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.
Q4 2025 vs. Q3 2025
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 97 | 1 | 95 | −1 |
| Shares | 5.92M | 0 | 5.97M | +50.1K (+0.8%) |
| Value | $146.9M | $10 | $141.3M | −$5.53M (−3.8%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Indivisible Partners | 49,794 | $1.18M | 0.13% |
| Diesslin Group, Inc. | 31,893 | $754.6K | 0.30% |
| Savvy Advisors, Inc. | 26,895 | $636.3K | 0.02% |
| MML Investors Services, LLC | 11,739 | $277.8K | 0.00% |
| Benjamin Edwards Inc | 10,555 | $249.7K | 0.00% |
| Logan Stone Capital, LLC | 9,881 | $233.8K | 0.06% |
| Wellington-Altus USA Inc. | 7,810 | $184.8K | 0.14% |
| Kestra Advisory Services, LLC | 7,758 | $183.6K | 0.00% |
| Garton & Associates Financial Advisors LLC | 2,342 | $55.4K | 0.03% |
| Global Wealth Strategies & Associates | 1,445 | $34.2K | 0.01% |
| Resources Management Corp | 1,250 | $30.0K | 0.00% |
| IFC & Insurance Marketing, Inc. | 1,090 | $26.0K | 0.03% |
| Bayban | 948 | $22.4K | 0.02% |
| International Assets Investment Management, LLC | 300 | $7.10K | 0.00% |
| Highline Wealth Partners LLC | 140 | $3.31K | 0.00% |
| Tower Research Capital LLC (TRC) | 5 | $118 | 0.00% |
Sold out (17)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Newbridge Financial Services Group, Inc. | 97,756 | $2.42M |
| CNH Partners LLC | 39,209 | $972.4K |
| Calamos Advisors LLC | 27,328 | $677.7K |
| Walleye Capital LLC | 22,539 | $559.0K |
| Prevail Innovative Wealth Advisors, LLC | 15,494 | $384.3K |
| 1607 Capital Partners, LLC | 11,765 | $291.8K |
| Karpus Management, Inc. | 11,430 | $283.5K |
| Balyasny Asset Management LLC | 8,984 | $222.8K |
| GPS Wealth Strategies Group, LLC | 7,502 | $186.1K |
| US Bancorp | 3,201 | $79.4K |
| North Capital, Inc. | 1,680 | $41.7K |
| Northwestern Mutual Wealth Management Co | 1,517 | $37.6K |
| Parallel Advisors, LLC | 253 | $6.29K |
| Principal Securities, Inc. | 222 | $5.50K |
| Concord Wealth Partners | 218 | $5.41K |
| Cheviot Value Management, LLC | 200 | $4.90K |
| Ameritas Advisory Services, LLC | 119 | $2.95K |
Not filed for Q4 2025 yet (1)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Creekmur Asset Management LLC | 0 | $10 |