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Kovack Advisors, Inc.

Position in HEQ — John Hancock Diversified Income Fund

CIK 1728321 FT. LAUDERDALE, FL

Position in HEQ

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$658,116
+$85,829 QoQ
Shares Held
60,600
+13.8% QoQ
Ownership
0.503%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#14
of 33 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in HEQ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Kovack Advisors, Inc. holds $56,022,887 across 99 Asset Management names. HEQ ranks #24 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HEQ

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $658,116 60,600
2025-12-31 $572,287 53,236
2025-09-30 $245,589 23,060
2025-06-30 $199,909 18,895
2025-03-31 $176,664 16,987
2024-12-31 $151,710 14,859
2024-09-30 $145,100 13,227
2024-06-30 $111,754 10,756