John Hancock Multi Fact LRGJHMLETF

13F holders, Q3 2024 (September 30)
100holders
10new positions
9sold out
$69.41avg. 13F price*

At the end of Q3 2024, 100 institutions reported holding John Hancock Multi Fact LRG (JHML) in their 13F filings, unchanged from Q2 2024. 10 opened new positions and 9 sold out. The largest holders were GRIMES & Co WEALTH MANAGEMENT, LLC ($118.7M), Ameriprise Financial Inc. ($89.0M) and LPL Financial LLC ($68.9M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$16.3M
Exits9$4.8M

All 13F filers, Q2 2024 → Q3 2024: 586,312 shares bought and 355,228 shares sold, net +231,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

GRIMES & Co WEALTH MANAGEMENT, LLC 3.21% Add +1.0% 1,709,019 $118.7M
Ameriprise Financial Inc. 0.02% Add +14.6% 1,282,191 $89.0M
LPL Financial LLC 0.03% Add +0.0% 992,781 $68.9M
Wells Fargo & Company 0.01% Add +0.7% 831,790 $57.8M
Envestnet Asset Management Inc. 0.02% Reduce -5.1% 694,567 $48.2M
Commonwealth Equity Services, LLC 0.05% Reduce -0.3% 473,168 $32.9M
Morgan Stanley 0.00% Reduce -28.2% 433,234 $30.1M
Sanchez Wealth Management Group 8.98% Add +4.7% 424,503 $29.5M
Bank of America Corp. 0.00% Add +6.5% 420,461 $29.2M
Hill Island Financial LLC 7.57% Add +1.1% 360,239 $25.0M
IAM Advisory, LLC 5.90% Reduce -0.5% 336,134 $23.3M
UBS Group AG 0.01% Add +1.5% 316,141 $22.0M
Kestra Advisory Services, LLC 0.10% Reduce -2.3% 258,149 $17.9M
Avantax Advisory Services, Inc. 0.10% Add +3.2% 213,428 $14.8M
Foundry Financial Group, Inc. 6.14% Add +0.1% 141,597 $9.8M
Cooper Financial Group 1.10% Add +0.3% 121,907 $8.5M
Elevation Capital Advisory, LLC 3.10% New 101,029 $7.0M
GeoWealth Management, LLC 0.25% New 101,029 $7.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.5% 79,700 $5.5M
Goodman Advisory Group, LLC 1.54% Reduce -7.4% 77,646 $5.4M
Mercer Global Advisors Inc. 0.01% Reduce -3.3% 63,170 $4.4M
Capital Investment Advisory Services, LLC 0.39% Add +6.6% 58,822 $4.1M
Private Advisor Group, LLC 0.02% Reduce -3.7% 56,855 $3.9M
Schneider Downs Wealth Management Advisors, LP 0.76% Add +3.6% 53,751 $3.7M
International Assets Investment Management, LLC 0.28% Add +157.3% 55,078 $3.4M
Parsons Capital Management Inc. 0.20% Add +5.3% 45,477 $3.2M
ERn Financial, LLC 0.47% Add +9.3% 44,235 $3.1M
Rockefeller Capital Management L.P. 0.01% Reduce -4.7% 38,236 $2.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.7% 38,081 $2.6M
Jones Financial Companies LLLP 0.00% Add +166.4% 37,257 $2.6M
Fca Corp. 0.76% Add +2.9% 35,828 $2.5M
SigFig Wealth Management, LLC 0.08% Add +8.7% 31,266 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -8.4% 30,104 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -2.3% 28,392 $2.1M
Atria Investments, Inc 0.02% Reduce -3.0% 28,167 $2.0M
GTS Securities LLC 0.04% Reduce -19.6% 26,383 $1.8M
Rossmore Private Capital 0.22% No change 25,750 $1.8M
Moloney Securities Asset Management, LLC 0.23% Reduce -0.4% 24,175 $1.7M
Amplius Wealth Advisors, LLC 0.17% No change 22,021 $1.5M
Journey Strategic Wealth LLC 0.05% Add +6.4% 19,899 $1.4M
Susquehanna International Group, LLP 0.00% Add +262.0% 19,446 $1.4M
HighTower Advisors, LLC 0.00% New 18,663 $1.3M
