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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.

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of HTD: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders94941+1
Shares6.10M6.10M650+650
Value$155.5M$155.5M$14.4K+$14.4K

94 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to HTD in Q3 2026
InstitutionSharesValue% of portfolio
Eastern Bank650$14.4K0.00%

Sold out (0)

Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (94)

Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTD in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
UBS Group AG819,905$20.9M
Captrust Financial Advisors545,914$13.9M
Morgan Stanley477,050$12.2M
LPL Financial LLC374,648$9.55M
Invesco Ltd.369,672$9.42M
Raymond James Financial Inc357,831$9.12M
Guggenheim Capital LLC322,627$8.22M
Wells Fargo & Company314,635$8.02M
Bank of America Corp273,076$6.96M
Cetera Investment Advisers233,071$5.94M
Royal Bank of Canada158,719$4.05M
First Trust Advisors LP156,601$3.99M
Advisor Group Holdings, Inc.152,788$3.89M
Stifel Financial Corp128,736$3.28M
Live Oak Private Wealth LLC102,602$2.62M
Janney Montgomery Scott LLC88,672$2.26M
Central Trust Co82,510$2.10M
Indivisible Partners59,377$1.51M
Sanctuary Advisors, LLC54,147$1.38M
Welch & Forbes LLC50,000$1.27M
Samalin Investment Counsel, LLC46,519$1.19M
Hennion & Walsh Asset Management, Inc.43,996$1.12M
Wiley Bros.-Aintree Capital, LLC40,789$1.04M
Advisors Asset Management, Inc.36,536$931.3K
Spire Wealth Management35,686$909.6K
Envestnet Asset Management Inc35,443$903.4K
Wealth Enhancement Advisory Services, LLC32,431$839.0K
Diesslin Group, Inc.30,554$778.8K
Pensionmark Financial Group, LLC30,895$765.3K
PMG Family Office LLC29,205$744.4K
Commonwealth Equity Services, LLC28,723$732.1K
First National Bank of Mount Dora, Trust Investment Services27,800$708.6K
Morris Retirement Advisors, LLC27,579$703.0K
Ameriprise Financial Inc26,310$670.7K
Cerity Partners LLC24,927$635.4K
Private Advisor Group, LLC22,266$567.6K
Investment Management Trust, LLC21,911$558.5K
Savvy Advisors, Inc.21,541$549.1K
Mutual Advisors, LLC21,533$548.9K
Cambridge Investment Research Advisors, Inc.21,227$541.0K
Nations Financial Group Inc,19,565$498.7K
Founders Financial Securities LLC18,665$475.8K
Beacon Pointe Advisors, LLC15,516$395.5K
Abbot Financial Management, Inc.15,470$394.3K
MML Investors Services, LLC15,195$387.3K
Steward Partners Investment Advisory, LLC14,400$367.1K
Benjamin Edwards Inc14,333$365.3K
Sowell Financial Services LLC13,224$337.1K
PFG Investments, LLC13,195$336.3K
Mezzasalma Advisors, LLC12,987$331.0K
Lido Advisors, LLC12,667$322.9K
Conning Inc.11,150$284.2K
Geneos Wealth Management Inc.10,950$279.1K
National Asset Management, Inc.10,220$263.5K
Powell Investment Advisors, LLC10,100$257.4K
MAI Capital Management10,000$254.9K
Northwestern Mutual Wealth Management Co10,000$254.9K
Concurrent Investment Advisors, LLC9,980$254.4K
HighTower Advisors, LLC9,712$247.6K
SMH Capital Advisors Inc9,128$232.7K
XTX Topco Ltd9,018$229.9K
Institute for Wealth Management, LLC.8,954$228.2K
Silver Oak Securities, Inc8,872$226.2K
Ausdal Financial Partners, Inc.8,844$225.4K
Creative Planning8,737$222.7K
Advisory Services Network, LLC8,664$220.8K
WealthTrust Asset Management, LLC8,588$218.9K
Kestra Advisory Services, LLC8,535$217.6K
Wellington-Altus USA Inc.7,810$193.5K
GWM Advisors LLC5,249$133.8K
Allworth Financial LP4,223$107.6K
NBC Securities, Inc.4,025$102.6K
Rockefeller Capital Management L.P.3,442$87.7K
Fifth Third Bancorp3,200$81.6K
The PNC Financial Services Group, Inc.2,794$71.2K
First Horizon Corp2,470$63.0K
Private Trust Co NA2,000$51.0K
St Germain D J Co Inc1,917$48.9K
Global Retirement Partners, LLC1,667$42.5K
Oakworth Capital, Inc.1,500$38.2K
North Star Investment Management Corp.1,000$25.5K
Bayban948$24.2K
Axiom Investment Management LLC919$23.4K
Assetmark, Inc682$17.4K
Creative Financial Designs Inc600$15.3K
Harbour Investments, Inc.500$12.7K
Ameriflex Group, Inc.500$12.7K
International Assets Investment Management, LLC300$7.58K
Farther Finance Advisors, LLC282$7.19K
SRS Capital Advisors, Inc.201$5.12K
Kennebec Savings Bank200$5.10K
Highline Wealth Partners LLC125$3.19K
JFS Wealth Advisors, LLC66$1.68K
JPMorgan Chase & Co42$1.08K