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Disclosery

HPI HANCOCK JOHN PFD INCOME FD

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SH BEN INT (fund), issuer CIK 1176199

64 managers (64 13F filers) reported a position in HPI shares at 2026-03-31, 3,599,481 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
64
New
8
Added
24
Reduced
16
Sold out
7
Shares held by filers
3,599,481

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
UBS Group AGin group UBS Group AG649,908$10.2M<0.01%+11,22913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY529,980$8.32M<0.01%+51,10013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC272,195$4.27M0.01%+4,32313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA254,181$3.99M<0.01%+2,82313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC205,539$3.22M0.03%-6,19813F-HRTimelineGroup
LPL Financial LLC196,261$3.08M<0.01%+8,23313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.181,802$2.85M<0.01%-1,45713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.177,458$2.78M<0.01%+36,89413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,871$1.88M<0.01%-1,16513F-HRTimelineGroup
Advisory Resource Group100,111$1.57M0.27%-3,08413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp98,964$1.55M0.01%-4,35113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,939$1.38M0.01%+2,01113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/77,966$1.22M<0.01%-27,27613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,346$790K<0.01%+4,46913F-HRTimelineGroup
Cetera Investment Advisers46,039$722K<0.01%+1,22713F-HRTimeline
Mariner, LLCin group Mariner, LLC39,676$623K<0.01%-16,45613F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,356$586K<0.01%-52113F-HRTimeline
SAM Advisors, LLC32,089$503K0.16%+5713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,238$490K<0.01%+2,11713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,948$470K<0.01%+2,89913F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,265$428K<0.01%-30013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,412$400K<0.01%-30013F-HRTimeline
KPP Advisory Services LLC23,460$368K0.05%013F-HRTimeline
HighTower Advisors, LLC22,958$360K<0.01%-6,41313F-HRTimeline
Sanctuary Advisors, LLC22,770$357K<0.01%+33613F-HRTimeline
Avidian Wealth Enterprises, LLC21,999$345K0.01%+99913F-HRTimeline
Norris Financial Group, LLC20,600$323K0.11%+4,50013F-HRTimeline
NewEdge Advisors, LLC19,117$300K<0.01%-94313F-HR/ATimeline
LaSalle St. Investment Advisors, LLC18,365$288K0.04%+2013F-HRTimeline
Mallini Complete Financial Planning LLC17,273$271K0.21%-13413F-HRTimeline
Private Advisor Group, LLC16,571$260K<0.01%+14613F-HRTimeline
IHT Wealth Management, LLC15,860$249K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,248$208K0.01%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP12,951$203K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.12,980$199K0.01%+7813F-HRTimeline
Everstar Asset Management, LLC11,620$182K0.1%-1,90013F-HRTimeline
Main Street Financial Solutions, LLC11,322$178K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,092$174K<0.01%+16513F-HRTimelineGroup
Sowell Financial Services LLC10,900$171K0.01%013F-HRTimeline
Merit Financial Group, LLC10,558$166K<0.01%-1,29013F-HRTimeline
Birchwood Financial Partners, Inc.4,599$72.2K0.07%+10513F-HRTimeline
Allworth Financial LP4,308$67.6K<0.01%+2513F-HRTimeline
IFG Advisory, LLC4,000$62.8K0.18%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,675$57.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC2,150$33.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2,076$32.6K0.02%+3713F-HRTimeline
CITY HOLDING CO2,000$31.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,821$28.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,500$23.5K<0.01%-1,18013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,272$20K<0.01%+1,07213F-HRTimeline
Parallel Advisors, LLC1,000$15.7K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.825$12.9K<0.01%013F-HRTimeline
Advisory Services Network, LLC700$11K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC700$11K<0.01%+20013F-HRTimeline
PRIVATE TRUST CO NA553$8.68K<0.01%013F-HRTimeline
Clearstead Advisors, LLC549$8.61K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…500$7.84K<0.01%new13F-HRTimelineGroup
Piscataqua Savings Bank400$6.28K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.381$5.98K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK350$5.49K<0.01%013F-HRTimeline
IFP Advisors, Inc324$5.08K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.300$4.71K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.164$2.57K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…146$2.3K<0.01%013F-HRTimeline