HANCOCK JOHN INCOME SECS TR (JHS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
33
Reporting holders
$47.2M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $16.4M | 1,490,233 | 0.03% | 19q | HELD |
| Karpus Management, Inc. | $9.3M | 846,161 | 0.27% | 17q | +58.8%+$3.5M |
| 1607 Capital Partners, LLC | $8.7M | 791,168 | 0.76% | 31q | -31.8%-$4.1M |
| Hennion & Walsh Asset Management, Inc. | $2.3M | 211,766 | 0.07% | 13q | +3.8%+$85.1K |
| RIVERBRIDGE PARTNERS LLC | $2.3M | 206,659 | 0.06% | 13q | +2.9%+$64.1K |
| GUGGENHEIM CAPITAL LLC | $2.0M | 181,362 | 0.01% | 31q | +14.7%+$255.8K |
| Fiera Capital Corp | $1.2M | 104,982 | 0.00% | 22q | +2.8%+$31.3K |
| Baird Financial Group, Inc. | $692.6K | 62,824 | 0.00% | 11q | -1.5%-$10.7K |
| LPL Financial LLC | $605.1K | 54,880 | 0.00% | 26q | +11.6%+$63.1K |
| ROTHSCHILD INVESTMENT LLC | $564.1K | 51,165 | 0.02% | 11q | -27.1%-$209.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $485.8K | 44,065 | 0.01% | 5q | -2.1%-$10.2K |
| MORGAN STANLEY | $330.5K | 29,978 | 0.00% | 35q | -13.6%-$52.1K |
| PETRA FINANCIAL ADVISORS INC | $295.9K | 26,842 | 0.14% | 8q | +4.6%+$13.1K |
| Brick & Kyle, Associates | $222.5K | 20,335 | 0.07% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $222.0K | 20,139 | 0.00% | 7q | +1.0%+$2.2K |
| STIFEL FINANCIAL CORP | $215.7K | 19,568 | 0.00% | 31q | +17.5%+$32.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $199.0K | 18,052 | 0.00% | 3q | +79.5%+$88.2K |
| MELFA WEALTH MANAGEMENT, INC. | $173.7K | 15,755 | 0.09% | 15q | HELD |
| OSAIC HOLDINGS, INC. | $170.5K | 15,461 | 0.00% | 26q | -7.7%-$14.2K |
| AMERIPRISE FINANCIAL INC | $160.8K | 14,585 | 0.00% | 2q | -58.1%-$223.3K |
| Focus Partners Wealth | $160.5K | 14,555 | 0.00% | 2q | +3.6%+$5.5K |
| WELLS FARGO & COMPANY/MN | $121.3K | 11,002 | 0.00% | 31q | -50.0%-$121.3K |
| UBS Group AG | $108.6K | 9,847 | 0.00% | 31q | -5.0%-$5.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $86.4K | 7,835 | 0.00% | 2q | -24.7%-$28.3K |
| SIT INVESTMENT ASSOCIATES INC | $37.0K | 3,356,948 | 0.70% | 31q | +5.1%+$1.8K |
| FIFTH THIRD BANCORP | $27.6K | 2,500 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $23.2K | 2,100 | 0.01% | 5q | -10.6%-$2.8K |
| HARBOUR INVESTMENTS, INC. | $18.7K | 1,700 | 0.00% | 2q | HELD |
| EASTERN BANK | $7.7K | 700 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $5.5K | 496 | 0.00% | new | NEW |
| MidFirst Bank | $2.8K | 250 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $2.0K | 200 | 0.00% | new | NEW |
| Clear Street Group Inc. | $805 | 73 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $11 | 1 | 0.00% | 15q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | KARPUS MANAGEMENT, INC. | 7.3% |
| 2026-08-14 | 13G/A | 1607 Capital Partners, LLCwith 1 co-filers | 6.8% |
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 | 33 | $47.2M | 4,277,239 | 3 | 11 | 11 | 0.0% |
| Q1 2026 | 31 | $47.4M | 4,335,497 | 6 | 10 | 8 | 0.0% |
| Q4 2025 | 30 | $47.3M | 4,042,199 | 2 | 8 | 9 | 0.0% |
| Q3 2025 | 30 | $44.7M | 3,826,314 | 1 | 8 | 11 | 0.0% |
| Q2 2025 | 33 | $43.5M | 3,860,175 | 3 | 7 | 11 | 0.0% |
| Q1 2025 | 34 | $44.7M | 3,941,371 | 3 | 5 | 12 | 0.0% |
| Q4 2024 | 31 | $43.4M | 3,875,741 | 2 | 9 | 11 | 0.0% |
| Q3 2024 | 33 | $43.2M | 3,712,805 | 4 | 11 | 8 | 0.0% |
| Q2 2024 | 32 | $39.8M | 3,648,847 | 3 | 10 | 10 | 0.0% |
| Q1 2024 | 29 | $41.9M | 3,751,749 | 2 | 15 | 5 | 0.0% |
| Q4 2023 | 33 | $36.3M | 3,340,417 | 7 | 10 | 8 | 0.0% |
| Q3 2023 | 25 | $28.2M | 2,752,373 | 0 | 13 | 4 | 0.0% |
| Q2 2023 | 26 | $28.8M | 2,677,091 | 3 | 8 | 5 | 0.0% |
| Q1 2023 | 23 | $25.6M | 2,342,481 | 2 | 7 | 7 | 0.0% |
| Q4 2022 | 24 | $23.9M | 2,242,441 | 4 | 9 | 7 | 0.0% |
| Q3 2022 | 27 | $40.0M | 3,767,750 | 3 | 7 | 11 | 0.0% |
| Q2 2022 | 27 | $39.7M | 3,489,142 | 4 | 10 | 7 | 0.0% |
| Q1 2022 | 25 | $48.3M | 3,540,064 | 2 | 8 | 9 | 0.0% |
| Q4 2021 | 26 | $53.4M | 3,462,834 | 1 | 6 | 6 | 0.0% |
| Q3 2021 | 29 | $59.6M | 3,756,971 | 2 | 8 | 10 | 0.0% |
| Q2 2021 | 32 | $55.3M | 3,456,870 | 2 | 10 | 8 | 0.0% |
| Q1 2021 | 34 | $57.1M | 3,656,471 | 3 | 10 | 7 | 0.0% |
| Q4 2020 | 35 | $62.3M | 3,959,581 | 4 | 9 | 8 | 0.0% |
| Q3 2020 | 31 | $57.4M | 3,787,211 | 3 | 6 | 9 | 0.0% |
| Q2 2020 | 31 | $57.6M | 3,989,625 | 3 | 8 | 5 | 0.0% |
| Q1 2020 | 32 | $54.1M | 3,885,050 | 6 | 5 | 7 | 0.0% |
| Q4 2019 | 30 | $54.7M | 3,695,345 | 1 | 11 | 5 | 0.0% |
| Q3 2019 | 32 | $51.1M | 3,526,208 | 5 | 8 | 6 | 0.0% |
| Q2 2019 | 28 | $49.8M | 3,464,431 | 3 | 5 | 7 | 0.0% |
| Q1 2019 | 28 | $50.0M | 3,526,216 | 3 | 6 | 3 | 0.0% |
| Q4 2018 | 30 | $46.9M | 3,685,923 | 0 | 1 | 0 | 0.0% |