13FBOX
HANCOCK JOHN PFD INCOME FD I · 13F Institutional Holdings
Options Calculator Rankings
H

HANCOCK JOHN PFD INCOME FD I

HPF
Institutions
49
Combined AUM (Q2 2026)
$43.3M
Combined Shares (Q2 2026)
2.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+288,383
23 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-82,158
19 · 5 Exit · ≈
⚖️ Net
+206,225
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$43.3M
Institutions
49
New Buys
10
Adds
13
Reduces
14
Exits
5
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GUGGENHEIM CAPITAL LLC
0.04%0.04%#6$6.7M419,732$5.8M369,327+50,405+13.65%Add
UBS Group AG
<0.01%<0.01%#28$6.0M378,633$5.5M353,637+24,996+7.07%Add
Janney Montgomery Scott LLC
0.01%0.01%#13$4.6M290,258$4.5M290,098+160+0.06%Add
Axim Planning & Wealth
5.46%5.15%#1$3.9M245,354$4.2M272,251-26,897-9.88%Reduce
MORGAN STANLEY
<0.01%<0.01%#41$2.8M175,326$2.8M164,515+10,811+6.57%Add
COHEN & STEERS, INC.
<0.01%<0.01%#17$2.7M172,487$2.7M172,48700.00%Unchanged
Invesco Ltd.
<0.01%<0.01%#38$2.3M147,402$2.3M148,453-1,051-0.71%Reduce
J.W. COLE ADVISORS, INC.
0.03%#7$2.0M124,316$00+124,316New Buy
LPL Financial LLC
<0.01%<0.01%#33$1.4M88,783$1.5M95,891-7,108-7.41%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#37$1.4M85,467$1.3M82,024+3,443+4.20%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#19$1.1M67,469$1.1M69,444-1,975-2.84%Reduce
Everstar Asset Management, LLC
0.37%0.46%#2$884,91155,760$870,41455,76000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$860,54654,223$732,05546,895+7,328+15.63%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#46$807,43850,878$733,07446,962+3,916+8.34%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$501,49031,600$507,61032,519-919-2.83%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#45$477,00030,040$466,00029,839+201+0.67%Add
Cetera Investment Advisers
<0.01%<0.01%#31$464,75729,285$457,59329,314-29-0.10%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#43$414,01726,088$365,42623,410+2,678+11.44%Add
Ameritas Advisory Services, LLC
0.01%#15$384,10224,203$00+24,203New Buy
WEDBUSH SECURITIES INC
0.01%0.01%#12$374,05723,570$387,00024,768-1,198-4.84%Reduce
Kapstone Financial Advisors LLC
0.14%0.14%#5$329,19120,743$292,57818,743+2,000+10.67%Add
Koshinski Asset Management, Inc.
0.02%0.03%#10$320,85820,218$410,97626,328-6,110-23.21%Reduce
Vanguard Capital Wealth Advisors
0.22%0.29%#3$317,40020,000$309,07819,800+200+1.01%Add
NewEdge Advisors, LLC
<0.01%<0.01%#27$284,20617,908$282,67218,108-200-1.10%Reduce
Arlington Capital Management, Inc.
0.16%#4$254,63416,045$00+16,045New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#32$232,60714,475$228,70214,755-280-1.90%Reduce
StoneX Group Inc.
0.01%0.01%#14$219,18013,810$163,42110,469+3,341+31.91%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#39$207,65913,085$220,59914,132-1,047-7.41%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#26$193,31312,181$196,93612,616-435-3.45%Reduce
Spire Wealth Management
0.01%0.01%#16$192,03312,100$199,14112,757-657-5.15%Reduce
Live Oak Private Wealth LLC
0.02%0.02%#9$172,84010,891$170,00910,89100.00%Unchanged
MSH Capital Advisors LLC
0.03%0.03%#8$165,09610,403$162,39110,40300.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#44$72,3354,558$00+4,558New Buy
WEBSTER BANK, N. A.
<0.01%<0.01%#18$45,6902,879$44,9412,87900.00%Unchanged
Global Retirement Partners, LLC
<0.01%#29$42,5162,679$00+2,679New Buy
Arax Advisory Partners
<0.01%#35$38,8822,450$00+2,450New Buy
Glass Jacobson Investment Advisors llc
0.01%0.01%#11$31,3441,975$30,8301,97500.00%Unchanged
ARMSTRONG ADVISORY GROUP, INC
<0.01%#23$30,2331,905$00+1,905New Buy
SOA Wealth Advisors, LLC.
<0.01%<0.01%#21$26,6301,678$26,1941,67800.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#42$25,5201,608$00+1,608New Buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#34$9,558600$9,39060000.00%Unchanged
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#22$9,284585$6,244400+185+46.25%Add
COUNTRY TRUST BANK
<0.01%<0.01%#40$8,729550$8,58655000.00%Unchanged
Larson Financial Group LLC
<0.01%<0.01%#36$8,729550$31,5322,020-1,470-72.77%Reduce
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
<0.01%#20$7,935500$00+500New Buy
Dunhill Financial, LLC
<0.01%#24$7,220455$00+455New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#47$2,539160$2,50416000.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#48$85754$8435400.00%Unchanged
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#49$161$16100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow