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 2026
Institutional positions in John Hancock Diversified Income Fund as of Jun 30, 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
- 36
- +3 vs. Q1 2026
- Shares held
- 3.58M
- +133.4K (+3.9%) vs. Q1 2026
- Total value
- $41.1M
- +$3.62M (+9.7%) vs. Q1 2026
- New holders
- 5
- 15 more added
- Sold out
- 2
- 11 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 217 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 380 | $4.36K | 0.00% | +380 | New |
| Harbour Investments, Inc. | 1,100 | $12.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,208 | $13.9K | 0.00% | +1,208 | New |
| UBS Group AG | 1,666 | $19.1K | 0.00% | −4,858−74.5% | Reduced |
| Colonial Trust Co | 2,365 | $26.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,285 | $49.2K | 0.00% | 00.0% | Unchanged |
| Advisory Solutions Group, LLC | 10,402 | $119.4K | 0.04% | +10,402 | New |
| The PNC Financial Services Group, Inc. | 13,865 | $159.2K | 0.00% | +3,865+38.7% | Added |
| National Asset Management, Inc. | 14,600 | $165.7K | 0.01% | −1,552−9.6% | Reduced |
| NWF Advisory Services Inc. | 15,400 | $176.8K | 0.02% | −3,000−16.3% | Reduced |
| XTX Topco Ltd | 17,333 | $199.0K | 0.00% | +17,333 | New |
| Cetera Investment Advisers | 19,431 | $223.1K | 0.00% | +907+4.9% | Added |
| Shaker Financial Services, LLC | 25,429 | $291.9K | 0.09% | −2,552−9.1% | Reduced |
| Dakota Wealth Management | 25,770 | $295.8K | 0.01% | +25,770 | New |
| Advisor Group Holdings, Inc. | 27,754 | $318.6K | 0.00% | +3,576+14.8% | Added |
| Raymond James Financial Inc | 31,866 | $365.8K | 0.00% | +203+0.6% | Added |
| Sax Wealth Advisors, LLC | 33,953 | $368.7K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 40,936 | $469.9K | 0.00% | −1,947−4.5% | Reduced |
| Royal Bank of Canada | 43,382 | $498.0K | 0.00% | −2,927−6.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 44,498 | $510.8K | 0.00% | +3,999+9.9% | Added |
| Kestra Advisory Services, LLC | 44,860 | $515.0K | 0.00% | +6,397+16.6% | Added |
| Ameriprise Financial Inc | 59,744 | $685.9K | 0.00% | −19,631−24.7% | Reduced |
| Kovack Advisors, Inc. | 64,341 | $739.8K | 0.04% | +3,741+6.2% | Added |
| Wells Fargo & Company | 68,337 | $784.5K | 0.00% | +359+0.5% | Added |
| 1607 Capital Partners, LLC | 79,413 | $911.7K | 0.08% | −54,496−40.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 109,712 | $1.26M | 0.16% | +378+0.3% | Added |
| Morgan Stanley | 142,939 | $1.64M | 0.00% | −4,782−3.2% | Reduced |
| Principal Securities, Inc. | 153,377 | $1.76M | 0.02% | +6,100+4.1% | Added |
| Envestnet Asset Management Inc | 154,332 | $1.77M | 0.00% | +16,864+12.3% | Added |
| Invesco Ltd. | 159,131 | $1.83M | 0.00% | +28,470+21.8% | Added |
| Commonwealth Equity Services, LLC | 171,821 | $1.97M | 0.00% | +17,711+11.5% | Added |
| Pathstone Holdings, LLC | 232,244 | $2.67M | 0.01% | −289,797−55.5% | Reduced |
| Bank of America Corp | 306,653 | $3.52M | 0.00% | +2,132+0.7% | Added |
| Bulldog Investors, LLP | 550,968 | $6.33M | 1.39% | −7,323−1.3% | Reduced |
| Karpus Management, Inc. | 909,620 | $10.4M | 0.30% | +391,119+75.4% | Added |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −13,376−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |