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John Hancock Prefer Inc (HPI)

CUSIP: 41013W108 | US | Financial Services · Asset Management | Small Cap | 291 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC269,368
0.0% of portfolio›$3.8M
TSP Capital Management Group, LLC207,710
0.7% of portfolio›$2.9M
LPL Financial LLC198,551
0.0% of portfolio›$2.8M
J.W. Cole Advisors, Inc.149,238
0.0% of portfolio›$2.1M
Fiera Capital Corp102,001
0.0% of portfolio›$1.4M
Advisory Resource Group100,622
0.2% of portfolio›$1.4M
Kestra Advisory Services, LLC77,066
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.35,765
0.0% of portfolio›$501.0K
Wealth Enhancement Advisory Services, LLC22,812
0.0% of portfolio›$314.6K
KPP Advisory Services LLC22,760
0.1% of portfolio›$318.6K
Mallini Complete Financial Planning LLC15,045
0.1% of portfolio›$210.6K
B. Riley Wealth Advisors, Inc.13,522
0.0% of portfolio›$189.3K
Sowell Financial Services LLC10,900
0.0% of portfolio›$152.6K
Halbert Hargrove Global Advisors, LLC10,500
0.0% of portfolio›$147.0K
Compass Financial Management LLC6,541
0.0% of portfolio›$91.6K
Birchwood Financial Partners, Inc.6,033
0.1% of portfolio›$84.5K
Allworth Financial LP4,333
0.0% of portfolio›$70.2K
Harbor Investment Advisory, LLC3,675
0.0% of portfolio›$51.5K
Private Trust Co NA3,053
0.0% of portfolio›$42.7K
Smallwood Wealth Investment Management, LLC2,154
0.0% of portfolio›$30.2K
City Holding Co2,000
0.0% of portfolio›$28.0K
Parallel Advisors, LLC1,000
0.0% of portfolio›$14.0K
Highline Wealth Partners LLC700
0.0% of portfolio›$9.8K
Clearstead Advisors, LLC549
0.0% of portfolio›$7.7K
Ascentis Independent Advisors500
0.0% of portfolio›$7.0K
Piscataqua Savings Bank400
0.0% of portfolio›$5.6K
IFP Advisors, Inc324
0.0% of portfolio›$4.5K
Cullen T Bankers, Inc.300
0.0% of portfolio›$4.2K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
269,368$3.8M0.0%ETFLowWaltham, MA2026-11-02
TSP Capital Management Group, LLC
207,710$2.9M0.7%Deep ValueVery LowSummit, NJ2026-10-15
LPL Financial LLC
198,551$2.8M0.0%IndexVery LowFort Mill, SC2026-11-06
J.W. Cole Advisors, Inc.
149,238$2.1M0.0%IndexLowTampa, FL2026-11-05
Fiera Capital Corp
102,001$1.4M0.0%CoreMediumMontreal, Austria2026-11-06
Advisory Resource Group
100,622$1.4M0.2%GARPMediumTulsa, OK2026-10-26
Kestra Advisory Services, LLC
77,066$1.1M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
35,765$501.0K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
22,812$314.6K0.0%CoreLowPlymouth, MN2026-10-13
KPP Advisory Services LLC
22,760$318.6K0.1%GrowthMediumLouisville, KY2026-10-26
Mallini Complete Financial Planning LLC
15,045$210.6K0.1%ETFMediumGainesville, FL2026-10-06
B. Riley Wealth Advisors, Inc.
13,522$189.3K0.0%GrowthLowMemphis, TN2026-10-13
Sowell Financial Services LLC
10,900$152.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Halbert Hargrove Global Advisors, LLC
10,500$147.0K0.0%ETFLowLong Beach, CA2026-10-16
Compass Financial Management LLC
6,541$91.6K0.0%CoreN/ATampa, FL2026-10-30
Birchwood Financial Partners, Inc.
6,033$84.5K0.1%ETFVery LowBloomington, MN2026-11-02
Allworth Financial LP
4,333$70.2K0.0%IndexLowFolsom, CA2026-11-06
Harbor Investment Advisory, LLC
3,675$51.5K0.0%GrowthLowLutherville, MD2026-10-13
Private Trust Co NA
3,053$42.7K0.0%CoreLowCleveland, OH2026-10-20
Smallwood Wealth Investment Management, LLC
2,154$30.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
City Holding Co
2,000$28.0K0.0%CoreLowCharleston, WV2026-10-19
Parallel Advisors, LLC
1,000$14.0K0.0%IndexLowSan Francisco, CA2026-11-03
Highline Wealth Partners LLC
700$9.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Clearstead Advisors, LLC
549$7.7K0.0%ETFLowCleveland, OH2026-11-06
Ascentis Independent Advisors
500$7.0K0.0%ETFLowDallas, TX2026-11-03
Piscataqua Savings Bank
400$5.6K0.0%CoreVery LowPortsmouth, NH2026-10-21
IFP Advisors, Inc
324$4.5K0.0%GrowthLowTampa, FL2026-10-16
Cullen T Bankers, Inc.
300$4.2K0.0%GrowthLowSan Antonio, TX2026-10-28