CUSIP 41013V100
HANCOCK JOHN TAX-ADVANTAGED
129 institutions · $165.6M total · 6,605,054 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 534,757 | $25.6M | 8.09% | 2025-12-31 |
| 2 | UBS Group AG | 760,305 | $18.0M | 11.51% | 2025-12-31 |
| 3 | MORGAN STANLEY | 477,971 | $11.3M | 7.23% | 2025-12-31 |
| 4 | CAPTRUST FINANCIAL ADVISORS | 462,313 | $10.9M | 6.99% | 2025-12-31 |
| 5 | Invesco Ltd. | 425,519 | $10.1M | 6.44% | 2025-12-31 |
| 6 | LPL Financial LLC | 369,256 | $8.7M | 5.59% | 2025-12-31 |
| 7 | GUGGENHEIM CAPITAL LLC | 335,350 | $7.9M | 5.07% | 2025-12-31 |
| 8 | BANK OF AMERICA CORP /DE/ | 277,870 | $6.9M | 4.20% | 2025-12-31 |
| 9 | WELLS FARGO & COMPANY/MN | 252,878 | $6.0M | 3.82% | 2025-12-31 |
| 10 | Cetera Investment Advisers | 200,994 | $4.8M | 3.04% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 166,599 | $3.9M | 2.52% | 2025-12-31 |
| 12 | FIRST TRUST ADVISORS LP | 142,878 | $3.4M | 2.16% | 2025-12-31 |
| 13 | Royal Bank of Canada | 135,057 | $3.2M | 2.04% | 2025-12-31 |
| 14 | STIFEL FINANCIAL CORP | 125,084 | $3.0M | 1.89% | 2025-12-31 |
| 15 | Shaker Financial Services, LLC | 103,019 | $2.4M | 1.55% | 2025-12-31 |
| 16 | Live Oak Private Wealth LLC | 102,602 | $2.4M | 1.55% | 2025-12-31 |
| 17 | Newbridge Financial Services Group, Inc. | 97,756 | $2.4M | 1.48% | 2025-09-30 |
| 18 | OSAIC HOLDINGS, INC. | 99,513 | $2.4M | 1.50% | 2025-12-31 |
| 19 | Sanctuary Advisors, LLC | 51,880 | $1.2M | 0.78% | 2025-12-31 |
| 20 | WELCH & FORBES LLC | 50,000 | $1.2M | 0.75% | 2025-12-31 |
| 21 | Indivisible Partners | 49,794 | $1.2M | 0.75% | 2025-12-31 |
| 22 | Samalin Investment Counsel, LLC | 48,207 | $1.1M | 0.72% | 2025-12-31 |
| 23 | CENTRAL TRUST Co | 45,922 | $1.1M | 0.69% | 2025-12-31 |
| 24 | Presper Financial Architects, LLC | 42,581 | $1.0M | 0.64% | 2025-12-31 |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,282 | $998.3K | 0.64% | 2025-12-31 |
| 26 | AQR Arbitrage LLC | 39,209 | $972.4K | 0.59% | 2025-09-30 |
| 27 | Polar Asset Management Partners Inc. | 42,152 | $928.2K | 0.63% | 2024-12-31 |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 32,931 | $779.1K | 0.49% | 2025-12-31 |
| 29 | Diesslin Group, Inc. | 31,893 | $754.6K | 0.48% | 2025-12-31 |
| 30 | Spire Wealth Management | 31,846 | $753.5K | 0.48% | 2025-12-31 |
| 31 | PMG Family Office LLC | 28,549 | $708.0K | 0.43% | 2025-12-31 |
| 32 | World Investment Advisors | 29,869 | $706.7K | 0.45% | 2025-12-31 |
| 33 | &PARTNERS | 29,716 | $703.1K | 0.44% | 2025-12-31 |
| 34 | CW Advisors, LLC | 29,728 | $695.3K | 0.45% | 2025-06-30 |
| 35 | Calamos Advisors LLC | 27,328 | $677.7K | 0.41% | 2025-09-30 |
| 36 | MRA Advisory Group | 27,884 | $659.7K | 0.42% | 2025-12-31 |
| 37 | First National Bank of Mount Dora, Trust Investment Services | 27,800 | $650.2K | 0.42% | 2025-06-30 |
| 38 | Savvy Advisors, Inc. | 26,895 | $636.3K | 0.40% | 2025-12-31 |
| 39 | READYSTATE ASSET MANAGEMENT LP | 26,741 | $625.5K | 0.40% | 2025-06-30 |
| 40 | Mutual Advisors, LLC | 24,834 | $587.6K | 0.37% | 2025-12-31 |
| 41 | Walleye Capital LLC | 22,539 | $559.0K | 0.34% | 2025-09-30 |
| 42 | Fernwood Investment Management, LLC | 25,215 | $555.2K | 0.38% | 2024-12-31 |
| 43 | AMERIPRISE FINANCIAL INC | 23,325 | $551.9K | 0.35% | 2025-12-31 |
