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, Q1 2026
Institutional positions in John Hancock Diversified Income Fund as of Mar 31, 2026. 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
- 33
- 0 vs. Q4 2025
- Shares held
- 3.45M
- +256.0K (+8.0%) vs. Q4 2025
- Total value
- $37.5M
- +$3.15M (+9.2%) vs. Q4 2025
- New holders
- 7
- 13 more added
- Sold out
- 7
- 11 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 217 | $2.36K | 0.00% | +217 | New |
| Harbour Investments, Inc. | 1,100 | $11.9K | 0.00% | +1,100 | New |
| Advisory Services Network, LLC | 1,301 | $14.1K | 0.00% | +1,301 | New |
| Colonial Trust Co | 2,365 | $25.0K | 0.00% | +2,365 | New |
| Fifth Third Bancorp | 4,285 | $46.5K | 0.00% | +4,285 | New |
| UBS Group AG | 6,524 | $70.9K | 0.00% | −10,479−61.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,000 | $108.6K | 0.00% | +10,000 | New |
| Robinson Capital Management, LLC | 13,376 | $154.1K | 0.07% | −20,403−60.4% | Reduced |
| National Asset Management, Inc. | 16,152 | $170.9K | 0.01% | +283+1.8% | Added |
| NWF Advisory Services Inc. | 18,400 | $199.8K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,524 | $201.2K | 0.00% | −111−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 24,178 | $262.6K | 0.00% | −10,224−29.7% | Reduced |
| Shaker Financial Services, LLC | 27,981 | $303.9K | 0.11% | −105,091−79.0% | Reduced |
| Raymond James Financial Inc | 31,663 | $343.9K | 0.00% | +5,388+20.5% | Added |
| Sax Wealth Advisors, LLC | 33,953 | $365.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 38,463 | $417.7K | 0.00% | −5,924−13.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,499 | $456.1K | 0.00% | +24,267+149.5% | Added |
| LPL Financial LLC | 42,883 | $465.7K | 0.00% | −1,100−2.5% | Reduced |
| Royal Bank of Canada | 46,309 | $503.0K | 0.00% | −104−0.2% | Reduced |
| Kovack Advisors, Inc. | 60,600 | $665.3K | 0.04% | +7,364+13.8% | Added |
| Wells Fargo & Company | 67,978 | $738.2K | 0.00% | −102−0.1% | Reduced |
| Ameriprise Financial Inc | 79,375 | $862.0K | 0.00% | +2,710+3.5% | Added |
| Blue Bell Private Wealth Management, LLC | 109,334 | $1.19M | 0.17% | +11,347+11.6% | Added |
| Invesco Ltd. | 130,661 | $1.42M | 0.00% | +11,206+9.4% | Added |
| 1607 Capital Partners, LLC | 133,909 | $1.45M | 0.10% | +4,127+3.2% | Added |
| Envestnet Asset Management Inc | 137,468 | $1.49M | 0.00% | +1,382+1.0% | Added |
| Principal Securities, Inc. | 147,277 | $1.60M | 0.02% | −94−0.1% | Reduced |
| Morgan Stanley | 147,721 | $1.60M | 0.00% | −158,096−51.7% | Reduced |
| Commonwealth Equity Services, LLC | 154,110 | $1.67M | 0.00% | +3,671+2.4% | Added |
| Bank of America Corp | 304,521 | $3.31M | 0.00% | +11,907+4.1% | Added |
| Karpus Management, Inc. | 518,501 | $5.63M | 0.18% | +518,501 | New |
| Pathstone Holdings, LLC | 522,041 | $5.67M | 0.02% | +274,382+110.8% | Added |
| Bulldog Investors, LLP | 558,291 | $6.06M | 1.36% | +176,527+46.2% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −281,328−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −76,020−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −47,578−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −36,559−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −27,364−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −22,424−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,350−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |