John Hancock Multi Fact LRGJHMLETF

13F holders, Q1 2024 (March 31)
91holders
$64.75avg. 13F price*

At the end of Q1 2024, 91 institutions reported holding John Hancock Multi Fact LRG (JHML) in their 13F filings. The largest holders were GRIMES & Co WEALTH MANAGEMENT, LLC ($110.8M), LPL Financial LLC ($65.8M) and Ameriprise Financial Inc. ($59.4M).

Company
John Hancock Multi Fact LRG
CUSIP
47804J107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 91Q1 2024Q2 2024: 100Q2 2024Q3 2024: 100Q3 2024Q4 2024: 98Q4 2024Q1 2025: 98Q1 2025Q2 2025: 106Q2 2025Q3 2025: 105Q3 2025Q4 2025: 101Q4 2025Q1 2026: 108Q1 2026Q2 2026: 108Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$2.1M
Exits4$1.4M

Ownership 91 holders

GRIMES & Co WEALTH MANAGEMENT, LLC 3.41% Add +0.6% 1,710,875 $110.8M
LPL Financial LLC 0.04% Reduce -2.7% 1,015,524 $65.8M
Ameriprise Financial Inc. 0.02% Add +6.8% 917,585 $59.4M
Wells Fargo & Company 0.01% Reduce -2.5% 821,806 $53.2M
Envestnet Asset Management Inc. 0.02% Add +331.9% 685,100 $44.4M
Morgan Stanley 0.00% Add +2.0% 606,574 $39.3M
Commonwealth Equity Services, LLC 0.05% Add +0.2% 472,350 $30.6M
Bank of America Corp. 0.00% Reduce -4.0% 403,243 $26.1M
Sanchez Wealth Management Group 8.79% Add +1.9% 400,780 $26.0M
Hill Island Financial LLC 7.60% Reduce -3.8% 355,339 $23.0M
IAM Advisory, LLC 6.02% Reduce -1.8% 339,581 $22.0M
UBS Group AG 0.01% Reduce -2.9% 316,450 $20.5M
Kestra Advisory Services, LLC 0.11% Add +9.1% 243,017 $15.7M
Avantax Advisory Services, Inc. 0.11% Add +7.7% 197,729 $12.8M
Foundry Financial Group, Inc. 6.43% Add +9.4% 139,042 $9.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -2.5% 124,092 $8.0M
Cooper Financial Group 1.17% Add +1.0% 110,117 $7.1M
Goodman Advisory Group, LLC 1.95% Reduce -5.3% 95,021 $6.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.6% 93,335 $6.0M
Mercer Global Advisors Inc. 0.01% Reduce -3.6% 69,092 $4.5M
Private Advisor Group, LLC 0.03% Reduce -6.2% 62,419 $4.0M
Capital Investment Advisory Services, LLC 0.38% Add +0.2% 54,978 $3.6M
Schneider Downs Wealth Management Advisors, LP 0.76% Add +12.5% 50,673 $3.3M
Osaic Holdings, Inc. 0.01% Reduce -66.0% 44,423 $2.9M
Parsons Capital Management Inc. 0.19% Add +1.3% 42,968 $2.8M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -11.9% 42,812 $2.8M
Rockefeller Capital Management L.P. 0.01% Reduce -2.1% 40,449 $2.6M
ERn Financial, LLC 0.44% Reduce -3.4% 39,567 $2.6M
Fca Corp. 0.73% Add +3.8% 34,626 $2.2M
Atria Investments, Inc 0.03% Add +15.5% 32,412 $2.1M
SigFig Wealth Management, LLC 0.06% Add +15.8% 26,968 $1.7M
Columbia Advisory Partners LLC 1.71% Reduce -4.2% 26,099 $1.7M
Rossmore Private Capital 0.22% No change 25,750 $1.7M
Moloney Securities Asset Management, LLC 0.24% Reduce -1.0% 23,961 $1.6M
NewEdge Advisors, LLC 0.01% Add +860.0% 23,022 $1.5M
Amplius Wealth Advisors, LLC 0.17% Reduce -1.6% 22,744 $1.5M
International Assets Investment Management, LLC 0.14% New 21,409 $1.4M
