Who Owns HANCOCK JOHN TAX ADVANTAGED (HTD)? -- Institutional Holders (2026-06-30)

101 institutions reported holding $155.5M 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.

RankInstitutionValueSharesChange
1UBS Group AG$20.9M819,905Added
2CAPTRUST FINANCIAL ADVISORS$13.9M545,914Added
3MORGAN STANLEY$12.2M477,050Trimmed
4LPL Financial LLC$9.5M374,648Added
5Invesco Ltd.$9.4M369,672Trimmed
6RAYMOND JAMES FINANCIAL INC$9.1M357,831Added
7GUGGENHEIM CAPITAL LLC$8.2M322,627Trimmed
8WELLS FARGO & COMPANY/MN$8.0M314,635Trimmed
9BANK OF AMERICA CORP /DE/$7.0M273,076Added
10Cetera Investment Advisers$5.9M233,071Added
11Royal Bank of Canada$4.0M158,719Trimmed
12FIRST TRUST ADVISORS LP$4.0M156,601Added
13OSAIC HOLDINGS, INC.$3.9M152,788Added
14STIFEL FINANCIAL CORP$3.3M128,736Added
15Live Oak Private Wealth LLC$2.6M102,602Hold
16Janney Montgomery Scott LLC$2.3M88,672Trimmed
17CENTRAL TRUST Co$2.1M82,510Trimmed
18Indivisible Partners$1.5M59,377Trimmed
19Sanctuary Advisors, LLC$1.4M54,147Added
20WELCH & FORBES LLC$1.3M50,000Hold
21Samalin Investment Counsel, LLC$1.2M46,519Trimmed
22Hennion & Walsh Asset Management, Inc.$1.1M43,996Added
23&PARTNERS$1.0M40,789Added
24Advisors Asset Management, Inc.$931,30336,536Added
25Spire Wealth Management$909,63235,686Trimmed

Source: SEC Form 13F filings · as of 2026-06-30