Who Owns JOHN HANCOCK DIVERSIFIED INC (HEQ)? -- Institutional Holders (2026-03-31)
40 institutions reported holding $37.5M of JOHN HANCOCK DIVERSIFIED INC (HEQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bulldog Investors, LLP ($6.1M), Pathstone Holdings, LLC ($5.7M), Karpus Management, Inc. ($5.6M), BANK OF AMERICA CORP /DE/ ($3.3M), COMMONWEALTH EQUITY SERVICES, LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bulldog Investors, LLP | $6.1M | 558,291 | Added |
| 2 | Pathstone Holdings, LLC | $5.7M | 522,041 | Added |
| 3 | Karpus Management, Inc. | $5.6M | 518,501 | New |
| 4 | BANK OF AMERICA CORP /DE/ | $3.3M | 304,521 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 154,110 | Added |
| 6 | MORGAN STANLEY | $1.6M | 147,721 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $1.6M | 147,277 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 137,468 | Added |
| 9 | 1607 Capital Partners, LLC | $1.5M | 133,909 | Added |
| 10 | Invesco Ltd. | $1.4M | 130,661 | Added |
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.2M | 109,334 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $862,010 | 79,375 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $738,231 | 67,978 | Trimmed |
| 14 | Kovack Advisors, Inc. | $665,340 | 60,600 | Added |
| 15 | Royal Bank of Canada | $503,000 | 46,309 | Trimmed |
| 16 | LPL Financial LLC | $465,713 | 42,883 | Trimmed |
| 17 | &PARTNERS | $456,112 | 40,499 | Added |
| 18 | Kestra Advisory Services, LLC | $417,713 | 38,463 | Trimmed |
| 19 | SAX WEALTH ADVISORS, LLC | $364,995 | 33,953 | Hold |
| 20 | RAYMOND JAMES FINANCIAL INC | $343,862 | 31,663 | Added |
| 21 | Shaker Financial Services, LLC | $303,874 | 27,981 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $262,580 | 24,178 | Trimmed |
| 23 | Cetera Investment Advisers | $201,174 | 18,524 | Trimmed |
| 24 | NWF Advisory Services Inc. | $199,824 | 18,400 | Hold |
| 25 | B. Riley Wealth Advisors, Inc. | $170,889 | 16,152 | Added |
Source: SEC Form 13F filings · as of 2026-03-31