Venture Visionary Partners LLC 0.06% Reduce -1.6% 19,709 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -37.4% 18,982 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -37.4% 18,982 $1.2M
Journey Strategic Wealth LLC 0.05% Reduce -0.9% 18,872 $1.2M
Perennial Investment Advisors, LLC 0.18% Reduce -6.5% 18,599 $1.2M
Arkadios Wealth Advisors 0.09% Reduce -3.0% 18,578 $1.2M
Chilton Capital Management LLC 0.06% Reduce -4.3% 18,122 $1.2M
Institute for Wealth Management, LLC. 0.13% Reduce -1.2% 15,575 $1.0M
TNF LLC 0.39% Add +11.6% 15,891 $991K
Goldman Sachs Group Inc. 0.00% Add +22.1% 14,146 $916K
Cetera Investment Advisers 0.00% Add +90.8% 13,604 $881K
Oppenheimer & Co. Inc. 0.01% Add +1.2% 13,316 $862K
Transcend Capital Advisors, LLC 0.06% No change 11,930 $773K
Raymond James & Associates 0.00% Reduce -1.8% 11,085 $718K
Mariner, LLC 0.00% Add +10.2% 9,961 $645K
Fernwood Investment Management, LLC 0.18% No change 9,284 $601K
Beirne Wealth Consulting Services, LLC 0.23% Add +2.4% 8,205 $531K
Equitable Holdings, Inc. 0.01% Reduce -3.5% 7,789 $504K
Thrivent Financial for Lutherans 0.00% Add +3.5% 7,637 $495K
Kathmere Capital Management, LLC 0.05% No change 7,213 $467K
Aspire Wealth Management Corp 0.28% Reduce -2.8% 7,114 $461K
Royal Bank of Canada 0.00% Add +45.6% 7,060 $457K
Raymond James Trust N.A. 0.01% No change 6,867 $445K
Tyler-Stone Wealth Management 0.19% Reduce -2.7% 6,485 $420K
IHT Wealth Management, LLC 0.02% Reduce -14.9% 6,326 $410K
OneAscent Wealth Management LLC 0.16% Reduce -4.2% 6,271 $406K
Sageworth Trust Co of South Dakota 0.61% No change 6,147 $398K
Susquehanna International Group, LLP 0.00% Reduce -59.8% 6,146 $398K
Avidian Wealth Enterprises, LLC 0.02% Reduce -5.1% 6,132 $397K
Park Avenue Securities LLC 0.00% No change 5,765 $373K
Tower Research Capital LLC (TRC) 0.01% New 5,575 $361K
Dynamic Advisor Solutions LLC 0.01% Reduce -5.8% 5,561 $360K
JPMorgan Chase & Co. 0.00% Reduce -1.0% 5,304 $343K
Kraft, Davis & Associates, LLC 0.10% No change 5,200 $333K
Beacon Financial Advisory LLC 0.16% No change 4,983 $323K
Capital Advisors, Ltd. LLC 0.04% No change 4,482 $290K
Simplicity Wealth,LLC 0.01% Add +0.6% 4,249 $275K
Mayflower Financial Advisors, LLC 0.04% No change 3,412 $221K
Private Trust Co. NA 0.02% New 2,640 $171K
FMR LLC 0.00% Add +1.1% 1,930 $125K
Emfo, LLC 0.10% No change 1,645 $107K
Jones Financial Companies LLLP 0.00% New 1,614 $105K
Tidemark, LLC 0.05% No change 1,320 $85K
Blair William & Co. 0.00% No change 1,207 $78K
Bellevue Asset Management, LLC 0.04% No change 983 $64K
Sunbelt Securities, Inc. 0.01% New 720 $47K
Harbour Investments, Inc. 0.00% No change 521 $34K
Cwm, LLC 0.00% Reduce -63.0% 426 $28K
Wetzel Investment Advisors, Inc. 0.01% No change 298 $18K
Comerica Bank 0.00% Reduce -3.7% 206 $13K
Realta Investment Advisors 0.00% New 191 $12K
Armstrong Advisory Group, Inc. 0.00% No change 161 $9K
Westside Investment Management, Inc. 0.00% No change 104 $7K
Global Retirement Partners, LLC 0.00% No change 75 $5K

"% of holder's portfolio" is JHML's weight in each manager's 13F, not the share of John Hancock Multi Fact LRG the manager owns.