PDT John Hancock Patriot Premium D
John Hancock Patriot Premium D (PDT) Institutional Ownership
What the institutions did with PDT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| COHEN & STEERS, INC. | 925.1K | 12.2% |
| Invesco Ltd. | 780.3K | 10.3% |
| GUGGENHEIM CAPITAL LLC | 619.3K | 8.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | 602.1K | 8.0% |
| Pathstone Holdings, LLC | 433.9K | 5.7% |
| WOLVERINE ASSET MANAGEMENT LLC | 320.2K | 4.2% |
| MORGAN STANLEY | 250.0K | 3.3% |
| Pathway Financial Advisers, LLC | 229.5K | 3.0% |
| WELLS FARGO & COMPANY/MN | 228.9K | 3.0% |
| FIRST TRUST ADVISORS LP | 197.5K | 2.6% |
| LPL Financial LLC | 197.0K | 2.6% |
| 1607 Capital Partners, LLC | 186.3K | 2.5% |
| Stratos Wealth Partners, LTD. | 164.9K | 2.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 120.8K | 1.6% |
| OSAIC HOLDINGS, INC. | 92.1K | 1.2% |
| RAYMOND JAMES FINANCIAL INC | 91.0K | 1.2% |
| Kestra Advisory Services, LLC | 88.1K | 1.2% |
| ROYAL BANK OF CANADA | 87.9K | 1.2% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 87.4K | 1.2% |
| Logan Stone Capital, LLC | 83.9K | 1.1% |
| Cetera Investment Advisers | 75.2K | 1.0% |
| Cambridge Investment Research Advisors, Inc. | 72.8K | 1.0% |
| Calamos Advisors LLC | 62.9K | 0.8% |
| UBS Group AG | 59.8K | 0.8% |
| Sovran Advisors, LLC | 59.6K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 602.1K | +602.1K |
| Pathstone Holdings, LLC | Increased | 208.6K | 433.9K | +225.3K |
| WELLS FARGO & COMPANY/MN | Increased | 107.1K | 228.9K | +121.7K |
| 1607 Capital Partners, LLC | Reduced | 277.5K | 186.3K | -91.2K |
| Shaker Financial Services, LLC | Reduced | 123.4K | 39.3K | -84.0K |
| FIRST TRUST ADVISORS LP | Increased | 142.8K | 197.5K | +54.8K |
| RAYMOND JAMES FINANCIAL INC | Increased | 46.9K | 91.0K | +44.1K |
| TRUIST FINANCIAL CORP | New | 0 | 43.2K | +43.2K |
| GUGGENHEIM CAPITAL LLC | Reduced | 662.1K | 619.3K | -42.7K |
| OPPENHEIMER & CO INC | New | 0 | 41.8K | +41.8K |
| MORGAN STANLEY | Increased | 209.4K | 250.0K | +40.6K |
| Cambridge Investment Research Advisors, Inc. | Increased | 37.4K | 72.8K | +35.4K |
| Advisors Asset Management, Inc. | Increased | 29.1K | 55.5K | +26.5K |
| Quantedge Capital Pte Ltd | New | 0 | 26.4K | +26.4K |
| COHEN & STEERS, INC. | Increased | 900.1K | 925.1K | +25.0K |
| JANE STREET GROUP, LLC | New | 0 | 24.4K | +24.4K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | 0 | 22.2K | +22.2K |
| Bramshill Investments, LLC | New | 0 | 20.0K | +20.0K |
| OSAIC HOLDINGS, INC. | Reduced | 110.0K | 92.1K | -17.9K |
| EP Wealth Advisors, LLC | New | 0 | 17.9K | +17.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 11.4K | 27.9K | +16.6K |
| Almitas Capital LLC | New | 0 | 16.0K | +16.0K |
| StoneX Group Inc. | New | 0 | 14.1K | +14.1K |
| Mariner, LLC | Sold Out | 13.9K | 0 | -13.9K |
| Medallion Wealth Advisors, LLC | Reduced | 34.6K | 21.3K | -13.3K |
| CSS LLC/IL | New | 0 | 13.0K | +13.0K |
| UBS Group AG | Increased | 47.2K | 59.8K | +12.7K |
| Logan Stone Capital, LLC | Increased | 72.9K | 83.9K | +11.0K |
| XTX Topco Ltd | Increased | 24.7K | 35.6K | +10.9K |
| AdvisorNet Financial, Inc | New | 0 | 10.9K | +10.9K |
| CITADEL ADVISORS LLC | New | 0 | 10.4K | +10.4K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 29.7K | 39.3K | +9.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New | 0 | 9.5K | +9.5K |
| MAI Capital Management | Sold Out | 7.4K | 0 | -7.4K |
| Invesco Ltd. | Increased | 773.9K | 780.3K | +6.5K |
| Cetera Investment Advisers | Increased | 69.3K | 75.2K | +5.9K |
| &PARTNERS | Increased | 53.7K | 58.8K | +5.1K |
| Calamos Advisors LLC | Increased | 58.7K | 62.9K | +4.2K |
| Arax Advisory Partners | New | 0 | 3.9K | +3.9K |
| HighTower Advisors, LLC | Increased | 39.6K | 42.5K | +2.9K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 317.6K | 320.2K | +2.6K |
| Advisory Services Network, LLC | Sold Out | 2.6K | 0 | -2.6K |
| Pathway Financial Advisers, LLC | Reduced | 231.7K | 229.5K | -2.3K |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 10.6K | 12.8K | +2.1K |
| Creative Planning | Increased | 11.1K | 13.0K | +1.9K |
| BANK OF AMERICA CORP /DE/ | Increased | 38.6K | 40.4K | +1.8K |
| Institute for Wealth Management, LLC. | New | 0 | 1.8K | +1.8K |
| Arlington Capital Management, Inc. | Increased | 20.0K | 21.4K | +1.4K |
| Kestra Advisory Services, LLC | Increased | 86.7K | 88.1K | +1.4K |
| Farther Finance Advisors, LLC | Sold Out | 1.3K | 0 | -1.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 33.0K | 34.1K | +1.1K |
| Sound Income Strategies, LLC | Sold Out | 1.0K | 0 | -1.0K |
| Janney Montgomery Scott LLC | Increased | 17.9K | 18.9K | +957 |
| IFG Advisory, LLC | New | 0 | 956 | +956 |
| JONES FINANCIAL COMPANIES LLLP | New | 0 | 924 | +924 |
| ROYAL BANK OF CANADA | Reduced | 88.8K | 87.9K | -904 |
| FIFTH THIRD BANCORP | Reduced | 8.8K | 7.9K | -894 |
| LPL Financial LLC | Reduced | 197.9K | 197.0K | -883 |
| Merit Financial Group, LLC | Reduced | 18.2K | 17.4K | -757 |
| Larson Financial Group LLC | Reduced | 1.6K | 849 | -749 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.