JHML Institutional Ownership
John Hancock Investments - Multifactor Large Cap ETF
1W: -0.3%
1M: -0.4%
3M: +0.7%
YTD: +12.2%
1Y: +14.6%
3Y: +74.6%
5Y: +68.8%
$90.01
+0.57 (+0.64%)
Weekly Expected Move ±1.4%
$88
$89
$90
$91
$92
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JHML
119
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
899M
Total Invested
14
New Positions
30
Increased
47
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (126 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 1,515,219 | $136M | -40,948 | -2.6% | 26Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 1,335,826 | $120M | -22,992 | -1.7% | 16Q | SEC ↗ |
| 3 | LPL Financial LLC | 994,624 | $90M | +3,795 | +0.4% | 43Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 834,416 | $75M | +3,778 | +0.5% | 34Q | SEC ↗ |
| 5 | Sanchez Wealth Management Group | 519,367 | $47M | +15,420 | +3.1% | 34Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 499,785 | $45M | +12,509 | +2.6% | 7Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 479,583 | $43M | +11,130 | +2.4% | 35Q | SEC ↗ |
| 8 | MORGAN STANLEY | 422,593 | $38M | -260 | -0.1% | 41Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 341,695 | $31M | -3,081 | -0.9% | 30Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 297,061 | $27M | -2,921 | -1.0% | 24Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 281,652 | $25M | -245 | -0.1% | 15Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 250,753 | $23M | -4,349 | -1.7% | 19Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP | 206,700 | $19M | +16,213 | +8.5% | 10Q | SEC ↗ |
| 14 | Simplicity Wealth,LLC | 195,142 | $18M | +26,734 | +15.9% | 6Q | SEC ↗ |
| 15 | IAM Advisory, LLC | 160,632 | $14M | -897 | -0.6% | 20Q | SEC ↗ |
| 16 | ELEVATION POINT WEALTH PARTNERS, LLC | 157,809 | $14M | -7,027 | -4.3% | 4Q | SEC ↗ |
| 17 | Vestmark Advisory Solutions, Inc. | 157,753 | $14M | -7,021 | -4.3% | 4Q | SEC ↗ |
| 18 | Cooper Financial Group | 140,536 | $13M | -907 | -0.6% | 17Q | SEC ↗ |
| 19 | ERn Financial, LLC | 135,558 | $12M | +2,634 | +2.0% | 25Q | SEC ↗ |
| 20 | UBS Group AG | 92,408 | $8M | -2,092 | -2.2% | 40Q | SEC ↗ |
| 21 | PMG Wealth Management, Inc. | 83,677 | $8M | +5,600 | +7.2% | 5Q | SEC ↗ |
| 22 | CoreCap Advisors, LLC | 65,438 | $6M | +3,596 | +5.8% | 7Q | SEC ↗ |
| 23 | Schneider Downs Wealth Management Advi | 64,641 | $6M | -1,232 | -1.9% | 34Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 64,118 | $6M | +1,698 | +2.7% | 8Q | SEC ↗ |
| 25 | Capital Investment Advisory Services, | 63,299 | $6M | +206 | +0.3% | 19Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 62,769 | $6M | -672 | -1.1% | 33Q | SEC ↗ |
| 27 | PARSONS CAPITAL MANAGEMENT INC/RI | 44,357 | $4M | -965 | -2.1% | 38Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 43,101 | $4M | +2,143 | +5.2% | 41Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV | 38,985 | $4M | -2,083 | -5.1% | 29Q | SEC ↗ |
| 30 | FCA CORP /TX | 37,446 | $3M | +1,319 | +3.7% | 37Q | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 37,189 | $3M | +3,959 | +11.9% | 30Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 26,828 | $2M | +2,785 | +11.6% | 26Q | SEC ↗ |
| 33 | Sanctuary Advisors, LLC | 23,840 | $2M | -98 | -0.4% | 9Q | SEC ↗ |
| 34 | JOURNEY STRATEGIC WEALTH LLC | 23,445 | $2M | -1,542 | -6.2% | 14Q | SEC ↗ |
| 35 | Rossmore Private Capital | 21,550 | $2M | -500 | -2.3% | 26Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC NEW | 20,710 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 20,463 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 38 | Foundry Financial Group, Inc. | 17,407 | $2M | -1,812 | -9.4% | 11Q | SEC ↗ |
