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Disclosery

JHI HANCOCK JOHN INVS TR

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COM (fund), issuer CIK 759828

34 managers (34 13F filers) reported a position in JHI shares at 2025-06-30, 2,473,700 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
34
13F filers
34
New
3
Added
13
Reduced
9
Sold out
4
Shares held by filers
2,473,700

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
1607 Capital Partners, LLC603,795$8.36M0.68%+51,75013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC441,920$6.12M0.13%+104,87013F-HRTimelineGroup
Shaker Financial Services, LLC183,223$2.54M0.92%+36,82413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY160,202$2.22M<0.01%-2,70713F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC155,575$2.15M0.12%013F-HRTimeline
Capital Investment Advisors, LLC132,413$1.83M0.03%-1,68713F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,180$1.14M<0.01%+7,48013F-HR/ATimelineGroup
Integrated Wealth Concepts LLC79,763$1.1M0.01%+50,37513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC79,428$1.1M0.01%-30,95013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.75,480$1.05M<0.01%+3,68913F-HRTimelineGroup
LPL Financial LLC57,403$795K<0.01%+8,81113F-HRTimeline
Morey & Quinn Wealth Partners, LLC41,702$577K0.46%-1,30013F-HRTimeline
NewEdge Advisors, LLC38,688$536K<0.01%+23413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.38,513$533K0.01%-70,20413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,635$480K<0.01%-75613F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC32,854$455K0.01%+1,20413F-HRTimeline
Aviance Capital Partners, LLC32,485$450K0.06%+5,01113F-HRTimeline
PHILADELPHIA TRUST CO30,813$427K0.03%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …30,514$422K<0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,743$356K<0.01%-6,61713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.23,927$331K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,231$294K<0.01%+8,22813F-HRTimelineGroup
HOERTKORN RICHARD CHARLES14,000$194K0.08%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,019$180K<0.01%+7,80713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG11,270$156K<0.01%+81413F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…11,080$153K0.01%-63213F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,726$149K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,581$77.3K<0.01%-2,95113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,000$69.2K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.251$3.48K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC222$3.07K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC50$692<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14$194<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.