Skip to content

JHML JOHN HANCOCK EXCHANGE TRADED

Follow

MLTFCTR LRG CAP (fund)

99 managers (101 13F filers) reported a position in JHML shares at 2024-12-31, 10,465,036 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
99
13F filers
101
New
5
Added
34
Reduced
33
Sold out
7
Shares held by filers
10,465,036

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GRIMES & Co WEALTH MANAGEMENT, LLC1,686,491$117M3.38%-22,52813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,509,187$105M0.03%+226,99613F-HRTimelineGroup
LPL Financial LLC1,108,002$77.2M0.03%+115,22113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN844,203$58.8M0.01%+12,41313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC649,575$45.2M0.01%-44,99213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC479,901$33.4M0.05%+6,73313F-HRTimeline
Sanchez Wealth Management Group467,947$32.6M8.9%+43,44413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY434,252$30.2M<0.01%+1,01813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/415,720$29M<0.01%-4,74113F-HRTimelineGroup
IAM Advisory, LLC333,192$23.2M5.88%-2,94213F-HRTimeline
UBS Group AGin group UBS Group AG313,121$21.8M<0.01%-3,02013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding264,579$18.4M+3,125Timeline
AVANTAX ADVISORY SERVICES, INC.217,950$15.2M0.1%+4,52213F-HRTimeline
Foundry Financial Group, Inc.140,588$9.79M6.06%-1,00913F-HRTimeline
HILL ISLAND FINANCIAL LLC139,740$9.73M2.84%-220,49913F-HRTimeline
Cooper Financial Group114,836$8M0.96%-7,07113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,990$5.29M<0.01%-3,71013F-HRTimelineGroup
Goodman Advisory Group, LLC72,445$5.05M1.49%-5,20113F-HRTimeline
ERn Financial, LLC63,727$4.44M0.67%+19,49213F-HRTimeline
Capital Investment Advisory Services, L…61,842$4.31M0.41%+3,02013F-HRTimeline
Schneider Downs Wealth Management Advis…59,651$4.15M0.78%+5,90013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV56,169$3.91M0.01%-7,00113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,779$3.75M<0.01%13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP52,050$3.63M<0.01%+14,79313F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI44,921$3.13M0.17%-55613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC42,138$2.93M1.72%13F-HRTimeline
Private Advisor Group, LLC41,153$2.87M0.02%-15,70213F-HRTimeline
WIN ADVISORS, INC40,644$2.83M1.37%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,240$2.66M0.01%+413F-HRTimelineGroup
FCA CORP /TX36,190$2.52M0.79%+36213F-HRTimeline
SigFig Wealth Management, LLC31,622$2.21M0.08%+35613F-HRTimeline
Sanctuary Advisors, LLC27,465$1.99M0.01%-92713F-HRTimeline
Atria Investments, Inc27,524$1.92M0.02%-64313F-HRTimeline
Rossmore Private Capital25,750$1.79M0.22%013F-HRTimeline
HighTower Advisors, LLC23,369$1.63M<0.01%+4,70613F-HRTimeline
Moloney Securities Asset Management, LLC22,393$1.56M0.21%-1,78213F-HRTimeline
Amplius Wealth Advisors, LLC22,022$1.53M0.16%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,509$1.49M0.12%-3,399,99113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,406$1.49M<0.01%-8,69813F-HR/ATimelineGroup
JOURNEY STRATEGIC WEALTH LLC19,395$1.35M0.05%-50413F-HRTimeline
Cetera Investment Advisers18,194$1.27M<0.01%+95413F-HRTimeline
CWM, LLCin group CWM, LLC17,763$1.24M0.01%+17,33713F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC16,923$1.18M0.05%+8713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,196$1.06M<0.01%-4,25013F-HRTimelineGroup
Perennial Investment Advisors, LLC14,885$1.04M0.12%-16913F-HRTimeline
Institute for Wealth Management, LLC.14,738$1.03M0.13%+4913F-HRTimeline
NewEdge Advisors, LLC14,414$1M0.01%+7313F-HRTimeline
CoreCap Advisors, LLC14,148$985K0.04%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,929$970K0.01%+16413F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,489$939K<0.01%+4,33113F-HRTimeline
Tyler-Stone Wealth Management12,999$905K0.16%+2713F-HRTimeline
Arkadios Wealth Advisors12,790$891K0.05%-1,75713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,010$836K0.06%+8013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC11,429$796K0.74%+16213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,116$774K0.01%-16813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,925$691K<0.01%+1,55613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,834$685K<0.01%-13413F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding8,414$586K+3,134Timeline
Beirne Wealth Consulting Services, LLC7,930$552K0.2%+1513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,828$545K<0.01%-1,50513F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,707$537K0.01%-94213F-HRTimeline
Orion Portfolio Solutions, LLC7,707$537K0.01%-94213F-HRTimeline
Avant Capital LLC6,705$467K0.39%13F-HRTimeline
Venture Visionary Partners LLC6,666$464K0.02%-2,50013F-HR/ATimeline
Sageworth Trust Co of South Dakota6,147$428K0.54%013F-HRTimeline
James J. Burns & Company, LLC6,040$421K0.07%013F-HRTimeline
IHT Wealth Management, LLC5,961$415K0.01%+69513F-HRTimeline
Kraft, Davis & Associates, LLC5,200$374K0.11%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,247$365K<0.01%-8613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,914$356K<0.01%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC4,925$343K0.02%-1,20713F-HRTimeline
Independent Advisor Alliance4,585$319K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC4,482$312K0.04%013F-HRTimeline
Quantinno Capital Management LP3,690$257K<0.01%-1,38113F-HRTimeline
Mayflower Financial Advisors, LLC3,412$238K0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,409$237K<0.01%+16513F-HRTimelineGroup
FMR LLCin group FMR LLC3,302$230K<0.01%+1,05913F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC2,963$206K0.36%13F-HRTimeline
PRIVATE TRUST CO NA2,640$184K0.02%013F-HRTimeline
Coastline Trust Co2,210$154K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank & Trust Co1,419$98.8K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,207$84.1K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC983$68.5K0.04%013F-HRTimeline
Sunbelt Securities, Inc.720$50.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC690$48.1K<0.01%013F-HRTimelineGroup
Tidemark, LLC579$40.4K0.02%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.521$36.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC450$31.3K0.02%13F-HRTimeline
IFP Advisors, Inc356$24.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC339$23.6K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC329$22.9K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…284$19.8K<0.01%-52813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC275$19.2K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC161$11.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.104$7.24K<0.01%013F-HRTimeline
Global Retirement Partners, LLC75$5.22K<0.01%-31613F-HRTimeline
Comprehensive Financial Planning, Inc./…0$1<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Smartleaf Asset Management LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.