| 39 | SigFig Wealth Management, LLC | 16,386 | $1M | -126 | -0.8% | 18Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 15,765 | $1M | +2,121 | +15.5% | 15Q | SEC ↗ |
| 41 | OPPENHEIMER & CO INC | 15,351 | $1M | -72 | -0.5% | 15Q | SEC ↗ |
| 42 | Envestnet Portfolio Solutions, Inc. | 14,517 | $1M | +2,127 | +17.2% | 5Q | SEC ↗ |
| 43 | Goodman Advisory Group, LLC | 14,304 | $1M | -988 | -6.5% | 19Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 13,627 | $1M | -242 | -1.7% | 13Q | SEC ↗ |
| 45 | CWM, LLC | 13,004 | $1M | +355 | +2.8% | 10Q | SEC ↗ |
| 46 | Financially in Tune, LLC | 12,447 | $1M | -673 | -5.1% | 2Q | SEC ↗ |
| 47 | Advisory Solutions Group, LLC NEW | 11,923 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Amplius Wealth Advisors, LLC | 11,750 | $1M | — | +0.0% | 19Q | SEC ↗ |
| 49 | Arkadios Wealth Advisors | 10,306 | $928K | -159 | -1.5% | 23Q | SEC ↗ |
| 50 | CHILTON CAPITAL MANAGEMENT LLC | 10,304 | $927K | -631 | -5.8% | 34Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 20,710 | $2M |
| Advisory Solutions Group, LLC | 11,923 | $1M |
| Beacon Pointe Advisors, LLC | 9,147 | $823K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3,019 | $272K |
| Prosperity Financial Group, Inc. | 2,571 | $231K |
| J.W. COLE ADVISORS, INC. | 2,511 | $226K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,410 | $217K |
| BANK OF MONTREAL /CAN | 1,331 | $120K |
| Aptus Capital Advisors, LLC | 1,235 | $111K |
| TRUST CO OF VERMONT | 777 | $70K |
| US BANCORP \DE | 505 | $45K |
| SIMS INVESTMENT MANAGEMENT, LLC | 365 | $33K |
| Integrated Wealth Concepts LLC | 188 | $17K |
| Global Retirement Partners, LLC | 75 | $7K |
| Sunbelt Securities, Inc. | 10 | $1K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 95,339 | $9M |
| WIN ADVISORS, INC | 26,767 | $2M |
| Elevation Capital Advisory, LLC | 16,954 | $2M |
| CITADEL ADVISORS LLC | 13,129 | $1M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,159 | $554K |
| Independent Advisor Alliance | 4,671 | $420K |
| Well Done, LLC | 2,800 | $252K |
| Western Wealth Management, LLC | 2,145 | $193K |
| FLAGSHIP HARBOR ADVISORS, LLC | 339 | $31K |
| Advisory Services Network, LLC | 189 | $17K |
| Coastline Trust Co | 175 | $16K |
| Westside Investment Management, Inc | 104 | $9K |
| FARMERS & MERCHANTS INVESTMENTS INC | 41 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Simplicity Wealth,LLC | +26,734 | +15.9% | 195,142 |
| JONES FINANCIAL COMPANIES LLLP | +16,213 | +8.5% | 206,700 |
| Sanchez Wealth Management Group | +15,420 | +3.1% | 519,367 |
| RAYMOND JAMES FINANCIAL INC | +12,509 | +2.6% | 499,785 |
| COMMONWEALTH EQUITY SERVICES, LLC | +11,130 | +2.4% | 479,583 |
| PMG Wealth Management, Inc. | +5,600 | +7.2% | 83,677 |
| Rockefeller Capital Management L.P. | +3,959 | +11.9% | 37,189 |
| LPL Financial LLC | +3,795 | +0.4% | 994,624 |
| WELLS FARGO & COMPANY/MN | +3,778 | +0.5% | 834,416 |
| CoreCap Advisors, LLC | +3,596 | +5.8% | 65,438 |
| OSAIC HOLDINGS, INC. | +2,785 | +11.6% | 26,828 |
| ERn Financial, LLC | +2,634 | +2.0% | 135,558 |
| Private Advisor Group, LLC | +2,143 | +5.2% | 43,101 |
| Envestnet Portfolio Solutions, Inc. | +2,127 | +17.2% | 14,517 |
| JPMORGAN CHASE & CO | +2,121 | +15.5% | 15,765 |
| HighTower Advisors, LLC | +1,698 | +2.7% | 64,118 |
| FCA CORP /TX | +1,319 | +3.7% | 37,446 |
| Mariner, LLC | +659 | +7.4% | 9,560 |
| ROYAL BANK OF CANADA | +362 | +5.6% | 6,841 |
| IHT Wealth Management, LLC | +360 | +8.6% | 4,532 |