BOSTON, MA
JOHN HANCOCK PREFERRED INCOME FUNDHPI— Latest position per institution from SEC 13F filings
15
Institutional holders
3.86M
Total shares held
58.11M
Estimated value
192.80K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
654.44K
Value
10.61M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
595K
Value
9.64M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
277.90K
Value
4.50M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
277.82K
Value
4.50M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
260.20K
Value
4.22M
Filed
Jun 30, 2026
TSP CAPITAL MANAGEMENT GROUP, LLC
CIK 1317208
Shares
202.63K
Value
3.28M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
194.89K
Value
3.16M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
180.41K
Value
2.92M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
177.46K
Value
2.88K
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
152.48K
Value
2.47M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
118.47K
Value
1.92M
Filed
Jun 30, 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
FIERA CAPITAL CORP
CIK 1505817
Shares
102K
Value
1.65M
Filed
Jun 30, 2026
ADVISORY RESOURCE GROUP
CIK 1764968
Shares
100.19K
Value
1.62M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
81.84K
Value
1.55M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
81.79K
Value
1.33M
Filed
Jun 30, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
80.97K
Value
1.31M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
52.07K
Value
844.03K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
51.79K
Value
839.53K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | UBS GROUP AG | 1610520 | 654.44K | 10.61M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 595K | 9.64M | Jun 30, 2026 |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 277.90K | 4.50M | Jun 30, 2026 |
| 4 | ROYAL BANK OF CANADA | 1000275 | 277.82K | 4.50M | Jun 30, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 260.20K | 4.22M | Jun 30, 2026 |
| 6 | TSP CAPITAL MANAGEMENT GROUP, LLC | 1317208 | 202.63K | 3.28M | Jun 30, 2026 |
| 7 | LPL FINANCIAL LLC | 1403438 | 194.89K | 3.16M | Jun 30, 2026 |
| 8 | INVESCO LTD. | 914208 | 180.41K | 2.92M | Jun 30, 2026 |
| 9 | COHEN & STEERS, INC. | 1284812 | 177.46K | 2.88K | Jun 30, 2026 |
| 10 | J.W. COLE ADVISORS, INC. | 1404763 | 152.48K | 2.47M | Jun 30, 2026 |
| 11 | RAYMOND JAMES FINANCIAL INC | 720005 | 118.47K | 1.92M | Jun 30, 2026 |
| 12 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 107.22K | 1.72M | Mar 31, 2023 |
| 13 | DANDA TROUVE INVESTMENT MANAGEMENT, INC. | 1805604 | 106.47K | 1.71K | Sep 30, 2022 |
| 14 | FIERA CAPITAL CORP | 1505817 | 102K | 1.65M | Jun 30, 2026 |
| 15 | ADVISORY RESOURCE GROUP | 1764968 | 100.19K | 1.62M | Jun 30, 2026 |
| 16 | RAYMOND JAMES & ASSOCIATES | 1084208 | 81.84K | 1.55M | Sep 30, 2024 |
| 17 | BANK OF AMERICA CORP /DE/ | 70858 | 81.79K | 1.33M | Jun 30, 2026 |
| 18 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 80.97K | 1.31M | Jun 30, 2026 |
| 19 | CETERA INVESTMENT ADVISERS | 1666741 | 52.07K | 844.03K | Jun 30, 2026 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 51.79K | 839.53K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.