HANCOCK JOHN TAX-ADVANTAGED (HTD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
93
Reporting holders
$152.8M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $20.9M | 819,905 | 0.00% | 31q | +5.6%+$1.1M |
| CAPTRUST FINANCIAL ADVISORS | $13.9M | 545,914 | 0.02% | 8q | +10.7%+$1.3M |
| MORGAN STANLEY | $12.2M | 477,050 | 0.00% | 35q | -1.1%-$133.8K |
| LPL Financial LLC | $9.5M | 374,648 | 0.00% | 31q | +0.6%+$56.9K |
| Invesco Ltd. | $9.4M | 369,672 | 0.00% | 31q | -21.4%-$2.6M |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 357,831 | 0.00% | 7q | +4.9%+$426.8K |
| GUGGENHEIM CAPITAL LLC | $8.2M | 322,627 | 0.05% | 31q | -1.0%-$82.9K |
| WELLS FARGO & COMPANY/MN | $8.0M | 314,635 | 0.00% | 31q | -50.0%-$8.0M |
| BANK OF AMERICA CORP /DE/ | $7.0M | 273,076 | 0.00% | 31q | +3.9%+$262.1K |
| Cetera Investment Advisers | $5.9M | 233,071 | 0.01% | 10q | +4.0%+$226.2K |
| ROYAL BANK OF CANADA | $4.0M | 158,719 | 0.00% | 31q | -12.6%-$585.7K |
| FIRST TRUST ADVISORS LP | $4.0M | 156,601 | 0.00% | 31q | +3.2%+$122.0K |
| OSAIC HOLDINGS, INC. | $3.9M | 152,788 | 0.00% | 26q | +31.1%+$923.3K |
| STIFEL FINANCIAL CORP | $3.3M | 128,736 | 0.00% | 25q | +1.0%+$32.6K |
| Live Oak Private Wealth LLC | $2.6M | 102,602 | 0.33% | 25q | HELD |
| CENTRAL TRUST Co | $2.1M | 82,510 | 0.04% | 31q | -3.5%-$76.9K |
| Indivisible Partners | $1.5M | 59,377 | 0.09% | 3q | -4.8%-$77.1K |
| Sanctuary Advisors, LLC | $1.4M | 54,147 | 0.01% | 5q | +5.4%+$70.6K |
| Welch & Forbes LLC | $1.3M | 50,000 | 0.02% | 18q | HELD |
| Samalin Investment Counsel, LLC | $1.2M | 46,519 | 0.37% | 27q | -3.1%-$38.5K |
| Hennion & Walsh Asset Management, Inc. | $1.1M | 43,996 | 0.03% | 16q | +211.4%+$761.3K |
| &PARTNERS | $1.0M | 40,789 | 0.00% | 5q | +5.3%+$52.7K |
| Advisors Asset Management, Inc. | $931.3K | 36,536 | 0.01% | 2q | +78.5%+$409.4K |
| Spire Wealth Management | $909.6K | 35,686 | 0.03% | 22q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $903.4K | 35,443 | 0.00% | 20q | +41.2%+$263.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $839.0K | 32,431 | 0.00% | 12q | +2.1%+$17.0K |
| Diesslin Group, Inc. | $778.8K | 30,554 | 0.30% | 3q | HELD |
| World Investment Advisors | $765.3K | 30,895 | 0.01% | 4q | HELD |
| PMG Family Office LLC | $744.4K | 29,205 | 0.69% | 4q | +0.9%+$6.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $732.1K | 28,723 | 0.00% | 31q | -2.4%-$18.4K |
| First National Bank of Mount Dora, Trust Investment Services | $708.6K | 27,800 | 0.14% | 28q | HELD |
| MRA Advisory Group | $703.0K | 27,579 | 0.25% | 23q | HELD |
| AMERIPRISE FINANCIAL INC | $670.7K | 26,310 | 0.00% | 8q | -46.3%-$579.3K |
| Cerity Partners LLC | $635.4K | 24,927 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $567.6K | 22,266 | 0.00% | 31q | +60.0%+$212.9K |
| Investment Management Trust, LLC | $558.5K | 21,911 | 0.50% | 2q | +1.9%+$10.2K |
| Savvy Advisors, Inc. | $549.1K | 21,541 | 0.01% | 3q | -0.9%-$5.1K |
