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John Hancock Multi Small Cap (JHSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares624,061 from 551,260
Change+72,801 (+13%)
Value$28.4M (+$1.6M)
Filed 2026-11-06
Sims Investment Management, LLC
INCREASED
Shares390,021 from 375,257
Change+14,764 (+4%)
Value$17.7M (-$497.3K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares225,011 from 220,493
Change+4,518 (+2%)
Value$10.2M (-$481.1K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares112,369 from 63,354
Change+49,015 (+77%)
Value$5.1M (+$2.0M)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
NEW
Shares86,764
Change+86,764
Value$3.9M
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares61,414 from 61,488
Change-74 (0%)
Value$2.8M (-$194.8K)
Filed 2026-10-19
American Institute for Advanced Investment Management, LLP
DECREASED
Shares46,378 from 46,686
Change-308 (-1%)
Value$2.1M (-$159.3K)
Filed 2026-11-03
Evensky & Katz LLC
UNCHANGED
Shares42,913 from 42,913
Change0 (0%)
Value$2.0K (-$2.1M)
Filed 2026-10-27
Newman Dignan & Sheerar, Inc.
DECREASED
Shares33,490 from 34,174
Change-684 (-2%)
Value$1.5M (-$137.5K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares27,714 from 28,789
Change-1,075 (-4%)
Value$1.3M (-$138.5K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares25,864 from 21,739
Change+4,125 (+19%)
Value$1.2M (+$119.8K)
Filed 2026-10-08
Fifth Third Securities, Inc.
INCREASED
Shares24,254 from 21,013
Change+3,241 (+15%)
Value$1.1M (+$81.9K)
Filed 2026-10-21
Money Concepts Capital Corp
DECREASED
Shares24,242 from 52,845
Change-28,603 (-54%)
Value$1.1M (-$1.5M)
Filed 2026-11-06
Midwest Heritage Bank, FSB
DECREASED
Shares22,377 from 23,982
Change-1,605 (-7%)
Value$1.0M (-$147.6K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares22,182 from 22,937
Change-755 (-3%)
Value$1.0M (-$105.7K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares18,697 from 18,886
Change-189 (-1%)
Value$849.7K (-$67.4K)
Filed 2026-10-26
Jnba Financial Advisors
DECREASED
Shares17,075 from 17,498
Change-423 (-2%)
Value$776.0K (-$73.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares11,567 from 11,567
Change0 (0%)
Value$531.2K (-$25.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,630 from 11,070
Change-440 (-4%)
Value$483 (-$537.5K)
Filed 2026-11-02
Magnus Financial Group LLC
DECREASED
Shares9,644 from 9,799
Change-155 (-2%)
Value$438.3K (-$37.6K)
Filed 2026-10-21
Iams Wealth Management, LLC
DECREASED
Shares7,962 from 8,045
Change-83 (-1%)
Value$361.8K (-$28.8K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
UNCHANGED
Shares7,842 from 7,842
Change0 (0%)
Value$356.4K (-$24.4K)
Filed 2026-11-02
SigFig Wealth Management, LLC
DECREASED
Shares6,626 from 6,631
Change-5 (0%)
Value$301.1K (-$20.5K)
Filed 2026-10-07
Kestra Advisory Services, LLC
DECREASED
Shares6,587 from 6,593
Change-6 (0%)
Value$299.3K (-$20.8K)
Filed 2026-11-02
Enzi Wealth
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$237.9K (-$10.0K)
Filed 2026-10-14
West Paces Advisors Inc.
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$65.9K (-$4.5K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$61.9K (-$4.2K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares1,200 from 1,350
Change-150 (-11%)
Value$54.5K (-$11.0K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$34.4K (-$2.4K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares635 from 231
Change+404 (+175%)
Value$28.9K (+$17.6K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$20.8K (-$1.4K)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$19.4K (-$1.3K)
Filed 2026-10-14
Farther Finance Advisors, LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$16.3K (-$1.1K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$12.7K ($0)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$9.8K (-$673)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$4 (-$1)
Filed 2026-10-27
Kingdom Financial Group Llc.
