Institutional Ownership
Hancock John Tax-Advantaged
CUSIP 41013V100COMHTDQ1 2026
Institutional Holders
92
13F filers
Shares Held
5.90M
Aggregate institutional
Institutional Value
$143.68M
Q1 2026
Net New Holders
-1
10 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased29
Decreased30
Sold out11
Institutional Holders
92 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ubs Group AG | 776.4K | $19.23M | +9.3K | Added |
| 2 | Captrust Financial Advisors | 493.0K | $12.21M | +30.7K | Added |
| 3 | Morgan Stanley | 482.3K | $11.95M | +944 | Added |
| 4 | Invesco Ltd. | 470.5K | $11.65M | −25.2K | Reduced |
| 5 | Lpl Financial LLC | 372.4K | $9.22M | +3.2K | Added |
| 6 | Raymond James Financial Inc | 341.1K | $8.45M | +25.4K | Added |
| 7 | Guggenheim Capital LLC | 325.9K | $8.07M | −9.5K | Reduced |
| 8 | Wells Fargo & Company/Mn | 314.9K | $7.80M | +30.6K | Added |
| 9 | Bank Of America Corp /De/ | 262.8K | $6.51M | −12.8K | Reduced |
| 10 | Cetera Investment Advisers | 224.2K | $5.55M | +23.2K | Added |
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