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John Hancock Multi Fact LRG (JHML)

CUSIP: 47804J107 | NYSE | 254 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Grimes & Co Wealth Management, LLC1,312,514
2.7% of portfolio›$117.0M
Commonwealth Equity Services, LLC493,087
0.1% of portfolio›$43.9M
Simplicity Wealth,LLC342,125
0.9% of portfolio›$30.5M
Kestra Advisory Services, LLC298,086
0.1% of portfolio›$26.6M
Elevation Point Wealth Partners, LLC155,597
0.2% of portfolio›$13.9M
ERn Financial, LLC141,178
2.1% of portfolio›$12.6M
Cooper Financial Group138,558
1.0% of portfolio›$12.3M
Wealthcare Advisory Partners LLC121,779
0.2% of portfolio›$10.9M
CoreCap Advisors, LLC76,224
0.2% of portfolio›$6.8M
Schneider Downs Wealth Management Advisors, LP67,538
0.6% of portfolio›$6.0M
Capital Investment Advisory Services, LLC62,797
0.3% of portfolio›$5.6M
Parsons Capital Management Inc43,951
0.2% of portfolio›$3.9M
Sanchez Wealth Management Group32,738
8.8% of portfolio›$2.9M
International Assets Investment Management, LLC20,463
0.1% of portfolio›$1.8M
SigFig Wealth Management, LLC16,136
0.0% of portfolio›$1.4M
Oppenheimer & Co Inc15,361
0.0% of portfolio›$1.4M
Foundry Financial Group, Inc.14,804
0.5% of portfolio›$1.3M
Rossmore Private Capital14,200
0.1% of portfolio›$1.3M
Goodman Advisory Group, LLC13,586
0.3% of portfolio›$1.2M
Advisory Solutions Group, LLC11,923
0.2% of portfolio›$1.1M
Amplius Wealth Advisors, LLC11,750
0.1% of portfolio›$1.0M
Chilton Capital Management LLC9,423
0.0% of portfolio›$839.9K
Columbia Advisory Partners LLC7,944
0.4% of portfolio›$708.0K
Venture Visionary Partners LLC6,500
0.0% of portfolio›$579.3K
Sageworth Trust Co of South Dakota6,147
0.3% of portfolio›$547.9K
James J. Burns & Company, LLC6,040
0.1% of portfolio›$538.3K
Ebert Capital Management Inc.6,000
0.5% of portfolio›$534.8K
Kraft, Davis & Associates, LLC5,200
0.1% of portfolio›$469.5K
VestGen Advisors, LLC5,039
0.0% of portfolio›$449.1K
Farther Finance Advisors, LLC5,003
0.0% of portfolio›$445.9K
Ascentis Independent Advisors4,909
0.0% of portfolio›$437.5K
Beirne Wealth Consulting Services, LLC4,858
0.1% of portfolio›$433.1K
Capital Advisors, Ltd. LLC4,482
0.0% of portfolio›$399
Thrivent Financial for Lutherans4,461
0.0% of portfolio›$399.0K
Trust Point Inc.4,188
0.0% of portfolio›$373.3K
Park Avenue Securities LLC3,956
0.0% of portfolio›$353
StoneX Group Inc.3,489
0.0% of portfolio›$311.4K
J.W. Cole Advisors, Inc.3,461
0.0% of portfolio›$308.5K
Arlington Financial Advisors, LLC3,369
0.0% of portfolio›$300.3K
Cambridge Investment Research Advisors, Inc.3,177
0.0% of portfolio›$283
Independent Financial Group, LLC3,019
0.0% of portfolio›$269.1K
IFP Advisors, Inc2,961
0.0% of portfolio›$263.9K
Hill Island Financial LLC2,892
0.1% of portfolio›$257.8K
Kestra Private Wealth Services, LLC2,768
0.0% of portfolio›$246.7K
Private Client Services, LLC2,734
0.1% of portfolio›$243.7K
Private Trust Co NA2,640
0.0% of portfolio›$235.3K
Segment Wealth Management, LLC2,630
0.0% of portfolio›$234.4K
Prosperity Financial Group, Inc.2,571
0.1% of portfolio›$229.2K
Allen Capital Group, LLC2,389
0.0% of portfolio›$212.9K
Assetmark, Inc1,673
0.0% of portfolio›$149.1K
Bank & Trust Co1,419
0.1% of portfolio›$126.5K
Trust Co of Vermont777
0.0% of portfolio›$69.3K
Jacobi Capital Management LLC469
0.0% of portfolio›$41.8K
Reap Financial Group, LLC449
0.0% of portfolio›$40.0K
Pittenger & Anderson Inc403
0.0% of portfolio›$35.9K
Armstrong Advisory Group, Inc161
0.0% of portfolio›$14.4K
Independence Bank of Kentucky100
0.0% of portfolio›$8.9K
StyleTurnoverLocationFiled
Grimes & Co Wealth Management, LLC
1,312,514$117.0M2.7%CoreLowWestborough, MA2026-10-29
Commonwealth Equity Services, LLC
493,087$43.9M0.1%ETFLowWaltham, MA2026-11-02
Simplicity Wealth,LLC
342,125$30.5M0.9%ETFLowSummit, NJ2026-10-23
Kestra Advisory Services, LLC
298,086$26.6M0.1%CoreLowAustin, TX2026-11-02
Elevation Point Wealth Partners, LLC
155,597$13.9M0.2%CoreHighDenver, CO2026-11-05
ERn Financial, LLC
141,178$12.6M2.1%ETFVery LowMiddleton, WI2026-10-28
Cooper Financial Group
138,558$12.3M1.0%GrowthMediumIrvine, CA2026-10-07
Wealthcare Advisory Partners LLC
121,779$10.9M0.2%ETFLowWest Chester, PA2026-10-21
CoreCap Advisors, LLC
76,224$6.8M0.2%ETFMediumSouthfield, MI2026-10-08
Schneider Downs Wealth Management Advisors, LP
67,538$6.0M0.6%ETFVery LowPittsburgh, PA2026-10-27
Capital Investment Advisory Services, LLC
62,797$5.6M0.3%CoreMediumRaleigh, NC2026-10-30
Parsons Capital Management Inc
43,951$3.9M0.2%CoreLowProvidence, RI2026-10-28
Sanchez Wealth Management Group
32,738$2.9M8.8%ETFVery LowJacksonville, FL2026-11-02
International Assets Investment Management, LLC
20,463$1.8M0.1%CoreVery HighOrlando, FL2026-11-02
SigFig Wealth Management, LLC
16,136$1.4M0.0%ETFLowSan Francisco, CA2026-10-07
Oppenheimer & Co Inc
15,361$1.4M0.0%CoreLowNew York, NY2026-10-26
Foundry Financial Group, Inc.
