Skip to content
Disclosery

HTD HANCOCK JOHN TAX-ADVANTAGED

Follow

COM (common), issuer CIK 1260041

95 managers (95 13F filers) reported a position in HTD shares at 2026-06-30, 6,110,232 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
95
13F filers
95
New
9
Added
36
Reduced
17
Sold out
7
Shares held by filers
6,110,232

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG819,905$20.9M<0.01%+43,46313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS545,914$13.9M0.02%+52,91213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY477,050$12.2M<0.01%-5,25013F-HRTimelineGroup
LPL Financial LLC374,648$9.55M<0.01%+2,23413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.369,672$9.42M<0.01%-100,81513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC357,831$9.12M<0.01%+16,74213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC322,627$8.22M0.05%-3,25213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN314,635$8.02M<0.01%-22913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/273,076$6.96M<0.01%+10,28313F-HRTimelineGroup
Cetera Investment Advisers233,071$5.94M0.01%+8,87613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA158,719$4.05M<0.01%-22,97513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP156,601$3.99M<0.01%+4,78813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.152,788$3.89M<0.01%+36,22013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,736$3.28M<0.01%+1,27813F-HRTimelineGroup
Live Oak Private Wealth LLC102,602$2.62M0.33%013F-HRTimeline
Janney Montgomery Scott LLC88,672$2.26M<0.01%-2,44513F-HRTimeline
CENTRAL TRUST Co82,510$2.1M0.04%-3,01613F-HRTimeline
Indivisible Partners59,377$1.51M0.09%-3,02513F-HRTimeline
Sanctuary Advisors, LLC54,147$1.38M0.01%+2,76913F-HRTimeline
Welch & Forbes LLC50,000$1.27M0.02%013F-HRTimeline
Samalin Investment Counsel, LLC46,519$1.19M0.38%-1,51113F-HRTimeline
Hennion & Walsh Asset Management, Inc.43,996$1.12M0.03%+29,86713F-HRTimeline
&PARTNERS40,789$1.04M<0.01%+2,06613F-HRTimeline
Advisors Asset Management, Inc.36,536$931K0.01%+16,06213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management35,686$910K0.03%-7913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,443$903K<0.01%+10,34513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,431$839K<0.01%+65613F-HRTimeline
Diesslin Group, Inc.30,554$779K0.3%+6713F-HRTimeline
World Investment Advisors30,895$765K0.01%013F-HRTimeline
PMG Family Office LLC29,205$744K0.69%+26713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,723$732K<0.01%-72113F-HRTimeline
First National Bank of Mount Dora, Trus…27,800$709K0.14%013F-HRTimeline
MRA Advisory Group27,579$703K0.26%-4313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,310$671K<0.01%+1,79113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC24,927$635K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC22,266$568K<0.01%+8,35113F-HRTimeline
Investment Management Trust, LLC21,911$559K0.5%+40013F-HRTimeline
Savvy Advisors, Inc.21,541$549K0.01%-20213F-HRTimeline
Mutual Advisors, LLC21,533$549K0.01%+25013F-HRTimeline
Cambridge Investment Research Advisors,…21,227$541K<0.01%+7413F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,565$499K0.02%-1,80013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,665$476K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC15,516$396K<0.01%new13F-HRTimeline
Abbot Financial Management, Inc.15,470$394K0.14%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,195$387K<0.01%+1,50613F-HRTimeline
Steward Partners Investment Advisory, L…14,400$367K<0.01%+50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,333$365K<0.01%+7813F-HRTimelineGroup
Sowell Financial Services LLC13,224$337K0.01%+3,54313F-HRTimeline
PFG Investments, LLC13,195$336K0.01%013F-HRTimeline
Mezzasalma Advisors, LLC12,987$331K0.07%+23713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,667$323K<0.01%013F-HRTimelineGroup
CONNING INC.in group CONNING INC.11,150$284K0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.10,950$279K0.01%+25013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,220$263K0.01%new13F-HRTimeline
Powell Investment Advisors, LLC10,100$257K0.08%013F-HRTimeline
MAI Capital Management10,000$255K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,000$255K<0.01%+9,89613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,980$254K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC9,712$248K<0.01%new13F-HRTimeline
SMH CAPITAL ADVISORS INC9,128$233K0.91%+38413F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd9,018$230K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.8,954$228K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,872$226K0.01%+2713F-HRTimeline
Ausdal Financial Partners, Inc.8,844$225K0.01%+5013F-HRTimeline
Creative Planningin group Creative Planning8,737$223K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC8,664$221K<0.01%013F-HRTimeline
WealthTrust Asset Management, LLC8,588$219K0.12%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,535$218K<0.01%new13F-HRTimelineGroup
Todd Wealth Management, LLC8,449$215K0.16%-4013F-HRTimeline
WELLINGTON-ALTUS USA INC.7,810$193K0.14%013F-HRTimeline
NewEdge Advisors, LLC5,249$134K<0.01%013F-HRTimeline
Allworth Financial LP4,223$108K<0.01%+3013F-HRTimeline
LANARK FINANCIAL, INC.4,025$103K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,442$87.7K<0.01%+1,00813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,200$81.6K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,794$71.2K<0.01%+1,90613F-HRTimelineGroup
FIRST HORIZON CORP2,470$63K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,000$51K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,917$48.9K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,667$42.5K<0.01%13F-HRTimeline
OAKWORTH CAPITAL, INC.1,500$38.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,000$25.5K<0.01%013F-HRTimeline
BAYBAN948$24.2K0.02%013F-HRTimeline
Axiom Investment Management LLC919$23.4K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC682$17.4K<0.01%-54013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$15.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$12.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$12.7K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…300$7.58K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC282$7.19K<0.01%+313F-HRTimeline
Arax Advisory Partners201$5.12K<0.01%-1,89113F-HRTimeline
Kennebec Savings Bank200$5.1K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC125$3.19K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC66$1.68K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42$1.08K<0.01%013F-HRTimelineGroup