John Hancock Tax-Advantaged Dividend Income Fund
HTD- Exchange
- NYSE
- SEC CIK
- 0001260041
No open-market purchases or sales by John Hancock Tax-Advantaged Dividend Income Fund insiders were filed in the last 90 days; 94 institutions reported holding it in 13F filings for Q2 2026, worth $155.5M in total; no superinvestor holds it.
Q2 2025 vs. Q1 2025
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 83 | 96 | +13 |
| Shares | 5.95M | 6.17M | +212.8K (+3.6%) |
| Value | $142.4M | $144.3M | +$1.89M (+1.3%) |
New holders (15)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 96,535 | $2.26M | 0.37% |
| Sanctuary Advisors, LLC | 30,735 | $718.9K | 0.00% |
| Presper Financial Architects, LLC | 27,574 | $645.0K | 0.48% |
| Readystate Asset Management LP | 26,741 | $625.5K | 0.03% |
| Shaker Financial Services, LLC | 23,443 | $548.3K | 0.20% |
| Wiley Bros.-Aintree Capital, LLC | 17,717 | $414.4K | 0.00% |
| Milestones Private Investment Advisors LLC | 11,311 | $264.6K | 0.20% |
| Cornerstone Advisors, LLC | 10,292 | $240.7K | 0.01% |
| Fortis Group Advisors, LLC | 9,090 | $220.6K | 0.04% |
| Wolverine Asset Management LLC | 8,036 | $188.0K | 0.00% |
| Global Retirement Partners, LLC | 1,764 | $41.3K | 0.00% |
| Avalon Trust Co | 897 | $21.0K | 0.00% |
| Evolution Wealth Management Inc. | 670 | $15.7K | 0.02% |
| Ameritas Advisory Services, LLC | 522 | $12.2K | 0.00% |
| Farther Finance Advisors, LLC | 150 | $3.51K | 0.00% |
Sold out (2)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| SeaCrest Wealth Management, LLC | 10,361 | $247.9K |
| Jones Financial Companies LLLP | 2,000 | $47.9K |