Who owns John Hancock Investments - Preferred Income ETF?
Institutional ownership of JHPI from SEC Form 13F filings across 35 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.
35
13F holders
$88.8M
value, 2026 filers
78.4%
of shares outstanding (4.2M 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 JHPI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.1M | $25.5M | 0.0% | 21% | +11.6% |
| 2 | PTM WEALTH MANAGEMENT, LLC | 558,563 | $12.6M | 5.7% | 10.4% | +11.5% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 465,439 | $10.6M | 0.0% | 8.7% | +106.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 317,351 | $7.2M | 0.0% | 5.9% | +9.5% |
| 5 | OSAIC HOLDINGS, INC. | 262,570 | $6.0M | 0.0% | 4.9% | +16.4% |
| 6 | JONES FINANCIAL COMPANIES LLLP | 181,169 | $4.1M | 0.0% | 3.4% | +78.9% |
| 7 | Janney Montgomery Scott LLC | 158,475 | $3,597 | 0.0% | 3% | +5.7% |
| 8 | Burk Holdings LLC | 155,379 | $3.5M | 1.3% | 2.9% | +9.7% |
| 9 | Sanctuary Advisors, LLC | 145,931 | $3.3M | 0.0% | 2.7% | -0.1% |
| 10 | Mutual Advisors, LLC | 133,940 | $3.0M | 0.1% | 2.5% | +5.8% |
| 11 | Cambridge Investment Research Advisors, Inc. | 70,698 | $1,605 | 0.0% | 1.3% | +251.3% |
| 12 | 1620 INVESTMENT ADVISORS, INC. | 67,434 | $1.5M | 0.9% | 1.3% | +3.8% |
| 13 | &PARTNERS | 64,636 | $1.5M | 0.0% | 1.2% | +1.1% |
| 14 | Meridian Wealth Management, LLC | 59,387 | $1.3M | 0.0% | 1.1% | -8.1% |
| 15 | Cetera Investment Advisers | 56,290 | $1.3M | 0.0% | 1.1% | +51.1% |
| 16 | HighTower Advisors, LLC | 55,758 | $1.3M | 0.0% | 1% | +58.1% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 52,816 | $1.2M | 0.0% | 1% | +6.2% |
| 18 | Rockefeller Capital Management L.P. | 42,539 | $965,624 | 0.0% | 0.8% | +8.6% |
| 19 | Beacon Financial Advisory LLC | 38,712 | $878,740 | 0.2% | 0.7% | +1.5% |
| 20 | NATIXIS ADVISORS, LLC | 33,966 | $771 | 0.0% | 0.6% | +58.2% |
| 21 | NewEdge Advisors, LLCNEW | 33,245 | $754,631 | 0.0% | 0.6% | new |
| 22 | J.W. COLE ADVISORS, INC.NEW | 24,967 | $566,750 | 0.0% | 0.5% | new |
| 23 | HighPoint Advisor Group LLC | 17,455 | $396,216 | 0.0% | 0.3% | -32.8% |
| 24 | ZACKS INVESTMENT MANAGEMENT | 14,743 | $334,660 | 0.0% | 0.3% | -18.6% |
| 25 | LAUREL OAK WEALTH MANAGEMENT, LLC | 14,160 | $321,426 | 0.0% | 0.3% | +5.5% |
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.