Institutional Ownership
Hancock John Invt Tr II
CUSIP 410142103COMJHIQ1 2026
Institutional Holders
34
13F filers
Shares Held
2.66M
Aggregate institutional
Institutional Value
$25.51M
Q1 2026
Net New Holders
+1
5 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased10
Decreased10
Sold out4
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 514.9K | $6.65M | +30.4K | Added |
| 2 | Advisors Asset Management, Inc. | 203.8K | $2.63M | +131.4K | Added |
| 3 | Guggenheim Capital LLC | 156.4K | $2.02M | −35.4K | Reduced |
| 4 | Morgan Stanley | 139.1K | $1.80M | −3.1K | Reduced |
| 5 | Invesco Ltd. | 130.0K | $1.68M | −594 | Reduced |
| 6 | Capital Investment Advisors, LLC | 123.2K | $1.59M | −2.7K | Reduced |
| 7 | Shaker Financial Services, LLC | 121.6K | $1.57M | −15.5K | Reduced |
| 8 | Lpl Financial LLC | 99.9K | $1.29M | −18.8K | Reduced |
| 9 | Integrated Wealth Concepts LLC | 74.1K | $956.5K | +1 | Added |
| 10 | Osaic Holdings, Inc. | 55.9K | $722.0K | −33.0K | Reduced |
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