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Disclosery

HEQ JOHN HANCOCK DIVERSIFIED INC

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COM (common), issuer CIK 1496749

33 managers (33 13F filers) reported a position in HEQ shares at 2025-06-30, 2,789,595 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
3
Added
11
Reduced
15
Sold out
3
Shares held by filers
2,789,595

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY415,930$4.4M<0.01%-8,44613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,281$3.05M<0.01%+30,10213F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.230,747$2.44M0.07%+18,73813F-HRTimelineGroup
Shaker Financial Services, LLC224,964$2.38M0.86%-19,89313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC155,034$1.64M<0.01%+1,49713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC150,480$1.59M0.03%+1,23913F-HRTimelineGroup
1607 Capital Partners, LLC135,375$1.43M0.12%-8,30013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,693$1.41M<0.01%+3,17113F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC123,901$1.31M0.03%-10,20613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,864$1.04M<0.01%-73013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.82,618$874K<0.01%+24,43113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC78,722$833K<0.01%+13,98013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC66,538$704K0.01%-22,04413F-HRTimelineGroup
Advisors Asset Management, Inc.64,426$682K0.01%-94813F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,406$607K<0.01%-2,67013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC56,997$603K<0.01%-43,57313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC54,694$579K0.1%+2,57013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,287$490K<0.01%+3,14713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,450$470K<0.01%-2,05013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,382$459K<0.01%-21313F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP32,587$345K<0.01%new13F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC30,308$321K0.13%013F-HRTimeline
LPL Financial LLC25,977$275K<0.01%-3,38713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,951$275K<0.01%-12213F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,313$268K<0.01%-1,32513F-HRTimelineGroup
Karpus Management, Inc.22,593$239K0.01%013F-HRTimeline
NWF Advisory Services Inc.19,200$203K0.02%013F-HRTimeline
Kovack Advisors, Inc.18,895$200K0.02%+1,90813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,549$175K<0.01%-96113F-HRTimeline
B. Riley Wealth Advisors, Inc.15,869$168K0.01%new13F-HRTimeline
COMERICA BANK4,094$43.3K<0.01%+9413F-HRTimeline
Allworth Financial LP470$4.97K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.