NEW
Shares13
Change+13
Value$591
Filed 2026-11-04
Vista Investment Partners LLC
CLOSED
Shares0 from 53,638
Change-53,638 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-08
Advisor Resource Council
CLOSED
Shares0 from 21,784
Change-21,784 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Sage Mountain Advisors LLC
CLOSED
Shares0 from 4,318
Change-4,318 (-100%)
Value$0 (-$256.1K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,077
Change-3,077 (-100%)
Value$0 (-$148.5K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 1,344
Change-1,344 (-100%)
Value$0 (-$65.3K)
Filed 2026-10-28
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,217,341
Change-3,217,341 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,081,658
Change-2,081,658 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 817,619
Change-817,619 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 723,059
Change-723,059 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 450,808
Change-450,808 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 437,896
Change-437,896 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 420,616
Change-420,616 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 229,341
Change-229,341 (-100%)
Value—
UBS Group AG
N/A
Shares— from 212,837
Change-212,837 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 204,417
Change-204,417 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 134,793
Change-134,793 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 127,688
Change-127,688 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 124,207
Change-124,207 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 103,984
Change-103,984 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 103,791
Change-103,791 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 81,545
Change-81,545 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 64,556
Change-64,556 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 39,020
Change-39,020 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,787
Change-32,787 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,535
Change-30,535 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 22,937
Change-22,937 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,379
Change-22,379 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 18,983
Change-18,983 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,483
Change-15,483 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,138
Change-12,138 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,308
Change-10,308 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 9,626
Change-9,626 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,999
Change-8,999 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,663
Change-7,663 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 7,448
Change-7,448 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,127
Change-6,127 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
LPL Financial LLC
INCREASED624,061551,260+72,801+13%$26.8M$28.4M+$1.6M2026-11-06
Sims Investment Management, LLC
INCREASED390,021375,257+14,764+4%$18.2M$17.7M-$497.3K2026-10-13
Commonwealth Equity Services, LLC
INCREASED225,011220,493+4,518+2%$10.7M$10.2M-$481.1K2026-11-02
Simplicity Wealth,LLC
INCREASED112,36963,354+49,015+77%$3.1M$5.1M+$2.0M2026-10-23
B. Riley Wealth Advisors, Inc.
NEW86,764—+86,764——$3.9M—2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED61,41461,488-740%$3.0M$2.8M-$194.8K2026-10-19
American Institute for Advanced Investment Management, LLP
DECREASED46,37846,686-308-1%$2.3M$2.1M-$159.3K2026-11-03
Evensky & Katz LLC
UNCHANGED42,91342,91300%$2.1M$2.0K-$2.1M2026-10-27
Newman Dignan & Sheerar, Inc.
DECREASED33,49034,174-684-2%$1.7M$1.5M-$137.5K2026-10-21
Creative Planning
DECREASED27,71428,789-1,075-4%$1.4M$1.3M-$138.5K2026-11-02
CoreCap Advisors, LLC
INCREASED25,86421,739+4,125+19%$1.1M$1.2M+$119.8K2026-10-08
Fifth Third Securities, Inc.
INCREASED24,25421,013+3,241+15%$1.0M$1.1M+$81.9K2026-10-21
Money Concepts Capital Corp
DECREASED24,24252,845-28,603-54%$2.6M$1.1M-$1.5M2026-11-06
Midwest Heritage Bank, FSB
DECREASED22,37723,982-1,605-7%$1.2M$1.0M-$147.6K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED22,18222,937-755-3%$1.1M$1.0M-$105.7K2026-11-05
Flagship Harbor Advisors, LLC
DECREASED18,69718,886-189-1%$917.1K$849.7K-$67.4K2026-10-26
Jnba Financial Advisors
DECREASED17,07517,498-423-2%$849.7K$776.0K-$73.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
UNCHANGED11,56711,56700%$556.5K$531.2K-$25.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED10,63011,070-440-4%$538.0K$483-$537.5K2026-11-02
Magnus Financial Group LLC
DECREASED9,6449,799-155-2%$475.8K$438.3K-$37.6K2026-10-21
Iams Wealth Management, LLC
DECREASED7,9628,045-83-1%$390.7K$361.8K-$28.8K2026-10-15
Birchwood Financial Partners, Inc.
UNCHANGED7,8427,84200%$380.8K$356.4K-$24.4K2026-11-02
SigFig Wealth Management, LLC
DECREASED6,6266,631-50%$321.7K$301.1K-$20.5K2026-10-07
Kestra Advisory Services, LLC
DECREASED6,5876,593-60%$320.2K$299.3K-$20.8K2026-11-02
Enzi Wealth
UNCHANGED5,1605,16000%$247.9K$237.9K-$10.0K2026-10-14
West Paces Advisors Inc.
UNCHANGED1,4501,45000%$70.4K$65.9K-$4.5K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED1,3621,36200%$66.1K$61.9K-$4.2K2026-10-21
Fifth Third Bancorp
DECREASED1,2001,350-150-11%$65.6K$54.5K-$11.0K2026-11-05
Private Trust Co NA
UNCHANGED75875800%$36.8K$34.4K-$2.4K2026-10-20
Cullen T Bankers, Inc.
INCREASED635231+404+175%$11.2K$28.9K+$17.6K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED45745700%$22.2K$20.8K-$1.4K2026-10-28
Triumph Capital Management
UNCHANGED42742700%$20.8K$19.4K-$1.3K2026-10-14
Farther Finance Advisors, LLC
UNCHANGED35935900%$17.4K$16.3K-$1.1K2026-10-08
Allworth Financial LP
UNCHANGED26126100%$12.7K$12.7K$02026-11-06
Assetmark, Inc
UNCHANGED21621600%$10.5K$9.8K-$6732026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED979700%$5$4-$12026-10-27
Kingdom Financial Group Llc.
