JHPI Institutional Ownership
John Hancock Investments - Preferred Income ETF
1W: -0.6%
1M: -2.8%
3M: -4.4%
YTD: -4.7%
1Y: -5.4%
3Y: +19.7%
$21.78
+0.02 (+0.09%)
Weekly Expected Move ±0.6%
$22
$22
$22
$22
$22
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — JHPI
59
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
151M
Total Invested
6
New Positions
34
Increased
12
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (62 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,122,823 | 24M | +116,978 | +11.6% | 10Q | SEC ↗ |
| 2 | Granite Bay Wealth Management, LLC | 845,132 | 18M | +29,675 | +3.6% | 15Q | SEC ↗ |
| 3 | Eldridge Investment Advisors, Inc. | 601,948 | 13M | +62,395 | +11.6% | 6Q | SEC ↗ |
| 4 | PTM WEALTH MANAGEMENT, LLC | 558,563 | 12M | +57,616 | +11.5% | 2Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 465,439 | 10M | +239,499 | +106.0% | 12Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 317,351 | 7M | +27,567 | +9.5% | 15Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 262,570 | 6M | +36,980 | +16.4% | 18Q | SEC ↗ |
| 8 | FFG RETIREMENT ADVISORS LLC | 233,827 | 5M | +63,864 | +37.6% | 4Q | SEC ↗ |
| 9 | Private Advisor Group, LLC | 225,421 | 5M | +76,837 | +51.7% | 5Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 181,169 | 4M | +79,911 | +78.9% | 3Q | SEC ↗ |
| 11 | Robbins Farley | 172,059 | 4M | +13,177 | +8.3% | 14Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 158,475 | 3M | +8,550 | +5.7% | 9Q | SEC ↗ |
| 13 | Burk Holdings LLC | 155,379 | 3M | +13,728 | +9.7% | 4Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 145,931 | 3M | -157 | -0.1% | 9Q | SEC ↗ |
| 15 | CWM, LLC | 145,307 | 3M | +115,090 | +380.9% | 8Q | SEC ↗ |
| 16 | Uniting Wealth Partners, LLC | 144,730 | 3M | +5,316 | +3.8% | 2Q | SEC ↗ |
| 17 | BDFS Capital LLC | 137,265 | 3M | -10,950 | -7.4% | 3Q | SEC ↗ |
| 18 | Mutual Advisors, LLC | 133,940 | 3M | +7,384 | +5.8% | 2Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 70,698 | 2M | +50,574 | +251.3% | 6Q | SEC ↗ |
| 20 | 1620 INVESTMENT ADVISORS, INC. | 67,434 | 1M | +2,464 | +3.8% | 7Q | SEC ↗ |
| 21 | &PARTNERS | 64,636 | 1M | +700 | +1.1% | 3Q | SEC ↗ |
| 22 | Meridian Wealth Management, LLC | 59,387 | 1M | -5,202 | -8.1% | 4Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 56,290 | 1M | +19,037 | +51.1% | 4Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 55,758 | 1M | +20,487 | +58.1% | 6Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 52,816 | 1M | +3,105 | +6.2% | 5Q | SEC ↗ |
| 26 | Etesian Wealth Advisors, Inc. | 49,408 | 1M | +2,104 | +4.4% | 5Q | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 42,539 | 926K | +3,352 | +8.6% | 7Q | SEC ↗ |
| 28 | Beacon Financial Advisory LLC | 38,712 | 843K | +556 | +1.5% | 9Q | SEC ↗ |
| 29 | IFS Group,LLC | 37,450 | 816K | +1,000 | +2.7% | 2Q | SEC ↗ |
| 30 | NATIXIS ADVISORS, LLC | 33,966 | 740K | +12,502 | +58.2% | 2Q | SEC ↗ |
| 31 | FWG Holdings, LLC NEW | 33,330 | 726K | — | +0.0% | 1Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 33,245 | 724K | +3 | +0.0% | 5Q | SEC ↗ |
| 33 | Widmann Financial Services, Inc. | 28,655 | 624K | +12,215 | +74.3% | 2Q | SEC ↗ |
| 34 | J.W. COLE ADVISORS, INC. NEW | 24,967 | 544K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Compass Ion Advisors, LLC | 24,957 | 544K | +1,765 | +7.6% | 3Q | SEC ↗ |
| 36 | Quad-Cities Investment Group, LLC | 22,538 | 491K | +473 | +2.1% | 12Q | SEC ↗ |
