JOHN HANCOCK TAX ADV DVD INC (HTD) Institutional Ownership Changes & 13F Activity

JOHN HANCOCK TAX ADV DVD INC (HTD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Captrust Financial Advisors, Ubs Group Ag, Osaic Holdings, Inc., and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+15,51615,516$395.50KQ2 2026Aug 18, 2026
Invesco Ltd.Buy+369,672369,672$9.42MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+36,220+31.1%152,788$3.89MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+26,31026,310$670.65KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+24,92724,927$635.39KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-22,975-12.6%158,719$4.05MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+16,742+4.9%357,831$9.12MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+16,062+78.5%36,536$931.30KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+10,283+3.9%273,076$6.96MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+10,00010,000$254.90KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+9,0189,018$229.87KQ2 2026Aug 14, 2026
&PartnersBuy+2,066+5.3%40,789$1.04MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+250+1.2%21,533$548.89KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-229-0.1%314,635$8.02MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+50+0.6%8,844$225.42KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsBuy+52,912+10.7%545,914$13.92MQ2 2026Aug 13, 2026
Ubs Group AgBuy+43,463+5.6%819,905$20.90MQ2 2026Aug 13, 2026
Morgan StanleySell-5,250-1.1%477,050$12.16MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+2,769+5.4%54,147$1.38MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,008+41.4%3,442$87.74KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+500+3.6%14,400$367.06KQ2 2026Aug 13, 2026
Smh Capital Advisors IncBuy+384+4.4%9,128$232.68KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+8,876+4.0%233,071$5.94MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+5,2495,249$133.81KQ2 2026Aug 12, 2026
Guggenheim Capital LlcSell-3,252-1.0%322,627$8.22MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,278+1.0%128,736$3.28MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+4242$1.08KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+4,788+3.2%156,601$3.99MQ2 2026Aug 11, 2026
Investment Management Trust, LlcBuy+400+1.9%21,911$558.51KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+30+0.7%4,223$107.63KQ2 2026Aug 11, 2026
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Frequently asked questions about HTD activity

  • Which institutional owners are buying HTD?

    Institutional owners buying HTD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HTD activity?

    "Buy" means an investor increased their reported position in HTD compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK TAX ADV DVD INC (HTD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HTD increasing?

    Institutional interest in HTD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.