SEC 13F Intelligence

JHMLJOHN HANCOCK EXCHANGE TRADED

CUSIP 47804J107 · Yahoo Finance ↗ · Google Finance ↗

John Hancock Exchange Traded (JHML) has 108 institutional holders in Filings Flow’s 13F database, together reporting 10.22M shares worth $800M as of Q1 2026. The largest reported holders are Grimes & Co Wealth Management, LLC, Ameriprise Financial Inc, and Lpl Financial LLC.

Institutional Holders
108
Q1 2026
Reported Value
$800M
Ticker
JHML
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 37Q2 ’19Q3 ’19: 43Q4 ’19: 46Q1 ’20: 49Q2 ’20: 51Q2 ’20Q3 ’20: 53Q4 ’20: 54Q1 ’21: 60Q2 ’21: 57Q2 ’21Q3 ’21: 58Q4 ’21: 67Q1 ’22: 72Q2 ’22: 64Q2 ’22Q3 ’22: 72Q4 ’22: 77Q1 ’23: 79Q2 ’23: 80Q2 ’23Q3 ’23: 82Q4 ’23: 82Q1 ’24: 83Q2 ’24: 93Q2 ’24Q3 ’24: 91Q4 ’24: 93Q1 ’25: 90Q2 ’25: 104Q2 ’25Q3 ’25: 102Q4 ’25: 99Q1 ’26: 108filingsflow.com
Total reported value
Q2 ’19: $158MQ2 ’19Q3 ’19: $152MQ4 ’19: $187MQ1 ’20: $150MQ2 ’20: $155MQ2 ’20Q3 ’20: $169MQ4 ’20: $302MQ1 ’21: $345MQ2 ’21: $357MQ2 ’21Q3 ’21: $341MQ4 ’21: $440MQ1 ’22: $450MQ2 ’22: $376MQ2 ’22Q3 ’22: $355MQ4 ’22: $372MQ1 ’23: $387MQ2 ’23: $418MQ2 ’23Q3 ’23: $405MQ4 ’23: $454MQ1 ’24: $532MQ2 ’24: $549MQ2 ’24Q3 ’24: $607MQ4 ’24: $668MQ1 ’25: $622MQ2 ’25: $764MQ2 ’25Q3 ’25: $807MQ4 ’25: $793MQ1 ’26: $800Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sanchez Wealth Management Group$462M AUM8.53%$39M503.9KQ1 2026
PMG Wealth Management, Inc.$139M AUM4.41%$6M78.1KQ1 2026
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM3.37%$122M1.56MQ1 2026
IAM Advisory, LLC$446M AUM2.83%$13M161.5KQ1 2026
ERn Financial, LLC$532M AUM1.96%$10M132.9KQ1 2026
Hershey Financial Advisers, LLC$116M AUM1.45%$2M21.6KQ3 2025OLDER
Cooper Financial Group$1.2B AUM1.12%$11M141.4KQ1 2026
WIN ADVISORS, INC$219M AUM0.96%$2M26.8KQ1 2026
Financially in Tune, LLC$116M AUM0.84%$974,22712.4KQ1 2026
FCA CORP /TX$354M AUM0.80%$3M36.1KQ1 2026
Simplicity Wealth,LLC$1.8B AUM0.75%$13M168.4KQ1 2026
Foundry Financial Group, Inc.$202M AUM0.75%$2M19.2KQ1 2026
Schneider Downs Wealth Management Advisors, LP$907M AUM0.57%$5M65.9KQ1 2026
Elevation Capital Advisory, LLC$235M AUM0.56%$1M17.0KQ1 2026
Ebert Capital Management Inc.$107M AUM0.48%$469,6206.0KQ1 2026
COLUMBIA ADVISORY PARTNERS LLC$157M AUM0.40%$620,9357.9KQ1 2026
Sageworth Trust Co of South Dakota$126M AUM0.38%$481,1266.1KQ1 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.36%$5M63.1KQ1 2026
Avant Capital LLC$142M AUM0.36%$509,6906.5KQ1 2026
Goodman Advisory Group, LLC$385M AUM0.31%$1M15.3KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.30%$13M164.8KQ1 2026
OneAscent Family Office, LLC$143M AUM0.17%$245,2983.1KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.16%$5M61.8KQ1 2026
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.16%$4M45.3KQ1 2026
Rossmore Private Capital$1.1B AUM0.15%$2M22.1KQ1 2026
Tyler-Stone Wealth Management$621M AUM0.15%$933,01612.7KQ2 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.14%$13M164.8KQ1 2026
Beirne Wealth Consulting Services, LLC$503M AUM0.13%$456,2705.8KQ1 2026
Godfrey Financial Associates, Inc.$117M AUM0.12%$144,5451.8KQ1 2026
Institute for Wealth Management, LLC.$938M AUM0.12%$1M14.9KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.11%$2M20.5KQ1 2026
OneAscent Wealth Management LLC$302M AUM0.10%$312,0624.0KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.10%$7M95.3KQ1 2026
Kraft, Davis & Associates, LLC$479M AUM0.09%$443,3525.2KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.09%$23M300.0KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.08%$15M208.6KQ2 2025OLDER
Amplius Wealth Advisors, LLC$1.2B AUM0.08%$919,67211.8KQ1 2026
Bank & Trust Co$148M AUM0.07%$111,0651.4KQ1 2026
ORG Partners LLC$568M AUM0.07%$391,9814.9KQ4 2025OLDER
James J. Burns & Company, LLC$737M AUM0.06%$472,7516.0KQ1 2026
PRIVATE CLIENT SERVICES, LLC$381M AUM0.06%$213,9902.7KQ1 2026
Perennial Investment Advisors, LLC$1.3B AUM0.06%$802,49510.3KQ1 2026
HILL ISLAND FINANCIAL LLC$412M AUM0.06%$255,5423.3KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.06%$1M16.9KQ2 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.05%$37M468.5KQ1 2026
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.05%$2M23.4KQ1 2026
Capital Advisors, Ltd. LLC$880M AUM0.04%$351,0004.5KQ1 2026
SigFig Wealth Management, LLC$3.8B AUM0.04%$1M16.5KQ1 2026
Arlington Financial Advisors, LLC$702M AUM0.04%$255,7863.3KQ1 2026
Mayflower Financial Advisors, LLC$1.2B AUM0.03%$267,3983.4KQ3 2025OLDER
Well Done, LLC$681M AUM0.03%$219,1562.8KQ1 2026
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.03%$855,88310.9KQ1 2026
Gilbert & Cook, Inc.$774M AUM0.03%$221,0342.8KQ1 2026
Trust Point Inc.$1.2B AUM0.03%$327,7954.2KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$106M1.36MQ1 2026
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.02%$46,414593Q1 2026
VestGen Advisors, LLC$3.8B AUM0.02%$850,6829.8KQ1 2026