| 37 | Empire Financial Management Company, L | 17,563 | 383K | +2,467 | +16.3% | 10Q | SEC ↗ |
| 38 | HighPoint Advisor Group LLC | 17,455 | 380K | -8,527 | -32.8% | 2Q | SEC ↗ |
| 39 | Tiller Private Wealth, Inc. NEW | 15,499 | 338K | — | +0.0% | 1Q | SEC ↗ |
| 40 | ZACKS INVESTMENT MANAGEMENT | 14,743 | 321K | -3,373 | -18.6% | 8Q | SEC ↗ |
| 41 | LAUREL OAK WEALTH MANAGEMENT, LLC | 14,160 | 308K | +738 | +5.5% | 2Q | SEC ↗ |
| 42 | Indivisible Partners | 12,782 | 278K | -6,836 | -34.8% | 3Q | SEC ↗ |
| 43 | Capital Advisors, Ltd. LLC | 12,613 | 275K | +14 | +0.1% | 17Q | SEC ↗ |
| 44 | Stonebridge Financial Planning Group, | 12,014 | 262K | -670 | -5.3% | 6Q | SEC ↗ |
| 45 | GENESIS PRIVATE WEALTH, LLC | 12,000 | 261K | — | +0.0% | 3Q | SEC ↗ |
| 46 | STIFEL FINANCIAL CORP NEW | 10,013 | 218K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Leading Edge Financial Planning LLC | 9,727 | 212K | -34 | -0.3% | 6Q | SEC ↗ |
| 48 | Spire Wealth Management | 8,150 | 178K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 5,289 | 115K | — | +0.0% | 8Q | SEC ↗ |
| 50 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 3,305 | 72K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| FWG Holdings, LLC | 33,330 | 726K |
| J.W. COLE ADVISORS, INC. | 24,967 | 544K |
| Tiller Private Wealth, Inc. | 15,499 | 338K |
| STIFEL FINANCIAL CORP | 10,013 | 218K |
| WELLS FARGO & COMPANY/MN | 2,000 | 44K |
| Global Retirement Partners, LLC | 1,073 | 23K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 47,035 | 1M |
| PRINCIPAL SECURITIES, INC. | 22,477 | 490K |
| Kestra Advisory Services, LLC | 2,104 | 46K |
| MAI Capital Management | 471 | 10K |
| Sound Income Strategies, LLC | 138 | 3K |
| UBS Group AG | 19 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +239,499 | +106.0% | 465,439 |
| LPL Financial LLC | +116,978 | +11.6% | 1,122,823 |
| CWM, LLC | +115,090 | +380.9% | 145,307 |
| JONES FINANCIAL COMPANIES LLLP | +79,911 | +78.9% | 181,169 |
| Private Advisor Group, LLC | +76,837 | +51.7% | 225,421 |
| FFG RETIREMENT ADVISORS LLC | +63,864 | +37.6% | 233,827 |
| Eldridge Investment Advisors, Inc. | +62,395 | +11.6% | 601,948 |
| PTM WEALTH MANAGEMENT, LLC | +57,616 | +11.5% | 558,563 |
| Cambridge Investment Research Advis | +50,574 | +251.3% | 70,698 |
| OSAIC HOLDINGS, INC. | +36,980 | +16.4% | 262,570 |
| Granite Bay Wealth Management, LLC | +29,675 | +3.6% | 845,132 |
| BANK OF AMERICA CORP /DE | +27,567 | +9.5% | 317,351 |
| HighTower Advisors, LLC | +20,487 | +58.1% | 55,758 |
| Cetera Investment Advisers | +19,037 | +51.1% | 56,290 |
| Burk Holdings LLC | +13,728 | +9.7% | 155,379 |
| Robbins Farley | +13,177 | +8.3% | 172,059 |
| NATIXIS ADVISORS, LLC | +12,502 | +58.2% | 33,966 |
| Widmann Financial Services, Inc. | +12,215 | +74.3% | 28,655 |
| Janney Montgomery Scott LLC | +8,550 | +5.7% | 158,475 |
| Mutual Advisors, LLC | +7,384 | +5.8% | 133,940 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BDFS Capital LLC | -10,950 | -7.4% | 137,265 |
| HighPoint Advisor Group LLC | -8,527 | -32.8% | 17,455 |
| Indivisible Partners | -6,836 | -34.8% | 12,782 |
| Meridian Wealth Management, LLC | -5,202 | -8.1% | 59,387 |
| ZACKS INVESTMENT MANAGEMENT | -3,373 | -18.6% | 14,743 |
| Stonebridge Financial Planning Grou | -670 | -5.3% | 12,014 |
| Sanctuary Advisors, LLC | -157 | -0.1% | 145,931 |
| Leading Edge Financial Planning LLC | -34 | -0.3% | 9,727 |