Skip to content
Disclosery

JHI HANCOCK JOHN INVS TR

Follow

COM (fund), issuer CIK 759828

35 managers (35 13F filers) reported a position in JHI shares at 2026-03-31, 2,698,227 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
4
Added
11
Reduced
10
Sold out
3
Shares held by filers
2,698,227

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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC624,372$8.06M0.16%+27,32413F-HRTimelineGroup
1607 Capital Partners, LLC514,942$6.65M0.48%+30,44713F-HRTimeline
Advisors Asset Management, Inc.203,815$2.63M0.04%+131,43113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC156,391$2.02M0.02%-35,40413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY139,065$1.8M<0.01%-3,06713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.130,047$1.68M<0.01%-59413F-HRTimelineGroup
Capital Investment Advisors, LLC123,156$1.59M0.02%-2,68713F-HR/ATimeline
Shaker Financial Services, LLC121,578$1.57M0.55%-15,54613F-HRTimeline
LPL Financial LLC99,864$1.29M<0.01%-18,83013F-HRTimeline
Integrated Wealth Concepts LLC74,091$957K0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,922$722K<0.01%-33,01413F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC47,763$617K0.02%+1,85513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,754$591K0.01%+4,90213F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC41,477$535K0.38%013F-HRTimeline
Aviance Capital Partners, LLC35,844$463K0.05%+14813F-HRTimeline
NewEdge Advisors, LLC34,854$450K<0.01%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,545$433K<0.01%+86313F-HRTimelineGroup
PHILADELPHIA TRUST CO30,813$398K0.03%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC28,109$376K0.17%+10,00213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,998$310K<0.01%-2,35813F-HR/ATimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.23,927$309K<0.01%013F-HRTimelineGroup
World Investment Advisors23,191$299K<0.01%new13F-HRTimeline
Noble Wealth Management PBC21,450$277K0.14%-4,80013F-HRTimeline
HOERTKORN RICHARD CHARLES14,000$181K0.15%013F-HRTimeline
UBS Group AGin group UBS Group AG13,190$170K<0.01%+55913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.10,331$133K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,027$129K<0.01%-69213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,191$93K<0.01%+47713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,532$71.4K<0.01%013F-HR/ATimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,812$23.4K<0.01%new13F-HRTimelineGroup
SHP Wealth Management1,007$13K<0.01%013F-HRTimeline
Advisory Services Network, LLC621$8.02K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$3.87K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC222$2.87K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC26$328<0.01%013F-HRTimeline