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Disclosery

HEQ JOHN HANCOCK DIVERSIFIED INC

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COM (common), issuer CIK 1496749

36 managers (36 13F filers) reported a position in HEQ shares at 2026-06-30, 3,583,332 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
15
Reduced
11
Sold out
2
Shares held by filers
3,583,332

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Karpus Management, Inc.909,620$10.4M0.3%+391,11913F-HRTimeline
Bulldog Investors, LLP550,968$6.33M1.39%-7,32313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/306,653$3.52M<0.01%+2,13213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC232,244$2.67M0.01%-289,79713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,821$1.97M<0.01%+17,71113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.159,131$1.83M<0.01%+28,47013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC154,332$1.77M<0.01%+16,86413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC153,377$1.76M0.02%+6,10013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY142,939$1.64M<0.01%-4,78213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC109,712$1.26M0.16%+37813F-HRTimeline
1607 Capital Partners, LLC79,413$912K0.08%-54,49613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,337$785K<0.01%+35913F-HRTimelineGroup
Kovack Advisors, Inc.64,341$740K0.04%+3,74113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,744$686K<0.01%-19,63113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,860$515K<0.01%+6,39713F-HRTimelineGroup
&PARTNERS44,498$511K<0.01%+3,99913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,382$498K<0.01%-2,92713F-HRTimelineGroup
LPL Financial LLC40,936$470K<0.01%-1,94713F-HRTimeline
SAX WEALTH ADVISORS, LLC33,953$369K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,866$366K<0.01%+20313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,754$319K<0.01%+3,57613F-HRTimelineGroup
Dakota Wealth Management25,770$296K0.01%new13F-HRTimeline
Shaker Financial Services, LLC25,429$292K0.09%-2,55213F-HRTimeline
Cetera Investment Advisers19,431$223K<0.01%+90713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,333$199K<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.15,400$177K0.02%-3,00013F-HRTimeline
B. Riley Wealth Advisors, Inc.14,600$166K0.01%-1,55213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,865$159K<0.01%+3,86513F-HRTimelineGroup
Advisory Solutions Group, LLC10,402$119K0.04%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,285$49.2K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,365$26.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,666$19.1K<0.01%-4,85813F-HRTimelineGroup
IFP Advisors, Inc1,208$13.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,100$12.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC380$4.36K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC217$2.49K<0.01%013F-HRTimeline