BOSTON, MA
JOHN HANCOCK PREFERRED INCOME FUNDHPI— Latest position per institution from SEC 13F filings
15
Institutional holders
60.63M
Total shares held
53.05M
Estimated value
3.03M
Avg. position size
QUANTUM PORTFOLIO MANAGEMENT LLC
CIK 2003672
Shares
56.99M
Value
89.42K
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
649.91K
Value
10.20M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
529.98K
Value
8.32M
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
272.19K
Value
4.27M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
254.18K
Value
3.99M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
205.54K
Value
3.22M
Filed
Mar 31, 2026
TSP CAPITAL MANAGEMENT GROUP, LLC
CIK 1317208
Shares
201.71K
Value
3.16M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
196.26K
Value
3.08M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
181.80K
Value
2.85M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
177.46K
Value
2.78K
Filed
Mar 31, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
136.17K
Value
2.20M
Filed
Dec 31, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
119.87K
Value
1.88M
Filed
Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
107.22K
Value
1.72M
Filed
Mar 31, 2023
DANDA TROUVE INVESTMENT MANAGEMENT, INC.
CIK 1805604
Shares
106.47K
Value
1.71K
Filed
Sep 30, 2022
ADVISORY RESOURCE GROUP
CIK 1764968
Shares
100.11K
Value
1.57M
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
98.96K
Value
1.55M
Filed
Mar 31, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
87.94K
Value
1.38M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
81.84K
Value
1.55M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
77.97K
Value
1.22M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
50.35K
Value
789.92K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | QUANTUM PORTFOLIO MANAGEMENT LLC | 2003672 | 56.99M | 89.42K | Mar 31, 2026 |
| 2 | UBS GROUP AG | 1610520 | 649.91K | 10.20M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 529.98K | 8.32M | Mar 31, 2026 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 272.19K | 4.27M | Mar 31, 2026 |
| 5 | ROYAL BANK OF CANADA | 1000275 | 254.18K | 3.99M | Mar 31, 2026 |
| 6 | GUGGENHEIM CAPITAL LLC | 1283072 | 205.54K | 3.22M | Mar 31, 2026 |
| 7 | TSP CAPITAL MANAGEMENT GROUP, LLC | 1317208 | 201.71K | 3.16M | Mar 31, 2026 |
| 8 | LPL FINANCIAL LLC | 1403438 | 196.26K | 3.08M | Mar 31, 2026 |
| 9 | INVESCO LTD. | 914208 | 181.80K | 2.85M | Mar 31, 2026 |
| 10 | COHEN & STEERS, INC. | 1284812 | 177.46K | 2.78K | Mar 31, 2026 |
| 11 | J.W. COLE ADVISORS, INC. | 1404763 | 136.17K | 2.20M | Dec 31, 2025 |
| 12 | RAYMOND JAMES FINANCIAL INC | 720005 | 119.87K | 1.88M | Mar 31, 2026 |
| 13 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 107.22K | 1.72M | Mar 31, 2023 |
| 14 | DANDA TROUVE INVESTMENT MANAGEMENT, INC. | 1805604 | 106.47K | 1.71K | Sep 30, 2022 |
| 15 | ADVISORY RESOURCE GROUP | 1764968 | 100.11K | 1.57M | Mar 31, 2026 |
| 16 | FIERA CAPITAL CORP | 1505817 | 98.96K | 1.55M | Mar 31, 2026 |
| 17 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 87.94K | 1.38M | Mar 31, 2026 |
| 18 | RAYMOND JAMES & ASSOCIATES | 1084208 | 81.84K | 1.55M | Sep 30, 2024 |
| 19 | BANK OF AMERICA CORP /DE/ | 70858 | 77.97K | 1.22M | Mar 31, 2026 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 50.35K | 789.92K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.