HTD institutional holders
HANCOCK JOHN TAX-ADVANTAGED · 13F, 2026Q2
| Managers holding | 94 |
|---|
| Shares held | 6,116,503 |
|---|
| Reported value | $155.9m |
|---|
| Quarter flows | 11 new, 36 added, 16 trimmed, 10 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| UBS Group AG | 819,905 | $20.9m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 545,914 | $13.9m | 0.0% |
| MORGAN STANLEY | 477,050 | $12.2m | 0.0% |
| LPL Financial LLC | 374,648 | $9.5m | 0.0% |
| Invesco Ltd. | 369,672 | $9.4m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 357,831 | $9.1m | 0.0% |
| GUGGENHEIM CAPITAL LLC | 322,627 | $8.2m | 0.1% |
| WELLS FARGO & COMPANY/MN | 314,635 | $8.0m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 273,076 | $7.0m | 0.0% |
| Cetera Investment Advisers | 233,071 | $5.9m | 0.0% |
| ROYAL BANK OF CANADA | 158,719 | $4.0m | 0.0% |
| FIRST TRUST ADVISORS LP | 156,601 | $4.0m | 0.0% |
| OSAIC HOLDINGS, INC. | 152,788 | $3.9m | 0.0% |
| STIFEL FINANCIAL CORP | 128,736 | $3.3m | 0.0% |
| Live Oak Private Wealth LLC | 102,602 | $2.6m | 0.3% |
| Janney Montgomery Scott LLC | 88,672 | $2.3m | 0.0% |
| CENTRAL TRUST Co | 82,510 | $2.1m | 0.0% |
| Indivisible Partners | 59,377 | $1.5m | 0.1% |
| Sanctuary Advisors, LLC | 54,147 | $1.4m | 0.0% |
| Welch & Forbes LLC | 50,000 | $1.3m | 0.0% |
| Samalin Investment Counsel, LLC | 46,519 | $1.2m | 0.4% |
| Hennion & Walsh Asset Management, Inc. | 43,996 | $1.1m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 42,454 | $1.1m | 0.0% |
| &PARTNERS | 40,789 | $1.0m | 0.0% |
| Advisors Asset Management, Inc. | 36,536 | $931,303 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("HTD"). HTD price history · All 13F data
Get a free API keySee history bundlesDownload free samples