572
   COMMONWEALTH EQUITY SERVICES LLC. 138 - 2023-12-31 1,528,971 $80,516,000 59,244
   Private Advisor Group LLC 29 - 2023-12-31 1,405,860 $74,033,000 -22,007
   Smith Anglin Financial LLC 3 - 2024-03-31 1,228,113 $70,469,000 38,427
   HILL ISLAND FINANCIAL LLC 1 - 2023-12-31 1,118,479 $58,899,000 40,710
   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
   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
   H D Vest Advisory Services 42 - 2023-12-31 560,469 $29,514,000 23,356
   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 46 - 2023-12-31 469,816 $24,741,000 -2,355
   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. 504 - 2023-12-31 358,186 $18,862,000 -136,473
   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
   Onyx Bridge Wealth Group LLC 14 - 2023-12-31 186,518 $9,822,000 -188,953
   Sanchez Wealth Management Group 15 - 2023-12-31 170,694 $8,989,000 18,356
   ENVESTNET ASSET MANAGEMENT INC 1532 - 2023-12-31 164,585 $8,667,000 -4,155
   Global Retirement Partners LLC 72 - 2024-03-31 138,768 $7,963,000 -28,361
   Garrett Wealth Advisory Group LLC 11 - 2023-12-31 148,116 $7,800,000 -167,565
   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
   Patriot Financial Group Insurance Agency LLC 9 - 2023-12-31 140,994 $7,425,000 3,638
   FLYNN ZITO CAPITAL MANAGEMENT LLC 8 - 2023-12-31 137,463 $7,239,000 -74,737
   PALO ALTO WEALTH ADVISORS LLC 7 - 2023-12-31 136,043 $7,164,000 -9,781
   CHILTON CAPITAL MANAGEMENT LLC 77 - 2023-12-31 121,973 $6,423,000 -974
   Cetera Investment Advisers 365 - 2023-12-31 120,796 $6,361,000 -93,049
   D.B. Root & Company LLC 8 - 2024-03-31 102,478 $5,880,000 6,408
   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
   Foundry Financial Group Inc. - 2023-12-31 88,314 $4,651,000 0
   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
   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
   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
   SIGNATURE SECURITIES GROUP CORPORATION 30 - 2024-03-31 51,847 $2,975,000 -2,744
   PFG Advisors 116 - 2023-12-31 52,179 $2,748,000 1,209
   WILEY BROS.-AINTREE CAPITAL LLC 54 *New 2024-03-31 46,115 $2,635,000 46,115
   LINSCOMB & WILLIAMS INC 120 - 2023-12-31 46,304 $2,438,000 -4,851
   Resources Investment Advisors Inc. 279 - 2023-12-31 46,291 $2,438,000 -454
   DORVAL Corp 18 - 2024-03-31 41,598 $2,275,000 704
   FMA Wealth Management LLC 16 - 2023-12-31 40,816 $2,149,000 0
   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
   VALMARK ADVISERS INC 158 - 2023-12-31 39,458 $2,078,000 919
   Good Life Advisors LLC 97 - 2023-12-31 39,276 $2,068,000 9,701
   CREATIVE FINANCIAL DESIGNS INC /ADV 98 - 2023-12-31 39,087 $2,058,000 1,865
   Equitable Holdings Inc. 424 - 2023-12-31 36,014 $1,896,000 773
   GREAT VALLEY ADVISOR GROUP INC. 247 - 2023-12-31 35,977 $1,894,000 -71,327
   Atlas Wealth LLC 19 - 2023-12-31 39,947 $1,890,000 0
   Andesa Financial Management Inc. 35 - 2022-12-31 40,584 $1,889,000 -36,228
   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
   Arkadios Wealth Advisors - 2023-12-31 33,934 $1,787,000 -5,057
   BANK OF NOVA SCOTIA / 668 - 2023-12-31 31,825 $1,674,000 -515
   Chicago Partners Investment Group LLC 231 - 2024-03-31 29,890 $1,634,000 11,024
   DAVENPORT & CO LLC - 2023-12-31 30,813 $1,623,000 1,604
   Eldridge Investment Advisors Inc. 53 - 2023-12-31 30,057 $1,583,000 55
   KESTRA PRIVATE WEALTH SERVICES LLC 425 - 2023-12-31 28,209 $1,485,000 627
   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
   Moloney Securities Asset Management LLC 108 - 2023-12-31 27,151 $1,430,000 1,650
   Paragon Private Wealth Management LLC 35 - 2023-12-31 25,536 $1,345,000 3,931
   J P MORGAN CHASE & CO 3178 - 2023-12-31 25,131 $1,323,000 18,345
   Magnus Financial Group LLC 102 - 2023-12-31 24,053 $1,267,000 580
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 173 *New 2024-03-31 21,488 $1,226,000 21,488
   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
   Interchange Capital Partners LLC 26 - 2023-12-31 22,951 $1,209,000 -113
   Mutual Advisors LLC 399 - 2023-12-31 22,593 $1,190,000 -6,154
   AVAII WEALTH MANAGEMENT LLC 24 - 2023-12-31 21,129 $1,113,000 2,458

  100 Records found
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