Capital Advisors Ltd’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Capital Advisors Ltd’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Hold	4,482	–	–	0.04%	217
2026 Q1	$351K	Hold	4,482	–	–	0.04%	223
2025 Q4	$358K	Hold	4,482	–	–	0.04%	215
2025 Q3	$351K	Hold	4,482	–	–	0.04%	211
2025 Q2	$329K	Hold	4,482	–	–	0.04%	214
2025 Q1	$302K	Hold	4,482	–	–	0.04%	220
2024 Q4	$312K	Hold	4,482	–	–	0.04%	216
2024 Q3	$311K	Hold	4,482	–	–	0.04%	217
2024 Q2	$291K	Hold	4,482	–	–	0.04%	217
2024 Q1	$290K	Hold	4,482	–	–	0.04%	227
2023 Q4	$264K	Hold	4,482	–	–	0.04%	223
2023 Q3	$238K	Hold	4,482	–	–	0.04%	232
2023 Q2	$246K	Hold	4,482	–	–	0.04%	232
2023 Q1	$232K	Hold	4,482	–	–	0.04%	215
2022 Q4	$221K	Hold	4,482	–	–	0.04%	221
2022 Q3	$204K	Hold	4,482	–	–	0.04%	223
2022 Q2	$214K	Hold	4,482	–	–	0.04%	216
2022 Q1	$254K	Buy	4,482 +350	+8%	+$19.6K	0.04%	202
2021 Q4	$246K	Hold	4,132	–	–	0.04%	210
2021 Q3	$225K	Hold	4,132	–	–	0.04%	204
2021 Q2	$225K	Buy	4,132 +369	+10%	+$19.7K	0.04%	188
2021 Q1	$191K	Hold	3,763	–	–	0.04%	187
2020 Q4	$178K	Hold	3,763	–	–	0.04%	182
2020 Q3	$157K	Hold	3,763	–	–	0.04%	182
2020 Q2	$144K	Hold	3,763	–	–	0.04%	185
2020 Q1	$121K	Buy	+3,763	New	+$146K	0.04%	186

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Capital Advisors Ltd's JHML Position: Q2 2026 in Review

Capital Advisors Ltd held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q2 2026 at 4,482 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #217.

Capital Advisors Ltd first reported a position in JHML in Q1 2020 and has held it in 26 quarters since. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

Capital Advisors Ltd held 4,482 shares of John Hancock Multifactor Large Cap ETF worth $400K as of Q2 2026.
Capital Advisors Ltd left its John Hancock Multifactor Large Cap ETF share count unchanged in Q2 2026.
John Hancock Multifactor Large Cap ETF made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #217 holding.
Capital Advisors Ltd first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2020 and has held it in 26 quarters since.
109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.