John Hancock Tax Adv DVDHTD
13F holders, Q4 2025 (December 31)95holders −1
10new positions
17sold out
$23.66avg. 13F price*
At the end of Q4 2025, 95 institutions reported holding John Hancock Tax Adv DVD Inc. (HTD) in their 13F filings, down 1 from Q3 2025. 10 opened new positions and 17 sold out. The largest holders were UBS Group AG ($18.2M), Invesco Ltd. ($11.7M) and Morgan Stanley ($11.4M).
- Company
- John Hancock Tax Adv DVD Inc.
- Filed as
- HANCOCK JOHN TAX-ADVANTAGED (Q4 2025)
- CUSIP
- 41013V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 17 | $6.2M |
All 13F filers, Q3 2025 → Q4 2025: 404,117 shares bought and 447,844 shares sold, net −43,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| UBS Group AG | 0.00% | Add +2.6% | 767,161 | $18.2M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 495,638 | $11.7M |
| Morgan Stanley | 0.00% | Add +15.9% | 481,356 | $11.4M |
| Captrust Financial Advisors | 0.02% | Reduce -4.0% | 462,313 | $10.9M |
| LPL Financial LLC | 0.00% | Add +27.6% | 369,256 | $8.7M |
| Guggenheim Capital LLC | 0.06% | Reduce -10.0% | 335,350 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 315,729 | $7.5M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 284,215 | $6.7M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 275,581 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +11.9% | 200,994 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 189,865 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +4.3% | 142,878 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.4% | 133,746 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 125,084 | $3.0M |
| Shaker Financial Services, LLC | 0.77% | Add +469.3% | 103,019 | $2.4M |
| Live Oak Private Wealth LLC | 0.33% | No change | 102,602 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.0% | 88,053 | $2.1M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.5% | 85,526 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.9% | 51,880 | $1.2M |
| Welch & Forbes LLC | 0.01% | No change | 50,000 | $1.2M |
| Indivisible Partners | 0.13% | — | 49,794 | $1.2M |
| Samalin Investment Counsel, LLC | 0.41% | Reduce -1.8% | 48,207 | $1.1M |
| Presper Financial Architects, LLC | 0.57% | Add +57.6% | 42,581 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 42,282 | $998K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.4% | 32,931 | $779K |
| Diesslin Group, Inc. | 0.30% | — | 31,893 | $755K |
| Spire Wealth Management | 0.03% | Add +2.6% | 31,846 | $753K |
| World Investment Advisors | 0.01% | Reduce -3.3% | 29,869 | $707K |
| &partners | 0.00% | Add +51.1% | 29,716 | $703K |
| PMG Family Office LLC | 0.78% | Reduce 0.0% | 28,548 | $675K |
| MRA Advisory Group | 0.28% | Reduce -0.9% | 27,884 | $660K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 27,800 | $658K |
| Savvy Advisors, Inc. | 0.02% | New | 26,895 | $636K |
| Mutual Advisors, LLC | 0.01% | Add +1.7% | 24,834 | $588K |
| Ameriprise Financial Inc. | 0.00% | Add +7.6% | 23,325 | $552K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 22,090 | $523K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 21,019 | $497K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 19,838 | $469K |
| Founders Financial Securities LLC | 0.03% | No change | 18,915 | $448K |
| Abbot Financial Management, Inc. | 0.15% | No change | 15,600 | $369K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -45.6% | 15,392 | $364K |
| PFG Investments, LLC | 0.02% | Reduce -2.5% | 13,908 | $329K |
| Private Advisor Group, LLC | 0.00% | Add +0.9% | 13,821 | $327K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.5% | 13,202 | $312K |
| Lido Advisors, LLC | 0.00% | No change | 12,667 | $300K |
| Mezzasalma Advisors, LLC | 0.07% | Add +1.9% | 12,512 | $298K |
| Jane Street Group, LLC | 0.00% | Reduce -27.2% | 11,750 | $278K |
| MML Investors Services, LLC | 0.00% | New | 11,739 | $278K |
| Geneos Wealth Management Inc. | 0.01% | No change | 11,700 | $277K |
| Milestones Private Investment Advisors LLC | 0.18% | No change | 11,311 | $268K |
| Conning Inc. | 0.01% | No change | 11,150 | $264K |
| Argentarii, LLC | 0.08% | No change | 10,823 | $256K |
| Benjamin Edwards Inc. | 0.00% | New | 10,555 | $250K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.3% | 10,143 | $240K |
| Powell Investment Advisors, LLC | 0.08% | No change | 10,100 | $239K |
| Logan Stone Capital, LLC | 0.06% | New | 9,881 | $234K |
| Sowell Financial Services LLC | 0.01% | Add +0.6% | 9,627 | $228K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +3.3% | 9,241 | $219K |
| Advisory Services Network, LLC | 0.00% | No change | 9,164 | $217K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 8,992 | $213K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.2% | 8,818 | $211K |
| SMH Capital Advisors Inc. | 0.42% | Reduce -0.7% | 8,745 | $207K |
| Wellington-Altus USA Inc. | 0.14% | — | 7,810 | $185K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,758 | $184K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 6,500 | $154K |
| NewEdge Advisors, LLC | 0.00% | Reduce -68.9% | 5,249 | $124K |
| Allworth Financial LP | 0.00% | Add +0.7% | 4,163 | $98K |
| Lanark Financial, Inc. | 0.01% | No change | 4,025 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.8% | 2,888 | $68K |
| Comerica Bank | 0.00% | Reduce -31.7% | 2,800 | $66K |
| Redmont Wealth Advisors LLC | 0.09% | No change | 2,612 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.1% | 2,478 | $59K |
| First Horizon Corp. | 0.00% | No change | 2,470 | $58K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 2,342 | $55K |
| Arax Advisory Partners | 0.00% | Add +1040.8% | 2,293 | $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% | Reduce -4.6% | 1,695 | $40K |
| Assetmark, Inc. | 0.00% | Add +445.0% | 1,526 | $36K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,500 | $35K |
| Global Wealth Strategies & Associates | 0.01% | New | 1,445 | $34K |
| Resources Management Corp. /CT/ | 0.00% | New | 1,250 | $30K |
| Kennebec Savings Bank | 0.02% | No change | 1,155 | $27K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 1,090 | $26K |
| North Star Investment Management Corp. | 0.00% | No change | 1,000 | $24K |
| Bayban | 0.02% | — | 948 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $14K |
| Cwm, LLC | 0.00% | No change | 500 | $12K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 500 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 500 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 300 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +84.7% | 277 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 140 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.6% | 42 | $994 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5 | $118 |
"% 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.