Who Owns HANCOCK JOHN TAX-ADVANTAGED (HTD)? -- Institutional Holders (2026-06-30)
101 institutions reported holding $155.4M of HANCOCK JOHN TAX-ADVANTAGED (HTD) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($20.9M), CAPTRUST FINANCIAL ADVISORS ($13.9M), MORGAN STANLEY ($12.2M), LPL Financial LLC ($9.5M), Invesco Ltd. ($9.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | UBS Group AG | $20.9M | 819,905 | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $13.9M | 545,914 | Added |
| 3 | MORGAN STANLEY | $12.2M | 477,050 | Trimmed |
| 4 | LPL Financial LLC | $9.5M | 374,648 | Added |
| 5 | Invesco Ltd. | $9.4M | 369,672 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $9.1M | 357,831 | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $8.2M | 322,627 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $8.0M | 314,635 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $7.0M | 273,076 | Added |
| 10 | Cetera Investment Advisers | $5.9M | 233,071 | Added |
| 11 | Royal Bank of Canada | $4.0M | 158,719 | Trimmed |
| 12 | FIRST TRUST ADVISORS LP | $4.0M | 156,601 | Added |
| 13 | OSAIC HOLDINGS, INC. | $3.9M | 152,788 | Added |
| 14 | STIFEL FINANCIAL CORP | $3.3M | 128,736 | Added |
| 15 | Live Oak Private Wealth LLC | $2.6M | 102,602 | Hold |
| 16 | Janney Montgomery Scott LLC | $2.3M | 88,672 | Trimmed |
| 17 | CENTRAL TRUST Co | $2.1M | 82,510 | Trimmed |
| 18 | Indivisible Partners | $1.5M | 59,377 | Trimmed |
| 19 | Sanctuary Advisors, LLC | $1.4M | 54,147 | Added |
| 20 | WELCH & FORBES LLC | $1.3M | 50,000 | Hold |
| 21 | Samalin Investment Counsel, LLC | $1.2M | 46,519 | Trimmed |
| 22 | Hennion & Walsh Asset Management, Inc. | $1.1M | 43,996 | Added |
| 23 | &PARTNERS | $1.0M | 40,789 | Added |
| 24 | Advisors Asset Management, Inc. | $931,303 | 36,536 | Added |
| 25 | Spire Wealth Management | $909,632 | 35,686 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30