| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 14% | $18,445,587 | 1,731,980 | First Trust Portfolios L.P. | 30 Sep 2025 |
As of 30 Sep 2025, 34 institutional investors reported holding 2,885,475 shares of John Hancock Diversified Income Fund - Common (HEQ). This represents 24% of the company’s total 12,094,832 outstanding shares.
The largest institutional shareholders of John Hancock Diversified Income Fund - Common (HEQ) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3.5% | 428,464 | +3% | 0% | $4,563,142 |
| BANK OF AMERICA CORP /DE/ | 2.4% | 288,038 | -0.08% | 0% | $3,067,604 |
| Saba Capital Management, L.P. | 2.1% | 253,370 | +9.8% | 0.09% | $2,698,391 |
| Shaker Financial Services, LLC | 2% | 247,175 | +9.9% | 0.9% | $2,632,414 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.3% | 155,685 | +0.42% | 0% | $1,658,000 |
| PRINCIPAL SECURITIES, INC. | 1.3% | 152,472 | +1.3% | 0.03% | $1,623,832 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 138,049 | +3.3% | 0% | $1,470,224 |
| 1607 Capital Partners, LLC | 1% | 122,340 | -9.6% | 0.1% | $1,302,921 |
| AQR Arbitrage LLC | 0.96% | 115,857 | -6.5% | 0.03% | $1,232,718 |
| WELLS FARGO & COMPANY/MN | 0.81% | 97,866 | +0% | 0% | $1,042,266 |
| Invesco Ltd. | 0.77% | 92,708 | +12% | 0% | $987,340 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.74% | 89,370 | +34% | 0.01% | $951,790 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.66% | 79,920 | +46% | 0.13% | $851,148 |
| Pathstone Holdings, LLC | 0.62% | 75,105 | -4.6% | 0% | $799,868 |
| AMERIPRISE FINANCIAL INC | 0.54% | 65,693 | +14% | 0% | $699,626 |
| Advisors Asset Management, Inc. | 0.53% | 64,574 | +0.23% | 0.01% | $687,713 |
| ROYAL BANK OF CANADA | 0.38% | 46,319 | +0.07% | 0% | $493,000 |
| Kestra Advisory Services, LLC | 0.35% | 42,112 | -5.3% | 0% | $448,489 |
| OSAIC HOLDINGS, INC. | 0.31% | 38,089 | -12% | 0% | $407,943 |
| LPL Financial LLC | 0.27% | 32,699 | +26% | 0% | $348,245 |
| GUGGENHEIM CAPITAL LLC | 0.25% | 30,834 | -46% | 0% | $328,383 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 0.25% | 30,308 | 0% | 0.23% | $322,780 |
| TWO SIGMA INVESTMENTS, LP | 0.23% | 27,364 | -16% | 0% | $291,427 |
| Verition Fund Management LLC | 0.22% | 26,559 | 0% | $282,853 | |
| RAYMOND JAMES FINANCIAL INC | 0.22% | 26,074 | +0.47% | 0% | $277,688 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 33,953 | $364,995 | +$364,995 | $10.75 | 1 |
| 2025 Q3 | 2,885,475 | $30,731,098 | +$1,197,163 | $10.65 | 34 |
| 2025 Q2 | 2,789,595 | $29,513,958 | -$119,116 | $10.58 | 32 |
| 2025 Q1 | 2,801,482 | $29,100,537 | +$823,842 | $10.40 | 32 |
| 2024 Q4 | 2,722,819 | $27,811,097 | +$300,694 | $10.21 | 34 |
| 2024 Q3 | 2,686,925 | $29,461,745 | +$493,651 | $10.97 | 33 |
