13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
HPF

HANCOCK JOHN PFD INCOME FD I

47 institutions still hold HANCOCK JOHN PFD INCOME FD I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41013X106·47 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.7%
vs prior quarter
13F value held
$30M
45.0% inst. owned
of float
Holders
47
+24 QoQ
filers reporting
Activity
+44 / −87
+931 added · −878 reduced
this quarter
Concentration
19.07%
GUGGENHEIM CAPITAL LLC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported HPF in Q1 2026. GUGGENHEIM CAPITAL LLC leads at 19.1% of the visible book. +24 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M369K0.04%Q1 202602
UBS Group AG
CIK 0001610520
$6M354K0.00%Q1 202603
Axim Planning & Wealth
CIK 0001950607
$4M272K5.16%Q1 202604
MORGAN STANLEY
CIK 0000895421
$3M176K0.00%Q1 202605
Invesco Ltd.
CIK 0000914208
$2M148K0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$1M96K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1M82K0.00%Q1 202608
Kestra Advisory Services, LLC
CIK 0001830819
$1M69K0.00%Q1 202609
Everstar Asset Management, LLC
CIK 0002023744
$870,41456K0.46%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$733,07447K0.00%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$732,05547K0.00%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$507,61033K0.00%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$466,00030K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$457,59329K0.00%Q1 202615
Koshinski Asset Management, Inc.
CIK 0001633389
$410,97626K0.03%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$365,42623K0.00%Q1 202617
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$315,66920K0.00%Q1 202618
Vanguard Capital Wealth Advisors
CIK 0001730578
$309,07820K0.29%Q1 202619
Atria Wealth Solutions, Inc.
CIK 0001927543
$300,82519K0.01%Q2 202520
Kapstone Financial Advisors LLC
CIK 0001966087
$292,57819K0.14%Q1 2026
Page 1 of 3
27 more holders available. Log in →