Who owns John Hancock Diversified Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HEQ from SEC Form 13F filings across 36 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 36 institutions disclosed 3.6M shares of John Hancock Diversified Income Fund worth $41.1M — about 29.6% of shares outstanding; the largest disclosed holder is Karpus Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$41.1M
value, 2026 filers
29.6%
of shares outstanding (3.6M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HEQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 909,620 | $10.4M | 0.3% | 7.5% | +75.4% |
| 2 | Bulldog Investors, LLP | 550,968 | $6.3M | 1.4% | 4.6% | -1.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 306,653 | $3.5M | 0.0% | 2.5% | +0.7% |
| 4 | Pathstone Holdings, LLC | 232,244 | $2.7M | 0.0% | 1.9% | -55.5% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 171,821 | $2.0M | 0.0% | 1.4% | +11.5% |
| 6 | Invesco Ltd. | 159,131 | $1.8M | 0.0% | 1.3% | +21.8% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 154,332 | $1.8M | 0.0% | 1.3% | +12.3% |
| 8 | PRINCIPAL SECURITIES, INC. | 153,377 | $1.8M | 0.0% | 1.3% | +4.1% |
| 9 | MORGAN STANLEY | 142,939 | $1.6M | 0.0% | 1.2% | -3.2% |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 109,712 | $1.3M | 0.2% | 0.9% | +0.3% |
| 11 | 1607 Capital Partners, LLC | 79,413 | $911,661 | 0.1% | 0.7% | -40.7% |
| 12 | WELLS FARGO & COMPANY/MN | 68,337 | $784,503 | 0.0% | 0.6% | +0.5% |
| 13 | Kovack Advisors, Inc. | 64,341 | $739,825 | 0.0% | 0.5% | +6.2% |
| 14 | AMERIPRISE FINANCIAL INC | 59,744 | $685,856 | 0.0% | 0.5% | -24.7% |
| 15 | Kestra Advisory Services, LLC | 44,860 | $514,989 | 0.0% | 0.4% | +16.6% |
| 16 | &PARTNERS | 44,498 | $510,832 | 0.0% | 0.4% | +9.9% |
| 17 | ROYAL BANK OF CANADA | 43,382 | $498,000 | 0.0% | 0.4% | -6.3% |
| 18 | LPL Financial LLC | 40,936 | $469,940 | 0.0% | 0.3% | -4.5% |
| 19 | SAX WEALTH ADVISORS, LLC | 33,953 | $368,730 | 0.0% | 0.3% | 0.0% |
| 20 | RAYMOND JAMES FINANCIAL INC | 31,866 | $365,822 | 0.0% | 0.3% | +0.6% |
| 21 | OSAIC HOLDINGS, INC. | 27,754 | $318,637 | 0.0% | 0.2% | +14.8% |
| 22 | Dakota Wealth ManagementNEW | 25,770 | $295,840 | 0.0% | 0.2% | new |
| 23 | Shaker Financial Services, LLC | 25,429 | $291,925 | 0.1% | 0.2% | -9.1% |
| 24 | Cetera Investment Advisers | 19,431 | $223,068 | 0.0% | 0.2% | +4.9% |
| 25 | XTX Topco LtdNEW | 17,333 | $198,983 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.