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Disclosery

HPI HANCOCK JOHN PFD INCOME FD

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SH BEN INT (fund), issuer CIK 1176199

65 managers (65 13F filers) reported a position in HPI shares at 2026-06-30, 4,120,111 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
65
13F filers
65
New
6
Added
22
Reduced
14
Sold out
7
Shares held by filers
4,120,111

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
UBS Group AGin group UBS Group AG654,443$10.6M<0.01%+4,53513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY594,996$9.64M<0.01%+65,01613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC277,902$4.5M0.01%+5,70713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA277,823$4.5M<0.01%+23,64213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC260,204$4.22M0.03%+54,66513F-HRTimelineGroup
TSP Capital Management Group, LLC202,635$3.28M0.79%new13F-HRTimeline
LPL Financial LLC194,889$3.16M<0.01%-1,37213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.180,415$2.92M<0.01%-1,38713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.177,458$2.88M<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.152,483$2.47M0.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,465$1.92M<0.01%-1,40613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp102,001$1.65M0.01%+3,03713F-HRTimelineGroup
Advisory Resource Group100,187$1.62M0.24%+7613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,791$1.33M<0.01%+3,82513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,970$1.31M<0.01%-6,96913F-HRTimelineGroup
Cetera Investment Advisers52,068$844K<0.01%+6,02913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,791$840K<0.01%+1,44513F-HRTimelineGroup
Private Advisor Group, LLC43,302$702K<0.01%+26,73113F-HRTimeline
Cambridge Investment Research Advisors,…36,465$591K<0.01%-89113F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,350$541K<0.01%+2,11213F-HR/ATimelineGroup
SAM Advisors, LLC29,942$485K0.13%-2,14713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,876$484K<0.01%-7213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,265$442K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,412$415K<0.01%013F-HRTimeline
KPP Advisory Services LLC23,460$380K0.05%013F-HRTimeline
Norris Financial Group, LLC22,600$366K0.15%+2,00013F-HRTimeline
HighTower Advisors, LLC22,021$357K<0.01%-93713F-HRTimeline
Sanctuary Advisors, LLC21,189$343K<0.01%-1,58113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,004$308K<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC18,575$301K<0.01%-54213F-HRTimeline
Mallini Complete Financial Planning LLC17,540$284K0.2%+26713F-HRTimeline
LaSalle St. Investment Advisors, LLC16,663$270K0.03%-1,70213F-HRTimeline
IHT Wealth Management, LLC14,755$239K0.01%-1,10513F-HRTimeline
Main Street Financial Solutions, LLC14,154$229K0.01%+2,83213F-HRTimeline
Advisors Asset Management, Inc.13,884$225K<0.01%+13,50313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,068$212K0.01%-18013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,030$211K0.01%+5013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,617$205K<0.01%new13F-HRTimelineGroup
Everstar Asset Management, LLC11,620$188K0.09%013F-HRTimeline
Sowell Financial Services LLC10,900$177K0.01%013F-HRTimeline
Merit Financial Group, LLC10,563$171K<0.01%+513F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,216$166K<0.01%-87613F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC6,541$106K0.01%13F-HRTimeline
Quantum Portfolio Management LLC5,410$87.7K0.03%new13F-HRTimeline
Birchwood Financial Partners, Inc.4,704$76.3K0.06%+10513F-HRTimeline
Allworth Financial LP4,333$70.2K<0.01%+2513F-HRTimeline
IFG Advisory, LLC4,000$64.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,675$59.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC3,574$57.9K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA3,053$49.5K<0.01%+2,50013F-HRTimeline
Smallwood Wealth Investment Management,…2,113$34.3K0.01%+3713F-HRTimeline
CITY HOLDING CO2,000$32.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,821$29.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,500$24.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,272$20.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$16.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC700$11.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC549$8.9K<0.01%013F-HRTimeline
Piscataqua Savings Bank400$6.48K<0.01%013F-HRTimeline
COUNTRY TRUST BANK350$5.67K<0.01%013F-HRTimeline
IFP Advisors, Inc324$5.25K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.300$4.86K<0.01%013F-HRTimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.190$3.08K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.164$2.66K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…146$2.37K<0.01%013F-HRTimeline