14,804$1.3M0.5%ETFLowLaconia, NH2026-10-28
Rossmore Private Capital
14,200$1.3M0.1%CoreLowGlastonbury, CT2026-10-27
Goodman Advisory Group, LLC
13,586$1.2M0.3%GrowthHighNeedham, MA2026-11-02
Advisory Solutions Group, LLC
11,923$1.1M0.2%ETFN/APlymouth, MN2026-10-14
Amplius Wealth Advisors, LLC
11,750$1.0M0.1%ETFLowBlue Bell, PA2026-10-20
Chilton Capital Management LLC
9,423$839.9K0.0%GrowthMediumHouston, TX2026-10-28
Columbia Advisory Partners LLC
7,944$708.0K0.4%ETFMediumSpokane, WA2026-10-15
Venture Visionary Partners LLC
6,500$579.3K0.0%CoreLowSylvania, OH2026-10-07
Sageworth Trust Co of South Dakota
6,147$547.9K0.3%ETFLowSioux Falls, SD2026-10-30
James J. Burns & Company, LLC
6,040$538.3K0.1%ETFVery LowMelville, NY2026-10-22
Ebert Capital Management Inc.
6,000$534.8K0.5%Agg GrowthVery LowEureka, CA2026-10-08
Kraft, Davis & Associates, LLC
5,200$469.5K0.1%ETFMediumSt. Louis, MO2026-10-21
VestGen Advisors, LLC
5,039$449.1K0.0%GrowthMediumChicago, IL2026-10-27
Farther Finance Advisors, LLC
5,003$445.9K0.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Independent Advisors
4,909$437.5K0.0%ETFLowDallas, TX2026-11-03
Beirne Wealth Consulting Services, LLC
4,858$433.1K0.1%ETFLowShelton, CT2026-10-19
Capital Advisors, Ltd. LLC
4,482$3990.0%ETFLowShaker Heights, OH2026-10-27
Thrivent Financial for Lutherans
4,461$399.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Trust Point Inc.
4,188$373.3K0.0%CoreMediumLa Crosse, WI2026-10-27
Park Avenue Securities LLC
3,956$3530.0%ETFMediumNew York, NY2026-10-26
StoneX Group Inc.
3,489$311.4K0.0%ETFMediumNew York, NY2026-11-03
J.W. Cole Advisors, Inc.
3,461$308.5K0.0%IndexLowTampa, FL2026-11-05
Arlington Financial Advisors, LLC
3,369$300.3K0.0%ETFMediumSanta Barbara, CA2026-10-19
Cambridge Investment Research Advisors, Inc.
3,177$2830.0%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
3,019$269.1K0.0%GrowthLowSan Diego, CA2026-10-13
IFP Advisors, Inc
2,961$263.9K0.0%GrowthLowTampa, FL2026-10-16
Hill Island Financial LLC
2,892$257.8K0.1%ETFLowGrand Rapids, MI2026-10-20
Kestra Private Wealth Services, LLC
2,768$246.7K0.0%GrowthLowAustin, TX2026-10-30
Private Client Services, LLC
2,734$243.7K0.1%ETFMediumLouisville, KY2026-10-02
Private Trust Co NA
2,640$235.3K0.0%CoreLowCleveland, OH2026-10-20
Segment Wealth Management, LLC
2,630$234.4K0.0%CoreLowHouston, TX2026-10-26
Prosperity Financial Group, Inc.
2,571$229.2K0.1%GrowthMediumSan Ramon, CA2026-10-29
Allen Capital Group, LLC
2,389$212.9K0.0%CoreLowGrand Island, NE2026-10-27
Assetmark, Inc
1,673$149.1K0.0%ETFLowConcord, CA2026-10-21
Bank & Trust Co
1,419$126.5K0.1%ValueVery LowLitchfield, IL2026-10-07
Trust Co of Vermont
777$69.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Jacobi Capital Management LLC
469$41.8K0.0%CoreLowPittston, PA2026-11-05
Reap Financial Group, LLC
449$40.0K0.0%ETFLowAustin, TX2026-11-02
Pittenger & Anderson Inc
403$35.9K0.0%CoreLowLincoln, NE2026-11-02
Armstrong Advisory Group, Inc
161$14.4K0.0%ETFHighNeedham, MA2026-10-09
Independence Bank of Kentucky
100$8.9K0.0%GrowthLowOwensboro, KY2026-10-26