NEW13—+13——$591—2026-11-04
Vista Investment Partners LLC
CLOSED053,638-53,638-100%$2.6M$0-$2.6M2026-10-08
Advisor Resource Council
CLOSED021,784-21,784-100%$1.1M$0-$1.1M2026-11-05
Sage Mountain Advisors LLC
CLOSED04,318-4,318-100%$256.1K$0-$256.1K2026-11-02
International Assets Investment Management, LLC
CLOSED03,077-3,077-100%$148.5K$0-$148.5K2026-11-02
MCF Advisors LLC
CLOSED01,344-1,344-100%$65.3K$0-$65.3K2026-10-28
Manufacturers Life Insurance Company, the
N/A—3,217,341-3,217,341-100%$156.2M———
Bank of America Corp
N/A—2,081,658-2,081,658-100%$101.1M———
Ameriprise Financial Inc
N/A—817,619-817,619-100%$39.7M———
Gilbert & Cook, Inc.
N/A—723,059-723,059-100%$35.1M———
Morgan Stanley
N/A—450,808-450,808-100%$21.9M———
Wells Fargo & Company
N/A—437,896-437,896-100%$21.3M———
Pinnacle Financial Partners, Inc.
N/A—420,616-420,616-100%$20.4M———
Jones Financial Companies Lllp
N/A—229,341-229,341-100%$11.1M———
UBS Group AG
N/A—212,837-212,837-100%$10.3M———
Cetera Investment Advisers
N/A—204,417-204,417-100%$9.9M———
Northwestern Mutual Wealth Management Co
N/A—134,793-134,793-100%$6.5M———
Raymond James Financial Inc
N/A—127,688-127,688-100%$6.2M———
Envestnet Asset Management Inc
N/A—124,207-124,207-100%$6.0M———
HighTower Advisors, LLC
N/A—103,984-103,984-100%$5.0M———
Atlas Wealth LLC
N/A—103,791-103,791-100%$5.0M———
Empire Financial Management Company, LLC
N/A—81,545-81,545-100%$4.0M———
Stifel Financial Corp
N/A—64,556-64,556-100%$3.1M———
Natixis Advisors, LLC
N/A—39,020-39,020-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—32,787-32,787-100%$1.6M———
Royal Bank of Canada
N/A—30,535-30,535-100%$1.5M———
Vestmark Advisory Solutions, Inc.
N/A—22,937-22,937-100%$1.1M———
Susquehanna International Group, LLP
N/A—22,379-22,379-100%$1.1M———
Osaic Holdings, Inc.
N/A—18,983-18,983-100%$922.0K———
Sanctuary Advisors, LLC
N/A—15,483-15,483-100%$751.9K———
Private Advisor Group, LLC
N/A—12,138-12,138-100%$589.4K———
BFC Planning, Inc.
N/A—10,785-10,785-100%$523.7K———
Kingsview Wealth Management, LLC
N/A—10,308-10,308-100%$500.5K———
WCG Wealth Advisors LLC
N/A—10,102-10,102-100%$490.6K———
Park Place Capital Corp
N/A—9,626-9,626-100%$467.5K———
JPMorgan Chase & Co
N/A—8,999-8,999-100%$436.6K———
OneDigital Investment Advisors LLC
N/A—8,022-8,022-100%$389.5K———
Stratos Wealth Partners, Ltd.
N/A—7,663-7,663-100%$372.1K———
Sun Financial Inc
N/A—7,448-7,448-100%$366.2K———
Aptus Capital Advisors, LLC
N/A—6,605-6,605-100%$320.7K———
Mercer Global Advisors Inc
N/A—6,280-6,280-100%$305.0K———
Octavia Wealth Advisors, LLC
N/A—6,127-6,127-100%$297.5K———
Beacon Pointe Advisors, LLC
N/A—5,741-5,741-100%$278.8K———
Envestnet Portfolio Solutions, Inc.
N/A—4,363-4,363-100%$211.9K———
Intellectus Partners, LLC
N/A—4,227-4,227-100%$205.3K———
Brown Brothers Harriman & Co
N/A—3,742-3,742-100%$181.7K———
FMR LLC
N/A—1,450-1,450-100%$70.4K———
O'shaughnessy Asset Management, LLC
N/A—808-808-100%$39.2K———
AE Wealth Management LLC
N/A—315-315-100%$15.3K———
Millstone Evans Group, LLC
N/A—299-299-100%$14.5K———
IFG Advisory, LLC
N/A—213-213-100%$10.4K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$4.9K———
Vanguard Advisers Inc
N/A—8-8-100%$388———
Showing 89 of 89 institutions