JOHN HANCOCK HDG EQ & INC FD

CUSIP: 47804L102 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

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

InstitutionSharesValue ($000)
Bulldog Investors, LLP381,764$4,104
MORGAN STANLEY305,817$3,288
BANK OF AMERICA CORP /DE/292,614$3,146
Saba Capital Management, L.P.281,328$3,024
Pathstone Holdings, LLC247,659$2,662
COMMONWEALTH EQUITY SERVICES, LLC150,439$1,617
PRINCIPAL SECURITIES, INC.147,371$1,584
ENVESTNET ASSET MANAGEMENT INC136,086$1,463
Shaker Financial Services, LLC133,072$1,431
1607 Capital Partners, LLC129,782$1,395
Invesco Ltd.119,455$1,284
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC97,987$1,053
AMERIPRISE FINANCIAL INC76,665$824
AQR Arbitrage LLC76,020$817
WELLS FARGO & COMPANY/MN68,080$732
Kovack Advisors, Inc.53,236$572
WOLVERINE ASSET MANAGEMENT LLC47,578$511
ROYAL BANK OF CANADA46,413$499
Kestra Advisory Services, LLC44,387$477
LPL Financial LLC43,983$473
Verition Fund Management LLC36,559$393
OSAIC HOLDINGS, INC.34,402$370
SAX WEALTH ADVISORS, LLC33,953$365
Robinson Capital Management, LLC33,779$363
TWO SIGMA INVESTMENTS, LP27,364$294
RAYMOND JAMES FINANCIAL INC26,275$282
Advisors Asset Management, Inc.22,424$241
Cetera Investment Advisers18,635$200
NWF Advisory Services Inc.18,400$198
UBS Group AG17,003$183
&PARTNERS16,232$174
B. Riley Wealth Advisors, Inc.15,869$171
XTX Topco Ltd13,350$144
COMERICA BANK4,285$46
Motiv8 Investments LLC589$0
Total (35 institutions)3,198,855$34,381