John Hancock Tax Adv DVDHTD
13F holders, Q2 2026 (June 30)94holders
9new positions
7sold out
$25.49avg. 13F price*
At the end of Q2 2026, 94 institutions reported holding John Hancock Tax Adv DVD Inc. (HTD) in their 13F filings, unchanged from Q1 2026. 9 opened new positions and 7 sold out. The largest holders were UBS Group AG ($20.9M), Captrust Financial Advisors ($13.9M) and Morgan Stanley ($12.2M).
- Company
- John Hancock Tax Adv DVD Inc.
- Filed as
- HANCOCK JOHN TAX-ADVANTAGED (Q2 2026)
- CUSIP
- 41013V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.5M |
| Exits | 7 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 365,910 shares bought and 197,997 shares sold, net +167,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| UBS Group AG | 0.00% | Add +5.6% | 819,905 | $20.9M |
| Captrust Financial Advisors | 0.02% | Add +10.7% | 545,914 | $13.9M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 477,050 | $12.2M |
| LPL Financial LLC | 0.00% | Add +0.6% | 374,648 | $9.5M |
| Invesco Ltd. | 0.00% | Reduce -21.4% | 369,672 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 357,831 | $9.1M |
| Guggenheim Capital LLC | 0.05% | Reduce -1.0% | 322,627 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 314,635 | $8.0M |
| Bank of America Corp. | 0.00% | Add +3.9% | 273,076 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +4.0% | 233,071 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -12.6% | 158,719 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +3.1% | 156,601 | $4.0M |
| Osaic Holdings, Inc. | 0.00% | Add +31.1% | 152,788 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 128,736 | $3.3M |
| Live Oak Private Wealth LLC | 0.33% | No change | 102,602 | $2.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 88,672 | $2.3M |
| CENTRAL TRUST Co | 0.04% | Reduce -3.5% | 82,510 | $2.1M |
| Indivisible Partners | 0.09% | Reduce -4.8% | 59,377 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.4% | 54,147 | $1.4M |
| Welch & Forbes LLC | 0.02% | No change | 50,000 | $1.3M |
| Samalin Investment Counsel, LLC | 0.38% | Reduce -3.1% | 46,519 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +211.4% | 43,996 | $1.1M |
| &partners | 0.00% | Add +5.3% | 40,789 | $1.0M |
| Advisors Asset Management, Inc. | 0.01% | Add +78.5% | 36,536 | $931K |
| Spire Wealth Management | 0.03% | Reduce -0.2% | 35,686 | $910K |
| Envestnet Asset Management Inc. | 0.00% | Add +41.2% | 35,443 | $903K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.1% | 32,431 | $839K |
| Diesslin Group, Inc. | 0.30% | Add +0.2% | 30,554 | $779K |
| World Investment Advisors | 0.01% | No change | 30,895 | $765K |
| PMG Family Office LLC | 0.69% | Add +0.9% | 29,205 | $744K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 28,723 | $732K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 27,800 | $709K |
| MRA Advisory Group | 0.26% | Reduce -0.2% | 27,579 | $703K |
| Ameriprise Financial Inc. | 0.00% | Add +7.3% | 26,310 | $671K |
| Cerity Partners LLC | 0.00% | New | 24,927 | $635K |
| Private Advisor Group, LLC | 0.00% | Add +60.0% | 22,266 | $568K |
| Investment Management Trust, LLC | 0.50% | Add +1.9% | 21,911 | $559K |
| Savvy Advisors, Inc. | 0.01% | Reduce -0.9% | 21,541 | $549K |
| Mutual Advisors, LLC | 0.01% | Add +1.2% | 21,533 | $549K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 21,227 | $541K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -8.4% | 19,565 | $499K |
| Founders Financial Securities LLC | 0.02% | No change | 18,665 | $476K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 15,516 | $396K |
| Abbot Financial Management, Inc. | 0.14% | No change | 15,470 | $394K |
| MML Investors Services, LLC | 0.00% | Add +11.0% | 15,195 | $387K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.6% | 14,400 | $367K |
| Benjamin Edwards Inc. | 0.00% | Add +0.6% | 14,333 | $365K |
| Sowell Financial Services LLC | 0.01% | Add +36.6% | 13,224 | $337K |
| PFG Investments, LLC | 0.01% | No change | 13,195 | $336K |
| Mezzasalma Advisors, LLC | 0.07% | Add +1.9% | 12,987 | $331K |
| Lido Advisors, LLC | 0.00% | No change | 12,667 | $323K |
| Conning Inc. | 0.01% | No change | 11,150 | $284K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.3% | 10,950 | $279K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 10,220 | $263K |
| Powell Investment Advisors, LLC | 0.08% | No change | 10,100 | $257K |
| MAI Capital Management | 0.00% | New | 10,000 | $255K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9515.4% | 10,000 | $255K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 9,980 | $254K |
| HighTower Advisors, LLC | 0.00% | New | 9,712 | $248K |
| SMH Capital Advisors Inc. | 0.91% | Add +4.4% | 9,128 | $233K |
| XTX Topco Ltd | 0.00% | New | 9,018 | $230K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 8,954 | $228K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.3% | 8,872 | $226K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.6% | 8,844 | $225K |
| Creative Planning | 0.00% | New | 8,737 | $223K |
| Advisory Services Network, LLC | 0.00% | No change | 8,664 | $221K |
| WealthTrust Asset Management, LLC | 0.12% | No change | 8,588 | $219K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,535 | $218K |
| Wellington-Altus USA Inc. | 0.14% | No change | 7,810 | $193K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,249 | $134K |
| Allworth Financial LP | 0.00% | Add +0.7% | 4,223 | $108K |
| Lanark Financial, Inc. | 0.01% | No change | 4,025 | $103K |
| Rockefeller Capital Management L.P. | 0.00% | Add +41.4% | 3,442 | $88K |
| Fifth Third Bancorp | 0.00% | No change | 3,200 | $82K |
| PNC Financial Services Group, Inc. | 0.00% | Add +214.6% | 2,794 | $71K |
| First Horizon Corp. | 0.00% | No change | 2,470 | $63K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $51K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,917 | $49K |
| Global Retirement Partners, LLC | 0.00% | — | 1,667 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,500 | $38K |
| North Star Investment Management Corp. | 0.00% | No change | 1,000 | $25K |
| Bayban | 0.02% | No change | 948 | $24K |
| Axiom Investment Management LLC | 0.02% | No change | 919 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -44.2% | 682 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $15K |
| Ameriflex Group, Inc. | 0.01% | No change | 500 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $13K |
| International Assets Investment Management, LLC | 0.00% | No change | 300 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.1% | 282 | $7K |
| Arax Advisory Partners | 0.00% | Reduce -90.4% | 201 | $5K |
| Kennebec Savings Bank | 0.00% | No change | 200 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 125 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 66 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 42 | $1K |
"% of holder's portfolio" is HTD's weight in each manager's 13F, not the share of John Hancock Tax Adv DVD Inc. the manager owns.