Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
John Hancock Multifactor Mid Cap ETFA (JHMM)  
$56.06 0.08 (0.14%) as of 4:30 Mon 5/13


Download
     
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
   MORGAN STANLEY 932 - 2023-12-31 2,753,143 $144,981,000 31,593
   UBS Group AG 364 - 2023-12-31 2,290,563 $120,621,000 86,854
   COMMONWEALTH EQUITY SERVICES LLC. 123 - 2024-03-31 1,666,029 $95,597,000 137,058
   Smith Anglin Financial LLC 3 - 2024-03-31 1,228,113 $70,469,000 38,427
   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
   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
   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
   COLONY GROUP LLC 76 - 2023-09-30 473,346 $22,399,000 8,255
   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
   Executive Wealth Management LLC - 2023-12-31 217,745 $11,466,000 2,909
   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
   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
   Pine Valley Investments Ltd Liability Co 44 - 2024-03-31 119,261 $6,843,000 109,781
   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
   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
   PFG Advisors 102 - 2024-03-31 59,917 $3,438,000 7,738
   Resources Investment Advisors Inc. 262 - 2024-03-31 52,135 $2,991,000 5,844
   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
   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
   Cooper Financial Group 55 - 2024-03-31 36,230 $2,079,000 20,195
   Equitable Holdings Inc. 424 - 2023-12-31 36,014 $1,896,000 773
   DAVENPORT & CO LLC 460 - 2024-03-31 32,668 $1,874,000 1,855
   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
   MULTIFINANCIAL SECURITIES CORP 691 - 2023-12-31 23,202 $1,222,000 1,619
   AVAII WEALTH MANAGEMENT LLC 26 - 2024-03-31 21,207 $1,217,000 78
   Betterment LLC 187 - 2024-03-31 20,885 $1,198,000 5,021
   GOLDMAN SACHS GROUP INC/ 3470 - 2023-12-31 21,069 $1,109,000 21,069
   COMERICA BANK 1497 - 2023-12-31 20,530 $1,081,000 1,904
   We Are One Seven LLC 304 - 2023-12-31 20,187 $1,063,000 7,018
   ATRIA INVESTMENTS LLC 872 - 2023-12-31 20,093 $1,058,000 20,093
   Strategic Financial Concepts LLC 111 - 2024-03-31 15,480 $888,000 15,480
   EPG Wealth Management LLC 124 - 2023-12-31 15,443 $811,000 21
   Sovereign Financial Group Inc. 99 - 2024-03-31 13,422 $770,000 100
   Western Wealth Management LLC 282 - 2024-03-31 12,573 $721,000 85
   PFG FINANCIAL ADVISORS 120 - 2024-03-31 12,231 $702,000 2,150
   COZAD ASSET MANAGEMENT INC 232 - 2024-03-31 10,770 $618,000 1,960
   SigFig Wealth Management LLC 107 - 2024-03-31 10,470 $601,000 1,404
   Cornerstone Wealth Management LLC 326 - 2024-03-31 9,241 $530,000 3
   Tyler-Stone Wealth Management 88 - 2023-12-31 8,688 $458,000 1,520
   SMITH MOORE & CO. 275 - 2023-12-31 8,449 $445,000 1,261
   ARGI INVESTMENT SERVICES, LLC 328 - 2022-12-31 8,758 $408,000 1,532
   Independent Advisor Alliance 498 - 2024-03-31 7,041 $404,000 364
   Coastal Investment Advisors Inc. 267 - 2024-03-31 6,934 $398,000 428
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 856 - 2024-03-31 6,842 $393,000 131
   Nelson Van Denburg & Campbell Wealth Management Gr 541 - 2024-03-31 6,130 $352,000 2,649
   PCA Investment Advisory Services Inc. 73 - 2024-03-31 6,044 $347,000 778
   JANNEY MONTGOMERY SCOTT LLC 2318 - 2024-03-31 5,301 $304,000 660
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 295 - 2024-03-31 4,982 $286,000 517
   Perennial Investment Advisors LLC 267 - 2023-12-31 4,971 $262,000 100
   MML INVESTORS SERVICES LLC 2136 - 2023-12-31 4,907 $258,000 527
   TNF LLC 91 - 2024-03-31 4,667 $255,000 616
   THOROUGHBRED FINANCIAL SERVICES LLC 400 - 2024-03-31 4,376 $251,000 9
   Change Path LLC 578 - 2023-12-31 4,185 $220,000 4,185
   FMR LLC 2995 - 2023-12-31 2,248 $118,000 158
   PRINCIPAL SECURITIES INC. 1245 - 2024-03-31 1,840 $106,000 1,000
   JONES FINANCIAL COMPANIES LLLP 398 - 2023-12-31 2,000 $105,000 1,503
   CLEAR INVESTMENT RESEARCH LLC 75 - 2024-03-31 1,687 $97,000 305
   GPS Wealth Strategies Group LLC 399 - 2024-03-31 1,590 $91,000 1,094
   Investors Research Corp 514 - 2024-03-31 789 $45,000 253
   Geneos Wealth Management Inc. 1232 - 2024-03-31 540 $31,000 140
   Coppell Advisory Solutions LLC 1077 - 2023-12-31 122 $6,000 78
   BNP PARIBAS ARBITRAGE SA 3181 - 2024-03-31 8 $0 2

  89 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results