JOHN HANCOCK INVESTORS TRUST - JHI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 624,372 | 8,061 | 0.16% | 0.16% | 1 | +27,324 | 4.58% | Q1 2026 | May 13, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 514,942 | 6,647 | 0.48% | 0.45% | 2 | +30,447 | 6.28% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 203,815 | 2,631 | 0.04% | 0.02% | 3 | +131,431 | 181.57% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 156,391 | 2,019 | 0.02% | 0.02% | 4 | -35,404 | -18.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 139,065 | 1,795 | 0.0% | 0.0% | 5 | -3,067 | -2.16% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 130,047 | 1,678 | 0.0% | 0.0% | 6 | -594 | -0.45% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 123,156 | 1,589 | 0.02% | 0.03% | 7 | -2,687 | -2.14% | Q1 2026 | Apr 17, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 121,578 | 1,569 | 0.55% | 0.59% | 8 | -15,546 | -11.34% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 99,864 | 1,289 | 0.0% | 0.0% | 9 | -18,830 | -15.86% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 74,091 | 956 | 0.01% | 0.01% | 10 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 55,922 | 721 | 0.0% | 0.0% | 11 | -33,014 | -37.12% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 47,763 | 616 | 0.02% | 0.01% | 12 | +1,855 | 4.04% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 45,754 | 590 | 0.01% | 0.01% | 13 | +4,902 | 12.0% | Q1 2026 | Apr 28, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 41,477 | 535 | 0.38% | 0.41% | 14 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 35,844 | 462 | 0.05% | 0.06% | 15 | +148 | 0.41% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,545 | 433 | 0.0% | 0.0% | 16 | +863 | 2.64% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 30,813 | 398 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 28,109 | 375 | 0.16% | 0.1% | 18 | +10,002 | 55.24% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 23,998 | 309 | 0.0% | 0.0% | 19 | -2,358 | -8.95% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | No change | 23,927 | 309 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | New | 23,191 | 299 | 0.0% | — | 21 | +23,191 | New | Q1 2026 | Apr 27, 2026 |
| Noble Wealth Management PBC | History | Reduced | 21,450 | 276 | 0.14% | 0.18% | 22 | -4,800 | -18.29% | Q1 2026 | Apr 02, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 14,000 | 180 | 0.15% | 0.07% | 23 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 13,190 | 170 | 0.0% | 0.0% | 24 | +559 | 4.43% | Q1 2026 | May 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 10,331 | 133 | 0.0% | — | 25 | +10,331 | New | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,027 | 129 | 0.0% | 0.0% | 26 | -692 | -6.46% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,191 | 93 | 0.0% | 0.0% | 27 | +477 | 7.1% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,532 | 71 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 1,812 | 23 | 0.0% | — | 29 | +1,812 | New | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | No change | 1,007 | 13 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 621 | 8 | 0.0% | — | 31 | +621 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 251 | 3 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 222 | 2 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,854 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 08, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |