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 2026 vs. Q1 2026
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 94 | 3 | 94 | +3 |
| Shares | 5.95M | 13.0K | 6.10M | +169.6K (+2.9%) |
| Value | $147.3M | $321.1K | $155.5M | +$8.56M (+5.8%) |
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cerity Partners LLC | 24,927 | $635.4K | 0.00% |
| Beacon Pointe Advisors, LLC | 15,516 | $395.5K | 0.00% |
| National Asset Management, Inc. | 10,220 | $263.5K | 0.01% |
| MAI Capital Management | 10,000 | $254.9K | 0.00% |
| HighTower Advisors, LLC | 9,712 | $247.6K | 0.00% |
| XTX Topco Ltd | 9,018 | $229.9K | 0.00% |
| Creative Planning | 8,737 | $222.7K | 0.00% |
| Kestra Advisory Services, LLC | 8,535 | $217.6K | 0.00% |
| Global Retirement Partners, LLC | 1,667 | $42.5K | 0.00% |
| JFS Wealth Advisors, LLC | 66 | $1.68K | 0.00% |
Sold out (7)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Wolverine Asset Management LLC | 23,602 | $584.6K |
| Kingsview Wealth Management, LLC | 13,400 | $331.9K |
| Argentarii, LLC | 10,823 | $268.1K |
| Jones Financial Companies LLLP | 2,145 | $53.1K |
| Hamrick Investment Counsel, llc | 200 | $4.95K |
| Vanguard Advisers Inc | 28 | $705 |
| Tower Research Capital LLC (TRC) | 5 | $124 |
Not filed for Q2 2026 yet (3)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Sunbelt Securities, Inc. | 11,606 | $287.5K |
| CWM, LLC | 855 | $21.2K |
| McIlrath & Eck, LLC | 500 | $12.4K |