Filing Research | John Hancock Multifctr Mid CP ETF Institutional Holdings

Snapshot holdings

50 / 96 loaded

#		Instrument	quantity
1	Financial Management Professionals, Inc.	Shares	808.5KSH	$60.6M
2	Amplius Wealth Advisors, LLC	Shares	685.9KSH	$51.4M
3	Nvest Wealth Strategies, Inc.	Shares	423.5KSH	$31.7M
4	Dynamic Advisor Solutions LLC	Shares	344.3KSH	$25.8M
5	KPP Advisory Services LLC	Shares	269.8KSH	$20.2M
6	Choice Wealth Advisors LLC	Shares	201.3KSH	$15.1M
7	Baker Ellis Asset Management LLC	Shares	189.5KSH	$14.2M
8	ENZI WEALTH	Shares	177.1KSH	$13.1M
9	Pine Valley Investments Ltd Liability Co	Shares	159.3KSH	$11.9M
10	Hixon Zuercher, LLC	Shares	152.8KSH	$11.5M
11	Newman Dignan & Sheerar, Inc.	Shares	119.7KSH	$9.0M
12	Fragasso Financial Advisors Inc	Shares	90.0KSH	$6.7M
13	Patriot Financial Group Insurance Agency, LLC	Shares	83.2KSH	$6.2M
14	FMA Wealth Management, LLC	Shares	81.4KSH	$6.1M
15	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	77.7KSH	$5.8M
16	WETZEL INVESTMENT ADVISORS, INC.	Shares	68.5KSH	$5.1M
17	Farther Finance Advisors, LLC	Shares	61.2KSH	$4.6M
18	ERn Financial, LLC	Shares	58.8KSH	$4.4M
19	DORVAL Corp	Shares	50.6KSH	$3.8M
20	IAMS WEALTH MANAGEMENT, LLC	Shares	49.6KSH	$3.7M
21	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	45.8KSH	$3.4M
22	DAVENPORT & Co LLC	Shares	43.9KSH	$3.3M
23	FFG RETIREMENT ADVISORS LLC	Shares	42.8KSH	$3.2M
24	Onyx Bridge Wealth Group LLC	Shares	42.0KSH	$3.1M
25	Keystone Financial Services, LLC	Shares	41.0KSH	$3.1M
26	Interchange Capital Partners, LLC	Shares	38.0KSH	$2.8M
27	FLAGSTAR SECURITIES, INC	Shares	36.5KSH	$2.7M
28	CoreCap Advisors, LLC	Shares	33.4KSH	$2.5M
29	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	33.0KSH	$2.5M
30	BankPlus Wealth Management LLC	Shares	30.5KSH	$2.3M
31	JNBA Financial Advisors	Shares	27.9KSH	$2.1M
32	D.A. DAVIDSON & CO.	Shares	27.9KSH	$2.1M
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	27.8KSH	$2.1M
34	ELEVATION WEALTH PARTNERS, LLC	Shares	27.4KSH	$2.1M
35	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	26.5KSH	$2.0M
36	SpringVest Wealth Management LLC	Shares	23.6KSH	$1.8M
37	BENJAMIN EDWARDS INC	Shares	23.5KSH	$1.8M
38	Magnus Financial Group LLC	Shares	23.5KSH	$1.8M
39	TME FINANCIAL, INC.	Shares	23.3KSH	$1.7M
40	Dickmeyer Boyce Financial Management, Inc.	Shares	21.7KSH	$1.6M
41	Cornerstone Wealth Management, LLC	Shares	21.0KSH	$1.6M
42	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	20.2KSH	$1.5M
43	PFG Advisors	Shares	20.0KSH	$1.5M
44	Sovereign Financial Group, Inc.	Shares	13.5KSH	$1.0M
45	SigFig Wealth Management, LLC	Shares	10.8KSH	$806.5K
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.1KSH	$752.9K
47	Harbor Asset Planning, Inc.	Shares	10.0KSH	$751.8K
48	Independence Financial Advisors, LLC	Shares	8.0KSH	$602.3K
49	Quad-Cities Investment Group, LLC	Shares	8.0KSH	$600.1K
50	GUIDANCE CAPITAL, INC	Shares	7.3KSH	$543.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 100 loaded

#		Instrument
1	Amplius Wealth Advisors, LLC added	Shares	+15.0K	+$6.4M	$51.4M
2	Dynamic Advisor Solutions LLC added	Shares	+25.3K	+$4.4M	$25.8M
3	Nvest Wealth Strategies, Inc. added	Shares	+6.9K	+$3.8M	$31.7M
4	FFG RETIREMENT ADVISORS LLC new	Shares	+42.8K	+$3.2M	$3.2M
5	KPP Advisory Services LLC added	Shares	+3.0K	+$2.3M	$20.2M
6	Pine Valley Investments Ltd Liability Co added	Shares	+7.7K	+$1.8M	$11.9M
7	Choice Wealth Advisors LLC added	Shares	+133	+$1.6M	$15.1M
8	Hixon Zuercher, LLC added	Shares	+5.2K	+$1.5M	$11.5M
9	Baker Ellis Asset Management LLC trimmed	Shares	-1.0K	+$1.4M	$14.2M
10	Interchange Capital Partners, LLC added	Shares	+10.8K	+$1.3M	$2.8M
11	WETZEL INVESTMENT ADVISORS, INC. added	Shares	+10.1K	+$1.2M	$5.1M
12	Newman Dignan & Sheerar, Inc. added	Shares	+3.1K	+$1.1M	$9.0M
13	IAMS WEALTH MANAGEMENT, LLC added	Shares	+8.9K	+$988.6K	$3.7M
14	ENZI WEALTH trimmed	Shares	-6.4K	+$782.1K	$13.1M
15	Financial Management Professionals, Inc. trimmed	Shares	-84.3K	+$680.5K	$60.6M
16	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+12	+$610.0K	$5.8M
17	DORVAL Corp added	Shares	+3.0K	+$601.3K	$3.8M
18	Farther Finance Advisors, LLC added	Shares	+2.0K	+$586.8K	$4.6M
19	FMA Wealth Management, LLC trimmed	Shares	-1.9K	+$512.7K	$6.1M
20	Dickmeyer Boyce Financial Management, Inc. added	Shares	+5.1K	+$511.5K	$1.6M
21	Fragasso Financial Advisors Inc trimmed	Shares	-2.0K	+$491.3K	$6.7M
22	ERn Financial, LLC added	Shares	+193	+$474.0K	$4.4M
23	Orca Wealth Management, LLC new	Shares	+5.6K	+$418.0K	$418.0K
24	Y-Intercept (Hong Kong) Ltd new	Shares	+5.2K	+$386.5K	$386.5K
25	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+1.8K	+$379.1K	$2.5M
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.5K	+$365.1K	$2.1M
27	CoreCap Advisors, LLC added	Shares	+970	+$326.9K	$2.5M
28	FLAGSTAR SECURITIES, INC added	Shares	+585	+$325.3K	$2.7M
29	ARWA LLC new	Shares	+4.0K	+$297.0K	$297.0K
30	FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.0K	+$290.7K	$3.4M
31	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+3.6K	+$268.0K	$268.0K
32	SpringVest Wealth Management LLC added	Shares	+1.1K	+$259.7K	$1.8M
33	Keystone Financial Services, LLC trimmed	Shares	-1.2K	+$239.2K	$3.1M
34	Magnus Financial Group LLC added	Shares	+674	+$229.1K	$1.8M
35	ELEVATION WEALTH PARTNERS, LLC added	Shares	+101	+$221.2K	$2.1M
36	D.A. DAVIDSON & CO. unchanged	Shares	0	+$218.8K	$2.1M
37	Avior Wealth Management, LLC new	Shares	+2.9K	+$216.7K	$216.7K
38	BankPlus Wealth Management LLC trimmed	Shares	-396	+$212.9K	$2.3M
39	Smith Thornton Advisors LLC new	Shares	+2.8K	+$205.9K	$205.9K
40	Cornerstone Wealth Management, LLC added	Shares	+619	+$205.9K	$1.6M
41	MARINO, STRAM & ASSOCIATES LLC new	Shares	+2.7K	+$203.0K	$203.0K
42	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+440	+$188.2K	$1.5M
43	JNBA Financial Advisors trimmed	Shares	-465	+$187.7K	$2.1M
44	BENJAMIN EDWARDS INC unchanged	Shares	0	+$184.4K	$1.8M
45	Onyx Bridge Wealth Group LLC trimmed	Shares	-2.4K	+$170.0K	$3.1M
46	LAUREL OAK WEALTH MANAGEMENT, LLC trimmed	Shares	-1.2K	+$128.4K	$2.0M
47	DAVENPORT & Co LLC trimmed	Shares	-3.3K	+$123.7K	$3.3M
48	Sovereign Financial Group, Inc. unchanged	Shares	0	+$105.8K	$1.0M
49	Synergy Asset Management, LLC added	Shares	+754	+$105.6K	$525.5K
50	Harbor Asset Planning, Inc. added	Shares	+4	+$78.9K	$751.8K

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