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Equibles

HPF · John Hancock Preferred Income Fund II · Holdings

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$13.25 -0.40 (-2.93%) At close · Oct 5
Rebalance outlook locked
Market Cap
$298.35M
Shares
21.65M
Volume · Oct 5 88.32K Avg daily vol (3M) 51.26K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 48
Total Value: $43,180,764
Total Shares: 2,720,907

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 48 13F filers · Δ vs Mar 31, 2026
Top Holder
15.4%
Sep 2023 → Jun 2026 · range 13.8% – 21.2%
+0.8 pts
Top 5
55.5%
Sep 2023 → Jun 2026 · range 50.9% – 57.7%
−2.3 pts
Top 10
78.2%
Sep 2023 → Jun 2026 · range 72.1% – 80.2%
−2.0 pts
HHI
807
Sep 2023 → Jun 2026 · range 727 – 917
Broadly held−33

Quarterly Activity

vs Mar 31, 2026
New
8
Increased
12
Decreased
15
Sold Out
4
Unchanged
13
Holder count: +4
Institutional value: +9.3%
Shares held: +7.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
GUGGENHEIM CAPITAL LLC +50,405 419,732
UBS Group AG +24,996 378,633
OSAIC HOLDINGS, INC. +7,328 54,223
BANK OF AMERICA CORP /DE/ +3,916 50,878
WELLS FARGO & COMPANY/MN +3,443 85,467

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Axim Planning & Wealth −26,897 245,354
LPL Financial LLC −7,108 88,783
Koshinski Asset Management, Inc. −6,110 20,218
Kestra Advisory Services, LLC −1,975 67,469
Larson Financial Group LLC −1,470 550

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
J.W. COLE ADVISORS, INC. 124,316 $1,972,894
Ameritas Advisory Services, LLC 24,203 $384,101
Arlington Capital Management, Inc. 16,045 $254,634
Global Retirement Partners, LLC 2,679 $42,515
Arax Advisory Partners 2,450 $38,881

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
KESTRA PRIVATE WEALTH SERVICES, LLC 20,222 $315,665
IHT Wealth Management, LLC 11,001 $171,725
Advisory Services Network, LLC 206 $3,215
Sound Income Strategies, LLC 200 $3,122
Filter: New 8 Increased 12 Reduced 15 Sold out 4 Unchanged 13
Showing 48 of 48
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
GUGGENHEIM CAPITAL LLC $6,661,146 15.43% 419,732
UBS Group AG $6,008,904 13.92% 378,633
Janney Montgomery Scott LLC $4,606,394 10.67% 290,258
Axim Planning & Wealth $3,893,767 9.02% 245,354
MORGAN STANLEY $2,782,422 6.44% 175,326
COHEN & STEERS, INC. $2,737,368 6.34% 172,487
Invesco Ltd. $2,339,269 5.42% 147,402
J.W. COLE ADVISORS, INC. $1,972,894 4.57% 124,316
LPL Financial LLC $1,408,986 3.26% 88,783
WELLS FARGO & COMPANY/MN $1,356,360 3.14% 85,467
Kestra Advisory Services, LLC $1,070,733 2.48% 67,469
Everstar Asset Management, LLC $884,911 2.05% 55,760
OSAIC HOLDINGS, INC. $860,518 1.99% 54,223
BANK OF AMERICA CORP /DE/ $807,433 1.87% 50,878
COMMONWEALTH EQUITY SERVICES, LLC $501,492 1.16% 31,600
ROYAL BANK OF CANADA $476,734 1.10% 30,040
Cetera Investment Advisers $464,752 1.08% 29,285
RAYMOND JAMES FINANCIAL INC $414,015 0.96% 26,088
Ameritas Advisory Services, LLC $384,101 0.89% 24,203
WEDBUSH SECURITIES INC $374,055 0.87% 23,570
Kapstone Financial Advisors LLC $329,191 0.76% 20,743
Koshinski Asset Management, Inc. $320,859 0.74% 20,218
Vanguard Capital Wealth Advisors $317,400 0.74% 20,000
NewEdge Advisors, LLC $284,199 0.66% 17,908
Arlington Capital Management, Inc. $254,634 0.59% 16,045
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $229,718 0.53% 14,475
StoneX Group Inc. $219,164 0.51% 13,810
STIFEL FINANCIAL CORP $207,658 0.48% 13,085
Private Advisor Group, LLC $193,312 0.45% 12,181
Spire Wealth Management $192,027 0.44% 12,100
Live Oak Private Wealth LLC $172,840 0.40% 10,891
MSH Capital Advisors LLC $165,095 0.38% 10,403
WEBSTER BANK, N. A. $45,689 0.11% 2,879
Global Retirement Partners, LLC $42,515 0.10% 2,679
Arax Advisory Partners $38,881 0.09% 2,450
Glass Jacobson Investment Advisors llc $31,343 0.07% 1,975
ARMSTRONG ADVISORY GROUP, INC $30,232 0.07% 1,905
SOA Wealth Advisors, LLC. $26,629 0.06% 1,678
Anchor Investment Management, LLC $18,298 0.04% 1,153
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $9,522 0.02% 600
HIGHLINE WEALTH PARTNERS LLC $9,283 0.02% 585
COUNTRY TRUST BANK $8,728 0.02% 550
Larson Financial Group LLC $8,728 0.02% 550
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $7,935 0.02% 500
Dunhill Financial, LLC $7,220 0.02% 455
Farther Finance Advisors, LLC $2,539 0.01% 160
ASSETMARK, INC $856 0.00% 54
HUNTINGTON NATIONAL BANK $15 0.00% 1
Key facts CIK 1189740 CUSIP 41013X106 13F (30d) 1 filings 1 filers Visit website