JOHN HANCOCK MULTI FACT LRG (JHML) Institutional Ownership Changes & 13F Activity

JOHN HANCOCK MULTI FACT LRG (JHML). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Vestmark Advisory Solutions, Inc., Kingsview Wealth Management, Llc, Raymond James Financial Inc, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-105,016-11.2%830,638$65.01MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+2,145—2,145$167.88KQ1 2026May 19, 2026
Bank Of America CorpBuy+452+0.2%281,897$22.06MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+243+2.4%10,465$819.08KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+10—10$783.00Q1 2026May 18, 2026
Vestmark Advisory Solutions, Inc.Buy+104,771+174.6%164,774$12.90MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+19,711+11.5%190,487$14.57MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+4,446—4,446$348.01KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+2,373+20.6%13,869$1.11MQ1 2026May 15, 2026
Fmr LlcBuy+1,240+54.0%3,537$276.82KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-1,235-4.9%24,043$1.88MQ1 2026May 15, 2026
Morgan StanleyBuy+1,195+0.3%422,853$33.10MQ1 2026May 15, 2026
Iht Wealth Management, LlcSell-1,130-21.3%4,172$326.54KQ1 2026May 15, 2026
Mercer Global Advisors IncSell-499-1.2%41,068$3.21MQ1 2026May 15, 2026
Perennial Investment Advisors, LlcSell-487-4.5%10,253$802.50KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-220-3.3%6,479$507.00KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+189—189$14.79KQ1 2026May 15, 2026
Schneider Downs Wealth Management Advisors, LpSell-90-0.1%65,873$5.16MQ1 2026May 15, 2026
Raymond James Financial IncBuy+46,654+10.6%487,276$38.14MQ1 2026May 14, 2026
Vestgen Advisors, LlcBuy+9,805—9,805$850.68KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-3,431-9.4%33,230$2.60MQ1 2026May 14, 2026
Fca CorpBuy+1,023+2.9%36,127$2.83MQ1 2026May 14, 2026
Cwm, LlcBuy+355+2.8%13,004$1.02MQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+7,885+3.2%255,102$19.97MQ1 2026May 13, 2026
O'Shaughnessy Asset Management, LlcBuy+6,159—6,159$482.06KQ1 2026May 13, 2026
Ae Wealth Management LlcSell-2,802-89.3%334$26.14KQ1 2026May 13, 2026
Mariner, LlcSell-640-6.7%8,901$696.68KQ1 2026May 13, 2026
Hill Island Financial LlcSell-399-10.9%3,265$255.54KQ1 2026May 13, 2026
Kingsview Wealth Management, LlcBuy+95,339—95,339$7.46MQ1 2026May 12, 2026
Independent Advisor AllianceBuy+4,671—4,671$365.60KQ1 2026May 12, 2026
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Frequently asked questions about JHML activity

  • Which institutional owners are buying JHML?

    Institutional owners buying JHML include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JHML activity?

    "Buy" means an investor increased their reported position in JHML compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK MULTI FACT LRG (JHML) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JHML increasing?

    Institutional interest in JHML can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.