| 44 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,090 | $522.6K | 0.33% | 2025-12-31 |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 19,838 | $469.4K | 0.30% | 2025-12-31 |
| 46 | FOUNDERS FINANCIAL SECURITIES LLC | 18,915 | $447.5K | 0.28% | 2025-12-31 |
| 47 | Keystone Financial Group | 5,121 | $413.4K | 0.07% | 2024-12-31 |
| 48 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 15,494 | $384.3K | 0.23% | 2025-09-30 |
| 49 | Abbot Financial Management, Inc. | 15,600 | $369.1K | 0.23% | 2025-12-31 |
| 50 | Hennion & Walsh Asset Management, Inc. | 15,392 | $364.2K | 0.23% | 2025-12-31 |
| 51 | PFG Investments, LLC | 13,908 | $329.1K | 0.21% | 2025-12-31 |
| 52 | Private Advisor Group, LLC | 13,821 | $327.0K | 0.20% | 2025-12-31 |
| 53 | Kingsview Wealth Management, LLC | 13,202 | $312.4K | 0.19% | 2025-12-31 |
| 54 | Lido Advisors, LLC | 12,667 | $299.7K | 0.19% | 2025-12-31 |
| 55 | Mezzasalma Advisors, LLC | 12,512 | $297.9K | 0.18% | 2025-12-31 |
| 56 | 1607 Capital Partners, LLC | 11,765 | $291.8K | 0.17% | 2025-09-30 |
| 57 | AVANTAX ADVISORY SERVICES, INC. | 12,295 | $287.6K | 0.18% | 2025-06-30 |
| 58 | MML INVESTORS SERVICES, LLC | 11,739 | $277.8K | 0.17% | 2025-12-31 |
| 59 | Geneos Wealth Management Inc. | 11,700 | $276.8K | 0.17% | 2025-12-31 |
| 60 | Milestones Private Investment Advisors LLC | 11,311 | $267.6K | 0.17% | 2025-12-31 |
| 61 | CONNING INC. | 11,150 | $263.8K | 0.16% | 2025-12-31 |
| 62 | Argentarii, LLC | 10,823 | $256.1K | 0.16% | 2025-12-31 |
| 63 | BENJAMIN EDWARDS INC | 10,555 | $249.7K | 0.15% | 2025-12-31 |
| 64 | SeaCrest Wealth Management, LLC | 10,361 | $247.9K | 0.15% | 2025-03-31 |
| 65 | Cornerstone Advisors, LLC | 10,292 | $240.7K | 0.15% | 2025-06-30 |
| 66 | Powell Investment Advisors, LLC | 10,100 | $239.0K | 0.15% | 2025-12-31 |
| 67 | Concurrent Investment Advisors, LLC | 9,980 | $236.1K | 0.15% | 2025-12-31 |
| 68 | Logan Stone Capital, LLC | 9,881 | $233.8K | 0.14% | 2025-12-31 |
| 69 | Sowell Financial Services LLC | 9,627 | $227.8K | 0.14% | 2025-12-31 |
| 70 | Balyasny Asset Management L.P. | 8,984 | $222.8K | 0.13% | 2025-09-30 |
| 71 | Fortis Group Advisors, LLC | 9,090 | $220.6K | 0.13% | 2025-06-30 |
| 72 | Ausdal Financial Partners, Inc. | 9,241 | $218.6K | 0.13% | 2025-12-31 |
| 73 | Advisory Services Network, LLC | 9,164 | $216.8K | 0.13% | 2025-12-31 |
| 74 | Institute for Wealth Management, LLC. | 8,992 | $212.8K | 0.13% | 2025-12-31 |
| 75 | SILVER OAK SECURITIES, INCORPORATED | 8,818 | $210.6K | 0.13% | 2025-12-31 |
| 76 | SMH CAPITAL ADVISORS INC | 8,745 | $206.9K | 0.13% | 2025-12-31 |
| 77 | WOLVERINE ASSET MANAGEMENT LLC | 8,036 | $188.0K | 0.12% | 2025-06-30 |
| 78 | GPS Wealth Strategies Group, LLC | 7,502 | $186.1K | 0.11% | 2025-09-30 |
| 79 | Kestra Advisory Services, LLC | 7,758 | $183.6K | 0.11% | 2025-12-31 |
| 80 | JANE STREET GROUP, LLC | 6,806 | $161.0K | 0.10% | 2025-12-31 |
| 81 | Steward Partners Investment Advisory, LLC | 6,500 | $153.8K | 0.09% | 2025-12-31 |
| 82 | NewEdge Advisors, LLC | 5,249 | $124.2K | 0.07% | 2025-12-31 |
| 83 | Allworth Financial LP | 4,133 | $102.5K | 0.06% | 2025-12-31 |
| 84 | NBC SECURITIES, INC. | 4,025 | $95.2K | 0.06% | 2025-12-31 |
| 85 | FIFTH THIRD BANCORP | 3,958 | $92.6K | 0.05% | 2025-06-30 |
