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HANCOCK JOHN INVS TR
HANCOCK JOHN INVS TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 33 Institutional holders with a total value of $14,705,204.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GUGGENHEIM CAPITAL LLC 205,910 3,438,000 23.38%
2 Invesco Ltd. 134,510 2,247,000 15.28%
3 ROBINSON CAPITAL MANAGEMENT, LLC 126,423 2,111,000 14.36%
4 Stratos Wealth Partners, LTD. 124,279 2,075,000 14.11%
5 BANK OF AMERICA CORP /DE/ 38,389 641,000 4.36%
6 LPL Financial LLC 34,329 574,000 3.90%
7 Laurion Capital Management LP 32,888 549,000 3.73%
8 UBS Group AG 28,834 482,000 3.28%
9 PHILADELPHIA TRUST CO 26,150 437,000 2.97%
10 MORGAN STANLEY 22,023 368,000 2.50%
11 Capital Investment Advisors, LLC 21,888 366,000 2.49%
12 Shaker Financial Services, LLC 14,494 242,000 1.65%
13 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,471 241,000 1.64%
14 HOERTKORN RICHARD CHARLES 13,600 227,000 1.54%
15 DOLIVER ADVISORS, LP 12,181 203,000 1.38%
16 WELLS FARGO & COMPANY/MN 6,225 104,000 0.71%
17 ROYAL BANK OF CANADA 6,196 103,000 0.70%
18 First Horizon Advisors, Inc. 6,000 100,000 0.68%
19 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,316 39,000 0.27%
20 BANK OF MONTREAL /CAN/ 1,724 29,000 0.20%
21 INTEGRATED INVESTMENT CONSULTANTS, LLC 1,300 22,000 0.15%
22 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,000 17,000 0.12%
23 MSI Financial Services Inc 919 15,000 0.10%
24 GENEOS WEALTH MANAGEMENT INC. 850 14,000 0.10%
25 IFP ADVISORS, INC 850 14,000 0.10%
26 Winslow, Evans & Crocker, Inc. 612 10,204 0.07%
27 CITIGROUP INC 532 9,000 0.06%
28 COCONUT GROVE BANK 500 8,000 0.05%
29 Carroll Financial Associates, Inc. 514 8,000 0.05%
30 CWM, LLC 300 5,000 0.03%
31 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 200 3,000 0.02%
32 US BANCORP \DE\ 200 3,000 0.02%
33 Creative Planning 80 1,000 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.