John Hancock Multi Fact LRGJHMLETF

13F holders, Q2 2025 (June 30)
106holders +8
13new positions
5sold out
1famous investor
$73.35avg. 13F price*

At the end of Q2 2025, 106 institutions reported holding John Hancock Multi Fact LRG (JHML) in their 13F filings, up 8 from Q1 2025. 13 opened new positions and 5 sold out. The largest holders were GRIMES & Co WEALTH MANAGEMENT, LLC ($120.0M), Ameriprise Financial Inc. ($97.4M) and LPL Financial LLC ($77.0M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$4.8M
Exits5$1.9M

All 13F filers, Q1 2025 → Q2 2025: 695,690 shares bought and 436,093 shares sold, net +259,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

GRIMES & Co WEALTH MANAGEMENT, LLC 3.27% Reduce -1.0% 1,636,251 $120.0M
Ameriprise Financial Inc. 0.02% Reduce -5.1% 1,327,532 $97.4M
LPL Financial LLC 0.03% Reduce -4.2% 1,049,430 $77.0M
Wells Fargo & Company 0.01% Add +5.9% 916,343 $67.2M
Envestnet Asset Management Inc. 0.01% Reduce -1.3% 614,363 $45.1M
Sanchez Wealth Management Group 8.76% Add +2.5% 495,107 $36.3M
Commonwealth Equity Services, LLC 0.05% Add +0.7% 469,458 $34.4M
Morgan Stanley 0.00% Reduce -0.3% 469,073 $34.4M
Raymond James Financial Inc. 0.01% Add +605.1% 360,767 $26.5M
IAM Advisory, LLC 5.73% Add +0.2% 325,238 $23.9M
Bank of America Corp. 0.00% Reduce -29.2% 295,069 $21.6M
Kestra Advisory Services, LLC 0.10% Add +1.6% 268,776 $19.7M
UBS Group AG 0.00% Reduce -9.8% 228,354 $16.8M
Avantax Advisory Services, Inc. 0.08% Reduce -4.2% 208,615 $15.3M
Simplicity Wealth,LLC 0.56% Add +297.1% 182,624 $13.4M
Foundry Financial Group, Inc. 5.94% Add +0.6% 142,209 $10.4M
Jones Financial Companies LLLP 0.01% Add +50.5% 117,991 $8.6M
Cooper Financial Group 0.95% Reduce -1.5% 110,166 $8.1M
ERn Financial, LLC 1.38% Add +18.9% 89,268 $6.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.3% 70,935 $5.2M
Schneider Downs Wealth Management Advisors, LP 0.71% Add +4.8% 64,982 $4.8M
Capital Investment Advisory Services, LLC 0.37% Add +0.3% 62,100 $4.6M
CoreCap Advisors, LLC 0.18% Add +45.9% 59,930 $4.4M
Mercer Global Advisors Inc. 0.01% Add +0.4% 52,263 $3.8M
Parsons Capital Management Inc. 0.20% Reduce -0.6% 44,251 $3.2M
HighTower Advisors, LLC 0.00% Add +60.8% 42,588 $3.1M
Private Advisor Group, LLC 0.01% Reduce -8.0% 37,745 $2.8M
PMG Wealth Management, Inc. 2.28% New 37,741 $2.8M
Fca Corp. 0.82% Add +1.9% 37,503 $2.8M
Rockefeller Capital Management L.P. 0.01% Reduce -7.5% 34,845 $2.6M
SigFig Wealth Management, LLC 0.07% Reduce -2.0% 30,929 $2.3M
Sanctuary Advisors, LLC 0.01% Reduce -1.6% 26,229 $1.9M
Osaic Holdings, Inc. 0.00% Add +32.9% 25,408 $1.9M
Journey Strategic Wealth LLC 0.06% Reduce -44.4% 25,181 $1.8M
Goodman Advisory Group, LLC 0.62% Reduce -62.9% 25,066 $1.8M
Rossmore Private Capital 0.20% Reduce -7.8% 23,750 $1.7M
Amplius Wealth Advisors, LLC 0.15% Add +0.0% 22,023 $1.6M
Moloney Securities Asset Management, LLC 0.20% Add +0.4% 21,955 $1.6M
International Assets Investment Management, LLC 0.13% No change 21,663 $1.6M
Cetera Investment Advisers 0.00% Add +5.1% 17,014 $1.2M
GTS Securities LLC 0.06% Add +96.1% 16,899 $1.2M
Institute for Wealth Management, LLC. 0.12% Add +0.7% 14,897 $1.1M
Cwm, LLC 0.00% Reduce -1.9% 14,262 $1.0M
Oppenheimer & Co. Inc. 0.01% Add +2.8% 14,006 $1.0M
Perennial Investment Advisors, LLC 0.09% Reduce -7.8% 13,335 $978K
