JHMM institutional holders

John Hancock Multifactor Mid Cap ETF · 310 reporting institutions · $4.1B reported value

Funds that can replace JHMM · JHMM return decomposition

Institutional holdings

Institutions reporting JHMM, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$375.9M23,4582026-06-30
Ameriprise Financial Inc$374.8M02026-06-30
Manufacturers Life Insurance Company, the$305.4M02026-06-30
Morgan Stanley$285.2M23,1852026-06-30
Wells Fargo & Company/mn$282.7M02026-06-30
Raymond James Financial Inc$240.1M02026-06-30
Jones Financial Companies LLLP$182.3M02026-06-30
Northwestern Mutual Wealth Management Co$162.9M02026-06-30
UBS Group AG$157.5M02026-06-30
Commonwealth Equity Services, LLC$131.1M2,8632026-06-30
Bank of America Corp /de$107.1M02026-06-30
Royal Bank of Canada$89.2M02026-06-30
Cetera Investment Advisers$78M10,3702026-06-30
Gilbert & Cook, Inc.$75.5M182026-06-30
Private Advisor Group, LLC$68.3M9272026-06-30
Fmp Wealth Advisers$60.6M142026-06-30
Amplius Wealth Advisors$51.4M112026-06-30
Focus Partners Wealth$47.3M1,0482026-06-30
Bentoak Capital$42.9M192026-06-30
Ep Wealth Advisors, LLC$37.7M3382026-06-30
Envestnet Pmc$32.7M602026-06-30
Nvest Wealth Strategies, Inc.$31.7M32026-06-30
Osaic Holdings, Inc.$31.4M02026-06-30
Highpoint Advisor Group LLC$26.1M1142026-06-30
Dynamic$25.8M752026-06-30
Baird Financial Group, Inc.$22.1M02026-06-30
Graney & King, LLC$21.2M42026-06-30
Kpp Advisory Services LLC$20.2M222026-06-30
Rockefeller Capital Management LP$18.6M3462026-06-30
Pinnacle Financial Partners, Inc.$18.1M02026-06-30
Mcf Advisors LLC$17.6M332026-06-30
Stratos Wealth Partners, Ltd.$17.3M3862026-06-30
Elevation Point Wealth Partners, LLC$15.9M562026-06-30
Vestmark Advisory Solutions, Inc.$15.9M82026-06-30
Integrated Wealth Concepts LLC$15.8M4802026-06-30
Synovus Financial Corp$15.6M02025-09-30
Choice Wealth Advisors LLC$15.1M32026-06-30
Eldridge Investment Advisors Inc$14.3M82026-06-30
Baker Ellis Asset Management LLC$14.2M52026-06-30
Sanchez Wealth Management Group$13.9M32026-06-30
Detterbeck Wealth Management$13.4M22026-06-30
Enzi Wealth$13.1M52026-06-30
Sanctuary Advisors, LLC$12.5M4012026-06-30
J. R. Prunier Capital Management LLC$12.1M02026-03-31
Pine Valley Investments Ltd Liability Co$11.9M332026-06-30
&partners$11.6M5552026-06-30
Hixon Zuercher, LLC$11.5M52026-06-30
Cerity Partners LLC$11.4M7772026-06-30
46 Peaks LLC$11.2M32026-06-30
Bankplus Trust Department$11M02026-06-30
Kingsview Wealth Management, LLC$10.2M1152026-06-30
Kestra Advisory Services, LLC$9.8M1,4792026-06-30
Corient Private Wealth LP$9.7M6742026-06-30
Stifel Financial Corp$9.7M02026-06-30
Chilton Capital Management LLC$9.6M152026-06-30
Newman Dignan & Sheerar, Inc.$9M62026-06-30
Linscomb Wealth, Inc.$7.8M212026-06-30
Palo Alto Wealth Advisors, LLC$7.5M02025-09-30
Simplicity Wealth, LLC$7.4M02026-06-30
Great Valley Advisor Group, LLC$7.3M2052026-06-30
