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John Hancock Divers Inc Fund (HEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares165,309 from 171,821
Change-6,512 (-4%)
Value$1.8M (-$129.3K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares111,631 from 109,712
Change+1,919 (+2%)
Value$1.2M (-$14.8K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares45,671 from 44,860
Change+811 (+2%)
Value$509.2K (-$5.8K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares42,238 from 40,936
Change+1,302 (+3%)
Value$471.0K (+$1.0K)
Filed 2026-11-06
SAX Wealth Advisors, LLC
UNCHANGED
Shares33,953 from 33,953
Change0 (0%)
Value$378.6K (+$9.8K)
Filed 2026-10-13
NWF Advisory Services Inc.
UNCHANGED
Shares15,400 from 15,400
Change0 (0%)
Value$171.7K (-$5.1K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares14,600 from 14,600
Change0 (0%)
Value$162.8K (-$2.9K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares13,865 from 13,865
Change0 (0%)
Value$154.6K (-$4.6K)
Filed 2026-11-06
Advisory Solutions Group, LLC
UNCHANGED
Shares10,402 from 10,402
Change0 (0%)
Value$116.0K (-$3.4K)
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares4,285 from 4,285
Change0 (0%)
Value$47.8K (-$1.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$4.2K (-$125)
Filed 2026-10-08
Highline Wealth Partners LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$2.4K (-$71)
Filed 2026-10-19
Shaker Financial Services, LLC
CLOSED
Shares0 from 25,429
Change-25,429 (-100%)
Value$0 (-$291.9K)
Filed 2026-10-14
IFP Advisors, Inc
CLOSED
Shares0 from 1,208
Change-1,208 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-16
Karpus Management, Inc.
N/A
Shares— from 909,620
Change-909,620 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 550,968
Change-550,968 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 306,653
Change-306,653 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 232,244
Change-232,244 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 159,131
Change-159,131 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 158,826
Change-158,826 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 154,332
Change-154,332 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 153,377
Change-153,377 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 142,939
Change-142,939 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 68,337
Change-68,337 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 64,341
Change-64,341 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 59,744
Change-59,744 (-100%)
Value—
&partners
N/A
Shares— from 44,498
Change-44,498 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 43,382
Change-43,382 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,866
Change-31,866 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,754
Change-27,754 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 25,770
Change-25,770 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,431
Change-19,431 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,333
Change-17,333 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED165,309171,821-6,512-4%$2.0M$1.8M-$129.3K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED111,631109,712+1,919+2%$1.3M$1.2M-$14.8K2026-10-29
Kestra Advisory Services, LLC
INCREASED45,67144,860+811+2%$515.0K$509.2K-$5.8K2026-11-02
LPL Financial LLC
INCREASED42,23840,936+1,302+3%$469.9K$471.0K+$1.0K2026-11-06
SAX Wealth Advisors, LLC
UNCHANGED33,95333,95300%$368.7K$378.6K+$9.8K2026-10-13
NWF Advisory Services Inc.
UNCHANGED15,40015,40000%$176.8K$171.7K-$5.1K2026-10-19
B. Riley Wealth Advisors, Inc.
UNCHANGED14,60014,60000%$165.7K$162.8K-$2.9K2026-10-13
PNC Financial Services Group, Inc.
UNCHANGED13,86513,86500%$159.2K$154.6K-$4.6K2026-11-06
Advisory Solutions Group, LLC
UNCHANGED10,40210,40200%$119.4K$116.0K-$3.4K2026-10-14
Fifth Third Bancorp
UNCHANGED4,2854,28500%$49.2K$47.8K-$1.4K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED38038000%$4.4K$4.2K-$1252026-10-08
Highline Wealth Partners LLC
UNCHANGED21721700%$2.5K$2.4K-$712026-10-19
Shaker Financial Services, LLC
CLOSED025,429-25,429-100%$291.9K$0-$291.9K2026-10-14
IFP Advisors, Inc
CLOSED01,208-1,208-100%$13.9K$0-$13.9K2026-10-16
Karpus Management, Inc.
N/A—909,620-909,620-100%$10.4M———
Bulldog Investors, LLPA
N/A—550,968-550,968-100%$6.3M———
Bank of America Corp
N/A—306,653-306,653-100%$3.5M———
Pathstone Holdings, LLC
N/A—232,244-232,244-100%$2.7M———
Invesco Ltd.
N/A—159,131-159,131-100%$1.8M———
1607 Capital Partners, LLC
N/A—158,826-158,826-100%$1.8M———
Envestnet Asset Management Inc
N/A—154,332-154,332-100%$1.8M———
Principal Securities, Inc.
N/A—153,377-153,377-100%$1.8M———
Morgan Stanley
N/A—142,939-142,939-100%$1.6M———
Wells Fargo & Company
N/A—68,337-68,337-100%$784.5K———
Kovack Advisors, Inc.
N/A—64,341-64,341-100%$739.8K———
Ameriprise Financial Inc
N/A—59,744-59,744-100%$685.9K———
&partners
N/A—44,498-44,498-100%$510.8K———
Royal Bank of Canada
N/A—43,382-43,382-100%$498.0K———
Raymond James Financial Inc
N/A—31,866-31,866-100%$365.8K———
Osaic Holdings, Inc.
N/A—27,754-27,754-100%$318.6K———
Dakota Wealth Management
N/A—25,770-25,770-100%$295.8K———
Cetera Investment Advisers
N/A—19,431-19,431-100%$223.1K———
XTX Topco Ltd
N/A—17,333-17,333-100%$199.0K———
Colonial Trust Co / SC
N/A—2,365-2,365-100%$26.8K———
UBS Group AG
N/A—1,666-1,666-100%$19.1K———
Harbour Investments, Inc.
N/A—1,100-1,100-100%$12.6K———
Showing 36 of 36 institutions