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Disclosery

HPF HANCOCK JOHN PFD INCOME FD I

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COM (fund), issuer CIK 1189740

43 managers (44 13F filers) reported a position in HPF shares at 2026-03-31, 2,531,348 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
43
13F filers
44
New
4
Added
11
Reduced
20
Sold out
6
Shares held by filers
2,531,348

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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC369,327$5.77M0.05%+126,31813F-HRTimelineGroup
UBS Group AGin group UBS Group AG353,637$5.52M<0.01%-7,99413F-HRTimelineGroup
Janney Montgomery Scott LLC290,098$4.53M0.01%-66813F-HRTimeline
Axim Planning & Wealth272,251$4.25M5.18%-50,75913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY176,168$2.75M<0.01%+10,21713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.172,487$2.69M<0.01%+35,80013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.148,453$2.32M<0.01%-2,09913F-HRTimelineGroup
LPL Financial LLC95,891$1.5M<0.01%+33413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding89,666$1.4M+2,900Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,024$1.28M<0.01%-4,71113F-HR/ATimelineGroup
Everstar Asset Management, LLC55,760$870K0.46%-2,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,962$733K<0.01%-7,36313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,895$732K<0.01%-6,01613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC32,519$508K<0.01%+3,51513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,839$466K<0.01%-55813F-HRTimelineGroup
Cetera Investment Advisers29,314$458K<0.01%-50113F-HRTimeline
Koshinski Asset Management, Inc.26,328$411K0.03%-16,05613F-HRTimeline
WEDBUSH SECURITIES INC24,768$387K0.01%-37913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,410$365K<0.01%-1,24713F-HRTimelineGroup
Vanguard Capital Wealth Advisors19,800$309K0.29%+60013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kapstone Financial Advisors LLC18,743$293K0.14%new13F-HRTimeline
NewEdge Advisors, LLC18,108$283K<0.01%-50013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,755$229K<0.01%-3,74313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,132$221K<0.01%-7,68613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management12,757$199K0.01%+19213F-HRTimelineGroup
Private Advisor Group, LLC12,616$197K<0.01%-2,24513F-HRTimeline
IHT Wealth Management, LLC11,001$172K<0.01%new13F-HRTimeline
Live Oak Private Wealth LLC10,891$170K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,469$163K0.01%-48313F-HRTimelineGroup
MSH Capital Advisors LLC10,403$162K0.03%-1,95513F-HRTimeline
WEBSTER BANK, N. A.2,879$44.9K<0.01%013F-HRTimeline
Larson Financial Group LLC2,020$31.5K<0.01%+1,77013F-HRTimeline
Glass Jacobson Investment Advisors llc1,975$30.8K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,678$26.2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,153$18K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…600$9.39K<0.01%-24513F-HRTimeline
COUNTRY TRUST BANK550$8.59K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$6.24K<0.01%+20013F-HRTimeline
Advisory Services Network, LLC206$3.22K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC200$3.13K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC160$2.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC54$843<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$16<0.01%013F-HRTimelineGroup