Skip to main content
Equibles

HTD

John Hancock Tax-Advantaged Dividend Income Fund

Company with tickers: HTD

CIK
1260041
CUSIP
41013V100
Shares Outstanding
35,431,824
13F Activity (30d)
55 filings 53 filers

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.

Holders: 92
Total Value: $146,224,201
Total Shares: 5,903,280

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 92 13F filers · Δ vs Dec 31, 2025
Top Holder
13.2%
Jun 2023 → Mar 2026 · range 11.6% – 17.6%
+0.2 pts
Top 5
44.0%
Jun 2023 → Mar 2026 · range 39.3% – 44.0%
+0.6 pts
Top 10
68.8%
Jun 2023 → Mar 2026 · range 57.3% – 68.8%
+1.7 pts
HHI
579
Jun 2023 → Mar 2026 · range 475 – 604
Broadly held +18

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
29
Decreased
30
Sold Out
14
Unchanged
20
Holder count: -1
Institutional value: +4.1%
Shares held: -0.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large CAPTRUST FINANCIAL ADVISORS +30,689 493,002
Mega WELLS FARGO & COMPANY/MN +30,649 314,864
Mega RAYMOND JAMES FINANCIAL INC +25,360 341,089
Large Cetera Investment Advisers +23,201 224,195
Small Indivisible Partners +12,608 62,402

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega Invesco Ltd. −25,151 470,487
Large OSAIC HOLDINGS, INC. −17,178 116,568
Mega BANK OF AMERICA CORP /DE/ −12,788 262,793
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −10,507 31,775
Large GUGGENHEIM CAPITAL LLC −9,471 325,879

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid WOLVERINE ASSET MANAGEMENT LLC 23,602 $584,621
Micro Investment Management Trust, LLC 21,511 $532,827
Mid Advisors Asset Management, Inc. 20,474 $507,140
Small Sunbelt Securities, Inc. 11,606 $287,480
Micro WealthTrust Asset Management, LLC 8,588 $212,724

