$72.64

+0.59 (+0.82%)

Weekly Expected Move ±1.4%

$71 $72 $73 $74 $75

ETF AMEX · AUM $5.6B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — JHMM

316

Institutional Holders

+18 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

116

Increased

107

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (333 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	5,014,123	364M	+121,047	+2.5%	43Q	SEC ↗
2	AMERIPRISE FINANCIAL INC	5,000,962	363M	+85,284	+1.7%	16Q	SEC ↗
3	MANUFACTURERS LIFE INSURANCE COMPANY,	4,073,547	296M	+1,309,269	+47.4%	44Q	SEC ↗
4	MORGAN STANLEY	3,805,245	276M	+439,104	+13.0%	41Q	SEC ↗
5	WELLS FARGO & COMPANY/MN	3,771,131	274M	+279,342	+8.0%	37Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	3,203,414	233M	+153,258	+5.0%	7Q	SEC ↗
7	JONES FINANCIAL COMPANIES LLLP	2,457,335	179M	+437,984	+21.7%	12Q	SEC ↗
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	2,173,659	158M	+300,616	+16.0%	33Q	SEC ↗
9	UBS Group AG	2,101,722	153M	-19,143	-0.9%	40Q	SEC ↗
10	COMMONWEALTH EQUITY SERVICES, LLC	1,748,863	127M	+6,859	+0.4%	35Q	SEC ↗
11	BANK OF AMERICA CORP /DE	1,429,049	104M	+163,569	+12.9%	15Q	SEC ↗
12	ROYAL BANK OF CANADA	1,189,588	86M	-121,822	-9.3%	38Q	SEC ↗
13	Cetera Investment Advisers	1,040,771	76M	-44,039	-4.1%	23Q	SEC ↗
14	Gilbert & Cook, Inc.	1,007,790	73M	+6,586	+0.7%	7Q	SEC ↗
15	Private Advisor Group, LLC	910,954	66M	+92,925	+11.4%	32Q	SEC ↗
16	Financial Management Professionals, In	808,540	59M	-84,288	-9.4%	20Q	SEC ↗
17	Amplius Wealth Advisors, LLC	685,861	50M	+14,952	+2.2%	15Q	SEC ↗
18	Granite Bay Wealth Management, LLC	671,903	49M	-5,089	-0.8%	18Q	SEC ↗
19	Focus Partners Wealth	630,958	46M	-18,998	-2.9%	11Q	SEC ↗
20	Garrett Wealth Advisory Group, LLC	572,359	42M	+9,534	+1.7%	20Q	SEC ↗
21	Thrivent Financial for Lutherans	516,384	38M	+15,765	+3.1%	22Q	SEC ↗
22	EP Wealth Advisors, LLC	502,751	37M	+480,302	+2139.5%	3Q	SEC ↗
23	ENVESTNET ASSET MANAGEMENT INC	435,756	32M	-60,946	-12.3%	30Q	SEC ↗
24	Nvest Wealth Strategies, Inc.	423,460	31M	+6,865	+1.6%	3Q	SEC ↗
25	OSAIC HOLDINGS, INC.	418,494	30M	+12,596	+3.1%	26Q	SEC ↗
26	HighPoint Advisor Group LLC	347,933	25M	+42,506	+13.9%	3Q	SEC ↗
27	Dynamic Advisor Solutions LLC	344,277	25M	+25,288	+7.9%	31Q	SEC ↗
28	Baird Financial Group, Inc.	294,316	21M	-3,193	-1.1%	2Q	SEC ↗
