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John Hancock Mortgage-Backed (JHMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cabot Wealth Management Inc
DECREASED
Shares662,690 from 688,349
Change-25,659 (-4%)
Value$13.8M (-$1.3M)
Filed 2026-11-05
Fidelity D & D Bancorp Inc
INCREASED
Shares470,868 from 450,540
Change+20,328 (+5%)
Value$9.8M (-$97.8K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares447,645 from 436,320
Change+11,325 (+3%)
Value$9.3M (-$268.5K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares357,082 from 335,668
Change+21,414 (+6%)
Value$7.4M (+$57.5K)
Filed 2026-11-02
FFG Retirement Advisors LLC
DECREASED
Shares225,395 from 321,016
Change-95,621 (-30%)
Value$4.7M (-$2.4M)
Filed 2026-10-20
Peak Wealth Management LLC
INCREASED
Shares183,432 from 178,328
Change+5,104 (+3%)
Value$3.9M (-$59.5K)
Filed 2026-10-26
Iams Wealth Management, LLC
INCREASED
Shares164,039 from 147,419
Change+16,620 (+11%)
Value$3.4M (+$175.2K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares156,614 from 223,128
Change-66,514 (-30%)
Value$3.3M (-$1.6M)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares18,113 from 18,113
Change0 (0%)
Value$376.6K (-$20.9K)
Filed 2026-10-21
D.A. Davidson & Co.
NEW
Shares11,150
Change+11,150
Value$231.8K
Filed 2026-10-28
Nottingham Advisors, Inc.
NEW
Shares10,545
Change+10,545
Value$219.9K
Filed 2026-10-29
US Bancorp \de\
NEW
Shares4,640
Change+4,640
Value$96.5K
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares1,996 from 1,996
Change0 (0%)
Value$41.5K (-$2.3K)
Filed 2026-10-14
Private Trust Co NA
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$14.6K (-$809)
Filed 2026-10-20
Farther Finance Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$5.2K (-$288)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$21.9K)
Filed 2026-11-02
HighTower Advisors, LLC
N/A
Shares— from 2,026,281
Change-2,026,281 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,349,904
Change-1,349,904 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 758,492
Change-758,492 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 266,812
Change-266,812 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 193,101
Change-193,101 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 153,869
Change-153,869 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 109,485
Change-109,485 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 41,496
Change-41,496 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,846
Change-34,846 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,108
Change-25,108 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,050
Change-25,050 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,458
Change-21,458 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,089
Change-20,089 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,384
Change-16,384 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 15,184
Change-15,184 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Status
Cabot Wealth Management Inc
DECREASED662,690688,349-25,659-4%$15.1M$13.8M-$1.3M2026-11-05
Fidelity D & D Bancorp Inc
INCREASED470,868450,540+20,328+5%$9.9M$9.8M-$97.8K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED447,645436,320+11,325+3%$9.6M$9.3M-$268.5K2026-10-26
Commonwealth Equity Services, LLC
INCREASED357,082335,668+21,414+6%$7.4M$7.4M+$57.5K2026-11-02
FFG Retirement Advisors LLC
DECREASED225,395321,016-95,621-30%$7.0M$4.7M-$2.4M2026-10-20
Peak Wealth Management LLC
INCREASED183,432178,328+5,104+3%$3.9M$3.9M-$59.5K2026-10-26
Iams Wealth Management, LLC
INCREASED164,039147,419+16,620+11%$3.2M$3.4M+$175.2K2026-10-15
Kestra Advisory Services, LLC
DECREASED156,614223,128-66,514-30%$4.9M$3.3M-$1.6M2026-11-02
Legacy Capital Wealth Partners, LLC
UNCHANGED18,11318,11300%$397.5K$376.6K-$20.9K2026-10-21
D.A. Davidson & Co.
NEW11,150—+11,150——$231.8K—2026-10-28
Nottingham Advisors, Inc.
NEW10,545—+10,545——$219.9K—2026-10-29
US Bancorp \de\
NEW4,640—+4,640——$96.5K—2026-11-05
Triumph Capital Management
UNCHANGED1,9961,99600%$43.8K$41.5K-$2.3K2026-10-14
Private Trust Co NA
UNCHANGED70070000%$15.4K$14.6K-$8092026-10-20
Farther Finance Advisors, LLC
UNCHANGED25025000%$5.5K$5.2K-$2882026-10-08
International Assets Investment Management, LLC
CLOSED01,000-1,000-100%$21.9K$0-$21.9K2026-11-02
HighTower Advisors, LLC
N/A—2,026,281-2,026,281-100%$44.5M———
LPL Financial LLC
N/A—1,349,904-1,349,904-100%$29.6M———
Private Advisor Group, LLC
N/A—758,492-758,492-100%$16.6M———
Manufacturers Life Insurance Company, the
N/A—266,812-266,812-100%$5.9M———
Jones Financial Companies Lllp
N/A—193,101-193,101-100%$4.2M———
Gladstone Institutional Advisory LLC
N/A—153,869-153,869-100%$3.4M———
Raymond James Financial Inc
N/A—109,485-109,485-100%$2.4M———
Goldman Sachs Group Inc
N/A—41,496-41,496-100%$910.6K———
Jane Street Group, LLC
N/A—34,846-34,846-100%$764.7K———
Osaic Holdings, Inc.
N/A—25,108-25,108-100%$551.3K———
Flow Traders U.S. LLC
N/A—25,050-25,050-100%$550.0K———
Natixis Advisors, LLC
N/A—21,458-21,458-100%$470.0K———
Envestnet Asset Management Inc
N/A—20,089-20,089-100%$440.8K———
Cetera Investment Advisers
N/A—17,672-17,672-100%$387.8K———
Arax Advisory Partners
N/A—16,384-16,384-100%$359.5K———
Cadence Wealth Management LLC
N/A—15,184-15,184-100%$333.2K———
NewEdge Advisors, LLC
N/A—8,160-8,160-100%$179.1K———
Steward Partners Investment Advisory, LLC
N/A—3,414-3,414-100%$74.9K———
JPMorgan Chase & Co
N/A—2,928-2,928-100%$64.5K———
Morgan Stanley
N/A—1,009-1,009-100%$22.1K———
Global Retirement Partners, LLC
N/A—680-680-100%$14.9K———
AE Wealth Management LLC
N/A—411-411-100%$9.0K———
Showing 38 of 38 institutions