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Disclosery

JHI HANCOCK JOHN INVS TR

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COM (common), issuer CIK 759828

37 managers (37 13F filers) reported a position in JHI shares at 2026-06-30, 2,802,371 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
37
13F filers
37
New
3
Added
10
Reduced
12
Sold out
1
Shares held by filers
2,802,371

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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC781,653$10.4M0.2%+157,28113F-HRTimelineGroup
1607 Capital Partners, LLC350,331$4.67M0.41%-164,61113F-HRTimeline
Advisors Asset Management, Inc.231,613$3.09M0.05%+27,79813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC157,801$2.1M0.01%+1,41013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY137,100$1.83M<0.01%-1,96513F-HRTimelineGroup
Shaker Financial Services, LLC131,272$1.75M0.55%+9,69413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.127,281$1.7M<0.01%-2,76613F-HRTimelineGroup
Capital Investment Advisors, LLC121,797$1.62M0.02%-1,35913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,254$1.39M<0.01%+48,33213F-HRTimelineGroup
LPL Financial LLC95,077$1.27M<0.01%-4,78713F-HRTimeline
Integrated Wealth Concepts LLC73,973$985K<0.01%-11813F-HRTimeline
RIVERBRIDGE PARTNERS LLC49,133$654K0.02%+1,37013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,953$612K0.01%+19913F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC41,477$552K0.36%013F-HRTimeline
Aviance Capital Partners, LLC36,714$489K0.05%+87013F-HRTimeline
NewEdge Advisors, LLC32,554$434K<0.01%-2,30013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,745$410K<0.01%-2,80013F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC28,109$374K0.17%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.23,927$319K<0.01%013F-HRTimelineGroup
PHILADELPHIA TRUST CO23,713$316K0.02%-7,10013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,618$315K<0.01%-38013F-HRTimelineGroup
World Investment Advisors23,191$299K<0.01%013F-HRTimeline
Noble Wealth Management PBC18,850$251K0.11%-2,60013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC18,029$240K0.01%new13F-HRTimeline
HOERTKORN RICHARD CHARLES14,000$186K0.12%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC13,613$181K<0.01%+11,80113F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,190$176K<0.01%013F-HRTimelineGroup
Logan Stone Capital, LLC11,969$159K0.03%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.10,321$137K<0.01%-1013F-HRTimeline
Cambridge Investment Research Advisors,…10,027$134K<0.01%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,931$132K<0.01%+4,39913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,191$96K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,409$32.1K<0.01%new13F-HRTimeline
SHP Wealth Management1,007$13.4K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$4K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC222$2.96K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC26$346<0.01%013F-HRTimeline