Who Owns JH PREFERRED INCM ETF (JHPI)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $155.0M of JH PREFERRED INCM ETF (JHPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($25.5M), Granite Bay Wealth Management, LLC ($19.2M), Eldridge Investment Advisors, Inc. ($13.7M), PTM WEALTH MANAGEMENT, LLC ($12.6M), COMMONWEALTH EQUITY SERVICES, LLC ($10.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$25.5M1.1MAdded
2Granite Bay Wealth Management, LLC$19.2M845,132Added
3Eldridge Investment Advisors, Inc.$13.7M601,948Added
4PTM WEALTH MANAGEMENT, LLC$12.6M558,563Added
5COMMONWEALTH EQUITY SERVICES, LLC$10.6M465,439Added
6BANK OF AMERICA CORP /DE/$7.2M317,351Added
7OSAIC HOLDINGS, INC.$6.0M262,570Added
8FFG RETIREMENT ADVISORS LLC$5.3M233,827Added
9Private Advisor Group, LLC$5.1M225,421Added
10JONES FINANCIAL COMPANIES LLLP$4.1M181,169Added
11Robbins Farley$3.9M172,059Added
12Janney Montgomery Scott LLC$3.6M158,475Added
13Burk Holdings LLC$3.5M155,379Added
14Sanctuary Advisors, LLC$3.3M145,931Trimmed
15Uniting Wealth Partners, LLC$3.3M144,730Added
16BDFS Capital LLC$3.1M137,265Trimmed
17Mutual Advisors, LLC$3.0M133,940Added
18Cambridge Investment Research Advisors, Inc.$1.6M70,698Added
191620 INVESTMENT ADVISORS, INC.$1.5M67,434Added
20&PARTNERS$1.5M64,636Added
21Meridian Wealth Management, LLC$1.3M59,387Trimmed
22Cetera Investment Advisers$1.3M56,290Added
23HighTower Advisors, LLC$1.3M55,758Added
24ENVESTNET ASSET MANAGEMENT INC$1.2M52,816Added
25Etesian Wealth Advisors, Inc.$1.1M49,408Added

来源：SEC 13F 申报文件 · 截至 2026-06-30