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Disclosery

JHI HANCOCK JOHN INVS TR

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COM (fund), issuer CIK 759828

36 managers (36 13F filers) reported a position in JHI shares at 2025-03-31, 2,400,017 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
1
Added
12
Reduced
13
Sold out
4
Shares held by filers
2,400,017

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
1607 Capital Partners, LLC552,045$7.49M0.6%+15,50013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC337,050$4.57M0.11%+10,08613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY162,909$2.21M<0.01%-5,58613F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC155,575$2.11M0.11%-30,70013F-HRTimeline
Shaker Financial Services, LLC146,399$1.99M0.77%+41,28513F-HRTimeline
Capital Investment Advisors, LLC134,100$1.82M0.04%-6,64113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC110,378$1.5M0.01%-66,16713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.108,717$1.48M0.02%-2,47113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,700$1.01M<0.01%+50,08413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.71,791$974K<0.01%+2,37013F-HRTimelineGroup
LPL Financial LLC48,592$659K<0.01%+3,23113F-HRTimeline
Hennion & Walsh Asset Management, Inc.48,404$657K0.03%-3,54113F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC43,700$593K0.24%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC43,002$584K0.48%-52513F-HRTimeline
NewEdge Advisors, LLC38,454$522K<0.01%-40013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,391$480K<0.01%-11,11613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,360$439K<0.01%-13,64113F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC31,650$429K0.01%+3,09013F-HRTimeline
PHILADELPHIA TRUST CO30,813$418K0.04%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …30,514$414K<0.01%-5,97213F-HRTimelineGroup
Integrated Wealth Concepts LLC29,388$399K<0.01%+53013F-HRTimeline
Aviance Capital Partners, LLC27,474$373K0.05%+5,23613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.23,927$325K<0.01%013F-HRTimelineGroup
HOERTKORN RICHARD CHARLES14,000$190K0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,022$177K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,003$176K<0.01%013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…11,712$159K0.01%-1,85013F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,456$142K<0.01%+1,27713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,532$116K<0.01%-45013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,212$71K<0.01%+2,51213F-HR/ATimelineGroup
Noble Wealth Management PBC4,224$57.3K0.04%+1,80013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,000$27.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.251$3.14K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC222$3.01K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC50$679<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.