TNF LLC 0.45% Add +8.8% 17,871 $1.2M
Cetera Investment Advisers 0.00% Add +19.2% 17,240 $1.2M
Chilton Capital Management LLC 0.05% Reduce -1.6% 16,836 $1.2M
Perennial Investment Advisors, LLC 0.14% Reduce -16.2% 15,054 $1.0M
Institute for Wealth Management, LLC. 0.13% Add +0.6% 14,689 $1.0M
Arkadios Wealth Advisors 0.06% Reduce -9.6% 14,547 $1.0M
NewEdge Advisors, LLC 0.01% Reduce -37.9% 14,341 $996K
Oppenheimer & Co. Inc. 0.01% Add +0.9% 13,765 $956K
Tyler-Stone Wealth Management 0.17% Add +100.0% 12,972 $901K
Transcend Capital Advisors, LLC 0.06% No change 11,930 $828K
Equitable Holdings, Inc. 0.01% Add +28.9% 11,284 $784K
Columbia Advisory Partners LLC 0.74% Reduce -9.8% 11,267 $782K
Raymond James & Associates 0.00% Reduce -0.6% 10,520 $731K
Mariner, LLC 0.00% No change 9,968 $692K
Royal Bank of Canada 0.00% Add +16.5% 9,333 $649K
Venture Visionary Partners LLC 0.03% No change 9,166 $636K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.5% 9,158 $636K
Orion Porfolio Solutions, LLC 0.01% Reduce -30.4% 8,649 $601K
Orion Portfolio Solutions, LLC 0.01% Reduce -30.4% 8,649 $601K
JPMorgan Chase & Co. 0.00% Add +57.7% 8,369 $581K
Beirne Wealth Consulting Services, LLC 0.19% Reduce -7.3% 7,915 $550K
Aspire Wealth Management Corp 0.26% Reduce -0.0% 6,929 $481K
Raymond James Trust N.A. 0.01% Reduce -1.3% 6,919 $480K
Sageworth Trust Co of South Dakota 0.55% No change 6,147 $427K
Avidian Wealth Enterprises, LLC 0.02% No change 6,132 $426K
James J. Burns & Company, LLC 0.08% Reduce -1.7% 6,040 $419K
Fernwood Investment Management, LLC 0.13% Reduce -39.1% 5,652 $392K
Park Avenue Securities LLC 0.00% Reduce -0.3% 5,333 $370K
OneAscent Wealth Management LLC 0.14% Reduce -0.0% 5,280 $367K
IHT Wealth Management, LLC 0.01% Reduce -16.8% 5,266 $366K
Kraft, Davis & Associates, LLC 0.11% No change 5,200 $359K
Quantinno Capital Management LP 0.00% New 5,071 $352K
Thrivent Financial for Lutherans 0.00% Reduce -30.7% 4,914 $341K
Capital Advisors, Ltd. LLC 0.04% No change 4,482 $311K
Mayflower Financial Advisors, LLC 0.04% No change 3,412 $237K
Kestra Private Wealth Services, LLC 0.00% New 3,305 $229K
Stifel Financial Corp. 0.00% Reduce -0.3% 3,244 $225K
Waverly Advisors, LLC 0.00% Reduce -11.4% 2,947 $205K
First Horizon Advisors, Inc. 0.01% New 2,927 $203K
Private Trust Co. NA 0.02% No change 2,640 $183K
FMR LLC 0.00% Add +8.6% 2,243 $156K
Coastline Trust Co 0.02% New 2,210 $153K
Bank & Trust Co 0.08% No change 1,419 $99K
Blair William & Co. 0.00% No change 1,207 $84K
Bellevue Asset Management, LLC 0.04% No change 983 $68K
Tower Research Capital LLC (TRC) 0.00% Reduce -73.2% 812 $56K
Sunbelt Securities, Inc. 0.00% No change 720 $50K
Assetmark, Inc. 0.00% New 690 $48K
Tidemark, LLC 0.02% Reduce -0.2% 575 $40K
Harbour Investments, Inc. 0.00% No change 521 $36K
Cwm, LLC 0.00% No change 426 $30K
Global Retirement Partners, LLC 0.00% No change 391 $27K
IFP Advisors, Inc 0.00% New 356 $25K
Iron Horse Wealth Management, LLC 0.01% No change 329 $23K
Principal Securities, Inc. 0.00% Reduce -1.8% 275 $19K
Armstrong Advisory Group, Inc. 0.00% No change 161 $11K
St Germain D J Co. Inc. 0.00% New 154 $11K
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.