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HTD

John Hancock Tax-Advantaged Dividend Income Fund
$25.76 +0.12 (+0.47%) At close · Jul 17
Market Cap
$912.72M
Shares
35,431,825

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 96
Total Value: $148,230,453
Total Shares: 5,977,353

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 94 13F filers
Top Holder
13.1%
Jun 2023 → Mar 2026 · range 11.6% – 17.6%
of institutional value
Top 5
43.7%
Jun 2023 → Mar 2026 · range 39.3% – 43.7%
of institutional value
Top 10
68.5%
Jun 2023 → Mar 2026 · range 57.3% – 68.5%
of institutional value
HHI
573
Jun 2023 → Mar 2026 · range 475 – 604
Broadly held
Showing 96 of 96
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega UBS Group AG $19,232,468 12.97% 776,442
Large CAPTRUST FINANCIAL ADVISORS $12,211,659 8.24% 493,002
Mega MORGAN STANLEY $11,946,570 8.06% 482,300
Mega Invesco Ltd. $11,653,962 7.86% 470,487
Mega LPL Financial LLC $9,224,694 6.22% 372,414
Mega RAYMOND JAMES FINANCIAL INC $8,448,774 5.70% 341,089
Large GUGGENHEIM CAPITAL LLC $8,072,022 5.45% 325,879
Mega WELLS FARGO & COMPANY/MN $7,799,181 5.26% 314,864
Mega BANK OF AMERICA CORP /DE/ Bank $6,509,382 4.39% 262,793
Large Cetera Investment Advisers $5,553,310 3.75% 224,195
Mega ROYAL BANK OF CANADA Bank $4,500,559 3.04% 181,694
Mega FIRST TRUST ADVISORS LP $3,760,408 2.54% 151,813
Large STIFEL FINANCIAL CORP $3,157,134 2.13% 127,458
Large OSAIC HOLDINGS, INC. $2,887,388 1.95% 116,568
Small Live Oak Private Wealth LLC $2,541,451 1.71% 102,602
Large Janney Montgomery Scott LLC $2,256,968 1.52% 91,117
Mid CENTRAL TRUST Co Bank $2,118,478 1.43% 85,526
Small Indivisible Partners $1,545,697 1.04% 62,402
Mid Sanctuary Advisors, LLC $1,272,633 0.86% 51,378
Mid Welch & Forbes LLC $1,238,500 0.84% 50,000
Small Samalin Investment Counsel, LLC $1,189,703 0.80% 48,030
Mid Hennion & Walsh Asset Management, Inc. $1,121,458 0.76% 43,996
Large &PARTNERS $959,168 0.65% 38,723
Mid Spire Wealth Management $909,636 0.61% 35,686
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $826,666 0.56% 32,431
Small Diesslin Group, Inc. $778,821 0.53% 30,554
Mid World Investment Advisors $765,269 0.52% 30,895
Micro PMG Family Office LLC Family Office $744,435 0.50% 29,205
Large COMMONWEALTH EQUITY SERVICES, LLC $729,327 0.49% 29,444
Small First National Bank of Mount Dora, Trust Investment Services Bank $708,622 0.48% 27,800
Micro MRA Advisory Group $702,988 0.47% 27,579
Mega ENVESTNET ASSET MANAGEMENT INC $621,677 0.42% 25,098
Mega AMERIPRISE FINANCIAL INC $607,335 0.41% 24,519
Mid WOLVERINE ASSET MANAGEMENT LLC $584,621 0.39% 23,602
Mid Savvy Advisors, Inc. $538,574 0.36% 21,743
Micro Investment Management Trust, LLC $532,827 0.36% 21,511
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $529,211 0.36% 21,365
Mid Mutual Advisors, LLC $527,179 0.36% 21,283
Large Cambridge Investment Research Advisors, Inc. $523,959 0.35% 21,153
Mid Advisors Asset Management, Inc. $507,140 0.34% 20,474
Small FOUNDERS FINANCIAL SECURITIES LLC Broker-Dealer $462,332 0.31% 18,665