Forge Financial Services LLC$7.1M152026-06-30
Fragasso Financial Advisors Inc$6.7M252026-06-30
Kestra Private Wealth Services, LLC$6.5M2062026-06-30
Wcg Wealth Advisors LLC$6.5M1302026-06-30
Patriot Financial Group Insurance Agency, LLC$6.2M352026-06-30
Alphacore Capital LLC$6.1M692026-06-30
Fma Wealth Management, LLC$6.1M12026-06-30
Grimes & Co Wealth Management, LLC$5.8M382026-06-30
Global Retirement Partners LLC$5.7M4912026-06-30
Summit Financial, LLC$5.7M2292026-06-30
Bookends Financial Planning$5.1M62026-06-30
Advisortrust Partners, LLC$5M42026-06-30
Chicago Partners Investment Group LLC$4.8M572026-06-30
Frederick Financial Consultants, LLC$4.7M02026-06-30
Jpmorgan Chase & Co$4.7M02026-06-30
Farther Finance Advisors, LLC$4.6M3342026-06-30
Beacon Pointe Advisors, LLC$4.5M4662026-06-30
Atlas Wealth LLC$4.5M52026-06-30
Ern Financial, LLC$4.4M102026-06-30
Arkadios Wealth Advisors$4.4M2262026-06-30
Truist Financial Corp$4.3M02026-06-30
Dorval Corp$3.8M32026-06-30
Iams Wealth Management, LLC$3.7M532026-06-30
Concurrent Investment Advisors, LLC$3.5M3492026-06-30
Iag Wealth Partners, LLC$3.5M172026-06-30
Flynn Zito Capital Management, LLC$3.4M72026-06-30
Davenport & Co LLC$3.3M3392026-06-30
Ffg Retirement Counseling$3.2M22026-06-30
Onyx Bridge Wealth Group LLC$3.1M222026-06-30
Wpg Advisers, LLC$3.1M42026-06-30
Keystone Financial Services, LLC$3.1M02026-06-30
Arete Wealth Advisors, LLC$3M1462026-06-30
Interchange Capital Partners, LLC$2.8M82026-06-30
Henderson Brothers Financial Partners, LLC$2.7M182026-06-30
Flagstar Securities, Inc$2.7M302026-06-30
Summit Wealth Group LLC / Co$2.7M392026-06-30
Corecap Advisors, LLC$2.5M1182026-06-30
Atria Investments, Inc$2.5M62026-06-30
Parsons Capital Management Inc/ri$2.5M142026-06-30
Fifth Third Bancorp$2.5M02026-06-30
Equitable Holdings, Inc.$2.4M02026-06-30
Hightower Advisors, LLC$2.4M1,0462026-06-30
Bankplus Wealth Advisors$2.3M162026-06-30
Creative Financial Designs Inc /adv$2.2M02026-06-30
Freedom Investment Management, Inc.$2.2M32026-06-30
Etf Architect$2.2M62026-06-30
Newedge Advisors$2.1M6012026-06-30
Jnba Financial Advisors$2.1M302026-06-30
D.A. Davidson & Co.$2.1M6892026-06-30
Signature Equity Partners, LLC$2.1M342026-06-30
International Assets Investment Management, LLC$2.1M1222026-06-30
Elevation Wealth Partners, LLC$2.1M02026-06-30
Paragon Private Wealth Management, LLC$2M32026-06-30
Laurel Oak Wealth Management, LLC$2M142026-06-30
Gladstone Institutional Advisory LLC$1.9M1082026-06-30
Steward Partners Investment Advisory, LLC$1.9M4812026-06-30
Gaddis Premier Wealth Advisors LLC$1.8M82026-06-30
Mgo One Seven LLC$1.8M1182026-06-30
Moneco Advisors, LLC$1.8M502026-06-30
Springvest Wealth Management LLC$1.8M42026-06-30
Benjamin Edwards Inc$1.8M02026-06-30
Magnus Financial Group LLC$1.8M102026-06-30
Tme Financial, Inc.$1.7M22026-06-30
Valmark Advisers, Inc.$1.7M2952026-06-30
Dickmeyer Boyce Financial Management, Inc.$1.6M42026-06-30
