IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

John Hancock Multi Small Cap (JHSC)

CUSIP: 47804J842 | NYSE | 164 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Sims Investment Management, LLC390,021
5.5% of portfolio›$17.7M
Commonwealth Equity Services, LLC225,011
0.0% of portfolio›$10.2M
Simplicity Wealth,LLC112,369
0.1% of portfolio›$5.1M
B. Riley Wealth Advisors, Inc.86,764
0.2% of portfolio›$3.9M
Cornell Pochily Investment Advisors, Inc.61,414
0.7% of portfolio›$2.8M
American Institute for Advanced Investment Management, LLP46,378
1.2% of portfolio›$2.1M
Evensky & Katz LLC42,913
0.0% of portfolio›$2.0K
Newman Dignan & Sheerar, Inc.33,490
0.3% of portfolio›$1.5M
Creative Planning27,714
0.0% of portfolio›$1.3M
CoreCap Advisors, LLC25,864
0.0% of portfolio›$1.2M
Fifth Third Securities, Inc.24,254
0.1% of portfolio›$1.1M
Midwest Heritage Bank, FSB22,377
0.3% of portfolio›$1.0M
Elevation Point Wealth Partners, LLC22,182
0.0% of portfolio›$1.0M
Flagship Harbor Advisors, LLC18,697
0.0% of portfolio›$849.7K
Jnba Financial Advisors17,075
0.1% of portfolio›$776.0K
Wealth Enhancement Advisory Services, LLC11,567
0.0% of portfolio›$531.2K
Cambridge Investment Research Advisors, Inc.10,630
0.0% of portfolio›$483
Magnus Financial Group LLC9,644
0.0% of portfolio›$438.3K
Iams Wealth Management, LLC7,962
0.1% of portfolio›$361.8K
Birchwood Financial Partners, Inc.7,842
0.3% of portfolio›$356.4K
SigFig Wealth Management, LLC6,626
0.0% of portfolio›$301.1K
Kestra Advisory Services, LLC6,587
0.0% of portfolio›$299.3K
Enzi Wealth5,160
0.1% of portfolio›$237.9K
West Paces Advisors Inc.1,450
0.0% of portfolio›$65.9K
Pinnacle Bancorp, Inc.1,362
0.0% of portfolio›$61.9K
Fifth Third Bancorp1,200
0.0% of portfolio›$54.5K
Private Trust Co NA758
0.0% of portfolio›$34.4K
Cullen T Bankers, Inc.635
0.0% of portfolio›$28.9K
Marshall & Sterling Wealth Advisors Inc.457
0.0% of portfolio›$20.8K
Triumph Capital Management427
0.0% of portfolio›$19.4K
Farther Finance Advisors, LLC359
0.0% of portfolio›$16.3K
Assetmark, Inc216
0.0% of portfolio›$9.8K
Capital Advisors, Ltd. LLC97
0.0% of portfolio›$4
Kingdom Financial Group Llc.13
0.0% of portfolio›$591
StyleTurnoverLocationFiled
Sims Investment Management, LLC
390,021$17.7M5.5%ETFVery LowCincinnati, OH2026-10-13
Commonwealth Equity Services, LLC
225,011$10.2M0.0%ETFLowWaltham, MA2026-11-02
Simplicity Wealth,LLC
112,369$5.1M0.1%ETFLowSummit, NJ2026-10-23
B. Riley Wealth Advisors, Inc.
86,764$3.9M0.2%GrowthLowMemphis, TN2026-10-13
Cornell Pochily Investment Advisors, Inc.
61,414$2.8M0.7%CoreLowIthaca, NY2026-10-19
American Institute for Advanced Investment Management, LLP
46,378$2.1M1.2%ETFLowScottsdale, AZ2026-11-03
Evensky & Katz LLC
42,913$2.0K0.0%ETFVery LowCoral Gables, FL2026-10-27
Newman Dignan & Sheerar, Inc.
33,490$1.5M0.3%ETFLowProvidence, RI2026-10-21
Creative Planning
27,714$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
CoreCap Advisors, LLC
25,864$1.2M0.0%ETFMediumSouthfield, MI2026-10-08
Fifth Third Securities, Inc.
24,254$1.1M0.1%ETFLowCincinnati, OH2026-10-21
Midwest Heritage Bank, FSB
22,377$1.0M0.3%ETFVery LowWest Des Moines, IA2026-10-26
Elevation Point Wealth Partners, LLC
22,182$1.0M0.0%CoreHighDenver, CO2026-11-05
Flagship Harbor Advisors, LLC
18,697$849.7K0.0%ETFMediumBoston, MA2026-10-26
Jnba Financial Advisors
17,075$776.0K0.1%ETFMediumBloomington, MN2026-11-03
Wealth Enhancement Advisory Services, LLC
11,567$531.2K0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
10,630$4830.0%ETFLowFairfield, IA2026-11-02
Magnus Financial Group LLC
9,644$438.3K0.0%ETFLowNew York, NY2026-10-21
Iams Wealth Management, LLC
7,962$361.8K0.1%CoreMediumOmaha, NE2026-10-15
Birchwood Financial Partners, Inc.
7,842$356.4K0.3%ETFVery LowBloomington, MN2026-11-02
SigFig Wealth Management, LLC
6,626$301.1K0.0%ETFLowSan Francisco, CA2026-10-07
Kestra Advisory Services, LLC
6,587$299.3K0.0%CoreLowAustin, TX2026-11-02
Enzi Wealth
5,160$237.9K0.1%ETFMediumAustin, TX2026-10-14
West Paces Advisors Inc.
1,450$65.9K0.0%ETFLowAtlanta, GA2026-10-13
Pinnacle Bancorp, Inc.
1,362$61.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Fifth Third Bancorp
1,200$54.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
758$34.4K0.0%CoreLowCleveland, OH2026-10-20
Cullen T Bankers, Inc.
635$28.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Marshall & Sterling Wealth Advisors Inc.
457$20.8K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Triumph Capital Management
427$19.4K0.0%ETFMediumDenver, CO2026-10-14
Farther Finance Advisors, LLC
359$16.3K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
216$9.8K0.0%ETFLowConcord, CA2026-10-21
Capital Advisors, Ltd. LLC
97$40.0%ETFLowShaker Heights, OH2026-10-27
Kingdom Financial Group Llc.
13$5910.0%ETFMediumPeoria, AZ2026-11-04