HPS institutional holders

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

Managers holding69
Shares held4,345,633
Reported value$63.2m
Quarter flows13 new, 23 added, 14 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG1,291,717$18.8m0.0%
MORGAN STANLEY837,423$12.2m0.0%
LPL Financial LLC298,403$4.3m0.0%
Invesco Ltd.217,859$3.2m0.0%
AMERIPRISE FINANCIAL INC176,393$2.6m0.0%
Cetera Investment Advisers176,029$2.6m0.0%
ROYAL BANK OF CANADA156,415$2.3m0.0%
BANK OF AMERICA CORP /DE/149,439$2.2m0.0%
Fiera Capital Corp114,018$1.7m0.0%
OSAIC HOLDINGS, INC.65,386$950,7560.0%
COHEN & STEERS, INC.61,234$890,0000.0%
J.W. COLE ADVISORS, INC.58,240$846,8130.0%
COMMONWEALTH EQUITY SERVICES, LLC52,099$757,5200.0%
GUGGENHEIM CAPITAL LLC48,366$703,2420.0%
Sowell Financial Services LLC46,397$674,6120.0%
WELLS FARGO & COMPANY/MN45,587$662,8360.0%
Pine Valley Investments Ltd Liability Co44,953$653,6170.0%
Live Oak Private Wealth LLC38,630$561,6800.1%
Western Wealth Management, LLC32,232$468,6490.0%
PHILADELPHIA TRUST CO27,820$405,0000.0%
Activest Wealth Management27,057$393,4030.1%
Arkfeld Wealth Strategies, L.L.C.25,815$376,9040.1%
Post Resch Tallon Group Inc.25,836$375,6610.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC25,380$370,0400.0%
Janney Montgomery Scott LLC23,705$345,0000.0%

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

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