Small Abbot Financial Management, Inc. $383,191 0.26% 15,470
Mid BENJAMIN EDWARDS INC $353,096 0.24% 14,255
Mid Private Advisor Group, LLC $344,674 0.23% 13,915
Large Steward Partners Investment Advisory, LLC $344,303 0.23% 13,900
Large MML INVESTORS SERVICES, LLC $339,076 0.23% 13,689
Mid Kingsview Wealth Management, LLC $331,918 0.22% 13,400
Mid PFG Investments, LLC $326,840 0.22% 13,195
Small Mezzasalma Advisors, LLC $315,817 0.21% 12,750
Large Lido Advisors, LLC $313,761 0.21% 12,667
Small Sunbelt Securities, Inc. Broker-Dealer $287,480 0.19% 11,606
Mid CONNING INC. $276,185 0.19% 11,150
Small Argentarii, LLC $268,085 0.18% 10,823
Mid Geneos Wealth Management Inc. $265,039 0.18% 10,700
Mid B. Riley Wealth Advisors, Inc. $260,507 0.18% 10,220
Small Powell Investment Advisors, LLC $250,177 0.17% 10,100
Mid Concurrent Investment Advisors, LLC $247,204 0.17% 9,980
Mid Sowell Financial Services LLC $239,798 0.16% 9,681
Small Institute for Wealth Management, LLC. $221,790 0.15% 8,954
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $219,090 0.15% 8,845
Small Ausdal Financial Partners, Inc. $217,827 0.15% 8,794
Mid Advisory Services Network, LLC $214,607 0.14% 8,664
Micro WealthTrust Asset Management, LLC $212,724 0.14% 8,588
Mid Western Wealth Management, LLC $185,824 0.13% 7,502
Large NewEdge Advisors, LLC $130,017 0.09% 5,249
Mid Allworth Financial LP $103,860 0.07% 4,193
Small NBC SECURITIES, INC. Broker-Dealer $99,699 0.07% 4,025
Large FIFTH THIRD BANCORP Bank $79,264 0.05% 3,200
Mid FIRST HORIZON CORP $61,181 0.04% 2,470
Large Rockefeller Capital Management L.P. $60,290 0.04% 2,434
Large JONES FINANCIAL COMPANIES LLLP $53,131 0.04% 2,145
Mid Arax Advisory Partners $51,818 0.03% 2,092
Small PRIVATE TRUST CO NA Bank $49,540 0.03% 2,000
Mid ST GERMAIN D J CO INC $47,484 0.03% 1,917
Small OAKWORTH CAPITAL, INC. $37,155 0.03% 1,500
Large ASSETMARK, INC $30,268 0.02% 1,222
Mid North Star Investment Management Corp. $24,770 0.02% 1,000
Micro BAYBAN $23,481 0.02% 948
Small Axiom Investment Management LLC $22,761 0.02% 919
Mega PNC FINANCIAL SERVICES GROUP, INC. $21,994 0.01% 888
Large CWM, LLC $21,178 0.01% 855
Small CREATIVE FINANCIAL DESIGNS INC /ADV $14,862 0.01% 600
Small AMERIFLEX GROUP, INC. $12,385 0.01% 500
Mid HARBOUR INVESTMENTS, INC. $12,385 0.01% 500
Small McIlrath & Eck, LLC $12,385 0.01% 500
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $7,431 0.01% 300
Mid Farther Finance Advisors, LLC $7,188 0.00% 282
Micro SMH CAPITAL ADVISORS INC $5,375 0.00% 217
Small Kennebec Savings Bank Bank $5,098 0.00% 200
Micro Hamrick Investment Counsel, llc $4,954 0.00% 200
Small HIGHLINE WEALTH PARTNERS LLC $3,186 0.00% 125
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,576 0.00% 104
Small JFS WEALTH ADVISORS, LLC $1,682 0.00% 66
Mega JPMORGAN CHASE & CO $1,040 0.00% 42
Micro VANGUARD ADVISERS INC $693 0.00% 28
Mid Tower Research Capital LLC (TRC) $123 0.00% 5
Key facts CIK 1260041 CUSIP 41013V100 13F (30d) 13 filings 13 filers Visit website

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