John Hancock Multi Fact LRGJHMLETF

13F holders, Q1 2025 (March 31)
98holders
8new positions
10sold out
1famous investor
$67.50avg. 13F price*

At the end of Q1 2025, 98 institutions reported holding John Hancock Multi Fact LRG (JHML) in their 13F filings, unchanged from Q4 2024. 8 opened new positions and 10 sold out. The largest holders were GRIMES & Co WEALTH MANAGEMENT, LLC ($111.4M), Ameriprise Financial Inc. ($95.2M) and LPL Financial LLC ($73.9M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$5.3M
Exits10$3.9M

All 13F filers, Q4 2024 → Q1 2025: 259,964 shares bought and 559,372 shares sold, net −299,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

GRIMES & Co WEALTH MANAGEMENT, LLC 3.44% Reduce -2.0% 1,652,482 $111.4M
Ameriprise Financial Inc. 0.03% Reduce -7.3% 1,399,000 $95.2M
LPL Financial LLC 0.03% Reduce -1.1% 1,095,574 $73.9M
Wells Fargo & Company 0.01% Add +2.5% 865,617 $58.4M
Envestnet Asset Management Inc. 0.01% Reduce -4.2% 622,579 $42.0M
Sanchez Wealth Management Group 8.84% Add +3.2% 482,789 $32.5M
Morgan Stanley 0.00% Add +8.4% 470,634 $31.7M
Commonwealth Equity Services, LLC 0.04% Reduce -2.8% 466,394 $31.4M
Bank of America Corp. 0.00% Add +0.2% 416,703 $28.1M
IAM Advisory, LLC 5.68% Reduce -2.6% 324,483 $21.9M
Kestra Advisory Services, LLC 0.09% Add +1.3% 264,600 $17.8M
UBS Group AG 0.00% Reduce -19.2% 253,131 $17.1M
Avantax Advisory Services, Inc. 0.09% Reduce -0.1% 217,658 $14.7M
Foundry Financial Group, Inc. 5.87% Add +0.6% 141,417 $9.5M
Cooper Financial Group 0.99% Reduce -2.6% 111,868 $7.5M
Jones Financial Companies LLLP 0.00% Add +50.6% 78,393 $5.3M
ERn Financial, LLC 0.80% Add +17.8% 75,067 $5.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.4% 74,891 $5.0M
Goodman Advisory Group, LLC 1.39% Reduce -6.8% 67,483 $4.5M
Schneider Downs Wealth Management Advisors, LP 0.76% Add +4.0% 62,012 $4.2M
Capital Investment Advisory Services, LLC 0.37% Add +0.1% 61,904 $4.2M
Mercer Global Advisors Inc. 0.01% Reduce -7.3% 52,066 $3.5M
Raymond James Financial Inc. 0.00% Reduce -4.9% 51,168 $3.4M
Simplicity Wealth,LLC 0.24% New 45,989 $3.1M
Journey Strategic Wealth LLC 0.11% Add +133.6% 45,311 $3.1M
Parsons Capital Management Inc. 0.16% Reduce -0.9% 44,527 $3.0M
CoreCap Advisors, LLC 0.12% Add +190.3% 41,065 $2.8M
Private Advisor Group, LLC 0.02% Reduce -0.3% 41,010 $2.8M
Rockefeller Capital Management L.P. 0.01% Reduce -1.5% 37,653 $2.5M
Fca Corp. 0.79% Add +1.7% 36,812 $2.5M
SigFig Wealth Management, LLC 0.08% Reduce -0.2% 31,562 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -2.9% 26,667 $1.8M
HighTower Advisors, LLC 0.00% Add +13.3% 26,489 $1.8M
Atria Investments, Inc 0.02% Reduce -4.0% 26,419 $1.8M
Rossmore Private Capital 0.21% No change 25,750 $1.7M
Amplius Wealth Advisors, LLC 0.15% No change 22,022 $1.5M
Moloney Securities Asset Management, LLC 0.20% Reduce -2.3% 21,876 $1.5M
International Assets Investment Management, LLC 0.13% Add +0.7% 21,663 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -10.7% 19,123 $1.3M
Cetera Investment Advisers 0.00% Reduce -11.0% 16,193 $1.1M
Institute for Wealth Management, LLC. 0.13% Add +0.3% 14,787 $997K
Cwm, LLC 0.00% Reduce -18.2% 14,532 $980K
