13FBOX
JH PREFERRED INCOME · 13F Institutional Holdings
Options Calculator Rankings

JH PREFERRED INCOME

HPI
Institutions
67
Combined AUM (Q2 2026)
$67.0M
Combined Shares (Q2 2026)
4.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+518,320
30 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-86,517
19 · 5 Exit · ≈
⚖️ Net
+431,803
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$67.0M
Institutions
67
New Buys
8
Adds
22
Reduces
14
Exits
5
Unchanged
23
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UBS Group AG
<0.01%<0.01%#36$10.6M654,443$10.2M649,908+4,535+0.70%Add
MORGAN STANLEY
<0.01%<0.01%#48$9.6M594,996$7.7M441,870+153,126+34.65%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#22$4.5M277,902$4.3M272,195+5,707+2.10%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#46$4.5M277,823$4.0M254,181+23,642+9.30%Add
GUGGENHEIM CAPITAL LLC
0.03%0.03%#13$4.2M260,204$3.2M205,539+54,665+26.60%Add
TSP Capital Management Group, LLC
0.79%0.77%#1$3.3M202,635$3.2M201,710+925+0.46%Add
LPL Financial LLC
<0.01%<0.01%#44$3.2M194,889$3.1M196,261-1,372-0.70%Reduce
Invesco Ltd.
<0.01%<0.01%#54$2.9M180,415$2.9M181,802-1,387-0.76%Reduce
COHEN & STEERS, INC.
<0.01%<0.01%#24$2.9M177,458$2.8M177,45800.00%Unchanged
J.W. COLE ADVISORS, INC.
0.04%#10$2.5M152,483$00+152,483New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$1.9M118,465$1.9M119,871-1,406-1.17%Reduce
Fiera Capital Corp
0.01%0.01%#20$1.7M102,001$1.6M98,964+3,037+3.07%Add
Advisory Resource Group
0.24%0.27%#2$1.6M100,187$1.6M100,111+76+0.08%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#61$1.3M81,791$1.2M77,966+3,825+4.91%Add
Kestra Advisory Services, LLC
<0.01%0.01%#27$1.3M80,970$1.4M87,939-6,969-7.92%Reduce
Cetera Investment Advisers
<0.01%<0.01%#43$844,02652,068$722,35746,039+6,029+13.10%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$839,53351,791$789,92150,346+1,445+2.87%Add
Private Advisor Group, LLC
<0.01%<0.01%#32$701,91643,302$259,99416,571+26,731+161.31%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#35$591,09836,465$586,00037,356-891-2.39%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$540,61133,350$490,13131,238+2,112+6.76%Add
SAM Advisors, LLC
0.13%0.16%#6$485,36029,942$503,47232,089-2,147-6.69%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#63$484,28429,876$469,89229,948-72-0.24%Reduce
Stratos Wealth Partners, LTD.
<0.01%<0.01%#25$441,96627,265$427,78827,26500.00%Unchanged
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#45$415,48625,412$400,49325,41200.00%Unchanged
KPP Advisory Services LLC
0.05%0.05%#9$380,28723,460$368,08823,46000.00%Unchanged
Norris Financial Group, LLC
0.15%0.11%#5$366,34622,600$323,21420,600+2,000+9.71%Add
HighTower Advisors, LLC
<0.01%<0.01%#50$356,95522,021$360,19922,958-937-4.08%Reduce
Sanctuary Advisors, LLC
<0.01%<0.01%#34$343,47321,189$357,26322,770-1,581-6.94%Reduce
CITADEL ADVISORS LLC
<0.01%#66$308,05519,004$00+19,004New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#41$301,09918,575$299,94619,117-542-2.84%Reduce
Mallini Complete Financial Planning LLC
0.2%0.21%#3$284,32517,540$271,01317,273+267+1.55%Add
LaSalle St. Investment Advisors, LLC
0.03%0.04%#11$270,10716,663$288,15818,365-1,702-9.27%Reduce
IHT Wealth Management, LLC
0.01%0.01%#23$239,17914,755$248,84315,860-1,105-6.97%Reduce
Main Street Financial Solutions, LLC
0.01%#15$229,43814,154$00+14,154New Buy
Advisors Asset Management, Inc.
<0.01%<0.01%#31$225,06013,884$5,978381+13,503+3,544.09%Add
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.01%0.01%#19$211,83313,068$207,86213,248-180-1.36%Reduce
B. Riley Wealth Advisors, Inc.
0.01%0.01%#17$211,21913,030$198,72812,980+50+0.39%Add
Equitable Holdings, Inc.
<0.01%#37$204,52512,617$00+12,617New Buy
READYSTATE ASSET MANAGEMENT LP
0.01%0.01%#18$203,20112,951$203,20112,95100.00%Unchanged
Everstar Asset Management, LLC
0.08%0.1%#7$188,36011,620$182,31811,62000.00%Unchanged
Sowell Financial Services LLC
0.01%0.01%#21$176,68910,900$171,02110,90000.00%Unchanged
Merit Financial Group, LLC
<0.01%<0.01%#38$171,22910,563$165,65810,558+5+0.05%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#57$165,60710,216$174,04011,092-876-7.90%Reduce
COMPASS FINANCIAL MANAGEMENT LLC
0.01%#16$106,0306,541$00+6,541New Buy
Quantum Portfolio Management LLC
0.03%#12$87,7035,410$00+5,410New Buy
Birchwood Financial Partners, Inc.
0.06%0.07%#8$76,2574,704$72,1534,599+105+2.28%Add
Allworth Financial LP
<0.01%<0.01%#51$70,2404,333$67,5934,308+25+0.58%Add
IFG Advisory, LLC
0.18%0.18%#4$62,7604,000$62,7604,00000.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#28$59,5723,675$57,6613,67500.00%Unchanged
Global Retirement Partners, LLC
<0.01%#42$57,9353,574$00+3,574New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow