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Disclosery

HEQ JOHN HANCOCK DIVERSIFIED INC

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COM (fund), issuer CIK 1496749

34 managers (34 13F filers) reported a position in HEQ shares at 2025-09-30, 2,885,475 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
34
13F filers
34
New
4
Added
18
Reduced
10
Sold out
1
Shares held by filers
2,885,475

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY428,464$4.56M<0.01%+12,53413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,038$3.07M<0.01%-24313F-HR/ATimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.253,370$2.7M0.09%+22,62313F-HRTimelineGroup
Shaker Financial Services, LLC247,175$2.63M0.9%+22,21113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC155,685$1.66M<0.01%+65113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC152,472$1.62M0.03%+1,99213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC138,049$1.47M<0.01%+4,35613F-HRTimelineGroup
1607 Capital Partners, LLC122,340$1.3M0.1%-13,03513F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC115,857$1.23M0.03%-8,04413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,866$1.04M<0.01%+213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.92,708$987K<0.01%+10,09013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC89,370$952K0.01%+22,83213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC79,920$851K0.13%+25,22613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC75,105$800K<0.01%-3,61713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,693$700K<0.01%+8,28713F-HRTimelineGroup
Advisors Asset Management, Inc.64,574$688K0.01%+14813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,319$493K<0.01%+3213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,112$448K<0.01%-2,33813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,089$408K<0.01%-5,29313F-HRTimelineGroup
LPL Financial LLC32,699$348K<0.01%+6,72213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC30,834$328K<0.01%-26,16313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC30,308$323K0.23%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,364$291K<0.01%-5,22313F-HRTimelineGroup
Verition Fund Management LLC26,559$283K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,074$278K<0.01%+12313F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,587$273K<0.01%+27413F-HRTimelineGroup
Kovack Advisors, Inc.23,060$246K0.02%+4,16513F-HRTimeline
Cetera Investment Advisers18,864$201K<0.01%new13F-HRTimeline
NWF Advisory Services Inc.18,400$196K0.02%-80013F-HRTimeline
B. Riley Wealth Advisors, Inc.15,869$169K0.01%013F-HRTimeline
Karpus Management, Inc.10,713$114K<0.01%-11,88013F-HRTimeline
COMERICA BANK4,189$44.6K<0.01%+9513F-HRTimeline
Advisory Services Network, LLC1,409$15K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC340$3.62K<0.01%new13F-HRTimeline