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JHMB Institutional Ownership

John Hancock Investments - Mortgage-Backed Securities ETF
1W: -0.6% 1M: -3.1% 3M: -5.0% YTD: -5.5% 1Y: -5.4% 3Y: +11.5% 5Y: -0.7%
$20.83
-0.02 (-0.10%)
 
Weekly Expected Move ±0.7%
$21 $21 $21 $21 $21
ETF AMEX · AUM $198.0M

Institutional Ownership — JHMB

40
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
173M
Total Invested
6
New Positions
13
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HighTower Advisors, LLC 2,026,281 $42M +176,436 +9.5% 7Q SEC ↗
2 LPL Financial LLC 1,349,904 $28M -291,778 -17.8% 9Q SEC ↗
3 Private Advisor Group, LLC 758,492 $16M -283,683 -27.2% 5Q SEC ↗
4 CABOT WEALTH MANAGEMENT INC 688,349 $14M -6,095 -0.9% 17Q SEC ↗
5 JOURNEY STRATEGIC WEALTH LLC 524,652 $11M +8,455 +1.6% 5Q SEC ↗
6 FIDELITY D & D BANCORP INC 450,540 $9M +36,395 +8.8% 12Q SEC ↗
7 FLAGSHIP HARBOR ADVISORS, LLC 436,320 $9M +28,323 +6.9% 8Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 335,668 $7M +24,047 +7.7% 10Q SEC ↗
9 FFG RETIREMENT ADVISORS LLC 321,016 $7M -142,235 -30.7% 7Q SEC ↗
10 MANUFACTURERS LIFE INSURANCE COMPANY, 266,812 $6M -135,450 -33.7% 20Q SEC ↗
11 Kestra Advisory Services, LLC 223,128 $5M -44,382 -16.6% 6Q SEC ↗
12 JONES FINANCIAL COMPANIES LLLP 193,101 $4M +53,645 +38.5% 4Q SEC ↗
13 Peak Wealth Management LLC 178,328 $4M +13,046 +7.9% 3Q SEC ↗
14 Gladstone Institutional Advisory LLC 153,869 $3M +24,823 +19.2% 2Q SEC ↗
15 IAMS WEALTH MANAGEMENT, LLC 147,419 $3M +14,133 +10.6% 3Q SEC ↗
16 RAYMOND JAMES FINANCIAL INC NEW 109,485 $2M — +0.0% 1Q SEC ↗
17 J. R. Prunier Capital Management LLC 78,499 $2M +16,427 +26.5% 2Q SEC ↗
18 GOLDMAN SACHS GROUP INC NEW 41,496 $864K — +0.0% 1Q SEC ↗
19 JANE STREET GROUP, LLC 34,846 $726K +14,438 +70.7% 2Q SEC ↗
20 OSAIC HOLDINGS, INC. 25,108 $523K +6,345 +33.8% 5Q SEC ↗
21 FLOW TRADERS U.S. LLC NEW 25,050 $522K — +0.0% 1Q SEC ↗
22 NATIXIS ADVISORS, LLC 21,458 $447K +4,922 +29.8% 3Q SEC ↗
23 ENVESTNET ASSET MANAGEMENT INC 20,089 $418K +25 +0.1% 2Q SEC ↗
24 Legacy Capital Wealth Partners, LLC 18,113 $377K — +0.0% 7Q SEC ↗
25 Cetera Investment Advisers 17,672 $368K -764 -4.1% 3Q SEC ↗
26 Arax Advisory Partners NEW 16,384 $341K — +0.0% 1Q SEC ↗
27 U.S. Capital Wealth Advisors, LLC 16,384 $341K — +0.0% 10Q SEC ↗
28 Cadence Wealth Management LLC 15,184 $316K +655 +4.5% 3Q SEC ↗
29 NewEdge Advisors, LLC 8,160 $170K — +0.0% 8Q SEC ↗
30 Steward Partners Investment Advisory, 3,414 $71K -22 -0.6% 6Q SEC ↗
31 JPMORGAN CHASE & CO 2,928 $61K -342 -10.5% 7Q SEC ↗
32 Triumph Capital Management 1,996 $42K — +0.0% 4Q SEC ↗
33 MORGAN STANLEY 1,009 $21K — +0.0% 11Q SEC ↗
34 INTERNATIONAL ASSETS INVESTMENT MANAGE 1,000 $21K — +0.0% 3Q SEC ↗
35 PRIVATE TRUST CO NA 700 $15K — +0.0% 7Q SEC ↗
36 Global Retirement Partners, LLC NEW 680 $14K — +0.0% 1Q SEC ↗
37 AE Wealth Management LLC NEW 411 $9K — +0.0% 1Q SEC ↗
38 Farther Finance Advisors, LLC 250 $5K — +0.0% 4Q SEC ↗
39 Western Wealth Management, LLC 0 $0K -141 -100.0% 1Q SEC ↗
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -45 -100.0% 2Q SEC ↗
41 MML INVESTORS SERVICES, LLC 0 $0K -9,351 -100.0% 1Q SEC ↗
42 GREAT VALLEY ADVISOR GROUP, INC. 0 $0K -148,829 -100.0% 4Q SEC ↗
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -21,956 -100.0% 1Q SEC ↗
44 Sound Income Strategies, LLC 0 $0K -137 -100.0% 2Q SEC ↗
45 CITADEL ADVISORS LLC 0 $0K -14,040 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (15)
HolderAddedChange %Total Shares
HighTower Advisors, LLC +176,436 +9.5% 2,026,281
JONES FINANCIAL COMPANIES LLLP +53,645 +38.5% 193,101
FIDELITY D & D BANCORP INC +36,395 +8.8% 450,540
FLAGSHIP HARBOR ADVISORS, LLC +28,323 +6.9% 436,320
Gladstone Institutional Advisory LL +24,823 +19.2% 153,869
COMMONWEALTH EQUITY SERVICES, LLC +24,047 +7.7% 335,668
J. R. Prunier Capital Management LL +16,427 +26.5% 78,499
JANE STREET GROUP, LLC +14,438 +70.7% 34,846
IAMS WEALTH MANAGEMENT, LLC +14,133 +10.6% 147,419
Peak Wealth Management LLC +13,046 +7.9% 178,328
JOURNEY STRATEGIC WEALTH LLC +8,455 +1.6% 524,652
OSAIC HOLDINGS, INC. +6,345 +33.8% 25,108
NATIXIS ADVISORS, LLC +4,922 +29.8% 21,458
Cadence Wealth Management LLC +655 +4.5% 15,184
ENVESTNET ASSET MANAGEMENT INC +25 +0.1% 20,089
Biggest Decreases (9)
HolderReducedChange %Total Shares
LPL Financial LLC -291,778 -17.8% 1,349,904
Private Advisor Group, LLC -283,683 -27.2% 758,492
FFG RETIREMENT ADVISORS LLC -142,235 -30.7% 321,016
MANUFACTURERS LIFE INSURANCE COMPAN -135,450 -33.7% 266,812
Kestra Advisory Services, LLC -44,382 -16.6% 223,128
CABOT WEALTH MANAGEMENT INC -6,095 -0.9% 688,349
Cetera Investment Advisers -764 -4.1% 17,672
JPMORGAN CHASE & CO -342 -10.5% 2,928
Steward Partners Investment Advisor -22 -0.6% 3,414

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms