JOHN HANCOCK TAX ADV DVD INC (HTD) Institutional Ownership and Insiders Activity
JOHN HANCOCK TAX ADV DVD INC (HTD) is widely held by institutional investors, with 90 firms reporting positions valued at approximately $156.31M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is the largest disclosed holder, reporting approximately $20.90M in HTD holdings in its latest filing.
Institutional Holders
90
Total Reported Value
$156.31M
Largest Holder
Ubs Group Ag
Largest Position
$20.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Ubs Group Ag$20.90M
- Captrust Financial Advisors$13.92M
- Morgan Stanley$12.16M
- Lpl Financial Llc$9.55M
- Invesco Ltd.$9.42M
Related HTD Institutional Insights:
- HTD 13F Institutional Holders
- HTD Superinvestors
- HTD Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HTD Insider Trading & SEC Form 4 Activity
- HTD Articles
- Top Institutional Investor Stock Rankings