John Hancock Diversified Income Fund
HEQ- Exchange
- NYSE
- SEC CIK
- 0001496749
In the last 90 days, John Hancock Diversified Income Fund insiders filed 1 open-market purchase and 0 sales; 36 institutions reported holding it in 13F filings for Q2 2026, worth $41.1M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in John Hancock Diversified Income Fund as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 32
- 0 vs. Q1 2025
- Shares held
- 2.79M
- −11.9K (−0.4%) vs. Q1 2025
- Total value
- $29.5M
- +$413.4K (+1.4%) vs. Q1 2025
- New holders
- 3
- 11 more added
- Sold out
- 3
- 15 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HEQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 36 | $41.1M |
| Q1 2026 | 33 | $37.5M |
| Q4 2025 | 35 | $34.4M |
| Q3 2025 | 34 | $30.7M |
| Q2 2025 | 32 | $29.5M |
| Q1 2025 | 32 | $29.1M |
| Q4 2024 | 34 | $27.8M |
| Q3 2024 | 34 | $29.7M |
| Q2 2024 | 35 | $27.7M |
| Q1 2024 | 32 | $28.3M |
| Q4 2023 | 31 | $27.5M |
| Q3 2023 | 25 | $22.7M |
| Q2 2023 | 22 | $24.8M |
| Q1 2023 | 19 | $23.8M |
| Q4 2022 | 21 | $23.5M |
| Q3 2022 | 19 | $24.5M |
| Q2 2022 | 22 | $24.3M |
| Q1 2022 | 18 | $27.4M |
| Q4 2021 | 19 | $30.6M |
| Q3 2021 | 26 | $28.7M |
| Q2 2021 | 25 | $33.1M |
| Q1 2021 | 26 | $38.0M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 415,930 | $4.40M | 0.00% | −8,446−2.0% | Reduced |
| Bank of America Corp | 288,281 | $3.05M | 0.00% | +30,102+11.7% | Added |
| Saba Capital Management, L.P. | 230,747 | $2.44M | 0.07% | +18,738+8.8% | Added |
| Shaker Financial Services, LLC | 224,964 | $2.38M | 0.86% | −19,893−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 155,034 | $1.64M | 0.00% | +1,497+1.0% | Added |
| Principal Securities, Inc. | 150,480 | $1.59M | 0.03% | +1,239+0.8% | Added |
| 1607 Capital Partners, LLC | 135,375 | $1.43M | 0.12% | −8,300−5.8% | Reduced |
| Envestnet Asset Management Inc | 133,693 | $1.41M | 0.00% | +3,171+2.4% | Added |
| CNH Partners LLC | 123,901 | $1.31M | 0.03% | −10,206−7.6% | Reduced |
| Wells Fargo & Company | 97,864 | $1.04M | 0.00% | −730−0.7% | Reduced |
| Invesco Ltd. | 82,618 | $874.1K | 0.00% | +24,431+42.0% | Added |
| Pathstone Holdings, LLC | 78,722 | $832.9K | 0.00% | +13,980+21.6% | Added |
| Wolverine Asset Management LLC | 66,538 | $704.0K | 0.01% | −22,044−24.9% | Reduced |
| Advisors Asset Management, Inc. | 64,426 | $681.6K | 0.01% | −948−1.5% | Reduced |
| Ameriprise Financial Inc | 57,406 | $607.4K | 0.00% | −2,670−4.4% | Reduced |
| Guggenheim Capital LLC | 56,997 | $603.0K | 0.00% | −43,573−43.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 54,694 | $578.7K | 0.10% | +2,570+4.9% | Added |
| Royal Bank of Canada | 46,287 | $490.0K | 0.00% | +3,147+7.3% | Added |
| Kestra Advisory Services, LLC | 44,450 | $470.3K | 0.00% | −2,050−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 43,382 | $459.0K | 0.00% | −213−0.5% | Reduced |
| Two Sigma Investments, LP | 32,587 | $344.8K | 0.00% | +32,587 | New |
| Robinson Capital Management, LLC | 30,308 | $320.7K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 25,977 | $274.8K | 0.00% | −3,387−11.5% | Reduced |
| Raymond James Financial Inc | 25,951 | $274.6K | 0.00% | −122−0.5% | Reduced |
| UBS Group AG | 25,313 | $267.8K | 0.00% | −1,325−5.0% | Reduced |
| Karpus Management, Inc. | 22,593 | $239.0K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 19,200 | $203.1K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 18,895 | $199.9K | 0.02% | +1,908+11.2% | Added |
| Avantax Advisory Services, Inc. | 16,549 | $175.1K | 0.00% | −961−5.5% | Reduced |
| National Asset Management, Inc. | 15,869 | $167.9K | 0.01% | +15,869 | New |
| Comerica Bank | 4,094 | $43.3K | 0.00% | +94+2.4% | Added |
| Allworth Financial LP | 470 | $4.97K | 0.00% | +470 | New |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,948−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −12,667−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −10,208−100.0% | Sold out |