29	Graney & King, LLC	282,568	21M	+71,115	+33.6%	7Q	SEC ↗
30	KPP Advisory Services LLC	269,833	20M	+2,988	+1.1%	10Q	SEC ↗
31	Rockefeller Capital Management L.P.	247,563	18M	-88,425	-26.3%	30Q	SEC ↗
32	Pinnacle Financial Partners, Inc.	240,881	17M	-270	-0.1%	3Q	SEC ↗
33	Cambridge Investment Research Advisors	240,356	17M	-9,694	-3.9%	38Q	SEC ↗
34	MCF Advisors LLC	234,236	17M	+232,415	+12763.0%	3Q	SEC ↗
35	Stratos Wealth Partners, LTD.	230,283	17M	+7,834	+3.5%	35Q	SEC ↗
36	ELEVATION POINT WEALTH PARTNERS, LLC	212,619	15M	-20,787	-8.9%	4Q	SEC ↗
37	Vestmark Advisory Solutions, Inc.	212,600	15M	-20,866	-8.9%	4Q	SEC ↗
38	Integrated Wealth Concepts LLC	210,222	15M	+15,917	+8.2%	24Q	SEC ↗
39	DWM Financial Group, Inc. NEW	204,728	15M	—	+0.0%	1Q	SEC ↗
40	Choice Wealth Advisors LLC	201,271	15M	+133	+0.1%	16Q	SEC ↗
41	Eldridge Investment Advisors, Inc.	190,400	14M	+5,300	+2.9%	35Q	SEC ↗
42	Baker Ellis Asset Management LLC	189,511	14M	-1,035	-0.5%	30Q	SEC ↗
43	Sanchez Wealth Management Group	185,722	13M	+4,905	+2.7%	35Q	SEC ↗
44	J. R. Prunier Capital Management LLC	179,959	13M	+1,445	+0.8%	2Q	SEC ↗
45	ENZI WEALTH	177,127	13M	-6,372	-3.5%	16Q	SEC ↗
46	Sanctuary Advisors, LLC	166,685	12M	+11,341	+7.3%	9Q	SEC ↗
47	Pine Valley Investments Ltd Liability	159,268	12M	+7,713	+5.1%	11Q	SEC ↗
48	&PARTNERS	154,341	11M	+8,318	+5.7%	10Q	SEC ↗
49	Hixon Zuercher, LLC	152,829	11M	+5,240	+3.6%	6Q	SEC ↗
50	Cerity Partners LLC	151,432	11M	-1,206	-0.8%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
DWM Financial Group, Inc.	204,728	15M
Global Retirement Partners, LLC	76,376	6M
FFG RETIREMENT ADVISORS LLC	42,824	3M
Arete Wealth Advisors, LLC	40,512	3M
Gilliland Jeter Wealth Management L	15,394	1M
OneDigital Investment Advisors LLC	12,731	925K
TENET WEALTH PARTNERS, LLC	8,211	596K
Bluespring Wealth Management, LLC	8,002	581K
Diversify Advisory Services, LLC	7,641	555K
Quantinno Capital Management LP	7,074	514K
Kathmere Capital Management, LLC	5,800	421K
Orca Wealth Management, LLC	5,576	405K
Y-Intercept (Hong Kong) Ltd	5,156	375K
Ethic Inc.	4,453	323K
Indivisible Partners	4,222	307K
Waverly Advisors, LLC	4,207	306K
ARWA LLC	4,006	291K
PRESILIUM PRIVATE WEALTH, LLC	3,575	260K
BROWN ADVISORY INC	3,489	253K
Savant Capital, LLC	3,211	233K

Sold Out (20)

Holder	Prev Shares	Prev Value
CAPTRUST FINANCIAL ADVISORS	72,772	5M
Independent Advisor Alliance	36,010	3M
SUSQUEHANNA INTERNATIONAL GROUP, LL	17,846	1M
JANE STREET GROUP, LLC	11,021	801K
Orion Porfolio Solutions, LLC	9,748	708K
SMITH, MOORE & CO.	6,271	456K
Cresset Asset Management, LLC	4,876	354K
Triton Financial Group Inc	4,632	336K
Cooper Financial Group	4,610	335K
WEDBUSH SECURITIES INC	4,022	292K
RENAISSANCE TECHNOLOGIES LLC	4,000	291K
Clarendon Private LLC	3,954	287K
PRIVATE MANAGEMENT GROUP INC	3,404	247K
Root Financial Partners, LLC	1,739	126K
CLEAR INVESTMENT RESEARCH, LLC	1,582	115K
FLAGSHIP HARBOR ADVISORS, LLC	1,271	92K
MidFirst Bank	1,111	81K
Ascentis Independent Advisors	839	61K
Elyxium Wealth, LLC	513	37K
Sound Income Strategies, LLC	492	36K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MANUFACTURERS LIFE INSURANCE COMPAN	+1,309,269	+47.4%	4,073,547
EP Wealth Advisors, LLC	+480,302	+2139.5%	502,751
MORGAN STANLEY	+439,104	+13.0%	3,805,245
JONES FINANCIAL COMPANIES LLLP	+437,984	+21.7%	2,457,335
NORTHWESTERN MUTUAL WEALTH MANAGEME	+300,616	+16.0%	2,173,659
WELLS FARGO & COMPANY/MN	+279,342	+8.0%	3,771,131
MCF Advisors LLC	+232,415	+12763.0%	234,236
BANK OF AMERICA CORP /DE	+163,569	+12.9%	1,429,049
RAYMOND JAMES FINANCIAL INC	+153,258	+5.0%	3,203,414
LPL Financial LLC	+121,047	+2.5%	5,014,123
Corient Private Wealth LP	+116,229	+839.8%	130,069
Private Advisor Group, LLC	+92,925	+11.4%	910,954
AMERIPRISE FINANCIAL INC	+85,284	+1.7%	5,000,962
Graney & King, LLC	+71,115	+33.6%	282,568
ADVISORTRUST PARTNERS, LLC	+61,342	+1019.5%	67,359
NATIXIS ADVISORS, LLC	+57,455	+101.6%	114,002
HighPoint Advisor Group LLC	+42,506	+13.9%	347,933
Kingsview Wealth Management, LLC	+40,764	+42.5%	136,734
Summit Financial, LLC	+32,730	+76.0%	75,786
Dynamic Advisor Solutions LLC	+25,288	+7.9%	344,277

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
ROYAL BANK OF CANADA	-121,822	-9.3%	1,189,588
Rockefeller Capital Management L.P.	-88,425	-26.3%	247,563
Financial Management Professionals,	-84,288	-9.4%	808,540
Mariner, LLC	-72,135	-81.8%	16,063
ENVESTNET ASSET MANAGEMENT INC	-60,946	-12.3%	435,756
Patriot Financial Group Insurance A	-60,074	-41.9%	83,224
Cetera Investment Advisers	-44,039	-4.1%	1,040,771
Kestra Advisory Services, LLC	-32,666	-20.0%	130,867
Henderson Brothers Financial Partne	-31,387	-46.2%	36,565
Vestmark Advisory Solutions, Inc.	-20,866	-8.9%	212,600
ELEVATION POINT WEALTH PARTNERS, LL	-20,787	-8.9%	212,619
UBS Group AG	-19,143	-0.9%	2,101,722
Focus Partners Wealth	-18,998	-2.9%	630,958
PFG Advisors	-13,307	-40.0%	19,956
Larson Financial Group LLC	-10,323	-56.3%	8,004
Cambridge Investment Research Advis	-9,694	-3.9%	240,356
Equitable Holdings, Inc.	-7,497	-18.8%	32,400
ENZI WEALTH	-6,372	-3.5%	177,127
KESTRA PRIVATE WEALTH SERVICES, LLC	-6,284	-6.7%	87,187
Medallion Wealth Advisors, LLC	-5,375	-85.0%	950

JHMM Institutional Ownership

Institutional Ownership — JHMM

Ownership Trends

Top Institutional Holders (333 total)

Recent Activity

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