Perennial Investment Advisors, LLC 0.11% Reduce -2.9% 14,457 $975K
Oppenheimer & Co. Inc. 0.01% Reduce -2.2% 13,621 $918K
Tyler-Stone Wealth Management 0.15% Reduce -2.3% 12,699 $856K
Chilton Capital Management LLC 0.04% Reduce -27.7% 12,240 $825K
Transcend Capital Advisors, LLC 0.06% No change 12,010 $810K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.7% 11,507 $776K
Columbia Advisory Partners LLC 0.66% Reduce -1.1% 11,301 $762K
Arkadios Wealth Advisors 0.03% Reduce -12.0% 11,251 $759K
Equitable Holdings, Inc. 0.01% Reduce -0.3% 11,080 $747K
Mariner, LLC 0.00% Reduce -0.9% 9,742 $657K
GTS Securities LLC 0.03% New 8,617 $581K
NewEdge Advisors, LLC 0.00% Reduce -45.3% 7,890 $532K
Beirne Wealth Consulting Services, LLC 0.19% Reduce -0.8% 7,864 $530K
Royal Bank of Canada 0.00% Reduce -0.0% 7,826 $528K
JPMorgan Chase & Co. 0.00% Reduce -22.8% 7,665 $517K
Orion Porfolio Solutions, LLC 0.01% Reduce -1.2% 7,612 $513K
Orion Portfolio Solutions, LLC 0.01% Reduce -1.2% 7,612 $513K
CW Advisors, LLC 0.01% New 6,857 $462K
Avant Capital LLC 0.38% No change 6,705 $452K
Venture Visionary Partners LLC 0.02% No change 6,666 $449K
Sageworth Trust Co of South Dakota 0.50% No change 6,147 $414K
Crossmark Global Holdings, Inc. 0.01% New 6,121 $413K
James J. Burns & Company, LLC 0.07% No change 6,040 $407K
IHT Wealth Management, LLC 0.01% Reduce -1.7% 5,861 $395K
Thrivent Financial for Lutherans 0.00% No change 4,914 $356K
Hill Island Financial LLC 0.10% Reduce -96.2% 5,274 $356K
Avidian Wealth Enterprises, LLC 0.01% No change 4,925 $332K
Tower Research Capital LLC (TRC) 0.01% Add +1631.0% 4,916 $331K
Kraft, Davis & Associates, LLC 0.11% No change 5,200 $330K
VestGen Advisors, LLC 0.01% — 4,766 $321K
OneAscent Wealth Management LLC 0.13% Reduce -13.0% 4,592 $310K
Capital Advisors, Ltd. LLC 0.04% No change 4,482 $302K
Trust Point Inc. 0.03% New 4,188 $282K
Citadel Advisors 0.00% New 3,828 $258K
Quantinno Capital Management LP 0.00% Reduce -6.5% 3,450 $233K
Mayflower Financial Advisors, LLC 0.04% No change 3,412 $230K
Stifel Financial Corp. 0.00% Reduce -1.9% 3,343 $225K
Kestra Private Wealth Services, LLC 0.00% No change 3,328 $224K
Susquehanna International Group, LLP 0.00% Reduce -78.7% 3,238 $218K
Well Done, LLC 0.04% New 3,105 $216K
OneAscent Family Office, LLC 0.20% No change 3,134 $211K
Private Trust Co. NA 0.02% No change 2,640 $178K
FMR LLC 0.00% Reduce -29.7% 2,320 $156K
Farther Finance Advisors, LLC 0.00% Add +561.4% 2,242 $152K
Bank & Trust Co 0.08% No change 1,419 $96K
Blair William & Co. 0.00% No change 1,207 $81K
Bellevue Asset Management, LLC 0.04% No change 983 $66K
Tidemark, LLC 0.01% No change 579 $39K
Harbour Investments, Inc. 0.00% No change 521 $35K
Medallion Wealth Advisors, LLC 0.01% No change 450 $30K
Marshall Investment Management, LLC 0.01% Reduce -99.2% 353 $24K
Principal Securities, Inc. 0.00% No change 275 $19K
Coastline Trust Co 0.00% Reduce -92.1% 175 $12K
Armstrong Advisory Group, Inc. 0.00% No change 161 $11K
Westside Investment Management, Inc. 0.00% No change 104 $7K
Farmers & Merchants Investments Inc. 0.00% New 41 $3K

"% 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.