HTD Institutional Ownership & Shareholders
JOHN HANCOCK TAX ADV DVD INC (HTD) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $156.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of HTD tracked by InsiderSet, reporting ownership valued at approximately $20.90M in its June 30, 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 $19.17M, representing an estimated loss of -8.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
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
114
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 819,905 | $20,899,378 | $19,169,379 | -$1,729,999 | -8.28% | |
| Captrust Financial Advisors | 0.02% | 545,914 | $13,915,348 | $12,763,469 | -$1,151,879 | -8.28% | |
| Morgan Stanley | 0.00% | 477,050 | $12,160,015 | $11,153,429 | -$1,006,586 | -8.28% | |
| Lpl Financial Llc | 0.00% | 374,648 | $9,549,773 | $8,759,270 | -$790,503 | -8.28% | |
| Invesco Ltd. | 0.00% | 369,672 | $9,422,939 | $8,642,931 | -$780,008 | -8.28% | |
| Raymond James Financial Inc | 0.00% | 357,831 | $9,121,128 | $8,366,089 | -$755,039 | -8.28% | |
| Guggenheim Capital Llc | 0.05% | 322,627 | $8,223,762 | $7,543,019 | -$680,743 | -8.28% | |
| Wells Fargo & Company/Mn | 0.00% | 314,635 | $8,020,047 | $7,356,166 | -$663,881 | -8.28% | |
| Bank Of America Corp | 0.00% | 273,076 | $6,960,699 | $6,384,517 | -$576,182 | -8.28% | |
| Cetera Investment Advisers | 0.01% | 233,071 | $5,940,976 | $5,449,200 | -$491,776 | -8.28% | |
| Royal Bank Of Canada | 0.00% | 158,719 | $4,046,000 | $3,710,850 | -$335,150 | -8.28% | |
| First Trust Advisors Lp | 0.00% | 156,601 | $3,991,759 | $3,661,331 | -$330,428 | -8.28% | |
| Osaic Holdings, Inc. | 0.00% | 152,788 | $3,894,785 | $3,572,183 | -$322,602 | -8.28% | |
| Stifel Financial Corp | 0.00% | 128,736 | $3,281,482 | $3,009,848 | -$271,634 | -8.28% | |
| Live Oak Private Wealth Llc | 0.28% | 102,602 | $2,275,712 | $2,398,835 | +$123,123 | +5.41% | |
| Janney Montgomery Scott Llc | 0.00% | 88,672 | $2,260,000 | $2,073,151 | -$186,849 | -8.27% | |
| Advisors Asset Management, Inc. | 0.03% | 81,522 | $2,131,800 | $1,905,984 | -$225,816 | -10.59% | |
| Central Trust Co | 0.04% | 82,510 | $2,103,181 | $1,929,084 | -$174,097 | -8.28% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 79,650 | $1,766,637 | $1,862,217 | +$95,580 | +5.41% | |
| Sanctuary Advisors, Llc | 0.01% | 54,147 | $1,380,201 | $1,265,957 | -$114,244 | -8.28% | |
| Welch & Forbes Llc | 0.02% | 50,000 | $1,274,500 | $1,169,000 | -$105,500 | -8.28% | |
| Indivisible Partners | 0.06% | 57,137 | $1,267,307 | $1,335,863 | +$68,556 | +5.41% | |
| Concurrent Investment Advisors, Llc | 0.01% | 54,099 | $1,199,909 | $1,264,835 | +$64,926 | +5.41% | |
| Shaker Financial Services, Llc | 0.35% | 47,893 | $1,062,267 | $1,119,738 | +$57,471 | +5.41% | |
| Samalin Investment Counsel, Llc | 0.34% | 47,337 | $1,049,927 | $1,106,739 | +$56,812 | +5.41% | |
| &Partners | 0.00% | 40,789 | $1,039,702 | $953,647 | -$86,055 | -8.28% | |
| Envestnet Asset Management Inc | 0.00% | 35,443 | $903,445 | $828,657 | -$74,788 | -8.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 38,464 | $858,130 | $899,288 | +$41,158 | +4.80% | |
| Spire Wealth Management | 0.02% | 35,734 | $792,574 | $835,461 | +$42,887 | +5.41% | |
