John Hancock Mortgage-Backed Securities

JHMB • ARCA

John Hancock Mortgage-Backed Securities is an exchange-traded fund on ARCA. As of Q3 2025, 30 institutional investors hold shares in this ETF, with total holdings valued at $150.6M. LPL Financial LLC is the largest holder with a position valued at $25.9M.

Overview

Overview of institutional ownership in JHMB as of Q3 2025

All Institutions

Institutions: 30
Value Held: $150.6M
Shares Held: 6.8M
Avg Position: $5.0M
Median Position: $385.8K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in JHMB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$25.9M 0.01% of portfolio	1.2M shares	Q2 2024 Held for 1y 5m	$340.07B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$22.8M 0.03% of portfolio	1.0M shares	Q4 2024 Held for 11 months	$87.7B
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$15.9M 0.01% of portfolio	717.3K shares	Q3 2021 Held for 4y 2m	$120.17B
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	$15.3M 0.08% of portfolio	690.1K shares	Q2 2025 Held for 5 months	$20.3B
CABOT MONEY MANAGEMENT INC RIA/Wealth	Robert Tomlinson Lutts Founder	$15.2M 1.69% of portfolio	686.8K shares	Q2 2022 Held for 3y 5m	$901.7M
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$12.1M 0.06% of portfolio	548.0K shares	Q1 2025 Held for 8 months	$21.7B
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth	Penny Alexandra Phillips Founder	$10.9M 0.31% of portfolio	492.3K shares	Q1 2025 Held for 8 months	$3.5B
FFG RETIREMENT ADVISORS LLC RIA/Wealth	Sean Terrance O'Reilly Partner	$7.2M 4.64% of portfolio	324.7K shares	Q4 2024 Held for 11 months	$154.8M
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	David Jay Kaufman CEO	$7.0M 0.30% of portfolio	314.3K shares	Q3 2024 Held for 1y 2m	$2.3B
F FIDELITY D & D BANCORP INC Institution	-	$6.8M 3.78% of portfolio	306.7K shares	Q3 2023 Held for 2y 2m	$179.4M

Net Capital Flow

Institutional buying and selling activity for JHMB in Q3 2025

Traded: +$15.5M
Buyers: 20
Sellers: 11
Total Bought: +$23.1M
Total Sold: −$7.6M
Avg Position: $4.4M

Biggest Buyers

Institution	Net Bought	Current Position
Private Advisor Group, LLC RIA/Wealth	+$13.4M +604.8K shares	$15.3M 690.1K shares
M MANUFACTURERES LIFE INSURANCE CO Institution	+$4.2M +191.1K shares	$15.9M 717.3K shares
L LPL Financial LLC Institution	+$1.1M +49.6K shares	$25.9M 1.2M shares
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	+$936.2K +42.3K shares	$7.0M 314.3K shares
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth	+$742.8K +33.6K shares	$10.9M 492.3K shares
HighTower Advisors, LLC RIA/Wealth	+$742.4K +33.5K shares	$22.8M 1.0M shares
Kestra Advisory Services, LLC RIA/Wealth	+$574.1K +25.9K shares	$12.1M 548.0K shares
F FIDELITY D & D BANCORP INC Institution	+$520.6K +23.5K shares	$6.8M 306.7K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$287.6K +13.0K shares	$287.6K 13.0K shares
A Advisor Group Holdings, Inc. Institution	+$231.7K +10.5K shares	$231.7K 10.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
We Are One Seven, LLC RIA/Wealth	−$4.8M −221.7K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$879.7K −40.2K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$678.4K −30.7K shares	$83.4K 3.8K shares
FFG RETIREMENT ADVISORS LLC RIA/Wealth	−$452.9K −20.5K shares	$7.2M 324.7K shares
J JANE STREET GROUP, LLC Institution	−$372.4K −16.8K shares	$430.4K 19.4K shares
High Falls Advisors, Inc RIA/Wealth	−$208.3K −9.5K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$73.7K −3.3K shares	$281.6K 12.7K shares
CABOT MONEY MANAGEMENT INC RIA/Wealth	−$69.3K −3.1K shares	$15.2M 686.8K shares
UBS Group AG Institution	−$52.7K −2.4K shares	Sold Off 0 shares
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	−$7.1K −320.0 shares	$2.9M 133.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JHMB in Q3 2025

New Positions: 6
New Value: $573.0K
Exited Positions: 4
Exited Value: $6.0M

New Positions

Institution	Position Value
J JONES FINANCIAL COMPANIES LLLP Institution	$287.6K 13.0K shares
A Advisor Group Holdings, Inc. Institution	$231.7K 10.5K shares
Triumph Capital Management RIA/Wealth	$44.2K 2.0K shares
Farther Finance Advisors, LLC RIA/Wealth	$5.5K 250.0 shares
Sound Income Strategies, LLC RIA/Wealth	$3.0K 137.0 shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$996.0 45.0 shares

Exited Positions

Institution	Previous Position
We Are One Seven, LLC RIA/Wealth	$4.8M 221.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$879.7K 40.2K shares
High Falls Advisors, Inc RIA/Wealth	$208.3K 9.5K shares
UBS Group AG Institution	$52.7K 2.4K shares

Options Activity

Institutions with the largest Call and Put options positions in JHMB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JHMB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FFG RETIREMENT ADVISORS LLC RIA/Wealth	Sean Terrance O'Reilly Partner	4.64% $7.2M	324.7K shares	Q4 2024 Held for 11 months	$154.8M
F FIDELITY D & D BANCORP INC Institution	-	3.78% $6.8M	306.7K shares	Q3 2023 Held for 2y 2m	$179.4M
CABOT MONEY MANAGEMENT INC RIA/Wealth	Robert Tomlinson Lutts Founder	1.69% $15.2M	686.8K shares	Q2 2022 Held for 3y 5m	$901.7M
JOURNEY STRATEGIC WEALTH LLC RIA/Wealth	Penny Alexandra Phillips Founder	0.31% $10.9M	492.3K shares	Q1 2025 Held for 8 months	$3.5B
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	David Jay Kaufman CEO	0.30% $7.0M	314.3K shares	Q3 2024 Held for 1y 2m	$2.3B
Legacy Capital Wealth Partners, LLC RIA/Wealth	Marquis Charles Hammett Member	0.09% $409.0K	18.5K shares	Q4 2024 Held for 11 months	$454.2M
Private Advisor Group, LLC RIA/Wealth	Franklin R Smith CEO	0.08% $15.3M	690.1K shares	Q2 2025 Held for 5 months	$20.3B
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	James J Spinelli CEO	0.06% $2.9M	133.3K shares	Q2 2025 Held for 5 months	$5.0B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	0.06% $12.1M	548.0K shares	Q1 2025 Held for 8 months	$21.7B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	0.03% $22.8M	1.0M shares	Q4 2024 Held for 11 months	$87.7B