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 | No change | 781,653 | 10,412 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | No change | 350,331 | 4,666 | 0.41% | 0.41% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Advisors Asset Management, Inc. | History | No change | 231,613 | 3,085 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 157,801 | 2,101 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 137,100 | 1,826 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | No change | 131,272 | 1,748 | 0.55% | 0.55% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Invesco Ltd. | History | No change | 127,281 | 1,695 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 121,797 | 1,622 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 104,254 | 1,388 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 95,077 | 1,266 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 73,973 | 985 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 49,133 | 654 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 45,953 | 612 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 41,477 | 552 | 0.36% | 0.36% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aviance Capital Partners, LLC | History | No change | 36,714 | 489 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 32,554 | 433 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 30,745 | 409 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 28,109 | 374 | 0.17% | 0.17% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COHEN & STEERS, INC. | History | No change | 23,927 | 319 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 23,713 | 316 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 23,618 | 314 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 23,191 | 299 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 18,029 | 240 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Noble Wealth Management PBC | History | Reduced | 15,750 | 194 | 0.09% | 0.11% | 24 | -3,100 | -16.45% | Q3 2026 | Oct 01, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 14,000 | 186 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 13,613 | 181 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 13,190 | 175 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Logan Stone Capital, LLC | History | No change | 11,969 | 159 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 10,321 | 137 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,027 | 134 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,931 | 132 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,191 | 96 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,409 | 32 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 1,007 | 13 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 222 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |