13FBOX
HANCOCK JOHN TAX-ADVANTAGED · 13F Institutional Holdings
Options Calculator Rankings
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HANCOCK JOHN TAX-ADVANTAGED

HTD
Institutions
96
Combined AUM (Q2 2026)
$155.7M
Combined Shares (Q2 2026)
6.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+440,411
49 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-192,308
24 · 9 Exit · ≈
⚖️ Net
+248,103
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$155.7M
Institutions
96
New Buys
12
Adds
37
Reduces
15
Exits
9
Unchanged
32
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UBS Group AG
<0.01%<0.01%#49$20.9M819,905$19.2M776,442+43,463+5.60%Add
CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#20$13.9M545,914$12.2M493,002+52,912+10.73%Add
MORGAN STANLEY
<0.01%<0.01%#75$12.2M477,050$10.3M415,313+61,737+14.87%Add
LPL Financial LLC
<0.01%<0.01%#56$9.5M374,648$9.2M372,414+2,234+0.60%Add
Invesco Ltd.
<0.01%<0.01%#70$9.4M369,672$11.7M470,487-100,815-21.43%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$9.1M357,831$8.4M341,089+16,742+4.91%Add
GUGGENHEIM CAPITAL LLC
0.05%0.06%#14$8.2M322,627$8.1M325,879-3,252-1.00%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#63$8.0M314,635$7.8M314,864-229-0.07%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$7.0M273,076$6.5M262,793+10,283+3.91%Add
Cetera Investment Advisers
0.01%0.01%#39$5.9M233,071$5.6M224,195+8,876+3.96%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#76$4.0M158,719$4.5M181,694-22,975-12.64%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#54$4.0M156,601$3.8M151,813+4,788+3.15%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$3.9M152,788$2.9M116,568+36,220+31.07%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#48$3.3M128,736$3.2M127,458+1,278+1.00%Add
Live Oak Private Wealth LLC
0.33%0.35%#5$2.6M102,602$2.5M102,60200.00%Unchanged
Janney Montgomery Scott LLC
<0.01%0.01%#42$2.3M88,672$2.3M91,117-2,445-2.68%Reduce
CENTRAL TRUST Co
0.04%0.04%#15$2.1M82,510$2.1M85,526-3,016-3.53%Reduce
Indivisible Partners
0.09%0.14%#11$1.5M59,377$1.5M62,402-3,025-4.85%Reduce
Sanctuary Advisors, LLC
0.01%0.01%#36$1.4M54,147$1.3M51,378+2,769+5.39%Add
WELCH & FORBES LLC
0.02%0.02%#24$1.3M50,000$1.2M50,00000.00%Unchanged
Samalin Investment Counsel, LLC
0.37%0.42%#4$1.2M46,519$1.2M48,030-1,511-3.15%Reduce
Hennion & Walsh Asset Management, Inc.
0.03%0.01%#16$1.1M43,996$349,97514,129+29,867+211.39%Add
&PARTNERS
<0.01%<0.01%#43$1.0M40,789$955,15038,723+2,066+5.34%Add
Advisors Asset Management, Inc.
0.01%0.01%#25$931,30336,536$507,14120,474+16,062+78.45%Add
Spire Wealth Management
0.03%0.03%#17$909,63235,686$885,88735,765-79-0.22%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#82$903,44535,443$621,68925,098+10,345+41.22%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#61$839,00232,431$791,50531,775+656+2.06%Add
Diesslin Group, Inc.
0.3%0.34%#6$778,81130,554$755,17130,487+67+0.22%Add
World Investment Advisors
0.01%0.01%#29$765,27230,895$765,27230,89500.00%Unchanged
PMG Family Office LLC
0.69%0.8%#2$744,43529,205$716,79428,938+267+0.92%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#66$732,15028,723$729,34029,444-721-2.45%Reduce
First National Bank of Mount Dora, Trust Investment Services
0.14%0.14%#8$708,62227,800$657,74827,80000.00%Unchanged
MRA Advisory Group
0.25%0.28%#7$702,97827,579$684,20427,622-43-0.16%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#86$670,65226,310$607,34024,519+1,791+7.30%Add
Cerity Partners LLC
<0.01%#69$635,39524,927$00+24,927New Buy
Private Advisor Group, LLC
<0.01%<0.01%#50$567,55322,266$344,68613,915+8,351+60.01%Add
Investment Management Trust, LLC
0.5%0.52%#3$558,51521,911$532,83821,511+400+1.86%Add
Savvy Advisors, Inc.
0.01%0.01%#30$549,08521,541$538,57921,743-202-0.93%Reduce
Mutual Advisors, LLC
0.01%0.01%#32$548,88721,533$527,18921,283+250+1.17%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#64$541,07621,227$524,00021,153+74+0.35%Add
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02%0.03%#19$498,71219,565$529,21121,365-1,800-8.42%Reduce
FOUNDERS FINANCIAL SECURITIES LLC
0.02%0.03%#18$475,77118,665$480,06418,66500.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%#58$395,50315,516$00+15,516New Buy
Abbot Financial Management, Inc.
0.14%0.16%#9$394,33015,470$383,19215,47000.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#68$387,31815,195$339,06913,689+1,506+11.00%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#57$367,05614,400$344,30313,900+500+3.60%Add
BENJAMIN EDWARDS INC
<0.01%<0.01%#46$365,34414,333$353,09114,255+78+0.55%Add
Sowell Financial Services LLC
0.01%0.01%#31$337,08713,224$239,7879,681+3,543+36.60%Add
PFG Investments, LLC
0.01%0.02%#28$336,34113,195$326,84013,19500.00%Unchanged
Kingsview Wealth Management, LLC
0.01%<0.01%#37$331,91613,400$331,91613,40000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow