Skip to content
Disclosery

HPF HANCOCK JOHN PFD INCOME FD I

Follow

COM (fund), issuer CIK 1189740

52 managers (52 13F filers) reported a position in HPF shares at 2025-06-30, 2,179,278 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
52
13F filers
52
New
11
Added
15
Reduced
11
Sold out
6
Shares held by filers
2,179,278

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
Axim Planning & Wealth322,058$5.09M4.65%-11,26013F-HRTimeline
UBS Group AGin group UBS Group AG314,216$4.97M<0.01%-15,86013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY162,166$2.56M<0.01%+31,39913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.159,319$2.52M<0.01%+7,57913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP152,535$2.41M<0.01%+8,84613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.132,495$2.09M0.04%+27,68413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.124,424$1.97M<0.01%+15,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,574$1.15M<0.01%-10,78913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,835$1.04M<0.01%+17,80313F-HRTimelineGroup
Koshinski Asset Management, Inc.65,362$1.03M0.08%-2,65813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,170$967K<0.01%+2,17113F-HRTimeline
Everstar Asset Management, LLC59,460$940K0.57%013F-HRTimeline
LPL Financial LLC55,325$875K<0.01%+1,19213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,936$758K<0.01%+5,72113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC43,422$687K0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,172$493K<0.01%-1,31413F-HRTimelineGroup
Cetera Investment Advisers31,122$492K<0.01%-6,08013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,576$436K<0.01%-3,66113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,762$328K<0.01%+1,29913F-HRTimelineGroup
Private Advisor Group, LLC20,487$324K<0.01%013F-HRTimeline
NewEdge Advisors, LLC20,178$319K<0.01%+77013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,951$305K<0.01%+4,85313F-HRTimeline
Vanguard Capital Wealth Advisors19,200$304K0.3%-80013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atria Wealth Solutions, Inc.18,947$301K0.01%+2,14013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management19,012$301K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC17,590$278K0.01%-92113F-HRTimeline
MSH Capital Advisors LLC12,358$195K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,357$180K<0.01%new13F-HRTimelineGroup
Live Oak Private Wealth LLC10,891$172K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,906$157K0.01%+18013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC7,085$112K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,588$104K0.01%new13F-HRTimelineGroup
Elequin Capital, LP4,538$71.7K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,482$70.7K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,346$68.7K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,240$67K0.01%013F-HRTimeline
Global Retirement Partners, LLC3,047$48.2K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,000$47.4K<0.01%-30713F-HRTimelineGroup
WEBSTER BANK, N. A.2,879$45.5K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,875$29.6K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,794$28.4K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,678$26.5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,606$25.4K<0.01%+3713F-HRTimeline
Anchor Investment Management, LLC1,153$18.2K<0.01%-71013F-HRTimeline
Strategic Wealth Partners, Ltd.1,000$15.8K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$15.8K0.05%013F-HRTimeline
COUNTRY TRUST BANK550$8.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC250$3.95K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC200$3.16K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC160$2.53K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$16<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.