Tyler-Stone Wealth Management 0.15% Add +0.2% 12,720 $933K
Atria Investments, Inc 0.01% Reduce -55.7% 11,714 $859K
Chilton Capital Management LLC 0.03% Reduce -7.6% 11,314 $830K
Arkadios Wealth Advisors 0.02% Reduce -3.3% 10,876 $798K
Columbia Advisory Partners LLC 0.59% Reduce -5.9% 10,634 $780K
Equitable Holdings, Inc. 0.01% Reduce -6.6% 10,351 $759K
Mariner, LLC 0.00% Add +5.9% 10,315 $757K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.8% 10,263 $753K
JPMorgan Chase & Co. 0.00% Add +8.6% 8,327 $611K
NewEdge Advisors, LLC 0.00% Add +0.3% 7,914 $581K
Beirne Wealth Consulting Services, LLC 0.18% Reduce -3.3% 7,606 $558K
ORG Partners LLC 0.12% New 7,305 $537K
Avant Capital LLC 0.38% Add +0.3% 6,724 $493K
Venture Visionary Partners LLC 0.02% Reduce -2.5% 6,500 $477K
Royal Bank of Canada 0.00% Reduce -17.2% 6,483 $476K
Sageworth Trust Co of South Dakota 0.49% No change 6,147 $451K
James J. Burns & Company, LLC 0.07% No change 6,040 $443K
Orion Porfolio Solutions, LLC 0.00% Reduce -22.4% 5,910 $433K
IHT Wealth Management, LLC 0.01% No change 5,861 $430K
Envestnet Portfolio Solutions, Inc. 0.00% New 5,555 $407K
Kraft, Davis & Associates, LLC 0.11% No change 5,200 $392K
Hill Island Financial LLC 0.10% Reduce -4.8% 5,021 $368K
Crossmark Global Holdings, Inc. 0.01% Reduce -20.4% 4,874 $358K
VestGen Advisors, LLC 0.01% No change 4,766 $350K
Park Avenue Securities LLC 0.00% New 4,582 $336K
OneAscent Wealth Management LLC 0.12% Reduce -2.1% 4,497 $330K
Capital Advisors, Ltd. LLC 0.04% No change 4,482 $329K
Susquehanna International Group, LLP 0.00% Add +36.0% 4,402 $323K
Trust Point Inc. 0.03% No change 4,188 $307K
Citadel Advisors 0.00% Add +9.2% 4,181 $307K
Avidian Wealth Enterprises, LLC 0.01% Reduce -29.9% 3,455 $253K
Mayflower Financial Advisors, LLC 0.03% No change 3,412 $250K
Stifel Financial Corp. 0.00% Add +0.1% 3,347 $246K
Kestra Private Wealth Services, LLC 0.00% Add +0.5% 3,345 $245K
OneAscent Family Office, LLC 0.22% No change 3,134 $230K
Gilbert & Cook, Inc. 0.03% New 2,824 $207K
Well Done, LLC 0.04% Reduce -9.8% 2,800 $205K
Private Client Services, LLC 0.08% New 2,734 $201K
Private Trust Co. NA 0.02% No change 2,640 $194K
FMR LLC 0.00% Add +3.5% 2,401 $176K
Tower Research Capital LLC (TRC) 0.00% Reduce -57.0% 2,114 $155K
Total Investment Management Inc. 0.02% New 1,965 $144K
Bank & Trust Co 0.08% No change 1,419 $104K
Blair William & Co. 0.00% No change 1,207 $89K
Smartleaf Asset Management LLC 0.01% New 1,031 $75K
Bellevue Asset Management, LLC 0.03% Reduce -6.9% 915 $67K
Sunbelt Securities, Inc. 0.00% New 720 $50K
Assetmark, Inc. 0.00% New 644 $47K
Tidemark, LLC 0.01% Add +0.5% 582 $43K
Harbour Investments, Inc. 0.00% No change 521 $38K
Medallion Wealth Advisors, LLC 0.01% Add +15.3% 519 $38K
AE Wealth Management LLC 0.00% New 335 $25K
Ameritas Advisory Services, LLC 0.00% New 302 $22K
Principal Securities, Inc. 0.00% No change 275 $20K
Farther Finance Advisors, LLC 0.00% Reduce -92.0% 179 $13K
Coastline Trust Co 0.00% No change 175 $13K
Armstrong Advisory Group, Inc. 0.00% No change 161 $12K
Steward Partners Investment Advisory, LLC 0.00% New 117 $9K
Westside Investment Management, Inc. 0.00% No change 104 $8K
Global Retirement Partners, LLC 0.00% — 75 $6K
Farmers & Merchants Investments Inc. 0.00% No change 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.