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John Hancock Income SEC TR (JHS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,490,233 from 1,490,233
Change0 (0%)
Value$15.5M (-$977.9K)
Filed 2026-11-04
Riverbridge Partners LLC
INCREASED
Shares212,978 from 206,659
Change+6,319 (+3%)
Value$2.2M (-$70.1K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares163,192 from 211,766
Change-48,574 (-23%)
Value$1.7M (-$642.6K)
Filed 2026-10-13
Fiera Capital Corp
UNCHANGED
Shares104,982 from 104,982
Change0 (0%)
Value$1.1M (-$68.9K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares49,232 from 54,880
Change-5,648 (-10%)
Value$510.5K (-$94.6K)
Filed 2026-11-06
Melfa Wealth Management, Inc.
UNCHANGED
Shares15,755 from 15,755
Change0 (0%)
Value$163.4K (-$10.3K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
NEW
Shares4,136
Change+4,136
Value$42.9K
Filed 2026-11-06
Fifth Third Bancorp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$25.9K (-$1.6K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$21.8K (-$1.4K)
Filed 2026-10-01
Eastern Bank
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$7.3K (-$460)
Filed 2026-10-05
Brick & Kyle, Associates
CLOSED
Shares0 from 20,335
Change-20,335 (-100%)
Value$0 (-$222.5K)
Filed 2026-11-05
Wolverine Asset Management LLC
CLOSED
Shares0 from 7,835
Change-7,835 (-100%)
Value$0 (-$86.4K)
Filed 2026-11-02
SIT Investment Associates Inc
N/A
Shares— from 3,356,948
Change-3,356,948 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,582,336
Change-1,582,336 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 846,161
Change-846,161 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 181,362
Change-181,362 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 62,824
Change-62,824 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 51,165
Change-51,165 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 44,065
Change-44,065 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,978
Change-29,978 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 26,842
Change-26,842 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,139
Change-20,139 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,568
Change-19,568 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,052
Change-18,052 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,461
Change-15,461 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,585
Change-14,585 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,555
Change-14,555 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,847
Change-9,847 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 250
Change-250 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 200
Change-200 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
UNCHANGED1,490,2331,490,23300%$16.4M$15.5M-$977.9K2026-11-04
Riverbridge Partners LLC
INCREASED212,978206,659+6,319+3%$2.3M$2.2M-$70.1K2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED163,192211,766-48,574-23%$2.3M$1.7M-$642.6K2026-10-13
Fiera Capital Corp
UNCHANGED104,982104,98200%$1.2M$1.1M-$68.9K2026-11-06
LPL Financial LLC
DECREASED49,23254,880-5,648-10%$605.1K$510.5K-$94.6K2026-11-06
Melfa Wealth Management, Inc.
UNCHANGED15,75515,75500%$173.7K$163.4K-$10.3K2026-11-06
PNC Financial Services Group, Inc.
NEW4,136—+4,136——$42.9K—2026-11-06
Fifth Third Bancorp
UNCHANGED2,5002,50000%$27.6K$25.9K-$1.6K2026-11-05
Noble Wealth Management PBC
UNCHANGED2,1002,10000%$23.2K$21.8K-$1.4K2026-10-01
Eastern Bank
UNCHANGED70070000%$7.7K$7.3K-$4602026-10-05
Brick & Kyle, Associates
CLOSED020,335-20,335-100%$222.5K$0-$222.5K2026-11-05
Wolverine Asset Management LLC
CLOSED07,835-7,835-100%$86.4K$0-$86.4K2026-11-02
SIT Investment Associates Inc
N/A—3,356,948-3,356,948-100%$37.0M———
1607 Capital Partners, LLC
N/A—1,582,336-1,582,336-100%$17.4M———
Karpus Management, Inc.
N/A—846,161-846,161-100%$9.3M———
Guggenheim Capital LLC
N/A—181,362-181,362-100%$2.0M———
Baird Financial Group, Inc.
N/A—62,824-62,824-100%$692.6K———
Rothschild Investment LLC
N/A—51,165-51,165-100%$564.1K———
Cary Street Partners Financial LLC
N/A—44,065-44,065-100%$485.8K———
Morgan Stanley
N/A—29,978-29,978-100%$330.5K———
Petra Financial Advisors Inc
N/A—26,842-26,842-100%$295.9K———
Raymond James Financial Inc
N/A—20,139-20,139-100%$222.0K———
Stifel Financial Corp
N/A—19,568-19,568-100%$215.7K———
Susquehanna International Group, LLP
N/A—18,052-18,052-100%$199.0K———
Osaic Holdings, Inc.
N/A—15,461-15,461-100%$170.5K———
Ameriprise Financial Inc
N/A—14,585-14,585-100%$160.8K———
Focus Partners Wealth
N/A—14,555-14,555-100%$160.5K———
Wells Fargo & Company
N/A—11,002-11,002-100%$121.3K———
UBS Group AG
N/A—9,847-9,847-100%$108.6K———
Harbour Investments, Inc.
N/A—1,700-1,700-100%$18.7K———
MidFirst Bank
N/A—250-250-100%$2.8K———
Royal Bank of Canada
N/A—200-200-100%$2.0K———
Clear Street Group Inc.
N/A—73-73-100%$805———
Huntington National Bank
N/A—1-1-100%$11———
Showing 34 of 34 institutions