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.
Q1 2026 vs. Q4 2025
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 95 | 3 | 94 | +2 |
| Shares | 5.97M | 7.11K | 5.95M | −20.9K (−0.3%) |
| Value | $141.3M | $168.2K | $147.3M | +$6.13M (+4.3%) |
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 23,602 | $584.6K | 0.01% |
| Investment Management Trust, LLC | 21,511 | $532.8K | 0.52% |
| Advisors Asset Management, Inc. | 20,474 | $507.1K | 0.01% |
| Sunbelt Securities, Inc. | 11,606 | $287.5K | 0.02% |
| WealthTrust Asset Management, LLC | 8,588 | $212.7K | 0.13% |
| Fifth Third Bancorp | 3,200 | $79.3K | 0.00% |
| Jones Financial Companies LLLP | 2,145 | $53.1K | 0.00% |
| Axiom Investment Management LLC | 919 | $22.8K | 0.02% |
| Harbour Investments, Inc. | 500 | $12.4K | 0.00% |
| Hamrick Investment Counsel, llc | 200 | $4.95K | 0.00% |
| Northwestern Mutual Wealth Management Co | 104 | $2.58K | 0.00% |
| Vanguard Advisers Inc | 28 | $705 | 0.00% |
Sold out (10)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Shaker Financial Services, LLC | 103,019 | $2.44M |
| Presper Financial Architects, LLC | 42,581 | $1.01M |
| Jane Street Group, LLC | 11,750 | $278.0K |
| Milestones Private Investment Advisors LLC | 11,311 | $267.6K |
| Logan Stone Capital, LLC | 9,881 | $233.8K |
| Kestra Advisory Services, LLC | 7,758 | $183.6K |
| Garton & Associates Financial Advisors LLC | 2,342 | $55.4K |
| Global Wealth Strategies & Associates | 1,445 | $34.2K |
| Resources Management Corp | 1,250 | $30.0K |
| IFC & Insurance Marketing, Inc. | 1,090 | $26.0K |
Not filed for Q1 2026 yet (3)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Comerica Bank | 2,800 | $66.2K |
| Redmont Wealth Advisors LLC | 2,612 | $61.8K |
| Global Retirement Partners, LLC | 1,695 | $40.1K |