John Hancock Tax Adv DVDHTD
13F holders, Q1 2026 (March 31)94holders −1
9new positions
10sold out
$24.77avg. 13F price*
At the end of Q1 2026, 94 institutions reported holding John Hancock Tax Adv DVD Inc. (HTD) in their 13F filings, down 1 from Q4 2025. 9 opened new positions and 10 sold out. The largest holders were UBS Group AG ($19.2M), Captrust Financial Advisors ($12.2M) and Morgan Stanley ($11.9M).
- Company
- John Hancock Tax Adv DVD Inc.
- Filed as
- HANCOCK JOHN TAX-ADVANTAGED (Q1 2026)
- CUSIP
- 41013V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.7M |
| Exits | 10 | $4.6M |
All 13F filers, Q4 2025 → Q1 2026: 255,660 shares bought and 298,979 shares sold, net −43,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| UBS Group AG | 0.00% | Add +1.2% | 776,442 | $19.2M |
| Captrust Financial Advisors | 0.02% | Add +6.6% | 493,002 | $12.2M |
| Morgan Stanley | 0.00% | Add +0.2% | 482,300 | $11.9M |
| Invesco Ltd. | 0.00% | Reduce -5.1% | 470,487 | $11.7M |
| LPL Financial LLC | 0.00% | Add +0.9% | 372,414 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Add +8.0% | 341,089 | $8.4M |
| Guggenheim Capital LLC | 0.06% | Reduce -2.8% | 325,879 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 314,864 | $7.8M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 262,793 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +11.5% | 224,195 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 181,694 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +6.3% | 151,813 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 127,458 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.8% | 116,568 | $2.9M |
| Live Oak Private Wealth LLC | 0.35% | No change | 102,602 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.5% | 91,117 | $2.3M |
| CENTRAL TRUST Co | 0.04% | No change | 85,526 | $2.1M |
| Indivisible Partners | 0.14% | Add +25.3% | 62,402 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.0% | 51,378 | $1.3M |
| Welch & Forbes LLC | 0.02% | No change | 50,000 | $1.2M |
| Samalin Investment Counsel, LLC | 0.42% | Reduce -0.4% | 48,030 | $1.2M |
| &partners | 0.00% | Add +30.3% | 38,723 | $955K |
| Spire Wealth Management | 0.03% | Add +12.3% | 35,765 | $886K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.9% | 31,775 | $792K |
| World Investment Advisors | 0.01% | Add +3.4% | 30,895 | $765K |
| Diesslin Group, Inc. | 0.34% | Reduce -4.4% | 30,487 | $755K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 29,444 | $729K |
| PMG Family Office LLC | 0.80% | Add +1.4% | 28,938 | $717K |
| First National Bank of Mount Dora, Trust Investment Services | 0.15% | No change | 27,800 | $689K |
| MRA Advisory Group | 0.28% | Reduce -0.9% | 27,622 | $684K |
| Envestnet Asset Management Inc. | 0.00% | Add +26.5% | 25,098 | $622K |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 24,519 | $607K |
| Wolverine Asset Management LLC | 0.03% | New | 23,602 | $585K |
| Savvy Advisors, Inc. | 0.01% | Reduce -19.2% | 21,743 | $539K |
| Investment Management Trust, LLC | 0.52% | — | 21,511 | $533K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -3.3% | 21,365 | $529K |
| Mutual Advisors, LLC | 0.01% | Reduce -14.3% | 21,283 | $527K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 21,153 | $524K |
| Advisors Asset Management, Inc. | 0.01% | New | 20,474 | $507K |
| Founders Financial Securities LLC | 0.03% | Reduce -1.3% | 18,665 | $480K |
| Abbot Financial Management, Inc. | 0.16% | Reduce -0.8% | 15,470 | $383K |
| Benjamin Edwards Inc. | 0.00% | Add +35.0% | 14,255 | $353K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -8.2% | 14,129 | $350K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 13,915 | $345K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +113.8% | 13,900 | $344K |
| MML Investors Services, LLC | 0.00% | Add +16.6% | 13,689 | $339K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.5% | 13,400 | $332K |
| PFG Investments, LLC | 0.02% | Reduce -5.1% | 13,195 | $327K |
| Mezzasalma Advisors, LLC | 0.08% | Add +1.9% | 12,750 | $316K |
| Lido Advisors, LLC | 0.00% | No change | 12,667 | $314K |
| Sunbelt Securities, Inc. | 0.02% | New | 11,606 | $287K |
| Conning Inc. | 0.01% | No change | 11,150 | $276K |
| Argentarii, LLC | 0.09% | No change | 10,823 | $268K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.6% | 10,700 | $265K |
| Powell Investment Advisors, LLC | 0.09% | No change | 10,100 | $250K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -1.6% | 9,980 | $247K |
| Sowell Financial Services LLC | 0.01% | Add +0.6% | 9,681 | $240K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -0.4% | 8,954 | $222K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.3% | 8,845 | $219K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -4.8% | 8,794 | $218K |
| SMH Capital Advisors Inc. | 0.61% | Reduce -0.0% | 8,744 | $217K |
| Advisory Services Network, LLC | 0.00% | Reduce -5.5% | 8,664 | $215K |
| WealthTrust Asset Management, LLC | 0.13% | New | 8,588 | $213K |
| Wellington-Altus USA Inc. | 0.12% | No change | 7,810 | $199K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,249 | $130K |
| Allworth Financial LP | 0.00% | Add +0.7% | 4,193 | $104K |
| Lanark Financial, Inc. | 0.01% | No change | 4,025 | $100K |
| Fifth Third Bancorp | 0.00% | New | 3,200 | $79K |
| First Horizon Corp. | 0.00% | No change | 2,470 | $61K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.8% | 2,434 | $60K |
| Jones Financial Companies LLLP | 0.00% | New | 2,145 | $53K |
| Arax Advisory Partners | 0.00% | Reduce -8.8% | 2,092 | $52K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $50K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,917 | $47K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,500 | $37K |
| Assetmark, Inc. | 0.00% | Reduce -19.9% | 1,222 | $30K |
| North Star Investment Management Corp. | 0.00% | No change | 1,000 | $25K |
| Bayban | 0.02% | No change | 948 | $23K |
| Axiom Investment Management LLC | 0.02% | — | 919 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -69.3% | 888 | $22K |
| Cwm, LLC | 0.00% | Add +71.0% | 855 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $15K |
| Ameriflex Group, Inc. | 0.01% | No change | 500 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 500 | $12K |
| Harbour Investments, Inc. | 0.00% | New | 500 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 300 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 279 | $7K |
| Kennebec Savings Bank | 0.00% | Reduce -82.7% | 200 | $5K |
| Hamrick Investment Counsel, llc | 0.00% | New | 200 | $5K |
| Highline Wealth Partners LLC | 0.00% | Reduce -10.7% | 125 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 104 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 42 | $1K |
| Vanguard Advisers Inc. | 0.00% | — | 28 | $705 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 5 | $124 |
"% 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.