Cornerstone Wealth Management, LLC$1.6M02026-06-30
Strategic Financial Concepts, LLC$1.6M402026-06-30
Comerica Bank$1.5M02025-12-31
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$1.5M02026-06-30
Waterloo Capital, LP$1.5M572026-06-30
Avaii Wealth Management, LLC$1.5M112026-06-30
Pfg Advisors$1.5M832026-06-30
Fmr LLC$1.5M02026-06-30
Freegulliver, LLC$1.2M52026-06-30
Hill Island Financial LLC$1.2M82026-06-30
Sun Financial Inc$1.2M32026-06-30
Mariner, LLC$1.2M02026-06-30
Keating Financial Advisory Services, Inc.$1.2M252026-06-30
Rossmore Private Capital$1.2M42026-06-30
Gilliland Jeter Wealth Management, LLC$1.2M32026-06-30
Advisory Services Network$1.1M2532026-06-30
Sovereign Financial Group, Inc.$1M232026-06-30
Creative Planning$982.7K1,1712026-06-30
Marshall Investment Management, LLC$972.7K82026-06-30
Vantage Financial Partners, LLC$967.5K02025-12-31
Onedigital Investment Advisors LLC$954.3K3862026-06-30
Mercer Global Advisors Inc /adv$933K02026-06-30
Perigon Wealth Management, LLC$893.1K922026-06-30
Blair William & Co/il$879.5K3292026-06-30
Visionary Wealth Advisors$848.6K462026-06-30
Two Sigma Securities, LLC$840.3K02026-06-30
Western Wealth Management, LLC$807.8K1122026-06-30
Sigfig Wealth Management, LLC$806.5K42026-06-30
Horan Wealth, LLC$772.7K222026-06-30
Wealth Enhancement Advisory Services, LLC$752.9K1,0262026-06-30
Harbor Asset Planning, Inc.$751.8K22026-06-30
Hb Wealth Management, LLC$719.3K1692026-06-30
Vicus Capital$678.2K902026-06-30
World Investment Advisors$653.5K3592026-06-30
Epg Wealth Management LLC$650.7K112026-06-30
Allworth Financial, LP$630.4K3172026-06-30
Private Trust Co NA$614.7K02026-06-30
Tenet Wealth Partners, LLC$609.5K32026-06-30
Independence Financial Advisors, LLC$602.3K82026-06-30
Quad-Cities Investment Group, LLC$600.1K72026-06-30
Larson Financial Group LLC$600K672026-06-30
Bluespring Wealth Management, LLC$599.8K502026-06-30
Moneta Group Investment Advisors LLC$585.7K2562026-06-30
Convergence Financial, LLC$584.4K292026-06-30
Liberty Square Wealth Partners LLC$583.9K52026-06-30
Diversify Advisory Services, LLC$567.2K1162026-06-30
Diversify Wealth Management, LLC$567.2K782026-06-30
Intelligence Driven Advisers, LLC$556.6K162026-06-30
Cwm, LLC$544.3K6672026-03-31
Guidance Capital, Inc.$543.7K82026-06-30
Quantinno Capital Management LP$530.3K02026-06-30
Assetmark, Inc$526.5K2202026-06-30
Synergy Asset Management, LLC$525.5K102026-06-30
Cozad Asset Management Inc$525.3K202026-06-30
Modern Wealth Management, LLC$490.5K1612026-06-30
MML Investors Services, LLC$482.8K5,1202026-06-30
Key Client Fiduciary Advisors, LLC$482.1K102026-06-30
Sigma Planning Corp$481.2K4742026-06-30
Harbour Investments, Inc.$480.9K2472026-06-30
Envestnet Portfolio Solutions, Inc.$475.6K32026-06-30
Compass Ion Advisors, LLC$475.6K172026-06-30
Goodwin Investment Advisory$474.8K82026-06-30
Perennial Investment Advisors, LLC$465.1K492026-06-30
