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