John Hancock Multi Fact LRGJHMLETF

13F holders, Q4 2024 (December 31)
98holders −2
5new positions
7sold out
$69.66avg. 13F price*

At the end of Q4 2024, 98 institutions reported holding John Hancock Multi Fact LRG (JHML) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 7 sold out. The largest holders were GRIMES & Co WEALTH MANAGEMENT, LLC ($117.5M), Ameriprise Financial Inc. ($105.1M) and LPL Financial LLC ($77.2M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$4.2M
Exits7$16.7M

All 13F filers, Q3 2024 → Q4 2024: 548,580 shares bought and 641,101 shares sold, net −92,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

GRIMES & Co WEALTH MANAGEMENT, LLC 3.38% Reduce -1.3% 1,686,491 $117.5M
Ameriprise Financial Inc. 0.03% Add +17.7% 1,509,187 $105.1M
LPL Financial LLC 0.03% Add +11.6% 1,108,002 $77.2M
Wells Fargo & Company 0.01% Add +1.5% 844,203 $58.8M
Envestnet Asset Management Inc. 0.01% Reduce -6.5% 649,575 $45.2M
Commonwealth Equity Services, LLC 0.05% Add +1.4% 479,901 $33.4M
Sanchez Wealth Management Group 8.90% Add +10.2% 467,947 $32.6M
Morgan Stanley 0.00% Add +0.2% 434,252 $30.2M
Bank of America Corp. 0.00% Reduce -1.1% 415,720 $29.0M
IAM Advisory, LLC 5.88% Reduce -0.9% 333,192 $23.2M
UBS Group AG 0.00% Reduce -1.0% 313,121 $21.8M
Kestra Advisory Services, LLC 0.10% Add +1.2% 261,251 $18.2M
Avantax Advisory Services, Inc. 0.10% Add +2.1% 217,950 $15.2M
Foundry Financial Group, Inc. 6.06% Reduce -0.7% 140,588 $9.8M
Hill Island Financial LLC 2.84% Reduce -61.2% 139,740 $9.7M
Cooper Financial Group 0.96% Reduce -5.8% 114,836 $8.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.7% 75,990 $5.3M
Goodman Advisory Group, LLC 1.49% Reduce -6.7% 72,445 $5.0M
ERn Financial, LLC 0.67% Add +44.1% 63,727 $4.4M
Capital Investment Advisory Services, LLC 0.41% Add +5.1% 61,842 $4.3M
Schneider Downs Wealth Management Advisors, LP 0.78% Add +11.0% 59,651 $4.2M
Mercer Global Advisors Inc. 0.01% Reduce -11.1% 56,169 $3.9M
Raymond James Financial Inc. 0.00% — 53,779 $3.7M
Jones Financial Companies LLLP 0.00% Add +39.7% 52,050 $3.6M
Parsons Capital Management Inc. 0.17% Reduce -1.2% 44,921 $3.1M
Marshall Investment Management, LLC 1.72% — 42,138 $2.9M
Private Advisor Group, LLC 0.02% Reduce -27.6% 41,153 $2.9M
Win Advisors, Inc. 1.37% New 40,644 $2.8M
Rockefeller Capital Management L.P. 0.01% Add +0.0% 38,240 $2.7M
Fca Corp. 0.79% Add +1.0% 36,190 $2.5M
SigFig Wealth Management, LLC 0.08% Add +1.1% 31,622 $2.2M
Sanctuary Advisors, LLC 0.01% Reduce -3.3% 27,465 $2.0M
Atria Investments, Inc 0.02% Reduce -2.3% 27,524 $1.9M
Rossmore Private Capital 0.22% No change 25,750 $1.8M
HighTower Advisors, LLC 0.00% Add +25.2% 23,369 $1.6M
Moloney Securities Asset Management, LLC 0.21% Reduce -7.4% 22,393 $1.6M
Amplius Wealth Advisors, LLC 0.16% Add +0.0% 22,022 $1.5M
International Assets Investment Management, LLC 0.13% Reduce -61.0% 21,509 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -28.9% 21,406 $1.5M
Journey Strategic Wealth LLC 0.05% Reduce -2.5% 19,395 $1.4M
Cetera Investment Advisers 0.00% Add +5.5% 18,194 $1.3M
