Institutional Ownership
Hancock John Invt Tr II
CUSIP 410142103COMJHIQ1 2026
13D / 13G Filings
13
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
11.0%
Max % of class reported
Institutional Holders
34
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
13 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | First Trust Portfolios L.P. | 13G/A | 4.8% | 418.9K | SEC |
| 2 | Jul 7, 2025 | Sit Investment Associates, Inc. | 13G | 11.0% | 441.9K | SEC |
| 3 | Feb 13, 2025 | 1607 Capital Partners, LLC | 13G | 6.1% | 536.5K | SEC |
| 4 | Nov 14, 2024 | 1607 Capital Partners, LLC | 13G/A | 4.4% | 382.4K | SEC |
| 5 | Oct 18, 2024 | First Trust Portfolios LP | 13G | 5.0% | 438.1K | SEC |
| 6 | Feb 8, 2024 | 1607 Capital Partners, LLC | 13G | 8.8% | 766.9K | SEC |
| 7 | Feb 7, 2024 | First Trust Portfolios LP | 13G/A | 3.0% | 258.4K | SEC |
| 8 | Jan 13, 2023 | First Trust Portfolios LP | 13G/A | 5.8% | 503.8K | SEC |
| 9 | Feb 14, 2022 | 1607 Capital Partners, LLC | 13G/A | — | — | SEC |
| 10 | Jan 18, 2022 | First Trust Portfolios LP | 13G | 7.8% | 676.6K | SEC |
3 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Hancock John Invt Tr II.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 514.9K | $6.65M |
| 2 | Advisors Asset Management, Inc. | 203.8K | $2.63M |
| 3 | Guggenheim Capital LLC | 156.4K | $2.02M |
| 4 | Morgan Stanley | 139.1K | $1.80M |
| 5 | Invesco Ltd. | 130.0K | $1.68M |
| 6 | Capital Investment Advisors, LLC | 123.2K | $1.59M |
| 7 | Shaker Financial Services, LLC | 121.6K | $1.57M |
| 8 | Lpl Financial LLC | 99.9K | $1.29M |
| 9 | Integrated Wealth Concepts LLC | 74.1K | $956.5K |
| 10 | Osaic Holdings, Inc. | 55.9K | $722.0K |