Shaker Financial Services, LLC
Position in JHI — John Hancock Investors Trust
CIK 1511794
Arlington, VA
Position in JHI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,748,543
+$178,972 QoQ
Shares Held
131,272
+8.0% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1
of 11 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. JHI ranks #64 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAB |
Gabelli Equity Trust Inc
|
2,073,169 | $11,734,136 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
605,745 | $11,188,110 | |
| 3 | USA |
Liberty All Star Equity Fund
|
1,646,776 | $9,567,768 | |
| 4 | SPE |
Special Opportunities Fund, Inc.
|
664,992 | $8,957,442 | |
| 5 | JCE |
Nuveen Core Equity Alpha Fund
|
519,128 | $8,492,934 | |
| 6 | ASG |
Liberty All Star Growth Fund Inc.
|
1,527,646 | $8,356,223 | |
| 7 | FFA |
First Trust Enhanced Equity Income Fund
|
328,741 | $7,350,648 | |
| 8 | SOR |
Source Capital /De/
|
153,966 | $7,077,817 |
All Filings in JHI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,543 | 131,272 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,569,571 | 121,578 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,874,485 | 137,124 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,444,906 | 174,761 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,537,638 | 183,223 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,986,634 | 146,399 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,437,959 | 105,114 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,946,888 | 138,470 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,706,403 | 203,489 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,904,701 | 220,220 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,516,584 | 194,481 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,829,231 | 150,554 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,832,104 | 144,945 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,752,273 | 138,083 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $721,112 | 57,505 | Shares | Sole | 2023-02-03 | |
| 2021-09-30 | $248,215 | 13,302 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $309,183 | 16,411 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $571,110 | 31,746 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $700,402 | 40,556 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $448,590 | 28,338 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,234,146 | 79,571 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,648,583 | 131,048 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||