HEQ institutional holders

JOHN HANCOCK DIVERSIFIED INC · 13F, 2026Q2

Managers holding36
Shares held3,583,332
Reported value$41.1m
Quarter flows5 new, 15 added, 11 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Karpus Management, Inc.909,620$10.4m0.3%
Bulldog Investors, LLP550,968$6.3m1.4%
BANK OF AMERICA CORP /DE/306,653$3.5m0.0%
Pathstone Holdings, LLC232,244$2.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC171,821$2.0m0.0%
Invesco Ltd.159,131$1.8m0.0%
ENVESTNET ASSET MANAGEMENT INC154,332$1.8m0.0%
PRINCIPAL SECURITIES, INC.153,377$1.8m0.0%
MORGAN STANLEY142,939$1.6m0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC109,712$1.3m0.2%
1607 Capital Partners, LLC79,413$911,6610.1%
WELLS FARGO & COMPANY/MN68,337$784,5030.0%
Kovack Advisors, Inc.64,341$739,8250.0%
AMERIPRISE FINANCIAL INC59,744$685,8560.0%
Kestra Advisory Services, LLC44,860$514,9890.0%
&PARTNERS44,498$510,8320.0%
ROYAL BANK OF CANADA43,382$498,0000.0%
LPL Financial LLC40,936$469,9400.0%
SAX WEALTH ADVISORS, LLC33,953$368,7300.0%
RAYMOND JAMES FINANCIAL INC31,866$365,8220.0%
OSAIC HOLDINGS, INC.27,754$318,6370.0%
Dakota Wealth Management25,770$295,8400.0%
Shaker Financial Services, LLC25,429$291,9250.1%
Cetera Investment Advisers19,431$223,0680.0%
XTX Topco Ltd17,333$198,9830.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HEQ"). HEQ price history · All 13F data

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