JHS Institutional Ownership & Shareholders
JOHN HANCOCK INCOME SEC TR (JHS) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $83.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of JHS tracked by InsiderSet, reporting ownership valued at approximately $37.01M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.98M, representing an estimated loss of -5.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed JHS value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Allspring Global Investments Holdings, Llc, Karpus Management, Inc., and several other long-term asset managers with concentrated positions in JOHN HANCOCK INCOME SEC TR (JHS).
This page ranks the largest institutional JHS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$83.21M
Largest Holder
Sit Investment Associates Inc
Largest Position
$37.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.70% | 3,356,948 | $37,010,000 | $34,979,398 | -$2,030,602 | -5.49% | |
| Allspring Global Investments Holdings, Llc | 0.03% | 1,490,233 | $16,429,819 | $15,528,228 | -$901,591 | -5.49% | |
| Karpus Management, Inc. | 0.27% | 846,161 | $9,328,925 | $8,816,998 | -$511,927 | -5.49% | |
| 1607 Capital Partners, Llc | 0.76% | 791,168 | $8,722,627 | $8,243,971 | -$478,656 | -5.49% | |
| Riverbridge Partners Llc | 0.06% | 206,659 | $2,278,416 | $2,153,387 | -$125,029 | -5.49% | |
| Guggenheim Capital Llc | 0.01% | 181,362 | $2,000,420 | $1,889,792 | -$110,628 | -5.53% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 163,192 | $1,692,105 | $1,700,461 | +$8,356 | +0.49% | |
| Fiera Capital Corp | 0.00% | 104,982 | $1,157,427 | $1,093,912 | -$63,515 | -5.49% | |
| Baird Financial Group, Inc. | 0.00% | 62,824 | $692,635 | $654,626 | -$38,009 | -5.49% | |
| Lpl Financial Llc | 0.00% | 54,880 | $605,055 | $571,850 | -$33,205 | -5.49% | |
| Rothschild Investment Llc | 0.02% | 51,165 | $564,094 | $533,139 | -$30,955 | -5.49% | |
| Cary Street Partners Financial Llc | 0.01% | 44,065 | $485,816 | $459,157 | -$26,659 | -5.49% | |
| Morgan Stanley | 0.00% | 29,978 | $330,517 | $312,371 | -$18,146 | -5.49% | |
| Petra Financial Advisors Inc | 0.14% | 26,842 | $295,935 | $279,694 | -$16,241 | -5.49% | |
| Raymond James Financial Inc | 0.00% | 20,139 | $222,032 | $209,848 | -$12,184 | -5.49% | |
| Stifel Financial Corp | 0.00% | 19,568 | $215,737 | $203,899 | -$11,838 | -5.49% | |
| Susquehanna International Group, Llp | 0.00% | 18,052 | $199,023 | $188,102 | -$10,921 | -5.49% | |
| Melfa Wealth Management, Inc. | 0.09% | 15,755 | $173,700 | $164,167 | -$9,533 | -5.49% | |
| Osaic Holdings, Inc. | 0.00% | 15,461 | $170,541 | $161,104 | -$9,437 | -5.53% | |
| Ameriprise Financial Inc | 0.00% | 14,585 | $160,800 | $151,976 | -$8,824 | -5.49% | |
| Focus Partners Wealth | 0.00% | 14,555 | $160,469 | $151,663 | -$8,806 | -5.49% | |
| Wells Fargo & Company/Mn | 0.00% | 11,002 | $121,296 | $114,641 | -$6,655 | -5.49% | |
| Ubs Group Ag | 0.00% | 9,847 | $108,563 | $102,606 | -$5,957 | -5.49% | |
| Fifth Third Bancorp | 0.00% | 2,500 | $27,563 | $26,050 | -$1,513 | -5.49% | |
| Noble Wealth Management Pbc | 0.01% | 2,100 | $21,774 | $21,882 | +$108 | +0.50% | |
| Harbour Investments, Inc. | 0.00% | 1,700 | $18,743 | $17,714 | -$1,029 | -5.49% | |
| Eastern Bank | 0.00% | 700 | $7,258 | $7,294 | +$36 | +0.50% | |
| Midfirst Bank | 0.00% | 250 | $2,756 | $2,605 | -$151 | -5.48% | |
| Royal Bank Of Canada | 0.00% | 200 | $2,000 | $2,084 | +$84 | +4.20% | |
| Clear Street Group Inc. | 0.00% | 73 | $805 | $761 | -$44 | -5.51% | |
| Huntington National Bank | 0.00% | 1 | $11 | $10 | -$1 | -5.27% |
Frequently asked questions about JHS
Who are the largest institutional holders of JHS?
The largest institutional holders of JHS reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Allspring Global Investments Holdings, Llc, Karpus Management, Inc., 1607 Capital Partners, Llc, and Riverbridge Partners Llc. InsiderSet ranks institutional holders by their latest reported JHS position.
What is JHS institutional ownership?
This page tracks JHS positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK INCOME SEC TR (JHS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JHS?
InsiderSet currently tracks 31 institutional managers reporting JHS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JHS shareholders.
How much JHS stock do institutions own?
Institutional investment managers disclosed approximately $83.21M in JHS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JHS institutional ownership last updated?
The latest JHS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JHS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JHS position after the reporting date.
Are institutions buying or selling JHS?
Institutional buying and selling can be analyzed by comparing JHS positions across consecutive 13F reporting periods. InsiderSet's JHS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JHS ownership changes.
How has JHS institutional ownership changed over time?
InsiderSet tracks JHS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.