Weaver Consulting Group, LLC$461.1K42026-06-30
Coastline Trust Co$457.6K02026-06-30
Kathmere Capital Management, LLC$434.8K172026-06-30
D.B. Root & Company, LLC$432.6K152026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$420.8K212026-06-30
Orca Wealth Management, LLC$418K12026-06-30
O'Shaughnessy Asset Management, LLC$412.3K582026-06-30
Sterling Wealth Management, Inc.$407K82026-06-30
Diversified Trust Co$401K02026-06-30
Signet Financial Management, LLC$395.4K122026-03-31
Y-Intercept (hong Kong) Ltd$386.5K02026-06-30
Prospera Financial Services, Inc.$383.6K2702026-06-30
Retire Agile$375.5K42026-06-30
Avidian Wealth Enterprises, LLC$346.5K432026-06-30
National Bank of Canada /fi$336.3K02026-06-30
Symphony Financial Services, Inc.$335.7K102026-06-30
Ethic Inc.$333.8K92026-06-30
Ae Wealth Management LLC$332.2K4712026-06-30
Indivisible Partners$316.5K342026-06-30
Waverly Advisors, LLC$315.4K2312026-06-30
Legacy Capital Wealth Partners, LLC$314.5K172026-06-30
Evolution Wealth Management Inc.$308.5K32026-06-30
Ritter Daniher Financial Advisory LLC / de$299.9K02026-06-30
Aspenridge Wealth Advisors$297K32026-06-30
Adapt Wealth Advisors, LLC$295.5K72026-06-30
Creativeone Wealth, LLC$288.8K2212026-06-30
Balefire, LLC$279K372026-06-30
Ifp Advisors, Inc$278K3182026-06-30
Presilium Private Wealth, LLC$268K52026-06-30
Tfc Financial Management, Inc.$261.6K122026-06-30
Brown Advisory Inc$261.5K02026-06-30
Venture Visionary Partners LLC$260.6K312026-06-30
Hoxton Planning & Management, LLC$256.1K52026-06-30
Financially In Tune, LLC$248.2K02026-03-31
Urs Advisory$243.8K42026-06-30
Savant Wealth Management$241.1K4052026-06-30
Hub Investment Partners, LLC$227.3K1182026-06-30
Stonex Group Inc.$224.9K02026-06-30
Nations Financial Group Inc, /ia/ /adv$224.7K02026-06-30
Aqr Capital Management LLC$223.4K12026-06-30
360 Financial$218K102026-06-30
Settanni Financial LLC$217.2K32026-06-30
Avior Wealth Management, LLC$216.7K692026-06-30
Intrua Financial, LLC$212.1K362026-06-30
Smith Thornton Advisors LLC$205.9K72026-06-30
Msa Financial$203K82026-06-30
Org Partners LLC$199.5K02025-12-31
Birchwood Financial Partners, Inc.$178.2K92026-06-30
Spire Wealth Management$158.4K32026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$155K02026-06-30
Mrp Capital Investments, LLC$121.1K32026-06-30
Comprehensive Financial Planning, Inc./pa$111.3K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$106.3K02026-06-30
Sjs Investment Services$105.1K192026-06-30
Timmons Wealth Management, LLC$100.2K12026-06-30
City Holding Co$98.9K02026-06-30
Bank of Montreal /can$95K02026-06-30
Bank & Trust Co$89.1K02026-06-30
Rialto Wealth Management, LLC$88.1K82026-06-30
Pinnacle Bancorp, Inc.$82.5K02026-06-30
Marshall & Sterling Wealth Advisors Inc.$80.8K102026-06-30
Medallion Wealth Advisors, LLC$77.6K62026-06-30

The 250 largest of 310 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30