BOSTON, MA
JOHN HANCOCK DIVERSIFIED INCOME FUNDHEQ— Latest position per institution from SEC 13F filings
15
Institutional holders
3.77M
Total shares held
42.87M
Estimated value
188.62K
Avg. position size
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
909.62K
Value
10.44M
Filed
Jun 30, 2026
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
550.97K
Value
6.33M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
306.65K
Value
3.52M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
281.33K
Value
3.02M
Filed
Dec 31, 2025
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
232.24K
Value
2.67M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
171.82K
Value
1.97M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
159.13K
Value
1.83M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
154.33K
Value
1.77M
Filed
Jun 30, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
153.38K
Value
1.76M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
142.94K
Value
1.64M
Filed
Jun 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
109.71K
Value
1.26M
Filed
Jun 30, 2026
REDHAWK WEALTH ADVISORS, INC.
CIK 1535811
Shares
100.11K
Value
1.05M
Filed
Mar 31, 2024
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
79.41K
Value
911.66K
Filed
Jun 30, 2026
AQR ARBITRAGE LLC
CIK 1167456
Shares
76.02K
Value
817.22K
Filed
Dec 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
68.34K
Value
784.50K
Filed
Jun 30, 2026
KOVACK ADVISORS, INC.
CIK 1728321
Shares
64.34K
Value
739.83K
Filed
Jun 30, 2026
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
59.80K
Value
644.64K
Filed
Jun 30, 2023
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
59.74K
Value
685.86K
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
47.58K
Value
511.46K
Filed
Dec 31, 2025
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
44.86K
Value
514.99K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KARPUS MANAGEMENT, INC. | 1048703 | 909.62K | 10.44M | Jun 30, 2026 |
| 2 | BULLDOG INVESTORS, LLP | 1504304 | 550.97K | 6.33M | Jun 30, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 306.65K | 3.52M | Jun 30, 2026 |
| 4 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 281.33K | 3.02M | Dec 31, 2025 |
| 5 | PATHSTONE HOLDINGS, LLC | 2011612 | 232.24K | 2.67M | Jun 30, 2026 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 171.82K | 1.97M | Jun 30, 2026 |
| 7 | INVESCO LTD. | 914208 | 159.13K | 1.83M | Jun 30, 2026 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 154.33K | 1.77M | Jun 30, 2026 |
| 9 | PRINCIPAL SECURITIES, INC. | 12600 | 153.38K | 1.76M | Jun 30, 2026 |
| 10 | MORGAN STANLEY | 895421 | 142.94K | 1.64M | Jun 30, 2026 |
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 109.71K | 1.26M | Jun 30, 2026 |
| 12 | REDHAWK WEALTH ADVISORS, INC. | 1535811 | 100.11K | 1.05M | Mar 31, 2024 |
| 13 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 79.41K | 911.66K | Jun 30, 2026 |
| 14 | AQR ARBITRAGE LLC | 1167456 | 76.02K | 817.22K | Dec 31, 2025 |
| 15 | WELLS FARGO & COMPANY/MN | 72971 | 68.34K | 784.50K | Jun 30, 2026 |
| 16 | KOVACK ADVISORS, INC. | 1728321 | 64.34K | 739.83K | Jun 30, 2026 |
| 17 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 59.80K | 644.64K | Jun 30, 2023 |
| 18 | AMERIPRISE FINANCIAL INC | 820027 | 59.74K | 685.86K | Jun 30, 2026 |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 47.58K | 511.46K | Dec 31, 2025 |
| 20 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 44.86K | 514.99K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.