Concurrent Investment Advisors, LLC
Position in HTD — John Hancock Tax-Advantaged Dividend Income Fund
CIK 2001015
Tampa, FL
Position in HTD
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$247,204
+$7,222 QoQ
Shares Held
9,980
-1.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HTD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $109,583,966 across 131 Asset Management names. HTD ranks #84 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
120,926 | $13,905,280 | |
| 2 | DHIL |
DIAMOND HILL INVESTMENT GROUP INC
|
67,616 | $11,636,713 | |
| 3 | BLK |
BlackRock, Inc.
|
8,668 | $8,336,102 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
117,448 | $5,604,618 | |
| 5 | RJF |
Raymond James Financial Inc
|
26,665 | $3,860,824 | |
| 6 | APO |
Apollo Global Management, Inc.
|
30,106 | $3,354,410 | |
| 7 | KKR |
KKR & Co. Inc.
|
35,989 | $3,328,982 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
275,478 | $2,515,113 |
All Filings in HTD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,204 | 9,980 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $239,982 | 10,143 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $257,548 | 10,385 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||