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Disclosery

HPI HANCOCK JOHN PFD INCOME FD

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SH BEN INT (fund), issuer CIK 1176199

66 managers (66 13F filers) reported a position in HPI shares at 2025-12-31, 3,660,557 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
66
New
9
Added
16
Reduced
21
Sold out
6
Shares held by filers
3,660,557

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
UBS Group AGin group UBS Group AG638,679$10.3M<0.01%+11,21213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY478,880$7.75M<0.01%+37,01013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC267,872$4.34M0.01%-9,47113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA251,358$4.07M<0.01%-2,80313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC211,737$3.43M0.03%+55,50913F-HRTimelineGroup
LPL Financial LLC188,028$3.04M<0.01%+78213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.183,259$2.97M<0.01%-39,66513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.140,564$2.28M<0.01%-4,70013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.136,169$2.2M0.05%+16,50913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,036$1.96M<0.01%-62113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/105,242$1.7M<0.01%+5,05413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp103,315$1.67M0.01%+15,97913F-HRTimelineGroup
Advisory Resource Group103,195$1.67M0.29%-66313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC85,928$1.39M0.01%-11,48413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC56,132$909K<0.01%+3,59013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,877$743K<0.01%+1,10813F-HRTimelineGroup
Cetera Investment Advisers44,812$726K<0.01%+6,25313F-HRTimeline
Cambridge Investment Research Advisors,…37,877$613K<0.01%+2813F-HRTimeline
SAM Advisors, LLC32,032$519K0.16%-98513F-HRTimeline
HighTower Advisors, LLC29,371$476K<0.01%-5,74513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,121$471K<0.01%-3,21813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,565$446K0.01%+1,70013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,049$438K<0.01%-5,10413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,712$418K<0.01%+6,59113F-HRTimeline
KPP Advisory Services LLC23,460$380K0.06%013F-HRTimeline
Sanctuary Advisors, LLC22,434$363K<0.01%-61213F-HRTimeline
Avidian Wealth Enterprises, LLC21,000$340K0.01%013F-HRTimeline
NewEdge Advisors, LLC20,060$325K<0.01%-79113F-HRTimeline
LaSalle St. Investment Advisors, LLC18,345$297K0.05%-67213F-HRTimeline
Mallini Complete Financial Planning LLC17,407$282K0.23%-26213F-HRTimeline
Private Advisor Group, LLC16,425$266K<0.01%+98513F-HRTimeline
Norris Financial Group, LLC16,100$261K0.09%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,576$236K<0.01%new13F-HRTimelineGroup
Everstar Asset Management, LLC13,520$219K0.12%-1,00013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,248$214K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.12,902$209K0.01%+7413F-HRTimeline
Merit Financial Group, LLC11,848$192K<0.01%+50913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,927$177K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC10,900$176K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,035$162K<0.01%new13F-HRTimelineGroup
Birchwood Financial Partners, Inc.4,494$72.8K0.07%13F-HRTimeline
Allworth Financial LP4,283$69.3K<0.01%-1,97713F-HRTimeline
Global Retirement Partners, LLC3,768$61K<0.01%-28113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,675$59.5K<0.01%-1,50013F-HRTimeline
Geneos Wealth Management Inc.2,680$43.4K<0.01%013F-HRTimeline
Arax Advisory Partners2,265$36.7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,150$35K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2,039$33K0.02%-98113F-HRTimeline
CITY HOLDING CO2,000$32.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,821$29.5K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,033$16.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,000$16.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.825$13.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA553$8.95K<0.01%013F-HRTimeline
Clearstead Advisors, LLC549$8.89K<0.01%013F-HRTimeline
ORG Partners LLC500$8.1K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$8.1K<0.01%013F-HRTimeline
Piscataqua Savings Bank400$6.47K<0.01%013F-HRTimeline
COUNTRY TRUST BANK350$5.67K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC315$5.1K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.300$4.86K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC300$4.86K<0.01%new13F-HRTimeline
Motiv8 Investments LLC250$4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.200$3.24K<0.01%-1,17813F-HRTimeline
WEBSTER BANK, N. A.164$2.65K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…146$2.36K<0.01%new13F-HRTimeline