Mutual Advisors, LLC
Position in HTD — John Hancock Tax-Advantaged Dividend Income Fund
CIK 1694080
OMAHA, NE
Position in HTD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$548,876
+$21,697 QoQ
Shares Held
21,533
+1.2% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
of 94 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $51,478,825 across 60 Asset Management names. HTD ranks #29 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in HTD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,876 | 21,533 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $527,179 | 21,283 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $587,572 | 24,834 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $605,516 | 24,416 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $569,827 | 24,362 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $573,817 | 23,979 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $524,428 | 23,816 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $550,824 | 23,722 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $480,149 | 23,758 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $676,323 | 34,401 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $665,012 | 35,056 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $716,047 | 40,318 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $808,370 | 39,626 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,350,430 | 63,341 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,470,378 | 64,321 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,402,391 | 66,908 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,527,322 | 66,550 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,709,452 | 66,880 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,765,543 | 67,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,497,244 | 65,439 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,553,784 | 62,401 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,379,356 | 58,721 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,390,596 | 66,093 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,258,909 | 65,946 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,417,362 | 73,591 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,268,819 | 72,133 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||