John Hancock Mortgage-BackedJHMBETF

13F holders, Q4 2025 (December 31)
34holders +5
6new positions
3sold out
$22.16avg. 13F price*

At the end of Q4 2025, 34 institutions reported holding John Hancock Mortgage-Backed (JHMB) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($29.6M), Private Advisor Group, LLC ($24.1M) and HighTower Advisors, LLC ($23.7M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$3.6M
Exits3$865K

All 13F filers, Q3 2025 → Q4 2025: 1,180,263 shares bought and 359,030 shares sold, net +821,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

LPL Financial LLC 0.01% Add +13.9% 1,333,491 $29.6M
Private Advisor Group, LLC 0.11% Add +57.3% 1,085,694 $24.1M
HighTower Advisors, LLC 0.03% Add +3.8% 1,069,309 $23.7M
Cabot Wealth Management Inc. 1.67% Reduce -0.5% 683,277 $15.1M
Kestra Advisory Services, LLC 0.06% Add +10.3% 604,230 $13.4M
Journey Strategic Wealth LLC 0.30% Add +4.8% 516,197 $11.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -43.9% 402,262 $8.9M
Fidelity D & D Bancorp Inc. 3.70% Add +26.1% 386,870 $8.6M
Flagship Harbor Advisors, LLC 0.35% Add +7.3% 337,252 $7.5M
FFG Retirement Advisors LLC 4.48% Add +0.4% 325,944 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +7.6% 276,147 $6.1M
Peak Wealth Management LLC 2.95% — 159,203 $3.5M
Goldman Sachs Group Inc. 0.00% Add +1109.8% 153,916 $3.4M
Great Valley Advisor Group, Inc. 0.06% Add +1.8% 135,726 $3.0M
Iams Wealth Management, LLC 0.90% New 112,136 $2.5M
Jones Financial Companies LLLP 0.00% Add +442.1% 70,556 $1.6M
J. R. Prunier Capital Management LLC 0.57% — 62,072 $1.4M
Cetera Investment Advisers 0.00% New 18,218 $404K
Legacy Capital Wealth Partners, LLC 0.09% Reduce -2.0% 18,113 $401K
Osaic Holdings, Inc. 0.00% Add +68.2% 17,612 $390K
U.S. Capital Wealth Advisors, LLC 0.01% No change 16,384 $363K
Natixis Advisors, LLC 0.00% New 15,216 $337K
Steward Partners Investment Advisory, LLC 0.00% Add +15.7% 13,415 $297K
Cadence Wealth Management LLC 0.14% New 12,684 $281K
NewEdge Advisors, LLC 0.00% Add +2450.0% 8,160 $181K
JPMorgan Chase & Co. 0.00% Reduce -0.3% 3,757 $83K
Triumph Capital Management 0.01% New 1,996 $44K
Morgan Stanley 0.00% Reduce -47.2% 1,009 $22K
International Assets Investment Management, LLC 0.00% New 1,000 $22K
Private Trust Co. NA 0.00% No change 700 $16K
Global Retirement Partners, LLC 0.00% Reduce -11.9% 666 $15K
Farther Finance Advisors, LLC 0.00% No change 250 $6K
Sound Income Strategies, LLC 0.00% No change 137 $3K
Northwestern Mutual Wealth Management Co. 0.00% No change 45 $997

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