Who Owns JH/DFA Small Cap Multifactor ETF (JHSC)? -- Institutional Holders (2026-06-30)

90 institutions reported holding $563.0M of JH/DFA Small Cap Multifactor ETF (JHSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: MANUFACTURERS LIFE INSURANCE COMPANY, THE ($156.2M), BANK OF AMERICA CORP /DE/ ($101.1M), AMERIPRISE FINANCIAL INC ($39.7M), Gilbert & Cook, Inc. ($35.1M), LPL Financial LLC ($26.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$156.2M	3.2M	Trimmed
2	BANK OF AMERICA CORP /DE/	$101.1M	2.1M	Trimmed
3	AMERIPRISE FINANCIAL INC	$39.7M	817,619	Added
4	Gilbert & Cook, Inc.	$35.1M	723,059	Added
5	LPL Financial LLC	$26.8M	551,260	Added
6	MORGAN STANLEY	$21.9M	450,808	Trimmed
7	WELLS FARGO & COMPANY/MN	$21.3M	437,896	Added
8	Pinnacle Financial Partners, Inc.	$20.4M	420,616	Trimmed
9	SIMS INVESTMENT MANAGEMENT, LLC	$18.2M	375,257	Added
10	JONES FINANCIAL COMPANIES LLLP	$11.1M	229,341	Added
11	COMMONWEALTH EQUITY SERVICES, LLC	$10.7M	220,493	Added
12	UBS Group AG	$10.3M	212,837	Trimmed
13	Cetera Investment Advisers	$9.9M	204,417	Trimmed
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.5M	134,793	Trimmed
15	RAYMOND JAMES FINANCIAL INC	$6.2M	127,688	Added
16	ENVESTNET ASSET MANAGEMENT INC	$6.0M	124,207	Trimmed
17	HighTower Advisors, LLC	$5.0M	103,984	Trimmed
18	Atlas Wealth LLC	$5.0M	103,791	Trimmed
19	Empire Financial Management Company, LLC	$4.0M	81,545	Trimmed
20	STIFEL FINANCIAL CORP	$3.1M	64,556	Added
21	Simplicity Wealth,LLC	$3.1M	63,354	Added
22	Cornell Pochily Investment Advisors, Inc.	$3.0M	61,488	Added
23	VISTA INVESTMENT PARTNERS LLC	$2.6M	53,638	Trimmed
24	MONEY CONCEPTS CAPITAL CORP	$2.6M	52,845	Trimmed
25	American Institute for Advanced Investment Management, LLP	$2.3M	46,686	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30