JHI · John Hancock Investors Trust · Holdings

$12.61 -0.35 (-2.70%) At close · Sep 11

Market Cap

$117.35M

8.74M

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 →

Quarter:

Holders: 37

Total Value: $37,327,564

Total Shares: 2,802,371

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 37 13F filers · Δ vs Mar 31, 2026

Top Holder

27.9%

+4.8 pts

Top 5

59.2%

−1.5 pts

Top 10

79.9%

−1.2 pts

HHI

1,170

Broadly held+44

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +7.2%

Shares held: +3.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid SIT INVESTMENT ASSOCIATES INC	+157,281	781,653
Large OSAIC HOLDINGS, INC.	+48,332	104,254
Mid Advisors Asset Management, Inc.	+27,798	231,613
Mid WOLVERINE ASSET MANAGEMENT LLC	+11,801	13,613
Small Shaker Financial Services, LLC	+9,694	131,272

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid 1607 Capital Partners, LLC	−164,611	350,331
Mid PHILADELPHIA TRUST CO	−7,100	23,713
Mega LPL Financial LLC	−4,787	95,077
Mega BANK OF AMERICA CORP /DE/	−2,800	30,745
Mega Invesco Ltd.	−2,766	127,281

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small INVICTUS PRIVATE WEALTH, LLC	18,029	$240,146
Small Logan Stone Capital, LLC	11,969	$159,427
Mid IFP Advisors, Inc	2,409	$32,087

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mid Advisory Services Network, LLC	621	$8,017

Filter: New 3 Increased 10 Reduced 12 Sold out 1 Unchanged 12

Showing 37 of 37

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

SIT INVESTMENT ASSOCIATES INC

$10,411,617

27.89%

781,653

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	781,653	$10,411,617	100.0%	Sole

1607 Capital Partners, LLC

$4,666,408

12.50%

350,331

Advisors Asset Management, Inc.

$3,085,085

8.26%

231,613

GUGGENHEIM CAPITAL LLC

$2,101,908

5.63%

157,801

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	157,436	$2,097,047	99.8%	Defined
SECURITY INVESTORS LLC	365	$4,861	0.2%	Defined

MORGAN STANLEY

$1,826,171

4.89%

137,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	137,100	$1,826,171	100.0%	Defined

Shaker Financial Services, LLC

$1,748,543

4.68%

131,272

Invesco Ltd.

$1,695,382

4.54%

127,281

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	127,281	$1,695,382	100.0%	Defined

Capital Investment Advisors, LLC

$1,622,336

4.35%

121,797

OSAIC HOLDINGS, INC.

$1,388,663

3.72%

104,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	104,254	$1,388,663	100.0%	Defined

LPL Financial LLC

$1,266,425

3.39%

95,077

Integrated Wealth Concepts LLC

$985,320

2.64%

73,973

RIVERBRIDGE PARTNERS LLC

$654,451

1.75%

49,133

Stratos Wealth Partners, LTD.

$612,093

1.64%

45,953

Morey & Quinn Wealth Partners, LLC

$552,473

1.48%

41,477

Aviance Capital Partners, LLC

$489,030

1.31%

36,714

NewEdge Advisors, LLC

$433,619

1.16%

32,554

BANK OF AMERICA CORP /DE/

$409,523

1.10%

30,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	30,745	$409,523	100.0%	Defined

ROBINSON CAPITAL MANAGEMENT, LLC

$374,411

1.00%

28,109

COHEN & STEERS, INC.

$318,707

0.85%

23,927

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	23,927	$318,707	100.0%	Sole

PHILADELPHIA TRUST CO

$315,857

0.85%

23,713

AMERIPRISE FINANCIAL INC

$314,591

0.84%

23,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	23,618	$314,591	100.0%	Defined

World Investment Advisors

$308,904

0.83%

23,191

Noble Wealth Management PBC

$251,082

0.67%

18,850

INVICTUS PRIVATE WEALTH, LLC

$240,146

0.64%

18,029

HOERTKORN RICHARD CHARLES

$186,480

0.50%

14,000

WOLVERINE ASSET MANAGEMENT LLC

$181,325

0.49%

13,613

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	13,613	$181,325	100.0%	Defined

UBS Group AG

$175,690

0.47%

13,190

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	13,190	$175,690	100.0%	Defined

Logan Stone Capital, LLC

$159,427

0.43%

11,969

Hennion & Walsh Asset Management, Inc.

$137,475

0.37%

10,321

Cambridge Investment Research Advisors, Inc.

$133,559

0.36%

10,027

WELLS FARGO & COMPANY/MN

$132,280

0.35%

9,931

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	9,071	$120,825	91.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	860	$11,455	8.7%	Defined

ROYAL BANK OF CANADA

$95,784

0.26%

7,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	7,191	$95,784	100.0%	Defined

IFP Advisors, Inc

$32,087

0.09%

2,409

SHP Wealth Management

$13,413

0.04%

1,007

HIGHLINE WEALTH PARTNERS LLC

$3,996

0.01%

300

HOEY INVESTMENTS, INC

$2,957

0.01%

222

Smartleaf Asset Management LLC

$346

0.00%

Key facts CIK 759828 CUSIP 410142103 13F (30d) 14 filings 14 filers Visit website