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Disclosery

HEQ JOHN HANCOCK DIVERSIFIED INC

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COM (fund), issuer CIK 1496749

35 managers (35 13F filers) reported a position in HEQ shares at 2025-12-31, 3,198,855 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
5
Added
15
Reduced
12
Sold out
4
Shares held by filers
3,198,855

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bulldog Investors, LLP381,764$4.1M0.91%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY305,817$3.29M<0.01%-122,64713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/292,614$3.15M<0.01%+4,57613F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.281,328$3.02M0.1%+27,95813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC247,659$2.66M0.01%+172,55413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC150,439$1.62M<0.01%-5,24613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC147,371$1.58M0.02%-5,10113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC136,086$1.46M<0.01%-1,96313F-HRTimelineGroup
Shaker Financial Services, LLC133,072$1.43M0.45%-114,10313F-HRTimeline
1607 Capital Partners, LLC129,782$1.4M0.1%+7,44213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.119,455$1.28M<0.01%+26,74713F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC97,987$1.05M0.15%+18,06713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,665$824K<0.01%+10,97213F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC76,020$817K0.02%-39,83713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,080$732K<0.01%-29,78613F-HRTimelineGroup
Kovack Advisors, Inc.53,236$572K0.03%+30,17613F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC47,578$511K0.01%-41,79213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,413$499K<0.01%+9413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,387$477K<0.01%+2,27513F-HRTimelineGroup
LPL Financial LLC43,983$473K<0.01%+11,28413F-HRTimeline
Verition Fund Management LLC36,559$393K<0.01%+10,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,402$370K<0.01%-3,68713F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC33,953$365K0.02%new13F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC33,779$363K0.15%+3,47113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,364$294K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,275$282K<0.01%+20113F-HRTimelineGroup
Advisors Asset Management, Inc.22,424$241K<0.01%-42,15013F-HR/ATimeline
Cetera Investment Advisers18,635$200K<0.01%-22913F-HRTimeline
NWF Advisory Services Inc.18,400$198K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG17,003$183K<0.01%-8,58413F-HRTimelineGroup
&PARTNERS16,232$174K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.15,869$171K0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,350$144K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,285$46.1K<0.01%+9613F-HRTimeline
Motiv8 Investments LLC589$6K<0.01%new13F-HRTimeline