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Disclosery

HTD HANCOCK JOHN TAX-ADVANTAGED

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COM (fund), issuer CIK 1260041

84 managers (84 13F filers) reported a position in HTD shares at 2025-03-31, 5,965,615 shares in all. 8 filers opened a position and 16 filers sold out during the quarter.

Managers
84
13F filers
84
New
8
Added
26
Reduced
24
Sold out
16
Shares held by filers
5,965,615

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AG723,685$17.3M<0.01%+15,79813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.518,742$12.4M<0.01%+18,92213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS491,246$11.8M0.03%+36,82713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC406,624$9.73M0.09%+30,68713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY395,003$9.45M<0.01%+22,37013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/299,995$7.18M<0.01%-45,10613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC298,592$7.15M<0.01%+3313F-HRTimelineGroup
LPL Financial LLC291,620$6.98M<0.01%+25,08913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN278,814$6.67M<0.01%+43,00013F-HRTimelineGroup
Karpus Management, Inc.230,311$5.51M0.18%-13,85213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165,634$3.96M<0.01%+70813F-HR/ATimelineGroup
Cetera Investment Advisers159,567$3.82M0.01%+6,53013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC158,175$3.78M0.09%-50,36413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP128,627$3.08M<0.01%+4,64313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,865$3.06M0.01%-22,85913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP117,498$2.81M<0.01%-3,59013F-HRTimelineGroup
Live Oak Private Wealth LLC102,602$2.46M0.4%013F-HRTimeline
CENTRAL TRUST Co88,223$2.11M0.05%-1,53413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.72,835$1.74M<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC63,930$1.53M<0.01%+10,49213F-HRTimeline
Samalin Investment Counsel, LLC51,884$1.24M0.5%+28813F-HRTimeline
Welch & Forbes LLC50,000$1.2M0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,943$1.1M<0.01%-10,67413F-HRTimeline
Hennion & Walsh Asset Management, Inc.44,075$1.05M0.05%-4413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,182$1.01M<0.01%+1,54413F-HRTimeline
Cambridge Investment Research Advisors,…30,721$735K<0.01%+11,16913F-HRTimeline
MRA Advisory Group28,773$689K0.37%-41713F-HRTimeline
1607 Capital Partners, LLC28,731$688K0.06%-11,19813F-HRTimeline
First National Bank of Mount Dora, Trus…27,800$665K0.16%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,797$617K<0.01%+8,47913F-HRTimelineGroup
CW Advisors, LLC25,221$604K0.01%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC24,400$584K<0.01%-97613F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC24,259$581K0.01%-4,64713F-HRTimelineGroup
Mutual Advisors, LLC23,979$544K0.02%+16313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,640$542K<0.01%+6,57113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,340$511K0.04%-73513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,807$498K0.02%+3,33313F-HRTimelineGroup
Geneos Wealth Management Inc.18,300$438K0.01%+12,45013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,915$428K0.04%-2,30013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,567$420K<0.01%+4,90013F-HRTimelineGroup
NewEdge Advisors, LLC16,711$400K<0.01%-1,10513F-HRTimeline
Abbot Financial Management, Inc.15,600$373K0.19%013F-HRTimeline
Private Advisor Group, LLC13,662$327K<0.01%-2,86813F-HRTimeline
Kingsview Wealth Management, LLC12,690$304K0.01%+23313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,598$301K<0.01%+21313F-HRTimeline
PFG Investments, LLC12,053$288K0.02%+613F-HRTimeline
Mezzasalma Advisors, LLC11,824$283K0.1%-47713F-HRTimeline
CONNING INC.in group CONNING INC.11,150$267K0.01%013F-HRTimelineGroup
Argentarii, LLC10,823$259K0.13%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,701$256K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,361$248K0.03%-1,14313F-HRTimeline
Powell Investment Advisors, LLC10,100$242K0.12%013F-HRTimeline
Sowell Financial Services LLC9,721$233K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.9,685$232K0.02%new13F-HRTimeline
Advisory Services Network, LLC9,164$219K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.8,992$215K0.03%-1,00013F-HRTimeline
SMH CAPITAL ADVISORS INC8,923$214K0.5%-26313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,077$193K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC7,502$180K0.02%-25513F-HRTimeline
Steward Partners Investment Advisory, L…7,375$176K<0.01%013F-HRTimeline
COMERICA BANK4,300$103K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,025$96K0.01%+4,02113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,780$90.5K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC2,877$68.8K0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC2,612$62.5K0.12%new13F-HRTimeline
Allworth Financial LP2,276$51.4K<0.01%+2613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,000$47.9K<0.01%new13F-HR/ATimelineGroup
PRIVATE TRUST CO NA2,000$47.9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,917$45.9K<0.01%013F-HRTimelineGroup
North Capital, Inc.1,679$40.2K0.04%13F-HRTimeline
OAKWORTH CAPITAL, INC.1,500$35.9K<0.01%013F-HRTimeline
Kennebec Savings Bank1,155$27.6K0.03%-14513F-HRTimeline
North Star Investment Management Corp.1,000$23.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO948$22.7K<0.01%-45313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$14.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC500$12K<0.01%-69013F-HRTimelineGroup
McIlrath & Eck, LLC500$12K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$12K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC471$10.4K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC200$4.56K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners83$1.99K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…58$1.39K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.