BOSTON, MA
JOHN HANCOCK DIVERSIFIED INCOME FUNDHEQ— Latest position per institution from SEC 13F filings
15
Institutional holders
3.68M
Total shares held
39.92M
Estimated value
184.15K
Avg. position size
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
558.29K
Value
6.06M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
522.04K
Value
5.67M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
518.50K
Value
5.63M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
304.52K
Value
3.31M
Filed
Mar 31, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
281.33K
Value
3.02M
Filed
Dec 31, 2025
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
154.11K
Value
1.67M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
147.72K
Value
1.60M
Filed
Mar 31, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
147.28K
Value
1.60M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
137.47K
Value
1.49M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
133.91K
Value
1.45M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
130.66K
Value
1.42M
Filed
Mar 31, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
109.33K
Value
1.19M
Filed
Mar 31, 2026
REDHAWK WEALTH ADVISORS, INC.
CIK 1535811
Shares
100.11K
Value
1.05M
Filed
Mar 31, 2024
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
79.38K
Value
862.01K
Filed
Mar 31, 2026
AQR ARBITRAGE LLC
CIK 1167456
Shares
76.02K
Value
817.22K
Filed
Dec 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
67.98K
Value
738.23K
Filed
Mar 31, 2026
KOVACK ADVISORS, INC.
CIK 1728321
Shares
60.60K
Value
665.34K
Filed
Mar 31, 2026
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
59.80K
Value
644.64K
Filed
Jun 30, 2023
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
47.58K
Value
511.46K
Filed
Dec 31, 2025
ROYAL BANK OF CANADA
CIK 1000275
Shares
46.31K
Value
503K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BULLDOG INVESTORS, LLP | 1504304 | 558.29K | 6.06M | Mar 31, 2026 |
| 2 | PATHSTONE HOLDINGS, LLC | 2011612 | 522.04K | 5.67M | Mar 31, 2026 |
| 3 | KARPUS MANAGEMENT, INC. | 1048703 | 518.50K | 5.63M | Mar 31, 2026 |
| 4 | BANK OF AMERICA CORP /DE/ | 70858 | 304.52K | 3.31M | Mar 31, 2026 |
| 5 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 281.33K | 3.02M | Dec 31, 2025 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 154.11K | 1.67M | Mar 31, 2026 |
| 7 | MORGAN STANLEY | 895421 | 147.72K | 1.60M | Mar 31, 2026 |
| 8 | PRINCIPAL SECURITIES, INC. | 12600 | 147.28K | 1.60M | Mar 31, 2026 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 137.47K | 1.49M | Mar 31, 2026 |
| 10 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 133.91K | 1.45M | Mar 31, 2026 |
| 11 | INVESCO LTD. | 914208 | 130.66K | 1.42M | Mar 31, 2026 |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 109.33K | 1.19M | Mar 31, 2026 |
| 13 | REDHAWK WEALTH ADVISORS, INC. | 1535811 | 100.11K | 1.05M | Mar 31, 2024 |
| 14 | AMERIPRISE FINANCIAL INC | 820027 | 79.38K | 862.01K | Mar 31, 2026 |
| 15 | AQR ARBITRAGE LLC | 1167456 | 76.02K | 817.22K | Dec 31, 2025 |
| 16 | WELLS FARGO & COMPANY/MN | 72971 | 67.98K | 738.23K | Mar 31, 2026 |
| 17 | KOVACK ADVISORS, INC. | 1728321 | 60.60K | 665.34K | Mar 31, 2026 |
| 18 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 59.80K | 644.64K | Jun 30, 2023 |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 47.58K | 511.46K | Dec 31, 2025 |
| 20 | ROYAL BANK OF CANADA | 1000275 | 46.31K | 503K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.