Institutional Ownership John Hancock Multifactor Large (JHML)
This table provides information about the institutional ownership of John Hancock Multifactor Large (JHML). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $735 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
1,652,482
shares
|
$110 Million
3.5% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,509,187
shares
|
$100 Million
0.03% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,095,574
shares
|
$72.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
844,203
shares
|
$56.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Goodman Advisory Group, LLC
|
Apr 24, 2025 Q1 2025 |
734,450
shares
|
$48.8 Million
13.95% of portfolio
|
Q1 2025
Added 913.8%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
622,579
shares
|
$41.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
482,789
shares
|
$32.1 Million
9.54% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
466,394
shares
|
$31 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
434,252
shares
|
$28.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
415,720
shares
|
$27.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
324,483
shares
|
$21.6 Million
5.71% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
313,121
shares
|
$20.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
261,251
shares
|
$17.4 Million
0.11% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
217,658
shares
|
$14.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
141,417
shares
|
$9.41 Million
5.87% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
114,836
shares
|
$7.64 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
75,990
shares
|
$5.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
75,067
shares
|
$4.99 Million
0.82% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
61,904
shares
|
$4.12 Million
0.4% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
59,651
shares
|
$3.97 Million
0.8% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
56,169
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
53,779
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
52,050
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Added 39.71%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
45,989
shares
|
$3.06 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
45,311
shares
|
$3.01 Million
0.11% of portfolio
|
Q1 2025
Added 133.62%
|