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Disclosery

PDT HANCOCK JOHN PREM DIVID FD

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COM SH BEN INT (fund), issuer CIK 855886

97 managers (97 13F filers) reported a position in PDT shares at 2026-03-31, 6,296,784 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
97
13F filers
97
New
13
Added
35
Reduced
23
Sold out
11
Shares held by filers
6,296,784

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
COHEN & STEERS, INC.in group COHEN & STEERS, INC.900,089$11.8M0.02%+149,67613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.773,877$10.1M<0.01%+43,96113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC662,082$8.67M0.07%-30,48013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC317,585$4.16M0.06%+57,48213F-HRTimelineGroup
1607 Capital Partners, LLC277,498$3.64M0.26%+64,26913F-HRTimeline
Pathway Financial Advisers, LLC231,745$3.04M0.86%+2,70213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY209,404$2.74M<0.01%+2,23813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC208,566$2.73M0.01%+153,77513F-HRTimelineGroup
LPL Financial LLC197,862$2.59M<0.01%-138,82313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.165,348$2.17M0.02%+21,48313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP142,765$1.87M<0.01%+38,25613F-HRTimelineGroup
Shaker Financial Services, LLC123,351$1.62M0.56%+9,08613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,326$1.59M<0.01%-2,77013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,992$1.44M<0.01%+21,35813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107,146$1.4M<0.01%+14,86213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,816$1.16M<0.01%-9,32613F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC87,415$1.15M0.13%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC86,676$1.14M<0.01%+13,57613F-HRTimelineGroup
Logan Stone Capital, LLC72,864$955K0.27%+33,16913F-HRTimeline
Cetera Investment Advisers69,349$908K<0.01%+16,29813F-HRTimeline
Sovran Advisors, LLC59,177$783K0.06%-1,11313F-HRTimeline
Ausdal Financial Partners, Inc.59,101$774K0.03%+1,23813F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC58,727$769K<0.01%new13F-HRTimelineGroup
&PARTNERS53,668$701K<0.01%+4,96013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC52,000$681K0.19%013F-HRTimeline
UBS Group AGin group UBS Group AG47,151$618K<0.01%-1,08313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,855$614K<0.01%+25,78513F-HRTimelineGroup
HighTower Advisors, LLC39,621$519K<0.01%+23,74313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,623$506K<0.01%-37413F-HRTimelineGroup
Aptus Capital Advisors, LLC38,161$500K<0.01%-2,93813F-HRTimeline
Second Line Capital, LLC37,165$492K0.09%-3,93413F-HRTimeline
Cambridge Investment Research Advisors,…37,447$491K<0.01%-3613F-HRTimeline
Coquina Private Wealth LLC37,265$488K0.39%+60613F-HRTimeline
HANCOCK WHITNEY CORP35,920$471K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC34,576$453K0.15%-13213F-HRTimeline
Quarry LP34,316$450K0.09%new13F-HRTimeline
Steward Partners Investment Advisory, L…33,748$442K<0.01%-59113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…32,969$436K0.03%-1,32513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,960$419K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,668$389K<0.01%+16,92113F-HRTimelineGroup
Advisors Asset Management, Inc.29,056$381K0.01%-10,52613F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.29,037$380K0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC26,683$350K0.04%-14913F-HRTimeline
Carl P. Sherr & Co., LLC25,695$337K0.16%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,656$323K0.01%new13F-HRTimelineGroup
Mezzasalma Advisors, LLC24,346$319K0.08%+45113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.20,687$271K0.16%+4,05013F-HRTimeline
Arlington Capital Management, Inc.19,999$262K0.15%+10713F-HRTimeline
Connecticut Wealth Management, LLC18,742$246K0.01%013F-HRTimeline
Merit Financial Group, LLC18,202$238K<0.01%+12813F-HRTimeline
Janney Montgomery Scott LLC17,916$235K<0.01%-83813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,679$232K0.01%013F-HR/ATimeline
Abel Hall, LLC15,000$196K0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC14,316$188K<0.01%-5713F-HRTimeline
Mariner, LLCin group Mariner, LLC13,881$182K<0.01%+21413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.13,329$175K0.01%+12513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC13,281$174K<0.01%-72,81713F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC13,265$174K0.04%new13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…13,261$174K0.05%013F-HRTimeline
Compound Planning, Inc.11,504$151K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,354$150K<0.01%-1,17613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,190$147K0.02%-5,00013F-HRTimeline
Creative Planningin group Creative Planning11,101$145K<0.01%-35813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,028$144K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,638$139K<0.01%+5,40513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,467$124K<0.01%+313F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department8,900$117K0.03%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,814$115K<0.01%new13F-HRTimelineGroup
MAI Capital Management7,375$96.6K<0.01%+4713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,317$56.6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,246$55.6K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,962$38.8K<0.01%-713F-HRTimelineGroup
Advisory Services Network, LLC2,591$33.9K<0.01%new13F-HRTimeline
SHP Wealth Management2,161$28.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC2,079$27.2K<0.01%-1,12813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,058$27K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,000$26.2K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,598$20.9K<0.01%+1,54913F-HRTimeline
Allworth Financial LP1,500$19.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,303$17.2K<0.01%+2413F-HRTimeline
Main Street Group, LTD1,172$15.4K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,015$13.4K<0.01%+1913F-HRTimeline
Pinnacle Bancorp, Inc.788$10.3K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC788$10.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.785$10.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management617$8.08K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\500$6.55K<0.01%013F-HRTimelineGroup
Gould Capital, LLC449$5.88K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC359$4.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC336$4.4K<0.01%013F-HRTimelineGroup
Holos Integrated Wealth LLC216$2.85K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC200$2.62K<0.01%013F-HRTimeline
Key Financial Inc108$1.42K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC100$1.31K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.77$1.01K<0.01%+613F-HRTimeline
TSFG, LLC108$1K<0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC75$983<0.01%013F-HRTimeline