Stock
Hancock John Tax-Advantaged
Ticker not mapped · held by 92 managers
Reported value
$143.7M
Holders
92
+10 new · −11 exited
Holders’ est. mark
$6.35M
Price effect on 79 books still in the name
Largest holder
$19.2M
UBS Group AG
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| UBS Group AG | 776.4K | $19.2M | $851.5K | Added$1.08M |
| CAPTRUST FINANCIAL ADVISORS | 493K | $12.2M | $513.2K | Added$1.27M |
| MORGAN STANLEY | 482.3K | $11.9M | $534.3K | Added$557.7K |
| Invesco Ltd. | 470.5K | $11.7M | $522.2K | Cut−$72.8K |
| LPL Financial LLC | 372.4K | $9.22M | $409.9K | Added$488.1K |
| RAYMOND JAMES FINANCIAL INC | 341.1K | $8.45M | $350.5K | Added$978.6K |
| GUGGENHEIM CAPITAL LLC | 325.9K | $8.07M | $361.7K | Added$137.6K |
| WELLS FARGO & COMPANY/MN | 314.9K | $7.8M | $315.5K | Added$1.07M |
| BANK OF AMERICA CORP /DE/ | 262.8K | $6.51M | $291.7K | Cut−$10.9K |
| Cetera Investment Advisers | 224.2K | $5.55M | $223.1K | Added$797.8K |
| ROYAL BANK OF CANADA | 181.7K | $4.5M | $201.3K | Added$8K |
| FIRST TRUST ADVISORS LP | 151.8K | $3.76M | $158.6K | Added$379.9K |
| STIFEL FINANCIAL CORP | 127.5K | $3.16M | $138.8K | Added$197.6K |
| OSAIC HOLDINGS, INC. | 116.6K | $2.89M | $129.4K | Cut−$277.1K |
| Live Oak Private Wealth LLC | 102.6K | $2.54M | $113.9K | Added$113.9K |
| CENTRAL TRUST Co | 85.5K | $2.12M | $94.9K | Added$94.9K |
| Indivisible Partners | 62.4K | $1.55M | $55.3K | Added$367.6K |
| Sanctuary Advisors, LLC | 51.4K | $1.27M | $57K | Added$45.2K |
| Welch & Forbes LLC | 50K | $1.24M | $55.5K | Added$55.5K |
| Samalin Investment Counsel, LLC | 48K | $1.19M | $53.3K | Added$49.1K |
| &PARTNERS | 38.7K | $955.1K | $29.9K | Added$252.1K |
| Spire Wealth Management | 35.8K | $885.9K | $35.3K | Added$132.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.8K | $791.5K | $41.3K | Cut−$206.8K |
| World Investment Advisors | 30.9K | $765.3K | $33.2K | Added$58.6K |
| Diesslin Group, Inc. | 30.5K | $755.2K | $33.8K | Added$575 |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.4K | $729.3K | $32.7K | Cut−$49.8K |
| PMG Family Office LLC | 28.9K | $716.8K | $31.7K | Added$41.3K |
| MRA Advisory Group | 27.6K | $684.2K | $30.7K | Added$24.5K |
| ENVESTNET ASSET MANAGEMENT INC | 25.1K | $621.7K | $22K | Added$152.3K |
| AMERIPRISE FINANCIAL INC | 24.5K | $607.3K | $25.9K | Added$55.5K |
| WOLVERINE ASSET MANAGEMENT LLC | 23.6K | $584.6K | — | New |
| Savvy Advisors, Inc. | 21.7K | $538.6K | $24.1K | Cut−$97.8K |
| Investment Management Trust, LLC | 21.5K | $532.8K | — | Held |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21.4K | $529.2K | $23.7K | Added$6.56K |
| Mutual Advisors, LLC | 21.3K | $527.2K | $23.6K | Cut−$60.4K |
| Advisors Asset Management, Inc. | 20.5K | $507.1K | — | New |
| FOUNDERS FINANCIAL SECURITIES LLC | 18.7K | $480.1K | $38.5K | Added$32.5K |
| Abbot Financial Management, Inc. | 15.5K | $383.2K | $17.2K | Added$14.1K |
| BENJAMIN EDWARDS INC | 14.3K | $353.1K | $11.7K | Added$103.4K |
| Hennion & Walsh Asset Management, Inc. | 14.1K | $350K | $15.7K | Cut−$14.2K |
| Private Advisor Group, LLC | 13.9K | $344.7K | $15.4K | Added$17.7K |
| Steward Partners Investment Advisory, LLC | 13.9K | $344.3K | $7.21K | Added$190.5K |
| MML INVESTORS SERVICES, LLC | 13.7K | $339.1K | $13K | Added$61.3K |
| Kingsview Wealth Management, LLC | 13.4K | $331.9K | $14.7K | Added$19.6K |
| PFG Investments, LLC | 13.2K | $326.8K | $14.6K | Cut−$2.22K |
| Mezzasalma Advisors, LLC | 12.8K | $315.8K | $12K | Added$17.9K |
