John Hancock Tax Adv DVDHTD
13F holders, Q2 2025 (June 30)95holders +13
11new positions
2sold out
$23.40avg. 13F price*
At the end of Q2 2025, 95 institutions reported holding John Hancock Tax Adv DVD Inc. (HTD) in their 13F filings, up 13 from Q1 2025. 11 opened new positions and 2 sold out. The largest holders were UBS Group AG ($16.8M), Invesco Ltd. ($12.8M) and Captrust Financial Advisors ($11.2M).
- Company
- John Hancock Tax Adv DVD Inc.
- Filed as
- HANCOCK JOHN TAX-ADVANTAGED (Q2 2025)
- CUSIP
- 41013V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.3M |
| Exits | 2 | $296K |
All 13F filers, Q1 2025 → Q2 2025: 355,607 shares bought and 184,175 shares sold, net +171,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| UBS Group AG | 0.00% | Reduce -0.8% | 717,942 | $16.8M |
| Invesco Ltd. | 0.00% | Add +5.2% | 545,627 | $12.8M |
| Captrust Financial Advisors | 0.02% | Reduce -2.9% | 476,855 | $11.2M |
| Morgan Stanley | 0.00% | Add +0.0% | 395,174 | $9.2M |
| Guggenheim Capital LLC | 0.07% | Reduce -10.7% | 363,179 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 311,297 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 295,497 | $6.9M |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 275,252 | $6.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 270,810 | $6.3M |
| Karpus Management, Inc. | 0.17% | Reduce -1.9% | 226,036 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +29.9% | 166,155 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +2.2% | 163,056 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 159,735 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 127,526 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +2.3% | 120,175 | $2.8M |
| AQR Arbitrage LLC | 0.10% | Reduce -24.4% | 119,615 | $2.8M |
| Live Oak Private Wealth LLC | 0.36% | No change | 102,602 | $2.4M |
| NFSG Corp | 0.37% | New | 96,535 | $2.3M |
| CENTRAL TRUST Co | 0.05% | No change | 88,223 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +31.4% | 84,010 | $2.0M |
| Cohen & Steers, Inc. | 0.00% | No change | 72,835 | $1.7M |
| Welch & Forbes LLC | 0.01% | No change | 50,000 | $1.2M |
| Samalin Investment Counsel, LLC | 0.45% | Reduce -4.1% | 49,758 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 46,577 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 42,329 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -2.9% | 42,806 | $1.0M |
| Sanctuary Advisors, LLC | 0.00% | New | 30,735 | $719K |
| CW Advisors, LLC | 0.01% | Add +17.9% | 29,728 | $695K |
| MRA Advisory Group | 0.31% | Reduce -2.0% | 28,208 | $660K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | No change | 27,800 | $650K |
| Presper Financial Architects, LLC | 0.48% | — | 27,574 | $645K |
| Walleye Capital LLC | 0.01% | Add +11.7% | 27,100 | $634K |
| Readystate Asset Management LP | 0.05% | New | 26,741 | $625K |
| Spire Wealth Management | 0.02% | Add +22.1% | 25,404 | $594K |
| Mutual Advisors, LLC | 0.01% | Add +1.6% | 24,362 | $589K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 24,904 | $583K |
| 1607 Capital Partners, LLC | 0.05% | Reduce -15.0% | 24,431 | $571K |
| Shaker Financial Services, LLC | 0.20% | New | 23,443 | $548K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.1% | 22,705 | $531K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 22,448 | $525K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +3.5% | 22,090 | $517K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.6% | 20,014 | $468K |
| Founders Financial Securities LLC | 0.03% | No change | 18,915 | $442K |
| &partners | 0.00% | New | 17,717 | $414K |
| Lido Advisors, LLC | 0.00% | No change | 17,567 | $411K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 16,802 | $393K |
| Abbot Financial Management, Inc. | 0.17% | No change | 15,600 | $365K |
| PFG Investments, LLC | 0.02% | Add +24.1% | 14,960 | $350K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 13,633 | $319K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.4% | 12,868 | $301K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.4% | 12,295 | $288K |
| Mezzasalma Advisors, LLC | 0.08% | Add +1.8% | 12,039 | $282K |
| Geneos Wealth Management Inc. | 0.01% | Add +100.0% | 11,700 | $274K |
| Milestones Private Investment Advisors LLC | 0.20% | — | 11,311 | $265K |
| Conning Inc. | 0.01% | No change | 11,150 | $261K |
| Argentarii, LLC | 0.12% | No change | 10,823 | $253K |
| US Bancorp \de | 0.00% | No change | 10,701 | $250K |
| Cornerstone Advisors, LLC | 0.01% | New | 10,292 | $241K |
| Powell Investment Advisors, LLC | 0.09% | No change | 10,100 | $236K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.1% | 9,519 | $223K |
| Advisory Services Network, LLC | 0.00% | No change | 9,164 | $222K |
| Fortis Group Advisors, LLC | 0.04% | New | 9,090 | $221K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 8,992 | $210K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -9.5% | 8,764 | $205K |
| SMH Capital Advisors Inc. | 0.46% | Reduce -2.2% | 8,728 | $204K |
| Wolverine Asset Management LLC | 0.01% | New | 8,036 | $188K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 7,502 | $175K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.7% | 7,500 | $175K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.2% | 5,962 | $139K |
| Lanark Financial, Inc. | 0.01% | No change | 4,025 | $94K |
| Fifth Third Bancorp | 0.00% | Add +6724.1% | 3,958 | $93K |
| Comerica Bank | 0.00% | Reduce -13.9% | 3,700 | $87K |
| Beacon Capital Management, LLC | 0.01% | No change | 2,877 | $67K |
| Redmont Wealth Advisors LLC | 0.09% | No change | 2,612 | $61K |
| Allworth Financial LP | 0.00% | Add +1.2% | 2,303 | $54K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $47K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,917 | $45K |
| Global Retirement Partners, LLC | 0.00% | — | 1,764 | $41K |
| North Capital, Inc. | 0.03% | No change | 1,679 | $39K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -59.9% | 1,517 | $35K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,500 | $35K |
| Kennebec Savings Bank | 0.03% | No change | 1,155 | $27K |
| North Star Investment Management Corp. | 0.00% | No change | 1,000 | $23K |
| Avalon Trust Co | 0.00% | New | 897 | $21K |
| Evolution Wealth Management Inc. | 0.02% | — | 670 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | New | 522 | $12K |
| Cwm, LLC | 0.00% | No change | 500 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 500 | $12K |
| Ameriflex Group, Inc. | 0.01% | No change | 500 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -52.9% | 222 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 200 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 150 | $4K |
| Concord Wealth Partners | 0.00% | No change | 83 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.6% | 42 | $982 |
"% 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.