John Hancock Diversified (HEQ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of HEQ (all 13F filers)
- Karpus Management910 KType not verified+391 K
- Bulldog Investors, LLP551 KInvestment firm−7,323
- Bank of America307 KBank or trading desk+2,132
- Pathstone Holdings232 KWealth adviser−290 K
- Commonwealth Equity Services172 KWealth adviser+18 K
- Invesco159 KInvestment firm+28 K
- Envestnet Asset Management154 KWealth adviser+17 K
- Principal Securities153 KType not verified+6,100
- Morgan Stanley143 KBank or trading desk−4,782
- Blue Bell Private Wealth Management110 KWealth adviser+378
- Shares
- 910 K
- Change
- +391 K
See more
- Type
- Type not verified
- Value
- $10.4M
- Bulldog Investors, LLP
- Shares
- 551 K
- Change
- −7,323
See more
- Type
- Investment firm
- Value
- $6.3M
- Shares
- 307 K
- Change
- +2,132
See more
- Type
- Bank or trading desk
- Value
- $3.5M
- Shares
- 232 K
- Change
- −290 K
See more
- Type
- Wealth adviser
- Value
- $2.7M
- Shares
- 172 K
- Change
- +18 K
See more
- Type
- Wealth adviser
- Value
- $2.0M
- Shares
- 159 K
- Change
- +28 K
See more
- Type
- Investment firm
- Value
- $1.8M
- Shares
- 154 K
- Change
- +17 K
See more
- Type
- Wealth adviser
- Value
- $1.8M
- Shares
- 153 K
- Change
- +6,100
See more
- Type
- Type not verified
- Value
- $1.8M
- Shares
- 143 K
- Change
- −4,782
See more
- Type
- Bank or trading desk
- Value
- $1.6M
- Blue Bell Private Wealth Management
- Shares
- 110 K
- Change
- +378
See more
- Type
- Wealth adviser
- Value
- $1.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Karpus Management7.52%13Gfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026
- First Trust Portfolios8.88%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Jul 14, 2026
- First Trust Portfolios10.17%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: Apr 14, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