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

Institutional Holders (2016Q4)
Portfolio Summary: 32 Institutional holders with a total value of $16,648,144.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GUGGENHEIM CAPITAL LLC 188,368 3,127,000 18.78%
2 Stratos Wealth Partners, LTD. 163,456 2,713,000 16.30%
3 1607 Capital Partners, LLC 161,427 2,680,000 16.10%
4 Invesco Ltd. 123,716 2,054,000 12.34%
5 ROBINSON CAPITAL MANAGEMENT, LLC 113,410 1,883,000 11.31%
6 LPL Financial LLC 44,273 747,000 4.49%
7 BANK OF AMERICA CORP /DE/ 40,236 668,000 4.01%
8 UBS Group AG 28,181 467,000 2.81%
9 MORGAN STANLEY 24,784 411,000 2.47%
10 PHILADELPHIA TRUST CO 22,825 379,000 2.28%
11 Capital Investment Advisors, LLC 22,408 372,000 2.23%
12 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,556 241,000 1.45%
13 HOERTKORN RICHARD CHARLES 11,500 191,000 1.15%
14 SG Americas Securities, LLC 10,115 168,000 1.01%
15 ROYAL BANK OF CANADA 8,725 145,000 0.87%
16 WELLS FARGO & COMPANY/MN 6,226 103,000 0.62%
17 First Horizon Advisors, Inc. 6,000 100,000 0.60%
18 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,316 38,000 0.23%
19 BANK OF MONTREAL /CAN/ 1,724 29,000 0.17%
20 INTEGRATED INVESTMENT CONSULTANTS, LLC 1,300 22,000 0.13%
21 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,020 17,000 0.10%
22 Creative Planning 859 14,000 0.08%
23 GENEOS WEALTH MANAGEMENT INC. 850 14,000 0.08%
24 MSI Financial Services Inc 872 14,000 0.08%
25 IFP ADVISORS, INC 863 14,000 0.08%
26 Winslow, Evans & Crocker, Inc. 612 10,144 0.06%
27 Carroll Financial Associates, Inc. 525 8,000 0.05%
28 CWM, LLC 300 5,000 0.03%
29 SALEM INVESTMENT COUNSELORS INC 300 5,000 0.03%
30 ACROSPIRE INVESTMENT MANAGEMENT LLC 268 4,000 0.02%
31 US BANCORP \DE\ 200 3,000 0.02%
32 YORKBRIDGE WEALTH PARTNERS, LLC 100 2,000 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.