Who Owns HANCOCK JOHN PFD INCOME FD I (HPS)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $63.1M of HANCOCK JOHN PFD INCOME FD I (HPS) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($18.8M), MORGAN STANLEY ($12.2M), LPL Financial LLC ($4.3M), Invesco Ltd. ($3.2M), AMERIPRISE FINANCIAL INC ($2.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$18.8M1.3MAdded
2MORGAN STANLEY$12.2M837,423Added
3LPL Financial LLC$4.3M298,403Trimmed
4Invesco Ltd.$3.2M217,859Added
5AMERIPRISE FINANCIAL INC$2.6M176,393Added
6Cetera Investment Advisers$2.6M176,029Added
7Royal Bank of Canada$2.3M156,415Trimmed
8BANK OF AMERICA CORP /DE/$2.2M149,439Added
9Fiera Capital Corp$1.7M114,018Added
10OSAIC HOLDINGS, INC.$950,75665,386Added
11COHEN & STEERS, INC.$890,00061,234Hold
12J.W. COLE ADVISORS, INC.$846,81358,240New
13COMMONWEALTH EQUITY SERVICES, LLC$757,52052,099Trimmed
14GUGGENHEIM CAPITAL LLC$703,24248,366Trimmed
15Sowell Financial Services LLC$674,61246,397Trimmed
16WELLS FARGO & COMPANY/MN$662,83645,587Added
17Pine Valley Investments Ltd Liability Co$653,61744,953Trimmed
18Live Oak Private Wealth LLC$561,68038,630Hold
19Western Wealth Management, LLC$468,64932,232Added
20PHILADELPHIA TRUST CO$405,00027,820Hold
21Activest Wealth Management$393,40327,057Trimmed
22Arkfeld Wealth Strategies, L.L.C.$376,90425,815Added
23Post Resch Tallon Group Inc.$375,66125,836Added
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$370,04025,380Trimmed
25Janney Montgomery Scott LLC$345,00023,705Added

来源：SEC 13F 申报文件 · 截至 2026-06-30