Stock ownership · SEC 13F · Q1 2024

HANCOCK JOHN INVT TR TAX ADV GLB SH

Who owns HANCOCK JOHN INVT TR TAX ADV GLB SH (CUSIP 41013P749)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$156K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q1 2024, 2 institutions report $156K in HANCOCK JOHN INVT TR TAX ADV GLB SH positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$156K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q1 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 41013P749 · Q1 2024 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-SHORT

  • VALUE-TRACE $0.2M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - HANCOCK JOHN INVT TR TAX ADV GLB SH's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Cetera Investment Advisers 26,900 $141K 90.3%
2 Pathway Financial Advisers, LLC 2,879 $15K 9.7%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among HANCOCK JOHN INVT TR TAX ADV GLB SH's reported holders for Q1 2024, by reported value:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold HANCOCK JOHN INVT TR TAX ADV GLB SH?▼
HANCOCK JOHN INVT TR TAX ADV GLB SH is held by 2 institutional investors per the latest SEC Form 13F filings as of Q1 2024.
What is the total institutional value of HANCOCK JOHN INVT TR TAX ADV GLB SH?▼
Institutions report $156K of HANCOCK JOHN INVT TR TAX ADV GLB SH as of Q1 2024.
How concentrated is ownership of HANCOCK JOHN INVT TR TAX ADV GLB SH?▼
The top five institutional holders account for 100% of the reported institutional value in HANCOCK JOHN INVT TR TAX ADV GLB SH, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of HANCOCK JOHN INVT TR TAX ADV GLB SH?▼
Cetera Investment Advisers is the largest reported holder of HANCOCK JOHN INVT TR TAX ADV GLB SH with $141K across 26,900 shares as of Q1 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.