| Mutual Advisors, LLC | $548.9K | 21,533 | 0.01% | 31q | +1.2%+$6.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $498.7K | 19,565 | 0.02% | 31q | -8.4%-$45.9K |
| FOUNDERS FINANCIAL SECURITIES LLC | $475.8K | 18,665 | 0.02% | 26q | HELD |
| SMH CAPITAL ADVISORS INC | $465.4K | 18,256 | 0.91% | 8q | +103.7%+$236.9K |
| Beacon Pointe Advisors, LLC | $395.5K | 15,516 | 0.00% | new | NEW |
| Abbot Financial Management, Inc. | $394.3K | 15,470 | 0.13% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $387.3K | 15,195 | 0.00% | 3q | +11.0%+$38.4K |
| Steward Partners Investment Advisory, LLC | $367.1K | 14,400 | 0.00% | 31q | +3.6%+$12.7K |
| BENJAMIN EDWARDS INC | $365.3K | 14,333 | 0.00% | 3q | +0.5%+$2.0K |
| Sowell Financial Services LLC | $337.1K | 13,224 | 0.01% | 6q | +36.6%+$90.3K |
| PFG Investments, LLC | $336.3K | 13,195 | 0.01% | 10q | HELD |
| Mezzasalma Advisors, LLC | $331.0K | 12,987 | 0.07% | 7q | +1.9%+$6.0K |
| Lido Advisors, LLC | $322.9K | 12,667 | 0.00% | 7q | HELD |
| CONNING INC. | $284.2K | 11,150 | 0.01% | 31q | HELD |
| Geneos Wealth Management Inc. | $279.1K | 10,950 | 0.01% | 42q | +2.3%+$6.4K |
| B. Riley Wealth Advisors, Inc. | $263.5K | 10,220 | 0.01% | new | NEW |
| Powell Investment Advisors, LLC | $257.4K | 10,100 | 0.08% | 27q | HELD |
| MAI Capital Management | $254.9K | 10,000 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $254.9K | 10,000 | 0.00% | 2q | +9515.4%+$252.2K |
| Concurrent Investment Advisors, LLC | $254.4K | 9,980 | 0.00% | 4q | HELD |
| HighTower Advisors, LLC | $247.6K | 9,712 | 0.00% | new | NEW |
| XTX Topco Ltd | $229.9K | 9,018 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $228.2K | 8,954 | 0.02% | 9q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $226.2K | 8,872 | 0.01% | 4q | HELD |
| Ausdal Financial Partners, Inc. | $225.4K | 8,844 | 0.01% | 6q | +0.6%+$1.3K |
| Creative Planning | $222.7K | 8,737 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $220.8K | 8,664 | 0.00% | 7q | HELD |
| WealthTrust Asset Management, LLC | $218.9K | 8,588 | 0.12% | 2q | HELD |
| Kestra Advisory Services, LLC | $217.6K | 8,535 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $133.8K | 5,249 | 0.00% | new | NEW |
| Allworth Financial LP | $107.6K | 4,223 | 0.00% | 9q | +0.7% |
| LANARK FINANCIAL, INC. | $102.6K | 4,025 | 0.01% | 12q | HELD |
| Rockefeller Capital Management L.P. | $87.7K | 3,442 | 0.00% | 4q | +41.4%+$25.7K |
| FIFTH THIRD BANCORP | $81.6K | 3,200 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $71.2K | 2,794 | 0.00% | 31q | +214.6%+$48.6K |
| FIRST HORIZON CORP | $63.0K | 2,470 | 0.00% | 8q | HELD |
| PRIVATE TRUST CO NA | $51.0K | 2,000 | 0.00% | 17q | HELD |
| ST GERMAIN D J CO INC | $48.9K | 1,917 | 0.00% | 13q | HELD |
| Global Retirement Partners, LLC | $42.5K | 1,667 | 0.00% | 13q | -1.7% |
| OAKWORTH CAPITAL, INC. | $38.2K | 1,500 | 0.00% | 13q | HELD |
| Integrated Wealth Concepts LLC | $33.2K | 1,303 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $32.3K | 1,267 | 0.00% | new | NEW |