Cwm, LLC 0.01% Add +4069.7% 17,763 $1.2M
Chilton Capital Management LLC 0.05% Add +0.5% 16,923 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -21.9% 15,196 $1.1M
Perennial Investment Advisors, LLC 0.12% Reduce -1.1% 14,885 $1.0M
Institute for Wealth Management, LLC. 0.13% Add +0.3% 14,738 $1.0M
NewEdge Advisors, LLC 0.01% Add +0.5% 14,414 $1.0M
CoreCap Advisors, LLC 0.04% New 14,148 $985K
Oppenheimer & Co. Inc. 0.01% Add +1.2% 13,929 $970K
Cambridge Investment Research Advisors, Inc. 0.00% Add +47.3% 13,489 $939K
Tyler-Stone Wealth Management 0.16% Add +0.2% 12,999 $905K
Arkadios Wealth Advisors 0.05% Reduce -12.1% 12,790 $891K
Transcend Capital Advisors, LLC 0.06% Add +0.7% 12,010 $836K
Columbia Advisory Partners LLC 0.74% Add +1.4% 11,429 $796K
Equitable Holdings, Inc. 0.01% Reduce -1.5% 11,116 $774K
JPMorgan Chase & Co. 0.00% Add +18.6% 9,925 $691K
Mariner, LLC 0.00% Reduce -1.3% 9,834 $685K
Beirne Wealth Consulting Services, LLC 0.20% Add +0.2% 7,930 $552K
Royal Bank of Canada 0.00% Reduce -16.1% 7,828 $545K
Orion Porfolio Solutions, LLC 0.01% Reduce -10.9% 7,707 $537K
Orion Portfolio Solutions, LLC 0.01% Reduce -10.9% 7,707 $537K
Avant Capital LLC 0.39% — 6,705 $467K
Venture Visionary Partners LLC 0.02% Reduce -27.3% 6,666 $464K
Sageworth Trust Co of South Dakota 0.54% No change 6,147 $428K
James J. Burns & Company, LLC 0.07% No change 6,040 $421K
IHT Wealth Management, LLC 0.01% Add +13.2% 5,961 $415K
Kraft, Davis & Associates, LLC 0.11% No change 5,200 $374K
OneAscent Wealth Management LLC 0.15% No change 5,280 $368K
Park Avenue Securities LLC 0.00% Reduce -1.6% 5,247 $365K
Thrivent Financial for Lutherans 0.00% No change 4,914 $356K
Avidian Wealth Enterprises, LLC 0.02% Reduce -19.7% 4,925 $343K
Independent Advisor Alliance 0.00% New 4,585 $319K
Capital Advisors, Ltd. LLC 0.04% No change 4,482 $312K
Quantinno Capital Management LP 0.00% Reduce -27.2% 3,690 $257K
Mayflower Financial Advisors, LLC 0.04% No change 3,412 $238K
Stifel Financial Corp. 0.00% Add +5.1% 3,409 $237K
Kestra Private Wealth Services, LLC 0.00% Add +0.7% 3,328 $232K
FMR LLC 0.00% Add +47.2% 3,302 $230K
OneAscent Family Office, LLC 0.40% — 3,134 $218K
Puff Wealth Management, LLC 0.36% — 2,963 $206K
Private Trust Co. NA 0.02% No change 2,640 $184K
Coastline Trust Co 0.02% No change 2,210 $154K
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
Sunbelt Securities, Inc. 0.00% No change 720 $50K
Assetmark, Inc. 0.00% No change 690 $48K
Tidemark, LLC 0.02% Add +0.7% 579 $40K
Harbour Investments, Inc. 0.00% No change 521 $36K
Medallion Wealth Advisors, LLC 0.02% — 450 $31K
IFP Advisors, Inc 0.00% No change 356 $25K
Farther Finance Advisors, LLC 0.00% New 339 $24K
Iron Horse Wealth Management, LLC 0.01% No change 329 $23K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.0% 284 $20K
Principal Securities, Inc. 0.00% No change 275 $19K
Armstrong Advisory Group, Inc. 0.00% No change 161 $11K
Westside Investment Management, Inc. 0.00% No change 104 $7K
Global Retirement Partners, LLC 0.00% Reduce -80.8% 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.