| 2024 Q2 | 2,644,687 | $27,466,069 | -$449,141 | $10.39 | 34 |
| 2024 Q1 | 2,682,068 | $28,138,006 | +$441,586 | $10.49 | 31 |
| 2023 Q4 | 2,176,814 | $21,876,575 | +$2,498,438 | $10.05 | 28 |
| 2023 Q3 | 1,780,133 | $17,035,696 | +$4,073,504 | $9.57 | 23 |
| 2023 Q2 | 2,280,820 | $24,587,331 | +$2,700,634 | $10.78 | 21 |
| 2023 Q1 | 2,030,157 | $23,610,334 | -$151,775 | $11.63 | 18 |
| 2022 Q4 | 2,043,437 | $23,498,726 | -$211,156 | $11.50 | 20 |
| 2022 Q3 | 2,079,343 | $24,494,835 | +$129,538 | $11.78 | 19 |
| 2022 Q2 | 2,068,342 | $24,344,697 | -$391,282 | $11.77 | 21 |
| 2022 Q1 | 2,107,014 | $27,414,446 | -$3,166,790 | $13.01 | 18 |
| 2021 Q4 | 2,355,283 | $30,618,469 | +$874,546 | $13.00 | 19 |
| 2021 Q3 | 2,285,392 | $28,680,255 | -$2,680,907 | $12.55 | 25 |
| 2021 Q2 | 2,497,797 | $33,147,327 | -$8,481,389 | $13.27 | 25 |
| 2021 Q1 | 3,157,048 | $38,042,205 | -$1,534,558 | $12.05 | 26 |
| 2020 Q4 | 3,292,848 | $37,670,144 | +$5,860,251 | $11.44 | 28 |
| 2020 Q3 | 2,695,825 | $28,467,000 | +$2,944,347 | $10.56 | 21 |
| 2020 Q2 | 2,433,374 | $27,352,000 | +$3,245,745 | $11.24 | 23 |
| 2020 Q1 | 2,154,778 | $21,891,000 | +$3,808,469 | $10.16 | 32 |
| 2019 Q4 | 1,803,932 | $26,896,000 | -$1,475,759 | $14.91 | 26 |
| 2019 Q3 | 1,913,466 | $26,463,000 | +$1,883,395 | $13.84 | 26 |
| 2019 Q2 | 1,777,704 | $25,040,000 | +$4,042,597 | $14.10 | 25 |
| 2019 Q1 | 1,490,692 | $21,913,000 | -$3,531,645 | $14.72 | 19 |
| 2018 Q4 | 1,781,983 | $23,296,000 | +$5,121,073 | $13.07 | 29 |
| 2018 Q3 | 1,382,836 | $21,791,000 | +$438,691 | $15.76 | 26 |
| 2018 Q2 | 1,353,630 | $22,753,000 | -$5,081,021 | $16.81 | 25 |
| 2018 Q1 | 1,659,121 | $27,329,000 | -$3,835,261 | $16.44 | 27 |
| 2017 Q4 | 1,891,496 | $32,929,000 | -$4,130,531 | $17.41 | 22 |
| 2017 Q3 | 2,128,847 | $37,510,000 | -$3,198,040 | $17.62 | 22 |
| 2017 Q2 | 2,311,080 | $39,287,000 | -$3,967,963 | $17.00 | 21 |
| 2017 Q1 | 2,544,946 | $42,907,000 | -$1,691,361 | $16.86 | 24 |
| 2016 Q4 | 2,646,279 | $41,601,000 | +$1,414,055 | $15.72 | 21 |
| 2016 Q3 | 2,556,256 | $41,508,000 | +$2,663,075 | $16.23 | 24 |
| 2016 Q2 | 2,402,842 | $36,015,000 | -$275,500 | $14.99 | 25 |
| 2016 Q1 | 2,414,805 | $35,472,000 | -$3,858,576 | $14.69 | 22 |
| 2015 Q4 | 2,783,199 | $40,228,000 | +$698,057 | $14.46 | 27 |
| 2015 Q3 | 2,650,458 | $38,145,000 | -$4,487,119 | $14.39 | 23 |
| 2015 Q2 | 3,068,824 | $48,974,000 | -$2,027,188 | $15.96 | 24 |
| 2015 Q1 | 3,187,129 | $52,326,000 | -$385,488 | $16.41 | 25 |
| 2014 Q4 | 3,164,906 | $51,658,571 | -$1,326,174 | $16.32 | 24 |
| 2014 Q3 | 3,181,623 | $55,589,000 | +$1,631,345 | $17.47 | 21 |
| 2014 Q2 | 3,085,954 | $57,246,000 | +$4,347,818 | $18.55 | 21 |
| 2014 Q1 | 2,854,408 | $50,001,000 | +$2,768,620 | $17.51 | 22 |