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Disclosery

JHI HANCOCK JOHN INVS TR

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COM (fund), issuer CIK 759828

35 managers (35 13F filers) reported a position in JHI shares at 2025-12-31, 2,572,254 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
5
Added
7
Reduced
15
Sold out
3
Shares held by filers
2,572,254

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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC597,048$8.16M0.16%+64,49513F-HRTimelineGroup
1607 Capital Partners, LLC484,495$6.62M0.45%-85,20013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC191,795$2.62M0.02%+26,38813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY142,132$1.94M<0.01%-5,00113F-HR/ATimelineGroup
Shaker Financial Services, LLC137,124$1.87M0.59%-37,63713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.130,641$1.79M<0.01%+23,43513F-HRTimelineGroup
Capital Investment Advisors, LLC125,843$1.72M0.03%-5,98313F-HRTimeline
LPL Financial LLC118,694$1.62M<0.01%-4,25213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,936$1.22M<0.01%+5,80513F-HRTimelineGroup
Integrated Wealth Concepts LLC74,090$1.01M0.01%-5,46913F-HRTimeline
Advisors Asset Management, Inc.72,384$989K0.02%new13F-HR/ATimeline
RIVERBRIDGE PARTNERS LLC45,908$628K0.01%+12,27013F-HRTimeline
Morey & Quinn Wealth Partners, LLC41,477$567K0.41%-22513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.40,852$558K0.01%+69513F-HRTimelineGroup
Aviance Capital Partners, LLC35,696$488K0.06%+1,34013F-HRTimeline
NewEdge Advisors, LLC34,854$476K<0.01%-30013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,682$447K<0.01%-2,01913F-HRTimelineGroup
PHILADELPHIA TRUST CO30,813$421K0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,356$360K<0.01%-25613F-HRTimelineGroup
Noble Wealth Management PBC26,250$359K0.18%-3,40013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.23,927$327K<0.01%013F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC18,107$248K0.1%new13F-HRTimeline
HOERTKORN RICHARD CHARLES14,000$191K0.07%013F-HRTimeline
UBS Group AGin group UBS Group AG12,631$173K<0.01%-1313F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,719$147K<0.01%-14513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,714$91K<0.01%-6,87413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,532$75.6K<0.01%-3,00113F-HRTimelineGroup
SHP Wealth Management1,007$13.8K<0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC550$7.52K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$4.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.251$3.43K<0.01%013F-HRTimelineGroup
HOEY INVESTMENTS, INC222$3.04K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…148$2.02K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC50$684<0.01%013F-HRTimeline
Smartleaf Asset Management LLC26$354<0.01%new13F-HRTimeline