HPFHANCOCK JOHN PFD INCOME FD I
CUSIP 41013X106 · Yahoo Finance ↗ · Google Finance ↗
Hancock John Pfd Income Fd I (HPF) has 44 institutional holders in Filings Flow’s 13F database, together reporting 2.51M shares worth $32M as of Q1 2026. The largest reported holders are Guggenheim Capital LLC, Ubs Group AG, and Axim Planning & Wealth.
Institutional Holders
44
Q1 2026
Reported Value
$32M
Ticker
HPF
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Everstar Asset Management, LLC$188M AUM | 0.46% | $870,414 | 55.8K | Q1 2026 |
| Vanguard Capital Wealth Advisors$108M AUM | 0.29% | $309,078 | 19.8K | Q1 2026 |
| Kapstone Financial Advisors LLC$204M AUM | 0.14% | $292,578 | 18.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 144.0K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.04% | $6M | 369.3K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.03% | $162,391 | 10.4K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $410,976 | 26.3K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 0.02% | $170,009 | 10.9K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $30,830 | 2.0K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $71,746 | 4.5K | Q2 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $163,421 | 10.5K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $194,516 | 11.5K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $71,444 | 4.2K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $111,008 | 6.6K | Q3 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $300,825 | 18.9K | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $199,141 | 12.8K | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $26,194 | 1.7K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $44,941 | 2.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 69.4K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $171,726 | 11.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $315,669 | 20.2K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $27,680 | 1.6K | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $8,035 | 500 | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $66,186 | 4.2K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $6,244 | 400 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $17,998 | 1.2K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $15,810 | 1.0K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $299,037 | 18.6K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $732,055 | 46.9K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $112,013 | 7.1K | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $31,532 | 2.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $196,936 | 12.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 353.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $46,169 | 2.9K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $507,610 | 32.5K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $9,390 | 600 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $9,642 | 600 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $457,593 | 29.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $228,702 | 14.8K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $300,580 | 19.0K | Q2 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $11,603 | 722 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 95.9K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 148.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 82.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $68,710 | 4.3K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $220,599 | 14.1K | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $8,586 | 550 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 166.0K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,130 | 200 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $365,426 | 23.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $466,000 | 29.8K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $70,726 | 4.5K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $733,074 | 47.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,216 | 206 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $50,550 | 3.0K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $180,353 | 11.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $2,504 | 160 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $195,604 | 12.2K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $843 | 54 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $16 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.