HANCOCK JOHN INVS TR

CUSIP: 410142103 Class: CEF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
SIT INVESTMENT ASSOCIATES INC597,048$8
1607 Capital Partners, LLC484,495$6,623
GUGGENHEIM CAPITAL LLC191,795$2,622
MORGAN STANLEY142,132$1,943
Shaker Financial Services, LLC137,124$1,874
Invesco Ltd.130,641$1,786
Capital Investment Advisors, LLC125,843$1,720
LPL Financial LLC118,694$1,623
OSAIC HOLDINGS, INC.88,936$1,216
Integrated Wealth Concepts LLC74,090$1,013
Advisors Asset Management, Inc.72,384$989
RIVERBRIDGE PARTNERS LLC45,908$628
Morey & Quinn Wealth Partners, LLC41,477$567
Stratos Wealth Partners, LTD.40,852$558
Aviance Capital Partners, LLC35,696$488
NewEdge Advisors, LLC34,854$476
BANK OF AMERICA CORP /DE/32,682$447
PHILADELPHIA TRUST CO30,813$0
AMERIPRISE FINANCIAL INC26,356$360
Noble Wealth Management PBC26,250$359
COHEN & STEERS, INC.23,927$0
Robinson Capital Management, LLC18,107$248
HOERTKORN RICHARD CHARLES14,000$191
UBS Group AG12,631$173
Cambridge Investment Research Advisors, Inc.10,719$0
ROYAL BANK OF CANADA6,714$91
WELLS FARGO & COMPANY/MN5,532$76
SHP Wealth Management1,007$14
FLAGSHIP HARBOR ADVISORS, LLC550$8
HIGHLINE WEALTH PARTNERS LLC300$4
CIBC Private Wealth Group, LLC251$3
HOEY INVESTMENTS, INC222$3
PNC Financial Services Group, Inc.148$2
Mascoma Wealth Management LLC50$1
Smartleaf Asset Management LLC26$0
Total (35 institutions)2,572,254$26,115