| Lido Advisors, LLC | 12.7K | $313.8K | $14.1K | Added$14.1K |
| Sunbelt Securities, Inc. | 11.6K | $287.5K | — | New |
| CONNING INC. | 11.2K | $276.2K | $12.4K | Added$12.4K |
| Argentarii, LLC | 10.8K | $268.1K | $12K | Added$12K |
| Geneos Wealth Management Inc. | 10.7K | $265K | $11.9K | Cut−$11.8K |
| Powell Investment Advisors, LLC | 10.1K | $250.2K | $11.2K | Added$11.2K |
| Concurrent Investment Advisors, LLC | 9.98K | $247.2K | $11.1K | Added$7.22K |
| Sowell Financial Services LLC | 9.68K | $239.8K | $10.7K | Added$12K |
| Institute for Wealth Management, LLC. | 8.95K | $221.8K | $9.94K | Added$9.04K |
| SILVER OAK SECURITIES, INCORPORATED | 8.85K | $219.1K | $7.86K | Added$8.53K |
| Ausdal Financial Partners, Inc. | 8.79K | $217.8K | $9.76K | Cut−$820 |
| SMH CAPITAL ADVISORS INC | 217 | $216.6K | $211.5K | Added$9.68K |
| Advisory Services Network, LLC | 8.66K | $214.6K | $9.62K | Cut−$2.21K |
| WealthTrust Asset Management, LLC | 8.59K | $212.7K | — | New |
| Western Wealth Management, LLC | 7.5K | $185.8K | — | New |
| Allworth Financial LP | 4.19K | $103.9K | $4.62K | Added$5.36K |
| NBC SECURITIES, INC. | 4.03K | $99.7K | $4.47K | Added$4.47K |
| FIFTH THIRD BANCORP | 3.2K | $79.3K | — | New |
| FIRST HORIZON CORP | 2.47K | $61.2K | $2.74K | Added$2.74K |
| Rockefeller Capital Management L.P. | 2.43K | $60.3K | $2.7K | Added$1.66K |
| JONES FINANCIAL COMPANIES LLLP | 2.15K | $53.1K | — | New |
| Arax Advisory Partners | 2.09K | $51.8K | $2.32K | Cut−$2.43K |
| PRIVATE TRUST CO NA | 2K | $49.5K | $2.22K | Added$2.22K |
| ST GERMAIN D J CO INC | 1.92K | $47.5K | $2.13K | Added$2.13K |
| OAKWORTH CAPITAL, INC. | 1.5K | $37.2K | $1.66K | Added$1.67K |
| ASSETMARK, INC | 1.22K | $30.3K | $1.36K | Cut−$5.84K |
| North Star Investment Management Corp. | 1K | $24.8K | $1.11K | Added$1.11K |
| BAYBAN | 948 | $23.5K | $1.05K | Added$1.05K |
| Axiom Investment Management LLC | 919 | $22.8K | — | Held |
| PNC Financial Services Group, Inc. | 888 | $22K | $986 | Cut−$46.3K |
| CWM, LLC | 855 | $21.2K | $12.4K | Added$21.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 600 | $14.9K | $666 | Added$666 |
| AMERIFLEX GROUP, INC. | 500 | $12.4K | $555 | Added$555 |
| McIlrath & Eck, LLC | 500 | $12.4K | $555 | Added$555 |
| HARBOUR INVESTMENTS, INC. | 500 | $12.4K | — | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 300 | $7.46K | $363 | Added$363 |
| Farther Finance Advisors, LLC | 279 | $6.95K | $346 | Added$396 |
| Kennebec Savings Bank | 200 | $4.95K | $222 | Cut−$22.4K |
| Hamrick Investment Counsel, llc | 200 | $4.95K | — | New |
| HIGHLINE WEALTH PARTNERS LLC | 125 | $3.1K | $139 | Cut−$216 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 104 | $2.58K | — | New |
| Janney Montgomery Scott LLC | 91.1K | $2.26K | $98 | Added$174 |
| JPMORGAN CHASE & CO | 42 | $1.04K | $44 | Added$44 |
| VANGUARD ADVISERS INC | 28 | $705 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 21.2K | $524 | $24 | Added$27 |
| Tower Research Capital LLC (TRC) | 5 | $124 | $6 | Added$6 |
Who left
- Shaker Financial Services, LLC$2.44M
- Presper Financial Architects, LLC$1.01M
- JANE STREET GROUP, LLC$278K
- Milestones Private Investment Advisors LLC$267.6K
- Logan Stone Capital, LLC$233.8K
- Kestra Advisory Services, LLC$183.6K
- NewEdge Advisors, LLC$124.2K
- Garton & Associates Financial Advisors LLC$55.4K
- Global Wealth Strategies & Associates$34.2K
- RESOURCES MANAGEMENT CORP /CT/ /ADV$30
- IFC & Insurance Marketing, Inc.$26
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.