Cetera Investment Advisers$94.0B AUM0.02%$20M255.1KQ1 2026
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.02%$144,1422.0KQ2 2025OLDER
LPL Financial LLC$376.6B AUM0.02%$78M990.8KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.02%$206,6332.6KQ1 2026
Venture Visionary Partners LLC$3.0B AUM0.02%$508,7556.5KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.02%$3M41.0KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M15.4KQ1 2026
Arkadios Wealth Advisors$6.1B AUM0.01%$819,08310.5KQ1 2026
Medallion Wealth Advisors, LLC$306M AUM0.01%$40,623519Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$65M830.6KQ1 2026
Segment Wealth Management, LLC$1.7B AUM0.01%$205,8502.6KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$38M487.3KQ1 2026
Tidemark, LLC$393M AUM0.01%$45,854586Q1 2026
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$253,4403.5KQ2 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$859,25811.7KQ2 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M23.9KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.01%$326,5424.2KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$27M344.8KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.01%$1M13.9KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$15M190.5KQ1 2026
REAP Financial Group, LLC$507M AUM0.01%$34,994447Q1 2026
Western Wealth Management, LLC$2.6B AUM0.01%$167,8772.1KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$222,1792.8KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$348,0094.4KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$969,76512.4KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.01%$5M62.4KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M41.1KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$3M33.2KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$235,7413.0KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$491,3796.3KQ1 2026
Independent Advisor Alliance$9.3B AUM0.00%$365,6044.7KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$271,5253.5KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$335,8824.3KQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$211,5992.7KQ3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$5M63.4KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$78,5211.0KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M24.0KQ1 2026
CWM, LLC$38.1B AUM0.00%$1M13.0KQ1 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$62,043777Q4 2025OLDER
PARK AVENUE SECURITIES LLC$12.8B AUM0.00%$330,0004.2KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$482,0656.2KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$618,7777.7KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$34M421.7KQ1 2026
PITTENGER & ANDERSON INC$2.5B AUM0.00%$45,241578Q1 2026
SHP Wealth Management$1.3B AUM0.00%$23,011294Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$22M281.9KQ1 2026
Dunhill Financial, LLC$424M AUM0.00%$6,18379Q1 2026
Coastline Trust Co$1.0B AUM0.00%$13,697175Q1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$27,069339Q4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$8,140104Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$22,153302Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$7M94.5KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$50,406644Q1 2026
Independence Bank of Kentucky$789M AUM0.00%$7,827100Q1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$370,0004.7KQ1 2026
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$12,602161Q1 2026
Mariner, LLC$85.7B AUM0.00%$696,6818.9KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$349,0004.5KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$21,552275Q3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$266,6673.4KQ1 2026
ASSETMARK, INC$49.0B AUM0.00%$109,9691.4KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$14,793189Q1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M13.1KQ4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$50,876650Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$26,142334Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$5,98975Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$841,85110.7KQ3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,27441Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$507,0006.5KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$8,582117Q2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M13.6KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$443,1825.7KQ3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$78310Q1 2026
VANGUARD ADVISERS INC$25.5B AUM0.00%$7,51496Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$25,784329Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$276,8233.5KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$7,06789Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.