DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

JHML

JOHN HANCOCK EXCHANGE TRADED F

117 institutions still hold JOHN HANCOCK EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 47804j107·117 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 9.3%

vs prior quarter

13F value held

$714M

47.0% inst. owned

of float

Holders

117

-98 QoQ

filers reporting

Activity

+103 / −6

+1,017 added · −962 reduced

this quarter

Concentration

17.07%

GRIMES & Co WEALTH MANAGEMENT, LLC #1

top holder share

AI Holders Summary · Q1 2026

117 institutions reported JHML in Q1 2026. GRIMES & Co WEALTH MANAGEMENT, LLC leads at 17.1% of the visible book. -98 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

GRIMES & Co WEALTH MANAGEMENT, LLC

$122M1.6M3.37%Q1 2026 02

AMERIPRISE FINANCIAL INC

$106M1.4M0.02%Q1 2026 03

LPL Financial LLC

$78M991K0.02%Q1 2026 04

WELLS FARGO & COMPANY/MN

$65M831K0.01%Q1 2026 05

Sanchez Wealth Management Group

$39M504K8.53%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

$38M487K0.01%Q1 2026 07

COMMONWEALTH EQUITY SERVICES, LLC

$37M468K0.05%Q1 2026 08

$33M423K0.00%Q1 2026 09

ENVESTNET ASSET MANAGEMENT INC

$27M345K0.01%Q1 2026 10

Kestra Advisory Services, LLC

$23M300K0.09%Q1 2026 11

BANK OF AMERICA CORP /DE/

$22M282K0.00%Q1 2026 12

Cetera Investment Advisers

$20M255K0.02%Q1 2026 13

AVANTAX ADVISORY SERVICES, INC.

$15M209K0.08%Q2 2025 14

JONES FINANCIAL COMPANIES LLLP

$15M190K0.01%Q1 2026 15

Simplicity Wealth,LLC

$13M168K0.75%Q1 2026 16

ELEVATION POINT WEALTH PARTNERS, LLC

$13M165K0.30%Q1 2026 17

Vestmark Advisory Solutions, Inc.

$13M165K0.14%Q1 2026 18

IAM Advisory, LLC

$13M162K2.83%Q1 2026 19

Cooper Financial Group

$11M141K1.12%Q1 2026 20

ERn Financial, LLC

$10M133K1.96%Q1 2026

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