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Disclosery

HEQ JOHN HANCOCK DIVERSIFIED INC

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COM (fund), issuer CIK 1496749

33 managers (33 13F filers) reported a position in HEQ shares at 2026-03-31, 3,449,960 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
33
13F filers
33
New
7
Added
13
Reduced
11
Sold out
7
Shares held by filers
3,449,960

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLP558,291$6.06M1.36%+176,52713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC522,041$5.67M0.02%+274,38213F-HRTimelineGroup
Karpus Management, Inc.518,501$5.63M0.18%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/304,521$3.31M<0.01%+11,90713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC154,110$1.67M<0.01%+3,67113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY147,721$1.6M<0.01%-158,09613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC147,277$1.6M0.02%-9413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,468$1.49M<0.01%+1,38213F-HRTimelineGroup
1607 Capital Partners, LLC133,909$1.45M0.1%+4,12713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.130,661$1.42M<0.01%+11,20613F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC109,334$1.19M0.17%+11,34713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC79,375$862K<0.01%+2,71013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN67,978$738K<0.01%-10213F-HR/ATimelineGroup
Kovack Advisors, Inc.60,600$665K0.04%+7,36413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,309$503K<0.01%-10413F-HRTimelineGroup
LPL Financial LLC42,883$466K<0.01%-1,10013F-HRTimeline
&PARTNERS40,499$456K<0.01%+24,26713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,463$418K<0.01%-5,92413F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC33,953$365K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,663$344K<0.01%+5,38813F-HRTimelineGroup
Shaker Financial Services, LLC27,981$304K0.11%-105,09113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,178$263K<0.01%-10,22413F-HRTimelineGroup
Cetera Investment Advisers18,524$201K<0.01%-11113F-HRTimeline
NWF Advisory Services Inc.18,400$200K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.16,152$171K0.01%+28313F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC13,376$154K0.07%-20,40313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$109K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,524$70.9K<0.01%-10,47913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,285$46.5K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,365$25K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,301$14.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,100$11.9K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC217$2.36K<0.01%new13F-HRTimeline