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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 2025-06-30, 3,555,570 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
65
13F filers
65
New
7
Added
20
Reduced
19
Sold out
8
Shares held by filers
3,555,570

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
UBS Group AGin group UBS Group AG597,160$9.55M<0.01%-16,85513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA560,843$8.97M<0.01%-6,92413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC267,685$4.28M0.01%+7,73113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY242,878$3.88M<0.01%-36,35713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.195,985$3.13M<0.01%+7,79913F-HRTimelineGroup
LPL Financial LLC181,001$2.89M<0.01%-2,12713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC179,389$2.87M0.02%-77,97313F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.127,264$2.04M<0.01%+40,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,100$1.89M<0.01%+4,30513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC107,078$1.71M0.01%-99313F-HRTimelineGroup
Advisory Resource Group104,417$1.67M0.32%-1,64113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/103,539$1.66M<0.01%+4,75113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.96,866$1.55M0.03%+26,57113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp76,128$1.22M<0.01%-77613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,486$711K<0.01%+1,54913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC40,829$653K<0.01%+27,18613F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,061$593K<0.01%-47713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,341$501K<0.01%+1,80613F-HRTimelineGroup
SAM Advisors, LLC29,152$466K0.16%+2,45613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,023$464K<0.01%+8,32613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,335$421K0.01%+20013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,565$415K<0.01%new13F-HRTimeline
HighTower Advisors, LLC25,847$413K<0.01%-1513F-HRTimeline
Janney Montgomery Scott LLC25,800$413K<0.01%-50013F-HRTimeline
Cetera Investment Advisers25,258$404K<0.01%-7,88913F-HRTimeline
Avidian Wealth Enterprises, LLC21,000$336K0.01%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management20,866$334K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC20,109$322K<0.01%-44613F-HRTimeline
LaSalle St. Investment Advisors, LLC19,255$307K0.08%-6,93013F-HRTimeline
Mallini Complete Financial Planning LLC16,980$272K0.34%+59813F-HRTimeline
Norris Financial Group, LLC16,100$257K0.11%-50013F-HRTimeline
Private Advisor Group, LLC14,789$236K<0.01%+2713F-HRTimeline
Everstar Asset Management, LLC14,520$232K0.14%-1,70013F-HRTimeline
KPP Advisory Services LLC13,460$215K0.04%new13F-HR/ATimeline
B. Riley Wealth Advisors, Inc.12,730$204K0.01%-4,12213F-HRTimeline
Merit Financial Group, LLC11,222$179K<0.01%+413F-HRTimeline
Sowell Financial Services LLC10,900$174K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC10,742$172K<0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,720$123K0.01%+10013F-HRTimeline
Elequin Capital, LP5,437$86.9K0.01%+5,13213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,175$82.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,308$68.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP4,237$67.8K<0.01%+2,73413F-HRTimeline
Global Retirement Partners, LLC4,049$64.7K<0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…3,276$52.4K0.03%+6513F-HRTimeline
Geneos Wealth Management Inc.2,680$42.9K<0.01%-3,23013F-HRTimeline
Sound Income Strategies, LLC2,150$34.4K<0.01%013F-HRTimeline
CITY HOLDING CO2,000$32K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,821$29.1K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,560$24.9K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,500$24K0.07%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,355$21.7K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,000$16K<0.01%013F-HRTimeline
Kentucky Trust Co867$13.9K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.825$13.2K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA553$8.84K<0.01%013F-HRTimeline
MAI Capital Management550$8.79K<0.01%013F-HRTimeline
Clearstead Advisors, LLC549$8.78K<0.01%013F-HRTimeline
ORG Partners LLC500$7.97K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.451$7.17K<0.01%-2,05413F-HRTimeline
Piscataqua Savings Bank400$6.4K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP390$6.2K<0.01%+19013F-HRTimelineGroup
COUNTRY TRUST BANK350$5.6K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.164$2.62K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.