Who Owns JOHN HANCOCK DIVERSIFIED INC (HEQ)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $41.1M of JOHN HANCOCK DIVERSIFIED INC (HEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Karpus Management, Inc. ($10.4M), Bulldog Investors, LLP ($6.3M), BANK OF AMERICA CORP /DE/ ($3.5M), Pathstone Holdings, LLC ($2.7M), COMMONWEALTH EQUITY SERVICES, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Karpus Management, Inc. | $10.4M | 909,620 | Added |
| 2 | Bulldog Investors, LLP | $6.3M | 550,968 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $3.5M | 306,653 | Added |
| 4 | Pathstone Holdings, LLC | $2.7M | 232,244 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 171,821 | Added |
| 6 | Invesco Ltd. | $1.8M | 159,131 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 154,332 | Added |
| 8 | PRINCIPAL SECURITIES, INC. | $1.8M | 153,377 | Added |
| 9 | MORGAN STANLEY | $1.6M | 142,939 | Trimmed |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 109,712 | Added |
| 11 | 1607 Capital Partners, LLC | $911,661 | 79,413 | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $784,503 | 68,337 | Added |
| 13 | Kovack Advisors, Inc. | $739,825 | 64,341 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $685,856 | 59,744 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $514,989 | 44,860 | Added |
| 16 | &PARTNERS | $510,832 | 44,498 | Added |
| 17 | Royal Bank of Canada | $498,000 | 43,382 | Trimmed |
| 18 | LPL Financial LLC | $469,940 | 40,936 | Trimmed |
| 19 | SAX WEALTH ADVISORS, LLC | $368,730 | 33,953 | Hold |
| 20 | RAYMOND JAMES FINANCIAL INC | $365,822 | 31,866 | Added |
| 21 | OSAIC HOLDINGS, INC. | $318,637 | 27,754 | Added |
| 22 | Dakota Wealth Management | $295,840 | 25,770 | New |
| 23 | Shaker Financial Services, LLC | $291,925 | 25,429 | Trimmed |
| 24 | Cetera Investment Advisers | $223,068 | 19,431 | Added |
| 25 | XTX Topco Ltd | $198,983 | 17,333 | New |
Source: SEC Form 13F filings · as of 2026-06-30