John Hancock Multi Fact LRGJHMLETF

13F holders, Q2 2024 (June 30)
100holders +9
8new positions
2sold out
1famous investor
$65.00avg. 13F price*

At the end of Q2 2024, 100 institutions reported holding John Hancock Multi Fact LRG (JHML) in their 13F filings, up 9 from Q1 2024. 8 opened new positions and 2 sold out. The largest holders were GRIMES & Co WEALTH MANAGEMENT, LLC ($110.1M), Ameriprise Financial Inc. ($72.7M) and LPL Financial LLC ($64.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 → Q2 2024

InstitutionsTotal Value
New Positions8$6.4M
Exits2$1.3M

All 13F filers, Q1 2024 → Q2 2024: 429,320 shares bought and 287,055 shares sold, net +142,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

GRIMES & Co WEALTH MANAGEMENT, LLC 3.29% Reduce -1.1% 1,692,840 $110.1M
Ameriprise Financial Inc. 0.02% Add +21.9% 1,118,840 $72.7M
LPL Financial LLC 0.03% Reduce -2.2% 992,776 $64.5M
Wells Fargo & Company 0.01% Add +0.6% 826,311 $53.7M
Envestnet Asset Management Inc. 0.02% Add +6.8% 732,046 $47.6M
Morgan Stanley 0.00% Reduce -0.5% 603,374 $39.2M
Commonwealth Equity Services, LLC 0.05% Add +0.4% 474,443 $30.8M
Sanchez Wealth Management Group 8.54% Add +1.2% 405,570 $26.4M
Bank of America Corp. 0.00% Reduce -2.1% 394,651 $25.7M
Hill Island Financial LLC 7.58% Add +0.3% 356,260 $23.2M
IAM Advisory, LLC 5.95% Reduce -0.5% 337,878 $22.0M
UBS Group AG 0.01% Reduce -1.6% 311,397 $20.2M
Kestra Advisory Services, LLC 0.10% Add +8.7% 264,086 $17.2M
Avantax Advisory Services, Inc. 0.10% Add +4.6% 206,872 $13.4M
Foundry Financial Group, Inc. 6.33% Add +1.7% 141,414 $9.2M
Cooper Financial Group 1.16% Add +10.4% 121,526 $7.9M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -8.7% 85,250 $5.5M
Goodman Advisory Group, LLC 1.63% Reduce -11.8% 83,844 $5.5M
Mercer Global Advisors Inc. 0.01% Reduce -5.4% 65,354 $4.2M
Private Advisor Group, LLC 0.03% Reduce -5.5% 59,017 $3.8M
Capital Investment Advisory Services, LLC 0.37% Add +0.4% 55,202 $3.6M
Schneider Downs Wealth Management Advisors, LP 0.75% Add +2.4% 51,877 $3.4M
Win Advisors, Inc. 1.34% New 46,133 $3.0M
Parsons Capital Management Inc. 0.19% Add +0.5% 43,197 $2.8M
ERn Financial, LLC 0.44% Add +2.3% 40,464 $2.6M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.7% 40,395 $2.6M
Rockefeller Capital Management L.P. 0.01% Reduce -0.8% 40,126 $2.6M
Fca Corp. 0.72% Add +0.6% 34,835 $2.3M
Osaic Holdings, Inc. 0.01% Reduce -26.0% 32,859 $2.1M
GTS Securities LLC 0.04% New 32,822 $2.1M
Atria Investments, Inc 0.02% Reduce -10.4% 29,033 $1.9M
SigFig Wealth Management, LLC 0.07% Add +6.7% 28,766 $1.9M
Sanctuary Advisors, LLC 0.01% — 29,053 $1.8M
Rossmore Private Capital 0.22% No change 25,750 $1.7M
Moloney Securities Asset Management, LLC 0.23% Add +1.3% 24,280 $1.6M
NewEdge Advisors, LLC 0.01% Add +0.2% 23,077 $1.5M
Amplius Wealth Advisors, LLC 0.16% Reduce -3.2% 22,021 $1.4M
International Assets Investment Management, LLC 0.13% No change 21,409 $1.4M
Journey Strategic Wealth LLC 0.05% Reduce -0.9% 18,696 $1.2M
Perennial Investment Advisors, LLC 0.17% Reduce -3.4% 17,971 $1.2M
Chilton Capital Management LLC 0.05% Reduce -5.5% 17,118 $1.1M
TNF LLC 0.39% Add +3.4% 16,425 $1.1M
Arkadios Wealth Advisors 0.07% Reduce -13.4% 16,094 $1.0M
Institute for Wealth Management, LLC. 0.13% Reduce -6.3% 14,595 $949K
Cetera Investment Advisers 0.00% Add +6.3% 14,468 $941K
Jones Financial Companies LLLP 0.00% Add +766.6% 13,987 $909K
Oppenheimer & Co. Inc. 0.01% Add +2.4% 13,636 $886K
Hershey Financial Advisers, LLC 0.79% — 13,593 $884K
Columbia Advisory Partners LLC 0.79% Reduce -52.2% 12,487 $812K
Orion Porfolio Solutions, LLC 0.01% Reduce -34.5% 12,435 $808K
Orion Portfolio Solutions, LLC 0.01% Reduce -34.5% 12,435 $808K
Transcend Capital Advisors, LLC 0.06% No change 11,930 $776K
Raymond James & Associates 0.00% Reduce -4.5% 10,582 $688K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -91.8% 10,119 $658K
Mariner, LLC 0.00% Add +0.1% 9,968 $648K
Simplicity Wealth,LLC 0.01% Add +119.7% 9,335 $607K
Fernwood Investment Management, LLC 0.19% No change 9,284 $604K
Venture Visionary Partners LLC 0.03% Reduce -53.5% 9,166 $596K
Equitable Holdings, Inc. 0.01% Add +12.4% 8,752 $569K
Beirne Wealth Consulting Services, LLC 0.22% Add +4.0% 8,536 $555K
Royal Bank of Canada 0.00% Add +13.4% 8,009 $521K
Kathmere Capital Management, LLC 0.05% No change 7,213 $469K
Thrivent Financial for Lutherans 0.00% Reduce -7.2% 7,087 $461K
Raymond James Trust N.A. 0.01% Add +2.1% 7,012 $456K
Aspire Wealth Management Corp 0.26% Reduce -2.6% 6,930 $451K
Tyler-Stone Wealth Management 0.17% Add +0.0% 6,486 $422K
IHT Wealth Management, LLC 0.02% No change 6,326 $411K
Sageworth Trust Co of South Dakota 0.59% No change 6,147 $400K
James J. Burns & Company, LLC 0.08% New 6,143 $399K
Avidian Wealth Enterprises, LLC 0.02% No change 6,132 $399K
Citadel Advisors 0.00% New 5,568 $362K
Susquehanna International Group, LLP 0.00% Reduce -12.6% 5,372 $349K
Park Avenue Securities LLC 0.00% Reduce -7.2% 5,348 $348K
JPMorgan Chase & Co. 0.00% Add +0.0% 5,306 $345K
OneAscent Wealth Management LLC 0.18% Reduce -15.8% 5,281 $343K
Kraft, Davis & Associates, LLC 0.10% No change 5,200 $343K
Beacon Financial Advisory LLC 0.12% No change 4,983 $324K
Capital Advisors, Ltd. LLC 0.04% No change 4,482 $291K
Mayflower Financial Advisors, LLC 0.04% No change 3,412 $222K
Waverly Advisors, LLC 0.00% New 3,328 $216K
Stifel Financial Corp. 0.00% New 3,252 $211K
Tower Research Capital LLC (TRC) 0.00% Reduce -45.7% 3,028 $197K
Private Trust Co. NA 0.02% No change 2,640 $172K
FMR LLC 0.00% Add +7.0% 2,065 $134K
Emfo, LLC 0.10% No change 1,645 $107K
Bank & Trust Co 0.08% — 1,419 $92K
Blair William & Co. 0.00% No change 1,207 $78K
Bellevue Asset Management, LLC 0.04% No change 983 $64K
Sunbelt Securities, Inc. 0.00% No change 720 $47K
Tidemark, LLC 0.02% Reduce -56.4% 576 $37K
Harbour Investments, Inc. 0.00% No change 521 $34K
Cwm, LLC 0.00% No change 426 $28K
Global Retirement Partners, LLC 0.00% Add +421.3% 391 $25K
Iron Horse Wealth Management, LLC 0.01% New 329 $21K
Wetzel Investment Advisors, Inc. 0.01% No change 298 $19K
Principal Securities, Inc. 0.00% New 280 $18K
Comerica Bank 0.00% Reduce -2.9% 200 $13K
Realta Investment Advisors 0.00% Add +0.5% 192 $12K
Armstrong Advisory Group, Inc. 0.00% No change 161 $10K
Westside Investment Management, Inc. 0.00% No change 104 $7K

"% 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.