| 86 | US BANCORP \DE\ | 3,201 | $79.4K | 0.04% | 2025-09-30 |
| 87 | Beacon Capital Management, LLC | 2,877 | $67.3K | 0.04% | 2025-06-30 |
| 88 | COMERICA BANK | 2,800 | $66.2K | 0.04% | 2025-12-31 |
| 89 | REDMONT WEALTH ADVISORS LLC | 2,612 | $61.8K | 0.03% | 2025-12-31 |
| 90 | Rockefeller Capital Management L.P. | 2,478 | $58.6K | 0.03% | 2025-12-31 |
| 91 | FIRST HORIZON CORP | 2,470 | $58.4K | 0.03% | 2025-12-31 |
| 92 | Garton & Associates Financial Advisors LLC | 2,342 | $55.4K | 0.03% | 2025-12-31 |
| 93 | Arax Advisory Partners | 2,293 | $54.3K | 0.03% | 2025-12-31 |
| 94 | JONES FINANCIAL COMPANIES LLLP | 2,000 | $47.9K | 0.03% | 2025-03-31 |
| 95 | PRIVATE TRUST CO NA | 2,000 | $47.3K | 0.03% | 2025-12-31 |
| 96 | PNC Financial Services Group, Inc. | 2,000 | $47.3K | 0.03% | 2025-12-31 |
| 97 | ST GERMAIN D J CO INC | 1,917 | $45.4K | 0.02% | 2025-12-31 |
| 98 | North Capital, Inc. | 1,680 | $41.7K | 0.02% | 2025-09-30 |
| 99 | Global Retirement Partners, LLC | 1,695 | $40.1K | 0.02% | 2025-12-31 |
| 100 | ASSETMARK, INC | 1,526 | $36.1K | 0.02% | 2025-12-31 |
| 101 | OAKWORTH CAPITAL, INC. | 1,500 | $35.5K | 0.02% | 2025-12-31 |
| 102 | Global Wealth Strategies & Associates | 1,445 | $34.2K | 0.02% | 2025-12-31 |
| 103 | Kennebec Savings Bank | 1,155 | $27.3K | 0.01% | 2025-12-31 |
| 104 | North Star Investment Management Corp. | 1,000 | $23.7K | 0.01% | 2025-12-31 |
| 105 | Avalon Trust Co | 897 | $21.0K | 0.01% | 2025-06-30 |
| 106 | EVOLUTION WEALTH MANAGEMENT INC. | 670 | $15.7K | 0.01% | 2025-06-30 |
| 107 | CREATIVE FINANCIAL DESIGNS INC /ADV | 600 | $14.2K | 0.00% | 2025-12-31 |
| 108 | McIlrath & Eck, LLC | 500 | $11.8K | 0.00% | 2025-12-31 |
| 109 | AMERIFLEX GROUP, INC. | 500 | $11.8K | 0.00% | 2025-12-31 |
| 110 | Provenance Wealth Advisors, LLC | 386 | $9.0K | 0.00% | 2025-06-30 |
| 111 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 300 | $7.1K | 0.00% | 2025-12-31 |
| 112 | Farther Finance Advisors, LLC | 277 | $6.6K | 0.00% | 2025-12-31 |
| 113 | Parallel Advisors, LLC | 253 | $6.3K | 0.00% | 2025-09-30 |
| 114 | PRINCIPAL SECURITIES, INC. | 222 | $5.5K | 0.00% | 2025-09-30 |
| 115 | Concord Wealth Partners | 218 | $5.4K | 0.00% | 2025-09-30 |
| 116 | Cheviot Value Management, LLC | 200 | $4.9K | 0.00% | 2025-09-30 |
| 117 | HIGHLINE WEALTH PARTNERS LLC | 140 | $3.3K | 0.00% | 2025-12-31 |
| 118 | Ameritas Advisory Services, LLC | 119 | $3.0K | 0.00% | 2025-09-30 |
| 119 | Janney Montgomery Scott LLC | 88,053 | $2.1K | 1.33% | 2025-12-31 |
| 120 | COHEN & STEERS, INC. | 72,835 | $1.7K | 1.10% | 2025-06-30 |
| 121 | JPMORGAN CHASE & CO | 42 | $994 | 0.00% | 2025-12-31 |
| 122 | Cambridge Investment Research Advisors, Inc. | 21,019 | $497 | 0.31% | 2025-12-31 |
| 123 | WPG Advisers, LLC | 6 | $132 | 0.00% | 2025-03-31 |
| 124 | Tower Research Capital LLC (TRC) | 5 | $118 | 0.00% | 2025-12-31 |
| 125 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 1,250 | $30 | 0.01% | 2025-12-31 |
| 126 | IFC & Insurance Marketing, Inc. | 1,090 | $26 | 0.01% | 2025-12-31 |
| 127 | CWM, LLC | 500 | $12 | 0.00% | 2025-12-31 |
| 128 | Creekmur Asset Management LLC | 0 | $10 | 0.00% | 2025-09-30 |
| 129 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |