HANCOCK JOHN PFD INCOME FD I (HPF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
46
Reporting holders
$35.5M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | $6.7M | 419,732 | 0.04% | 5q | +13.6%+$799.9K |
| UBS Group AG | $6.0M | 378,633 | 0.00% | 31q | +7.1%+$396.7K |
| Axim Planning & Wealth | $3.9M | 245,354 | 5.44% | 11q | -9.9%-$426.9K |
| MORGAN STANLEY | $2.8M | 175,326 | 0.00% | 35q | HELD |
| Invesco Ltd. | $2.3M | 147,402 | 0.00% | 31q | -0.7%-$16.7K |
| J.W. COLE ADVISORS, INC. | $2.0M | 124,316 | 0.03% | new | NEW |
| LPL Financial LLC | $1.4M | 88,783 | 0.00% | 31q | -7.4%-$112.8K |
| WELLS FARGO & COMPANY/MN | $1.4M | 85,467 | 0.00% | 31q | -47.9%-$1.2M |
| Kestra Advisory Services, LLC | $1.1M | 67,469 | 0.00% | 24q | -2.8%-$31.3K |
| Everstar Asset Management, LLC | $884.9K | 55,760 | 0.43% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $860.5K | 54,223 | 0.00% | 26q | +15.6%+$116.3K |
| BANK OF AMERICA CORP /DE/ | $807.4K | 50,878 | 0.00% | 31q | +8.3%+$62.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $501.5K | 31,600 | 0.00% | 31q | -2.8%-$14.6K |
| ROYAL BANK OF CANADA | $477.0K | 30,040 | 0.00% | 31q | +0.7%+$3.2K |
| Cetera Investment Advisers | $464.8K | 29,285 | 0.00% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $414.0K | 26,088 | 0.00% | 7q | +11.4%+$42.5K |
| Ameritas Advisory Services, LLC | $384.1K | 24,203 | 0.01% | new | NEW |
| Kapstone Financial Advisors LLC | $329.2K | 20,743 | 0.14% | 2q | +10.7%+$31.7K |
| Koshinski Asset Management, Inc. | $320.9K | 20,218 | 0.02% | 27q | -23.2%-$97.0K |
| Vanguard Capital Wealth Advisors | $317.4K | 20,000 | 0.22% | 28q | +1.0%+$3.2K |
| NewEdge Advisors, LLC | $284.2K | 17,908 | 0.00% | new | NEW |
| Arlington Capital Management, Inc. | $254.6K | 16,045 | 0.16% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $232.6K | 14,475 | 0.00% | 12q | -1.9%-$4.5K |
| StoneX Group Inc. | $219.2K | 13,810 | 0.01% | 4q | +31.9%+$53.0K |
| STIFEL FINANCIAL CORP | $207.7K | 13,085 | 0.00% | 19q | -7.4%-$16.6K |
| Private Advisor Group, LLC | $193.3K | 12,181 | 0.00% | 31q | -3.4%-$6.9K |
| Spire Wealth Management | $192.0K | 12,100 | 0.01% | 22q | -5.2%-$10.4K |
| Live Oak Private Wealth LLC | $172.8K | 10,891 | 0.02% | 25q | HELD |
| MSH Capital Advisors LLC | $165.1K | 10,403 | 0.03% | 19q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $72.3K | 4,558 | 0.00% | new | NEW |
| WEBSTER BANK, N. A. | $45.7K | 2,879 | 0.00% | 22q | HELD |
| Global Retirement Partners, LLC | $42.5K | 2,679 | 0.00% | 9q | -6.8%-$3.1K |
| Arax Advisory Partners | $38.9K | 2,450 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $31.3K | 1,975 | 0.01% | 14q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $30.2K | 1,905 | 0.00% | new | NEW |
| SOA Wealth Advisors, LLC. | $26.6K | 1,678 | 0.00% | 23q | HELD |
| Integrated Wealth Concepts LLC | $25.5K | 1,608 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9.6K | 600 | 0.00% | 3q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $9.3K | 585 | 0.00% | 4q | +46.2%+$2.9K |
| COUNTRY TRUST BANK | $8.7K | 550 | 0.00% | 5q | HELD |
| Larson Financial Group LLC | $8.7K | 550 | 0.00% | 5q | -72.8%-$23.3K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $7.9K | 500 | 0.00% | new | NEW |
| Dunhill Financial, LLC | $7.2K | 455 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $4.6K | 290,258 | 0.01% | 4q | HELD |
| COHEN & STEERS, INC. | $2.7K | 172,487 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $2.5K | 160 | 0.00% | 5q | HELD |
| ASSETMARK, INC | $857 | 54 | 0.00% | 2q | HELD |
| WEDBUSH SECURITIES INC | $374 | 23,570 | 0.01% | 18q | -4.8% |
| HUNTINGTON NATIONAL BANK | $16 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $35.5M | 2,239,605 | 10 | 10 | 13 | 0.0% |
| Q1 2026 | 41 | $33.0M | 2,112,151 | 5 | 10 | 16 | 0.0% |
| Q4 2025 | 44 | $34.7M | 2,156,152 | 6 | 9 | 13 | 0.0% |
| Q3 2025 | 43 | $33.3M | 1,976,448 | 4 | 14 | 9 | 0.0% |
| Q2 2025 | 48 | $31.7M | 2,003,670 | 12 | 14 | 10 | 0.0% |
| Q1 2025 | 40 | $30.2M | 1,816,240 | 5 | 14 | 7 | 0.0% |
| Q4 2024 | 44 | $30.2M | 1,821,801 | 5 | 11 | 16 | 0.0% |
| Q3 2024 | 45 | $36.6M | 1,962,863 | 4 | 14 | 8 | 0.0% |
| Q2 2024 | 45 | $31.8M | 1,877,121 | 7 | 13 | 8 | 0.0% |
| Q1 2024 | 41 | $28.2M | 1,714,571 | 3 | 15 | 8 | 0.0% |
| Q4 2023 | 45 | $24.2M | 1,535,562 | 6 | 13 | 11 | 0.0% |
| Q3 2023 | 43 | $18.7M | 1,295,297 | 7 | 13 | 11 | 0.0% |
| Q2 2023 | 38 | $18.3M | 1,211,137 | 3 | 11 | 8 | 0.0% |
| Q1 2023 | 41 | $19.4M | 1,250,880 | 3 | 10 | 11 | 0.0% |
| Q4 2022 | 43 | $19.0M | 1,210,387 | 13 | 10 | 7 | 0.0% |
| Q3 2022 | 44 | $23.5M | 1,425,132 | 2 | 16 | 7 | 0.0% |
| Q2 2022 | 51 | $26.3M | 1,469,985 | 9 | 13 | 9 | 0.0% |
| Q1 2022 | 44 | $25.4M | 1,335,290 | 4 | 11 | 13 | 0.0% |
| Q4 2021 | 48 | $30.8M | 1,474,938 | 5 | 11 | 10 | 0.0% |
| Q3 2021 | 48 | $32.3M | 1,489,959 | 1 | 10 | 14 | 0.0% |
| Q2 2021 | 55 | $35.0M | 1,622,186 | 9 | 13 | 13 | 0.0% |
| Q1 2021 | 52 | $40.4M | 1,945,978 | 6 | 14 | 13 | 0.0% |
| Q4 2020 | 56 | $38.0M | 1,998,563 | 13 | 14 | 9 | 0.0% |
| Q3 2020 | 41 | $31.4M | 1,758,744 | 8 | 7 | 11 | 0.0% |
| Q2 2020 | 41 | $30.4M | 1,686,699 | 2 | 10 | 9 | 0.0% |
| Q1 2020 | 48 | $24.8M | 1,610,880 | 6 | 14 | 13 | 0.0% |
| Q4 2019 | 51 | $36.0M | 1,617,622 | 9 | 15 | 9 | 0.0% |
| Q3 2019 | 45 | $34.1M | 1,460,792 | 5 | 12 | 6 | 0.0% |
| Q2 2019 | 45 | $35.8M | 1,555,438 | 7 | 12 | 8 | 0.0% |
| Q1 2019 | 44 | $27.9M | 1,278,638 | 4 | 9 | 13 | 0.0% |
| Q4 2018 | 47 | $23.1M | 1,231,473 | 0 | 1 | 0 | 0.0% |