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.
13F holders, Q3 2025
Institutional positions in John Hancock Tax-Advantaged Dividend Income Fund as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 97
- +3 vs. Q2 2025
- Shares held
- 5.92M
- −200.9K (−3.3%) vs. Q2 2025
- Total value
- $146.9M
- +$3.57M (+2.5%) vs. Q2 2025
- New holders
- 12
- 32 more added
- Sold out
- 9
- 24 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HTD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 94 | $155.5M |
| Q1 2026 | 94 | $147.3M |
| Q4 2025 | 95 | $141.3M |
| Q3 2025 | 97 | $146.9M |
| Q2 2025 | 96 | $144.3M |
| Q1 2025 | 83 | $142.4M |
| Q4 2024 | 93 | $131.6M |
| Q3 2024 | 92 | $130.2M |
| Q2 2024 | 90 | $111.7M |
| Q1 2024 | 85 | $104.9M |
| Q4 2023 | 88 | $98.0M |
| Q3 2023 | 83 | $86.9M |
| Q2 2023 | 83 | $97.3M |
| Q1 2023 | 81 | $102.2M |
| Q4 2022 | 92 | $110.7M |
| Q3 2022 | 82 | $101.4M |
| Q2 2022 | 87 | $112.8M |
| Q1 2022 | 91 | $119.8M |
| Q4 2021 | 90 | $124.0M |
| Q3 2021 | 91 | $109.1M |
| Q2 2021 | 87 | $125.3M |
| Q1 2021 | 90 | $126.4M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding John Hancock Tax-Advantaged Dividend Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −9,090−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,036−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −3,958−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |