HPF institutional holders

HANCOCK JOHN PFD INCOME FD I · 13F, 2026Q2

Managers holding48
Shares held2,721,362
Reported value$43.2m
Quarter flows9 new, 12 added, 15 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GUGGENHEIM CAPITAL LLC419,732$6.7m0.0%
UBS Group AG378,633$6.0m0.0%
Janney Montgomery Scott LLC290,258$4.6m0.0%
Axim Planning & Wealth245,354$3.9m5.4%
MORGAN STANLEY175,326$2.8m0.0%
COHEN & STEERS, INC.172,487$2.7m0.0%
Invesco Ltd.147,402$2.3m0.0%
J.W. COLE ADVISORS, INC.124,316$2.0m0.0%
LPL Financial LLC88,783$1.4m0.0%
WELLS FARGO & COMPANY/MN85,467$1.4m0.0%
Kestra Advisory Services, LLC67,469$1.1m0.0%
Everstar Asset Management, LLC55,760$884,9110.4%
OSAIC HOLDINGS, INC.54,223$860,5460.0%
BANK OF AMERICA CORP /DE/50,878$807,4380.0%
COMMONWEALTH EQUITY SERVICES, LLC31,600$501,4900.0%
ROYAL BANK OF CANADA30,040$477,0000.0%
Cetera Investment Advisers29,285$464,7570.0%
RAYMOND JAMES FINANCIAL INC26,088$414,0170.0%
Ameritas Advisory Services, LLC24,203$384,1020.0%
WEDBUSH SECURITIES INC23,570$374,0000.0%
Kapstone Financial Advisors LLC20,743$329,1910.1%
Koshinski Asset Management, Inc.20,218$320,8580.0%
Vanguard Capital Wealth Advisors20,000$317,4000.2%
NewEdge Advisors, LLC17,908$284,2060.0%
Arlington Capital Management, Inc.16,045$254,6340.2%

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

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