| World Investment Advisors | 0.01% | 30,895 | $765,272 | $722,325 | -$42,947 | -5.61% | |
| Ameriprise Financial Inc | 0.00% | 26,310 | $670,652 | $615,128 | -$55,524 | -8.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,288 | $649,620 | $684,753 | +$35,133 | +5.41% | |
| Pmg Family Office Llc | 0.60% | 29,215 | $647,989 | $683,047 | +$35,058 | +5.41% | |
| Diesslin Group, Inc. | 0.25% | 29,185 | $647,323 | $682,345 | +$35,022 | +5.41% | |
| Cerity Partners Llc | 0.00% | 24,927 | $635,395 | $582,793 | -$52,602 | -8.28% | |
| First National Bank Of Mount Dora, Trust Investment Services | 0.12% | 27,800 | $616,604 | $649,964 | +$33,360 | +5.41% | |
| Mra Advisory Group | 0.23% | 27,586 | $611,862 | $644,961 | +$33,099 | +5.41% | |
| Private Advisor Group, Llc | 0.00% | 22,266 | $567,553 | $520,579 | -$46,974 | -8.28% | |
| Investment Management Trust, Llc | 0.50% | 21,911 | $558,515 | $512,279 | -$46,236 | -8.28% | |
| Savvy Advisors, Inc. | 0.01% | 21,541 | $549,085 | $503,629 | -$45,456 | -8.28% | |
| Mutual Advisors, Llc | 0.01% | 21,533 | $548,887 | $503,442 | -$45,445 | -8.28% | |
| Nations Financial Group Inc | 0.02% | 19,565 | $498,712 | $457,430 | -$41,282 | -8.28% | |
| Beacon Pointe Advisors, Llc | 0.00% | 15,516 | $395,503 | $362,764 | -$32,739 | -8.28% | |
| Abbot Financial Management, Inc. | 0.14% | 15,470 | $394,330 | $361,689 | -$32,641 | -8.28% | |
| Founders Financial Securities Llc | 0.02% | 17,725 | $393,140 | $414,411 | +$21,271 | +5.41% | |
| Mml Investors Services, Llc | 0.00% | 15,195 | $387,318 | $355,259 | -$32,059 | -8.28% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14,400 | $367,056 | $336,672 | -$30,384 | -8.28% | |
| Benjamin Edwards Inc | 0.00% | 14,333 | $365,344 | $335,106 | -$30,238 | -8.28% | |
| Pfg Investments, Llc | 0.01% | 13,195 | $336,341 | $308,499 | -$27,842 | -8.28% | |
| Lido Advisors, Llc | 0.00% | 12,667 | $322,882 | $296,154 | -$26,728 | -8.28% |
Frequently asked questions about HTD
Who are the largest institutional holders of HTD?
The largest institutional holders of HTD reported in the latest SEC Form 13F filings include Ubs Group Ag, Captrust Financial Advisors, Morgan Stanley, Lpl Financial Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported HTD position.
What is HTD institutional ownership?
This page tracks HTD positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK TAX ADV DVD INC (HTD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HTD?
InsiderSet currently tracks 90 institutional managers reporting HTD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HTD shareholders.
How much HTD stock do institutions own?
Institutional investment managers disclosed approximately $156.31M in HTD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HTD institutional ownership last updated?
The latest HTD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HTD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HTD position after the reporting date.
Are institutions buying or selling HTD?
Institutional buying and selling can be analyzed by comparing HTD positions across consecutive 13F reporting periods. InsiderSet's HTD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HTD ownership changes.
How has HTD institutional ownership changed over time?
InsiderSet tracks HTD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.