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Disclosery

HTD HANCOCK JOHN TAX-ADVANTAGED

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COM (fund), issuer CIK 1260041

96 managers (96 13F filers) reported a position in HTD shares at 2025-12-31, 5,981,690 shares in all. 10 filers opened a position and 17 filers sold out during the quarter.

Managers
96
13F filers
96
New
10
Added
28
Reduced
26
Sold out
17
Shares held by filers
5,981,690

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 AG767,161$18.2M<0.01%+19,53613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.495,638$11.7M<0.01%-28,16513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY481,356$11.4M<0.01%+66,04313F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS462,313$10.9M0.02%-19,23813F-HRTimeline
LPL Financial LLC369,256$8.74M<0.01%+79,75413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC335,350$7.93M0.06%-37,19913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC315,729$7.47M<0.01%+11,36613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN284,215$6.72M<0.01%+3,74913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/275,581$6.52M<0.01%-4,16113F-HRTimelineGroup
Cetera Investment Advisers200,994$4.76M0.01%+21,40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA189,865$4.49M<0.01%+1,83513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP142,878$3.38M<0.01%+5,82013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,746$3.16M<0.01%-67,01713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,084$2.96M<0.01%-1,95213F-HRTimelineGroup
Shaker Financial Services, LLC103,019$2.44M0.77%+84,92413F-HRTimeline
Live Oak Private Wealth LLC102,602$2.43M0.33%013F-HRTimeline
Janney Montgomery Scott LLC88,053$2.08M<0.01%-3,63013F-HRTimeline
CENTRAL TRUST Co85,526$2.02M0.04%-1,28013F-HRTimeline
Sanctuary Advisors, LLC51,880$1.23M0.01%+3,33813F-HRTimeline
Welch & Forbes LLC50,000$1.18M0.01%013F-HRTimeline
Indivisible Partners49,794$1.18M0.13%13F-HRTimeline
Samalin Investment Counsel, LLC48,207$1.14M0.4%-90513F-HRTimeline
Presper Financial Architects, LLC42,581$1.01M0.57%+15,55513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,282$998K<0.01%-12013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,931$779K<0.01%+2,55513F-HRTimeline
Diesslin Group, Inc.31,893$755K0.3%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,846$753K0.03%+79613F-HRTimelineGroup
World Investment Advisors29,869$707K0.01%-1,01613F-HR/ATimeline
&PARTNERS29,716$703K<0.01%+10,04813F-HRTimeline
PMG Family Office LLC28,548$675K0.78%-113F-HRTimeline
MRA Advisory Group27,884$660K0.28%-26113F-HRTimeline
First National Bank of Mount Dora, Trus…27,800$658K0.14%013F-HRTimeline
Savvy Advisors, Inc.26,895$636K0.02%new13F-HRTimeline
Mutual Advisors, LLC24,834$588K0.01%+41813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,325$552K<0.01%+1,64213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,090$523K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…21,019$497K<0.01%-1,20013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,838$469K<0.01%+43913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC18,915$448K0.03%013F-HRTimeline
Abbot Financial Management, Inc.15,600$369K0.15%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.15,392$364K0.01%-12,88713F-HRTimeline
PFG Investments, LLC13,908$329K0.02%-35813F-HRTimeline
Private Advisor Group, LLC13,821$327K<0.01%+12613F-HRTimeline
Kingsview Wealth Management, LLC13,202$312K<0.01%+19913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,667$300K<0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC12,512$298K0.07%+23813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,750$278K<0.01%-4,38813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,739$278K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.11,700$277K0.01%013F-HRTimeline
Milestones Private Investment Advisors …11,311$268K0.18%013F-HRTimeline
CONNING INC.in group CONNING INC.11,150$264K0.01%013F-HRTimelineGroup
Argentarii, LLC10,823$256K0.08%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,555$250K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,143$240K<0.01%-24213F-HRTimelineGroup
Powell Investment Advisors, LLC10,100$239K0.08%013F-HRTimeline
Logan Stone Capital, LLC9,881$234K0.06%new13F-HRTimeline
Sowell Financial Services LLC9,627$228K0.01%+5513F-HRTimeline
Ausdal Financial Partners, Inc.9,241$219K0.01%+29413F-HRTimeline
Advisory Services Network, LLC9,164$217K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.8,992$213K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,818$211K0.01%+1813F-HRTimeline
SMH CAPITAL ADVISORS INC8,745$207K0.42%-5913F-HRTimeline
Todd Wealth Management, LLC8,558$202K0.18%13F-HRTimeline
WELLINGTON-ALTUS USA INC.7,810$185K0.14%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,758$184K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,500$154K<0.01%+50013F-HRTimeline
NewEdge Advisors, LLC5,249$124K<0.01%-11,62913F-HRTimeline
Allworth Financial LP4,163$98.5K<0.01%+3013F-HRTimeline
LANARK FINANCIAL, INC.4,025$95.2K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,888$68.3K<0.01%-58513F-HRTimelineGroup
COMERICA BANK2,800$66.2K<0.01%-1,30013F-HRTimeline
REDMONT WEALTH ADVISORS LLC2,612$61.8K0.09%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,478$58.6K<0.01%-5313F-HR/ATimelineGroup
FIRST HORIZON CORP2,470$58.4K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …2,342$55.4K0.03%13F-HRTimeline
Arax Advisory Partners2,293$54.3K<0.01%+2,09213F-HRTimeline
PRIVATE TRUST CO NA2,000$47.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,917$45.4K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,695$40.1K<0.01%-8113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,526$36.1K<0.01%+1,24613F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,500$35.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1,445$34.2K0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,250$30K<0.01%new13F-HRTimeline
Kennebec Savings Bank1,155$27.3K0.02%013F-HRTimeline
IFC & Insurance Marketing, Inc.1,090$26K0.03%13F-HRTimeline
North Star Investment Management Corp.1,000$23.7K<0.01%013F-HRTimeline
BAYBAN948$22.4K0.02%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$14.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC500$12K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC500$11.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$11.8K0.01%-50013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…300$7.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC277$6.55K<0.01%+12713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC140$3.31K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42$994<0.01%-20013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$118<0.01%new13F-HRTimelineGroup