JOHN HANCOCK INCOME SEC TR (JHS) Institutional Ownership Changes & 13F Activity
JOHN HANCOCK INCOME SEC TR (JHS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include 1607 Capital Partners, Llc, Karpus Management, Inc., Sit Investment Associates Inc, Guggenheim Capital Llc, and Rothschild Investment Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -368,884 | -31.8% | 791,168 | $8.72M | Q2 2026 | Sep 02, 2026 |
| Karpus Management, Inc. | Buy | +313,463 | +58.8% | 846,161 | $9.33M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +14,585 | — | 14,585 | $160.80K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +7,996 | +79.5% | 18,052 | $199.02K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,285 | -7.7% | 15,461 | $170.54K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +200 | +1.0% | 20,139 | $222.03K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +200 | — | 200 | $2.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -0.0% | 11,002 | $121.30K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -4,722 | -13.6% | 29,978 | $330.52K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -517 | -5.0% | 9,847 | $108.56K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +163,152 | +5.1% | 3,356,948 | $37.01M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +23,189 | +14.7% | 181,362 | $2.00M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +2,916 | +17.5% | 19,568 | $215.74K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -974 | -1.5% | 62,824 | $692.63K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +500 | +3.6% | 14,555 | $160.47K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +73 | — | 73 | $805.00 | Q2 2026 | Aug 12, 2026 |
| Wolverine Asset Management Llc | Sell | -2,568 | -24.7% | 7,835 | $86.38K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +5,722 | +11.6% | 54,880 | $605.05K | Q2 2026 | Aug 07, 2026 |
| Fiera Capital Corp | Buy | +2,841 | +2.8% | 104,982 | $1.16M | Q2 2026 | Aug 07, 2026 |
| Rothschild Investment Llc | Sell | -19,011 | -27.1% | 51,165 | $564.09K | Q2 2026 | Aug 06, 2026 |
| Petra Financial Advisors Inc | Buy | +1,185 | +4.6% | 26,842 | $295.94K | Q2 2026 | Jul 24, 2026 |
| Cary Street Partners Financial Llc | Sell | -927 | -2.1% | 44,065 | $485.82K | Q2 2026 | Jul 17, 2026 |
| Riverbridge Partners Llc | Buy | +5,816 | +2.9% | 206,659 | $2.28M | Q2 2026 | Jul 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Buy | +7,715 | +3.8% | 211,766 | $2.33M | Q2 2026 | Jul 08, 2026 |
| Noble Wealth Management Pbc | Sell | -250 | -10.6% | 2,100 | $23.15K | Q2 2026 | Jul 01, 2026 |
| Millstone Evans Group, Llc | Sell | -175 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
Frequently asked questions about JHS activity
Which institutional owners are buying JHS?
Institutional owners buying JHS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JHS activity?
"Buy" means an investor increased their reported position in JHS compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK INCOME SEC TR (JHS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JHS increasing?
Institutional interest in JHS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related JHS Institutional Insights
- JHS Overview
- JHS 13F Institutional Holders
- JHS Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- JHS Insider Trading & SEC Form 4 Activity
- JHS Articles
- Top Institutional Investor Stock Rankings