| North Star Investment Management Corp. | $25.5K | 1,000 | 0.00% | 28q | HELD |
| BAYBAN | $24.2K | 948 | 0.02% | 3q | HELD |
| Axiom Investment Management LLC | $23.4K | 919 | 0.02% | 2q | HELD |
| ASSETMARK, INC | $17.4K | 682 | 0.00% | 4q | -44.2%-$13.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $15.3K | 600 | 0.00% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $12.7K | 500 | 0.00% | 2q | HELD |
| AMERIFLEX GROUP, INC. | $12.7K | 500 | 0.01% | 7q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.6K | 300 | 0.00% | 3q | HELD |
| Farther Finance Advisors, LLC | $7.2K | 282 | 0.00% | 5q | +1.1% |
| Arax Advisory Partners | $5.1K | 201 | 0.00% | 4q | -90.4%-$48.2K |
| Kennebec Savings Bank | $5.1K | 200 | 0.00% | 8q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.2K | 125 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $2.3K | 88,672 | 0.00% | 30q | -2.7% |
| JFS WEALTH ADVISORS, LLC | $1.7K | 66 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $1.1K | 42 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 42,454 | 0.00% | 31q | +100.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 93 | $152.8M | 5,995,772 | 12 | 32 | 15 | 0.0% |
| Q1 2026 | 90 | $152.3M | 6,139,137 | 11 | 26 | 27 | 0.0% |
| Q4 2025 | 88 | $137.8M | 5,825,610 | 9 | 27 | 22 | 0.0% |
| Q3 2025 | 92 | $142.6M | 5,750,646 | 10 | 26 | 21 | 0.0% |
| Q2 2025 | 89 | $142.0M | 6,067,425 | 11 | 18 | 27 | 0.0% |
| Q1 2025 | 77 | $137.5M | 5,747,661 | 8 | 20 | 21 | 0.0% |
| Q4 2024 | 87 | $127.1M | 5,772,629 | 11 | 23 | 16 | 0.0% |
| Q3 2024 | 85 | $125.3M | 5,400,977 | 11 | 23 | 23 | 0.0% |
| Q2 2024 | 84 | $108.7M | 5,374,876 | 12 | 24 | 24 | 0.0% |
| Q1 2024 | 78 | $111.6M | 5,678,777 | 10 | 26 | 23 | 0.0% |
| Q4 2023 | 81 | $98.6M | 5,197,997 | 12 | 17 | 27 | 0.0% |
| Q3 2023 | 74 | $83.2M | 4,683,801 | 8 | 23 | 21 | 0.0% |
| Q2 2023 | 74 | $92.0M | 4,507,702 | 11 | 15 | 18 | 0.0% |
| Q1 2023 | 71 | $95.6M | 4,485,311 | 8 | 17 | 20 | 0.0% |
| Q4 2022 | 73 | $101.7M | 4,448,741 | 16 | 20 | 11 | 0.0% |
| Q3 2022 | 80 | $101.4M | 4,835,779 | 6 | 25 | 15 | 0.0% |
| Q2 2022 | 86 | $112.8M | 4,915,953 | 6 | 24 | 13 | 0.0% |
| Q1 2022 | 91 | $121.3M | 4,744,560 | 12 | 27 | 19 | 0.0% |
| Q4 2021 | 88 | $124.0M | 4,740,801 | 10 | 23 | 18 | 0.0% |
| Q3 2021 | 88 | $109.1M | 4,766,456 | 10 | 28 | 17 | 0.0% |
| Q2 2021 | 85 | $125.3M | 5,030,662 | 4 | 31 | 18 | 0.0% |
| Q1 2021 | 89 | $126.8M | 5,393,202 | 11 | 22 | 23 | 0.0% |
| Q4 2020 | 85 | $117.1M | 5,565,897 | 7 | 21 | 27 | 0.0% |
| Q3 2020 | 84 | $106.5M | 5,577,420 | 7 | 19 | 29 | 0.0% |
| Q2 2020 | 84 | $111.7M | 5,811,202 | 8 | 22 | 23 | 0.0% |
| Q1 2020 | 86 | $109.3M | 6,230,670 | 11 | 24 | 21 | 0.0% |
| Q4 2019 | 90 | $147.1M | 5,381,213 | 3 | 26 | 17 | 0.0% |
| Q3 2019 | 88 | $159.7M | 5,617,058 | 14 | 30 | 13 | 0.0% |
| Q2 2019 | 82 | $133.2M | 5,239,805 | 7 | 23 | 17 | 0.0% |
| Q1 2019 | 82 | $135.0M | 5,443,919 | 8 | 24 | 19 | 0.0% |
| Q4 2018 | 84 | $110.9M | 5,430,780 | 0 | 3 | 0 | 0.0% |