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Disclosery

HTD HANCOCK JOHN TAX-ADVANTAGED

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COM (fund), issuer CIK 1260041

95 managers (95 13F filers) reported a position in HTD shares at 2026-03-31, 5,953,653 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
95
13F filers
95
New
9
Added
29
Reduced
31
Sold out
10
Shares held by filers
5,953,653

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 AG776,442$19.2M<0.01%+9,28113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS493,002$12.2M0.02%+30,68913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY482,300$11.9M<0.01%+94413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.470,487$11.7M<0.01%-25,15113F-HRTimelineGroup
LPL Financial LLC372,414$9.22M<0.01%+3,15813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC341,089$8.45M<0.01%+25,36013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC325,879$8.07M0.06%-9,47113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN314,864$7.8M<0.01%+30,64913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/262,793$6.51M<0.01%-12,78813F-HRTimelineGroup
Cetera Investment Advisers224,195$5.55M0.01%+23,20113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,694$4.5M<0.01%-8,17113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP151,813$3.76M<0.01%+8,93513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,458$3.16M<0.01%+2,37413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,568$2.89M<0.01%-17,17813F-HRTimelineGroup
Live Oak Private Wealth LLC102,602$2.54M0.35%013F-HRTimeline
Janney Montgomery Scott LLC91,117$2.26M0.01%+3,06413F-HRTimeline
CENTRAL TRUST Co85,526$2.12M0.04%013F-HRTimeline
Indivisible Partners62,402$1.55M0.14%+12,60813F-HRTimeline
Sanctuary Advisors, LLC51,378$1.27M0.01%-50213F-HRTimeline
Welch & Forbes LLC50,000$1.24M0.02%013F-HRTimeline
Samalin Investment Counsel, LLC48,030$1.19M0.42%-17713F-HRTimeline
&PARTNERS38,723$955K<0.01%+9,00713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management35,765$886K0.03%+3,91913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,775$792K<0.01%-10,50713F-HRTimeline
World Investment Advisors30,895$765K0.01%+1,02613F-HRTimeline
Diesslin Group, Inc.30,487$755K0.34%-1,40613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,444$729K<0.01%-3,48713F-HRTimeline
PMG Family Office LLC28,938$717K0.8%+39013F-HRTimeline
First National Bank of Mount Dora, Trus…27,800$689K0.15%013F-HRTimeline
MRA Advisory Group27,622$684K0.28%-26213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,098$622K<0.01%+5,26013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,519$607K<0.01%+1,19413F-HR/ATimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC23,602$585K0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.21,743$539K0.01%-5,15213F-HRTimeline
Investment Management Trust, LLC21,511$533K0.52%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,365$529K0.03%-72513F-HRTimeline
Mutual Advisors, LLC21,283$527K0.01%-3,55113F-HRTimeline
Cambridge Investment Research Advisors,…21,153$524K<0.01%+13413F-HRTimeline
Advisors Asset Management, Inc.20,474$507K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,665$480K0.03%-25013F-HR/ATimeline
Abbot Financial Management, Inc.15,470$383K0.16%-13013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,255$353K<0.01%+3,70013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.14,129$350K0.01%-1,26313F-HRTimeline
Private Advisor Group, LLC13,915$345K<0.01%+9413F-HRTimeline
Steward Partners Investment Advisory, L…13,900$344K<0.01%+7,40013F-HRTimeline
MML INVESTORS SERVICES, LLC13,689$339K<0.01%+1,95013F-HRTimeline
Kingsview Wealth Management, LLC13,400$332K<0.01%+19813F-HRTimeline
PFG Investments, LLC13,195$327K0.02%-71313F-HRTimeline
Mezzasalma Advisors, LLC12,750$316K0.08%+23813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,667$314K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.11,606$287K0.02%new13F-HRTimeline
CONNING INC.in group CONNING INC.11,150$276K0.01%013F-HRTimelineGroup
Argentarii, LLC10,823$268K0.09%013F-HRTimeline
Geneos Wealth Management Inc.10,700$265K0.01%-1,00013F-HRTimeline
Powell Investment Advisors, LLC10,100$250K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,980$247K<0.01%-16313F-HRTimelineGroup
Sowell Financial Services LLC9,681$240K0.01%+5413F-HRTimeline
Institute for Wealth Management, LLC.8,954$222K0.02%-3813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,845$219K0.02%+2713F-HRTimeline
Ausdal Financial Partners, Inc.8,794$218K0.01%-44713F-HRTimeline
SMH CAPITAL ADVISORS INC8,744$217K0.61%-113F-HR/ATimeline
Advisory Services Network, LLC8,664$215K<0.01%-50013F-HRTimeline
WealthTrust Asset Management, LLC8,588$213K0.13%new13F-HRTimeline
Todd Wealth Management, LLC8,489$210K0.19%-6913F-HRTimeline
WELLINGTON-ALTUS USA INC.7,810$199K0.12%013F-HRTimeline
NewEdge Advisors, LLC5,249$130K<0.01%013F-HR/ATimeline
Allworth Financial LP4,193$104K<0.01%+3013F-HRTimeline
LANARK FINANCIAL, INC.4,025$99.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,200$79.3K<0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP2,470$61.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,434$60.3K<0.01%-4413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,145$53.1K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners2,092$51.8K<0.01%-20113F-HRTimeline
PRIVATE TRUST CO NA2,000$49.5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,917$47.5K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,500$37.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,222$30.3K<0.01%-30413F-HRTimelineGroup
North Star Investment Management Corp.1,000$24.8K<0.01%013F-HRTimeline
BAYBAN948$23.5K0.02%013F-HRTimeline
Axiom Investment Management LLC919$22.8K0.02%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…888$22K<0.01%-2,00013F-HRTimelineGroup
CWM, LLCin group CWM, LLC855$21.2K<0.01%+35513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV600$14.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$12.4K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC500$12.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.500$12.4K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…300$7.46K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC279$6.95K<0.01%+213F-HRTimeline
Kennebec Savings Bank200$4.95K<0.01%-95513F-HRTimeline
Hamrick Investment Counsel, llc200$4.95K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC125$3.1K<0.01%-1513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…104$2.58K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42$1.04K<0.01%013F-HR/ATimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC28$705<0.01%13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$124<0.01%013F-HRTimelineGroup