JOHN HANCOCK TAX ADV DVD INC (HTD) Institutional Shareholders
JOHN HANCOCK TAX ADV DVD INC (HTD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $146.46M in HTD holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HTD tracked by InsiderSet, reporting ownership valued at approximately $19.23M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.94M, representing an estimated gain of +3.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed HTD value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Captrust Financial Advisors, Morgan Stanley, and several other long-term asset managers with concentrated positions in JOHN HANCOCK TAX ADV DVD INC (HTD).
This page ranks the largest institutional HTD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
95
Total Reported Value
$146.46M
Largest Holder
Ubs Group Ag
Largest Position
$19.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 776,442 | $19,232,468 | $19,939,031 | +$706,563 | +3.67% | |
| Captrust Financial Advisors | 0.02% | 493,002 | $12,211,660 | $12,660,291 | +$448,631 | +3.67% | |
| Morgan Stanley | 0.00% | 482,300 | $11,946,574 | $12,385,464 | +$438,890 | +3.67% | |
| Invesco Ltd. | 0.00% | 470,487 | $11,653,963 | $12,082,106 | +$428,143 | +3.67% | |
| Lpl Financial Llc | 0.00% | 372,414 | $9,224,694 | $9,563,592 | +$338,898 | +3.67% | |
| Raymond James Financial Inc | 0.00% | 341,089 | $8,448,770 | $8,759,166 | +$310,396 | +3.67% | |
| Guggenheim Capital Llc | 0.06% | 325,879 | $8,072,023 | $8,368,573 | +$296,550 | +3.67% | |
| Wells Fargo & Company/Mn | 0.00% | 314,864 | $7,799,167 | $8,085,708 | +$286,541 | +3.67% | |
| Bank Of America Corp | 0.00% | 262,793 | $6,509,386 | $6,748,524 | +$239,138 | +3.67% | |
| Cetera Investment Advisers | 0.01% | 224,195 | $5,553,315 | $5,757,328 | +$204,013 | +3.67% | |
| Royal Bank Of Canada | 0.00% | 181,694 | $4,500,000 | $4,665,902 | +$165,902 | +3.69% | |
| First Trust Advisors Lp | 0.00% | 151,813 | $3,760,408 | $3,898,558 | +$138,150 | +3.67% | |
| Stifel Financial Corp | 0.00% | 127,458 | $3,157,139 | $3,273,121 | +$115,982 | +3.67% | |
| Osaic Holdings, Inc. | 0.00% | 116,568 | $2,887,585 | $2,993,466 | +$105,881 | +3.67% | |
| Live Oak Private Wealth Llc | 0.33% | 102,602 | $2,615,325 | $2,634,819 | +$19,494 | +0.75% | |
| Central Trust Co | 0.04% | 82,510 | $2,103,181 | $2,118,857 | +$15,676 | +0.75% | |
| Indivisible Partners | 0.09% | 59,377 | $1,513,507 | $1,524,801 | +$11,294 | +0.75% | |
| Welch & Forbes Llc | 0.02% | 50,000 | $1,274,500 | $1,284,000 | +$9,500 | +0.75% | |
| Sanctuary Advisors, Llc | 0.01% | 51,378 | $1,272,622 | $1,319,387 | +$46,765 | +3.67% | |
| Samalin Investment Counsel, Llc | 0.38% | 46,519 | $1,185,762 | $1,194,608 | +$8,846 | +0.75% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 43,996 | $1,121,458 | $1,129,817 | +$8,359 | +0.75% | |
| &Partners | 0.00% | 38,723 | $955,150 | $994,407 | +$39,257 | +4.11% | |
| Spire Wealth Management | 0.03% | 35,686 | $909,632 | $916,416 | +$6,784 | +0.75% | |
| Envestnet Asset Management Inc | 0.00% | 35,443 | $903,445 | $910,176 | +$6,731 | +0.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,431 | $839,002 | $832,828 | -$6,174 | -0.74% | |
| Diesslin Group, Inc. | 0.30% | 30,554 | $778,811 | $784,627 | +$5,816 | +0.75% | |
| World Investment Advisors | 0.01% | 30,895 | $765,272 | $793,384 | +$28,112 | +3.67% | |
| Pmg Family Office Llc | 0.69% | 29,205 | $744,435 | $749,984 | +$5,549 | +0.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,723 | $732,150 | $737,607 | +$5,457 | +0.75% | |
| First National Bank Of Mount Dora, Trust Investment Services | 0.14% | 27,800 | $708,622 | $713,904 | +$5,282 | +0.75% | |
| Mra Advisory Group | 0.26% | 27,579 | $702,978 | $708,229 | +$5,251 | +0.75% | |
| Ameriprise Financial Inc | 0.00% | 24,519 | $607,340 | $629,648 | +$22,308 | +3.67% | |
| Wolverine Asset Management Llc | 0.01% | 23,602 | $584,622 | $606,099 | +$21,477 | +3.67% | |
| Private Advisor Group, Llc | 0.00% | 22,266 | $567,553 | $571,791 | +$4,238 | +0.75% | |
| Savvy Advisors, Inc. | 0.01% | 21,541 | $549,085 | $553,173 | +$4,088 | +0.74% | |
| Investment Management Trust, Llc | 0.52% | 21,511 | $532,838 | $552,402 | +$19,564 | +3.67% | |
| Mutual Advisors, Llc | 0.01% | 21,283 | $527,189 | $546,547 | +$19,358 | +3.67% | |
| Advisors Asset Management, Inc. | 0.01% | 20,474 | $507,141 | $525,772 | +$18,631 | +3.67% | |
| Nations Financial Group Inc | 0.02% | 19,565 | $498,712 | $502,429 | +$3,717 | +0.75% | |
| Founders Financial Securities Llc | 0.02% | 18,665 | $475,771 | $479,317 | +$3,546 | +0.75% | |
| Abbot Financial Management, Inc. | 0.16% | 15,470 | $383,192 | $397,270 | +$14,078 | +3.67% | |
| Benjamin Edwards Inc | 0.00% | 14,333 | $365,344 | $368,071 | +$2,727 | +0.75% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 13,900 | $344,303 | $356,952 | +$12,649 | +3.67% | |
| Mml Investors Services, Llc | 0.00% | 13,689 | $339,069 | $351,534 | +$12,465 | +3.68% | |
| Sowell Financial Services Llc | 0.01% | 13,224 | $337,087 | $339,592 | +$2,505 | +0.74% | |
| Pfg Investments, Llc | 0.01% | 13,195 | $336,341 | $338,848 | +$2,507 | +0.75% | |
| Kingsview Wealth Management, Llc | 0.00% | 13,400 | $331,916 | $344,112 | +$12,196 | +3.67% | |
| Mezzasalma Advisors, Llc | 0.08% | 12,750 | $315,819 | $327,420 | +$11,601 | +3.67% | |
| Lido Advisors, Llc | 0.00% | 12,667 | $313,762 | $325,289 | +$11,527 | +3.67% | |
| Sunbelt Securities, Inc. | 0.02% | 11,606 | $287,481 | $298,042 | +$10,561 | +3.67% |
Frequently asked questions about HTD
Who owns the most HTD stock?
The largest holders of HTD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JOHN HANCOCK TAX ADV DVD INC (HTD).
Is HTD widely held by superinvestors?
Many widely followed stocks like HTD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HTD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.