HANCOCK JOHN TAX-ADVANTAGED

HTD

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolHTD

CUSIP41013V100

Type

mutual_fund

ClassCOM

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$112.9M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 31)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
UBS Group AG	Increased	767,161(+2.6%)	$18.2M	0.0%	+46.19%	29
Invesco Ltd.	Decreased	495,638(-5.4%)	$11.7M	0.0%	+42.82%	0
MORGAN STANLEY	Increased	481,356(+15.9%)	$11.4M	0.0%	+21.26%	32
CAPTRUST FINANCIAL ADVISORS	Decreased	462,313(-4.0%)	$10.9M	0.0%	+14.49%	0
LPL Financial LLC	Increased	369,256(+27.6%)	$8.7M	0.0%	+27.81%	34

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