B. Riley Wealth Advisors, Inc.
Position in HEQ — John Hancock Diversified Income Fund
CIK 1464811
MEMPHIS, TN
Position in HEQ
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$175,410
+$4,819 QoQ
Shares Held
16,152
+1.8% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#25
of 33 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HEQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026B. Riley Wealth Advisors, Inc. holds $46,111,557 across 69 Asset Management names. HEQ ranks #47 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
403,720 | $6,903,612 | |
| 2 | BX |
Blackstone Inc.
|
55,261 | $6,354,462 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
308,845 | $5,129,915 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
73,475 | $2,750,904 | |
| 5 | RA |
Brookfield Real Assets Income Fund Inc.
|
144,543 | $1,858,822 | |
| 6 | CSWC |
Capital Southwest Corp
|
69,760 | $1,543,091 | |
| 7 | GLAD |
Gladstone Capital Corp
|
88,295 | $1,531,918 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,756 | $1,416,997 |
All Filings in HEQ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,410 | 16,152 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $170,591 | 15,869 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $169,004 | 15,869 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $167,894 | 15,869 | Shares | Sole | 2025-08-19 | |
| 2024-06-30 | $508,216 | 48,914 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $470,329 | 44,836 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $476,460 | 47,409 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $429,080 | 44,836 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $461,815 | 42,840 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $461,931 | 39,719 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $377,798 | 32,852 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $319,768 | 27,145 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $252,113 | 21,420 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $229,223 | 17,619 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $229,034 | 17,618 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $219,135 | 17,461 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $204,172 | 15,386 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $185,401 | 15,386 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $128,677 | 11,248 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||