JOHN HANCOCK MULTI FACT LRG JHML
$88.86
-0.1% 52w: $69.97 – $89.33
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data69.9779.6589.33
Jun 20, 2025 Jul 2, 2026
Institutional holders
108
+7 QoQ
13F value
$800.1M
+0.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JHML?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | Wealth advisor | 1.6M | $121.8M | 3.4% | -1.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.4M | $106.4M | 0.0% | +0.4% |
| LPL Financial LLC | Bank broker | 990.8K | $77.6M | 0.0% | -6.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 830.6K | $65.0M | 0.0% | -11.2% |
| Sanchez Wealth Management Group | Wealth advisor | 503.9K | $39.4M | 8.5% | +1.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 487.3K | $38.1M | 0.0% | +10.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 468.5K | $36.7M | 0.1% | -0.5% |
| MORGAN STANLEY | Bank broker | 422.9K | $33.1M | 0.0% | +0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 344.8K | $27.0M | 0.0% | -1.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 300.0K | $23.5M | 0.1% | +7.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 281.9K | $22.1M | 0.0% | +0.2% |
| Cetera Investment Advisers | Wealth advisor | 255.1K | $20.0M | 0.0% | +3.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 190.5K | $14.6M | 0.0% | +11.5% |
| Simplicity Wealth,LLC | Wealth advisor | 168.4K | $13.2M | 0.7% | +31.0% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 164.8K | $12.9M | 0.3% | +173.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 164.8K | $12.9M | 0.1% | +174.6% |
| IAM Advisory, LLC | Wealth advisor | 161.5K | $12.6M | 2.8% | -0.6% |
| Cooper Financial Group | Wealth advisor | 141.4K | $11.1M | 1.1% | +3.2% |
| ERn Financial, LLC | Wealth advisor | 132.9K | $10.4M | 2.0% | +1.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 95.3K | $7.5M | 0.1% | New |
| UBS Group AG | Bank broker | 94.5K | $7.4M | 0.0% | -41.9% |
| PMG Wealth Management, Inc. | Wealth advisor | 78.1K | $6.1M | 4.4% | +76.8% |
| Schneider Downs Wealth Management Advisors, LP | Wealth advisor | 65.9K | $5.2M | 0.6% | -0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 63.4K | $5.0M | 0.0% | -0.1% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 63.1K | $4.9M | 0.4% | +0.2% |
| HighTower Advisors, LLC | Diversified mechanical | 62.4K | $4.9M | 0.0% | +38.9% |
| CoreCap Advisors, LLC | Wealth advisor | 61.8K | $4.8M | 0.2% | +13.9% |
| PARSONS CAPITAL MANAGEMENT INC/RI | Other | 45.3K | $3.5M | 0.2% | +5.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 41.1K | $3.2M | 0.0% | -1.2% |
| Private Advisor Group, LLC | Wealth advisor | 41.0K | $3.2M | 0.0% | +15.4% |
| FCA CORP /TX | Wealth advisor | 36.1K | $2.8M | 0.8% | +2.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 33.2K | $2.6M | 0.0% | -9.4% |
| WIN ADVISORS, INC | Wealth advisor | 26.8K | $2.1M | 1.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 24.0K | $1.9M | 0.0% | -4.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 23.9K | $1.9M | 0.0% | -0.7% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 23.4K | $1.8M | 0.0% | -6.2% |
| Rossmore Private Capital | Other | 22.1K | $1.7M | 0.2% | -6.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 20.5K | $1.6M | 0.1% | -1.4% |
| Foundry Financial Group, Inc. | Wealth advisor | 19.2K | $1.5M | 0.7% | -35.5% |
| Elevation Capital Advisory, LLC | Wealth advisor | 17.0K | $1.3M | 0.6% | New |
| SigFig Wealth Management, LLC | Wealth advisor | 16.5K | $1.3M | 0.0% | -1.3% |
| OPPENHEIMER & CO INC | Diversified mechanical | 15.4K | $1.2M | 0.0% | +0.8% |
| Goodman Advisory Group, LLC | Wealth advisor | 15.3K | $1.2M | 0.3% | -16.3% |
| Equitable Holdings, Inc. | Wealth advisor | 13.9K | $1.1M | 0.0% | +20.6% |
| JPMORGAN CHASE & CO | Bank broker | 13.6K | $1.0M | 0.0% | +25.9% |
| CWM, LLC | Wealth advisor | 13.0K | $1.0M | 0.0% | +2.8% |
| Financially in Tune, LLC | Wealth advisor | 12.4K | $974K | 0.8% | -5.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 12.4K | $970K | 0.0% | +64.5% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 11.8K | $920K | 0.1% | -5.0% |
| CHILTON CAPITAL MANAGEMENT LLC | Other | 10.9K | $856K | 0.0% | -0.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.