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John Hancock Prefer Inc II (HPF)

CUSIP: 41013X106 | US | Financial Services · Asset Management | Small Cap | 257 institutional holders

Quarters

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

Axim Planning & Wealth237,374
12.1% of portfolio›$3.2M
J.W. Cole Advisors, Inc.116,418
0.0% of portfolio›$1.6M
Kestra Advisory Services, LLC65,646
0.0% of portfolio›$884.2K
Wolverine Asset Management LLC40,281
0.0% of portfolio›$542.6K
Commonwealth Equity Services, LLC26,107
0.0% of portfolio›$351.7K
Wedbush Securities Inc22,098
0.0% of portfolio›$298.0K
Vanguard Capital Wealth Advisors20,000
0.2% of portfolio›$269.4K
StoneX Group Inc.17,907
0.0% of portfolio›$245.1K
Koshinski Asset Management, Inc.15,892
0.0% of portfolio›$214.1K
Wealth Enhancement Advisory Services, LLC14,506
0.0% of portfolio›$191.8K
Concurrent Investment Advisors, LLC12,393
0.0% of portfolio›$166.9K
Spire Wealth Management12,293
0.0% of portfolio›$165.6K
Live Oak Private Wealth LLC10,891
0.0% of portfolio›$146.7K
MSH Capital Advisors LLC10,403
0.0% of portfolio›$140.1K
William Mack & Associates, Inc.3,900
0.0% of portfolio›$52.5K
Livelsberger Financial Advisory1,984
0.1% of portfolio›$26.7K
Glass Jacobson Investment Advisors llc1,975
0.0% of portfolio›$26.6K
Armstrong Advisory Group, Inc1,905
0.0% of portfolio›$25.7K
Highline Wealth Partners LLC585
0.0% of portfolio›$7.9K
Larson Financial Group LLC550
0.0% of portfolio›$7.4K
Thurston, Springer, Miller, Herd & Titak, Inc.500
0.0% of portfolio›$6.7K
Farther Finance Advisors, LLC160
0.0% of portfolio›$2.2K
Assetmark, Inc3
0.0% of portfolio›$40
StyleTurnoverLocationFiled
Axim Planning & Wealth
237,374$3.2M12.1%Deep ValueLowSpringboro, OH2026-10-28
J.W. Cole Advisors, Inc.
116,418$1.6M0.0%IndexLowTampa, FL2026-11-05
Kestra Advisory Services, LLC
65,646$884.2K0.0%CoreLowAustin, TX2026-11-02
Wolverine Asset Management LLC
40,281$542.6K0.0%Deep ValueVery HighChicago, IL2026-11-02
Commonwealth Equity Services, LLC
26,107$351.7K0.0%ETFLowWaltham, MA2026-11-02
Wedbush Securities Inc
22,098$298.0K0.0%CoreLowPasadena, CA2026-10-22
Vanguard Capital Wealth Advisors
20,000$269.4K0.2%GrowthMediumDenver, CO2026-10-16
StoneX Group Inc.
17,907$245.1K0.0%ETFMediumNew York, NY2026-11-03
Koshinski Asset Management, Inc.
15,892$214.1K0.0%ETFLowDecatur, IL2026-10-29
Wealth Enhancement Advisory Services, LLC
14,506$191.8K0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
12,393$166.9K0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
12,293$165.6K0.0%GrowthMediumMclean, VA2026-10-30
Live Oak Private Wealth LLC
10,891$146.7K0.0%ValueLowWilmington, NC2026-11-02
MSH Capital Advisors LLC
10,403$140.1K0.0%CoreLowScottsdale, AZ2026-11-03
William Mack & Associates, Inc.
3,900$52.5K0.0%ETFLowTroy, MI2026-10-27
Livelsberger Financial Advisory
1,984$26.7K0.1%YieldVery LowAshland, OH2026-10-28
Glass Jacobson Investment Advisors llc
1,975$26.6K0.0%ETFLowOwings Mills, MD2026-10-26
Armstrong Advisory Group, Inc
1,905$25.7K0.0%ETFHighNeedham, MA2026-10-09
Highline Wealth Partners LLC
585$7.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Larson Financial Group LLC
550$7.4K0.0%GrowthLowSt Louis, MO2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
500$6.7K0.0%GrowthMediumIndianapolis, IN2026-10-14
Farther Finance Advisors, LLC
160$2.2K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
3$400.0%ETFLowConcord, CA2026-10-21