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Disclosery

HPI HANCOCK JOHN PFD INCOME FD

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SH BEN INT (fund), issuer CIK 1176199

63 managers (63 13F filers) reported a position in HPI shares at 2025-09-30, 3,739,718 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
63
13F filers
63
New
8
Added
25
Reduced
9
Sold out
9
Shares held by filers
3,739,718

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 AG627,467$10.9M<0.01%+30,30713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY441,870$7.67M<0.01%+198,99213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC277,343$4.81M0.01%+9,65813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA254,161$4.41M<0.01%-306,68213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.222,924$3.87M<0.01%+26,93913F-HRTimelineGroup
LPL Financial LLC187,246$3.25M<0.01%+6,24513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC156,228$2.71M0.02%-23,16113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.145,264$2.52M<0.01%+18,00013F-HRTimelineGroup
TSP Capital Management Group, LLC131,360$2.28M0.61%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,657$2.11M<0.01%+3,55713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.119,660$2.08M0.04%+22,79413F-HRTimeline
Advisory Resource Group103,858$1.8M0.32%-55913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100,188$1.74M<0.01%-3,35113F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC97,412$1.69M0.01%-9,66613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp87,336$1.52M<0.01%+11,20813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC52,542$912K<0.01%+11,71313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,769$726K<0.01%+28313F-HRTimelineGroup
Cetera Investment Advisers38,559$669K<0.01%+13,30113F-HRTimeline
Cambridge Investment Research Advisors,…37,849$657K<0.01%+78813F-HRTimeline
HighTower Advisors, LLC35,116$609K<0.01%+9,26913F-HRTimeline
SAM Advisors, LLC33,017$573K0.18%+3,86513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,339$561K<0.01%+99813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,153$558K<0.01%+3,13013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,865$449K0.01%-47013F-HRTimelineGroup
Janney Montgomery Scott LLC25,800$448K<0.01%013F-HRTimeline
KPP Advisory Services LLC23,460$407K0.06%+10,00013F-HRTimeline
Sanctuary Advisors, LLC23,046$400K<0.01%new13F-HR/ATimeline
Avidian Wealth Enterprises, LLC21,000$364K0.01%013F-HRTimeline
NewEdge Advisors, LLC20,851$362K<0.01%+74213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,298$335K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,121$335K<0.01%-6,44413F-HRTimeline
LaSalle St. Investment Advisors, LLC19,017$329K0.06%-23813F-HRTimeline
Mallini Complete Financial Planning LLC17,669$307K0.25%+68913F-HRTimeline
Norris Financial Group, LLC16,100$279K0.1%013F-HRTimeline
Private Advisor Group, LLC15,440$268K<0.01%+65113F-HRTimeline
Everstar Asset Management, LLC14,520$252K0.14%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,248$230K0.01%+5,52813F-HRTimeline
B. Riley Wealth Advisors, Inc.12,828$223K0.01%+9813F-HRTimeline
Arlington Capital Management, Inc.12,594$219K0.14%new13F-HRTimeline
Merit Financial Group, LLC11,339$197K<0.01%+11713F-HR/ATimeline
Sowell Financial Services LLC10,900$189K0.01%013F-HRTimeline
Allworth Financial LP6,260$109K<0.01%+2,02313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,175$89.8K0.01%013F-HRTimeline
Global Retirement Partners, LLC4,049$70.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…3,020$52.4K0.03%-25613F-HRTimeline
Geneos Wealth Management Inc.2,680$46.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC2,150$37.6K<0.01%013F-HRTimeline
CITY HOLDING CO2,000$34.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,821$31.6K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,560$27.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,378$23.9K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,355$23.5K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,000$17.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.825$14.3K<0.01%013F-HRTimeline
Advisory Services Network, LLC700$12.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA553$9.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC549$9.53K<0.01%013F-HRTimeline
ORG Partners LLC500$8.68K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$8.68K<0.01%new13F-HRTimeline
Piscataqua Savings Bank400$6.94K0.01%013F-HRTimeline
COUNTRY TRUST BANK350$6.07K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC315$5.46K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.164$2.85K<0.01%013F-HRTimeline