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John Hancock Investors TR (JHI)

CUSIP: 410142103 | US | Financial Services · Asset Management | Micro Cap | 161 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASIT Investment Associates Inc889,06810.2%New 5%+ stakeOct 30, 2026No 13F filer matched
13G/ASIT Investment Associates Inc889,068
10.2% of class · Oct 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Shaker Financial Services, LLC148,070
0.6% of portfolio›$1.8M
Capital Investment Advisors, LLC121,083
0.0% of portfolio›$1.5M
LPL Financial LLC100,553
0.0% of portfolio›$1.2M
Hennion & Walsh Asset Management, Inc.62,237
0.0% of portfolio›$768.6K
Riverbridge Partners LLC50,614
0.0% of portfolio›$625.1K
Morey & Quinn Wealth Partners, LLC41,477
0.3% of portfolio›$512.2K
Aviance Capital Partners, LLC36,307
0.0% of portfolio›$448.4K
Philadelphia Trust Co23,713
0.0% of portfolio›$293.0K
Hoertkorn Richard Charles17,000
0.1% of portfolio›$210.0K
Noble Wealth Management PBC15,750
0.1% of portfolio›$194.5K
Cambridge Investment Research Advisors, Inc.10,027
0.0% of portfolio›$124.0K
IFP Advisors, Inc2,468
0.0% of portfolio›$30.5K
Highline Wealth Partners LLC300
0.0% of portfolio›$3.7K
StyleTurnoverLocationFiled
Shaker Financial Services, LLC
148,070$1.8M0.6%YieldHighArlington, VA2026-10-14
Capital Investment Advisors, LLC
121,083$1.5M0.0%CoreLowAtlanta, GA2026-10-22
LPL Financial LLC
100,553$1.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Hennion & Walsh Asset Management, Inc.
62,237$768.6K0.0%ValueMediumParsippany, NJ2026-10-13
Riverbridge Partners LLC
50,614$625.1K0.0%GrowthLowMinneapolis, MN2026-11-05
Morey & Quinn Wealth Partners, LLC
41,477$512.2K0.3%CoreVery LowOmaha, NE2026-10-28
Aviance Capital Partners, LLC
36,307$448.4K0.0%CoreLowNaples, FL2026-10-29
Philadelphia Trust Co
23,713$293.0K0.0%GrowthLowPhiladelphia, PA2026-11-05
Hoertkorn Richard Charles
17,000$210.0K0.1%CoreVery LowKentfield, CA2026-11-04
Noble Wealth Management PBC
15,750$194.5K0.1%YieldMediumGreenwood Village, CO2026-10-01
Cambridge Investment Research Advisors, Inc.
10,027$124.0K0.0%ETFLowFairfield, IA2026-11-02
IFP Advisors, Inc
2,468$30.5K0.0%GrowthLowTampa, FL2026-10-16
Highline Wealth Partners LLC
300$3.7K0.0%ETFMediumSherman Oaks, CA2026-10-19