John Hancock Mortgage-BackedJHMBETF

13F holders, Q2 2025 (June 30)
28holders +3
4new positions
2sold out
1famous investor
$21.87avg. 13F price*

At the end of Q2 2025, 28 institutions reported holding John Hancock Mortgage-Backed (JHMB) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($24.5M), HighTower Advisors, LLC ($21.8M) and Cabot Wealth Management Inc. ($15.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
John Hancock Mortgage-Backed
CUSIP
47804J792
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 8Q1 2024Q2 2024: 9Q2 2024Q3 2024: 11Q3 2024Q4 2024: 20Q4 2024Q1 2025: 25Q1 2025Q2 2025: 28Q2 2025Q3 2025: 29Q3 2025Q4 2025: 34Q4 2025Q1 2026: 36Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$5.0M
Exits2$318K

All 13F filers, Q1 2025 → Q2 2025: 1,294,609 shares bought and 152,402 shares sold, net +1,142,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

LPL Financial LLC 0.01% Add +144.6% 1,121,273 $24.5M
HighTower Advisors, LLC 0.03% Add +0.7% 996,776 $21.8M
Cabot Wealth Management Inc. 1.79% Add +1.3% 689,953 $15.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -19.2% 526,167 $11.5M
Kestra Advisory Services, LLC 0.06% Add +13.3% 522,026 $11.4M
Journey Strategic Wealth LLC 0.33% Add +37.4% 458,748 $10.0M
FFG Retirement Advisors LLC 4.73% Add +3.9% 345,168 $7.5M
Fidelity D & D Bancorp Inc. 3.79% Add +23.1% 283,192 $6.2M
Flagship Harbor Advisors, LLC 0.28% Add +8.0% 271,989 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +11.5% 247,150 $5.4M
Mgo One Seven LLC 0.16% Add +7.0% 221,718 $4.8M
Great Valley Advisor Group, Inc. 0.06% New 133,609 $2.9M
Private Advisor Group, LLC 0.01% New 85,284 $1.9M
NewEdge Advisors, LLC 0.01% Add +102.8% 80,065 $1.8M
Citadel Advisors 0.00% Reduce -7.7% 40,228 $880K
Jane Street Group, LLC 0.00% Reduce -8.2% 36,277 $793K
JPMorgan Chase & Co. 0.00% Add +608.8% 34,420 $753K
Envestnet Asset Management Inc. 0.00% Reduce -1.3% 18,488 $404K
Legacy Capital Wealth Partners, LLC 0.09% Add +3.4% 18,481 $404K
U.S. Capital Wealth Advisors, LLC 0.01% No change 16,384 $358K
Goldman Sachs Group Inc. 0.00% Add +14.8% 16,055 $351K
High Falls Advisors, Inc 0.05% New 9,528 $208K
Steward Partners Investment Advisory, LLC 0.00% Reduce -39.5% 9,250 $202K
UBS Group AG 0.00% New 2,408 $53K
GPS Wealth Strategies Group, LLC 0.00% No change 1,150 $25K
Global Retirement Partners, LLC 0.00% — 750 $16K
Private Trust Co. NA 0.00% No change 700 $15K
Morgan Stanley 0.00% Add +100.0% 2 $46

"% of holder's portfolio" is JHMB's weight in each manager's 13F, not the share of John Hancock Mortgage-Backed the manager owns.