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Shaker Financial Services, LLC 103,019 $2,437,429
Micro Presper Financial Architects, LLC 42,581 $1,007,466
Mega JANE STREET GROUP, LLC 11,750 $278,004
Micro Milestones Private Investment Advisors LLC 11,311 $267,618
Small Logan Stone Capital, LLC 9,881 $233,784
Filter: New 13 Increased 29 Reduced 30 Sold out 14 Unchanged 20
Showing 92 of 92
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Tower Research Capital LLC (TRC) $123 0.00% 5
Micro VANGUARD ADVISERS INC $693 0.00% 28
Mega JPMORGAN CHASE & CO $1,040 0.00% 42
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,576 0.00% 104
Small HIGHLINE WEALTH PARTNERS LLC $3,096 0.00% 125
Micro Kennebec Savings Bank Bank $4,954 0.00% 200
Micro Hamrick Investment Counsel, llc $4,954 0.00% 200
Micro SMH CAPITAL ADVISORS INC $5,375 0.00% 217
Mid Farther Finance Advisors, LLC $6,910 0.00% 279
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $7,431 0.01% 300
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
Small CREATIVE FINANCIAL DESIGNS INC /ADV $14,862 0.01% 600
Large CWM, LLC $21,178 0.01% 855
Mega PNC FINANCIAL SERVICES GROUP, INC. $21,994 0.02% 888
Small Axiom Investment Management LLC $22,761 0.02% 919
Micro BAYBAN $23,481 0.02% 948
Mid North Star Investment Management Corp. $24,770 0.02% 1,000
Large ASSETMARK, INC $30,268 0.02% 1,222
Small OAKWORTH CAPITAL, INC. $37,155 0.03% 1,500
Mid ST GERMAIN D J CO INC $47,484 0.03% 1,917
Small PRIVATE TRUST CO NA Bank $49,540 0.03% 2,000
Mid Arax Advisory Partners $51,818 0.04% 2,092
Large JONES FINANCIAL COMPANIES LLLP $53,131 0.04% 2,145
Large Rockefeller Capital Management L.P. $60,290 0.04% 2,434
Mid FIRST HORIZON CORP $61,181 0.04% 2,470
Large FIFTH THIRD BANCORP Bank $79,264 0.05% 3,200
Small NBC SECURITIES, INC. Broker-Dealer $99,699 0.07% 4,025
Mid Allworth Financial LP $103,860 0.07% 4,193
Mid Western Wealth Management, LLC $185,824 0.13% 7,502
Micro WealthTrust Asset Management, LLC $212,724 0.15% 8,588
Mid Advisory Services Network, LLC $214,607 0.15% 8,664
Small Ausdal Financial Partners, Inc. $217,827 0.15% 8,794
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $219,090 0.15% 8,845
Small Institute for Wealth Management, LLC. $221,790 0.15% 8,954
Mid Sowell Financial Services LLC $239,798 0.16% 9,681
Mid Concurrent Investment Advisors, LLC $247,204 0.17% 9,980
Small Powell Investment Advisors, LLC $250,177 0.17% 10,100
Mid Geneos Wealth Management Inc. $265,039 0.18% 10,700
Small Argentarii, LLC $268,085 0.18% 10,823
Mid CONNING INC. $276,185 0.19% 11,150
Small Sunbelt Securities, Inc. Broker-Dealer $287,480 0.20% 11,606
Large Lido Advisors, LLC $313,761 0.21% 12,667
Small Mezzasalma Advisors, LLC $315,817 0.22% 12,750
Mid PFG Investments, LLC $326,840 0.22% 13,195
Mid Kingsview Wealth Management, LLC $331,918 0.23% 13,400
Large MML INVESTORS SERVICES, LLC $339,076 0.23% 13,689
Large Steward Partners Investment Advisory, LLC $344,303 0.24% 13,900
Mid Private Advisor Group, LLC $344,674 0.24% 13,915
Mid Hennion & Walsh Asset Management, Inc. $349,975 0.24% 14,129
Mid BENJAMIN EDWARDS INC $353,096 0.24% 14,255
Small Abbot Financial Management, Inc. $383,191 0.26% 15,470
Small FOUNDERS FINANCIAL SECURITIES LLC Broker-Dealer $462,332 0.32% 18,665
Mid Advisors Asset Management, Inc. $507,140 0.35% 20,474
Large Cambridge Investment Research Advisors, Inc. $523,959 0.36% 21,153
Mid Mutual Advisors, LLC $527,179 0.36% 21,283
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $529,211 0.36% 21,365
Micro Investment Management Trust, LLC $532,827 0.36% 21,511
Mid Savvy Advisors, Inc. $538,574 0.37% 21,743
Mid WOLVERINE ASSET MANAGEMENT LLC $584,621 0.40% 23,602
Mega AMERIPRISE FINANCIAL INC $607,335 0.42% 24,519
Mega ENVESTNET ASSET MANAGEMENT INC $621,677 0.43% 25,098
Micro MRA Advisory Group $684,196 0.47% 27,622
Micro PMG Family Office LLC Family Office $716,794 0.49% 28,938
Large COMMONWEALTH EQUITY SERVICES, LLC $729,327 0.50% 29,444
Micro Diesslin Group, Inc. $755,162 0.52% 30,487
Mid World Investment Advisors $765,269 0.52% 30,895
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $787,066 0.54% 31,775
Mid Spire Wealth Management $885,899 0.61% 35,765
Large &PARTNERS $959,168 0.66% 38,723
Small Samalin Investment Counsel, LLC $1,189,703 0.81% 48,030
Mid Welch & Forbes LLC $1,238,500 0.85% 50,000
Mid Sanctuary Advisors, LLC $1,272,633 0.87% 51,378
Small Indivisible Partners $1,545,697 1.06% 62,402
Mid CENTRAL TRUST Co Bank $2,118,478 1.45% 85,526
Large Janney Montgomery Scott LLC $2,256,968 1.54% 91,117
Small Live Oak Private Wealth LLC $2,541,451 1.74% 102,602
Large OSAIC HOLDINGS, INC. $2,887,388 1.97% 116,568
Large STIFEL FINANCIAL CORP $3,157,134 2.16% 127,458
Mega FIRST TRUST ADVISORS LP $3,760,408 2.57% 151,813
Mega ROYAL BANK OF CANADA Bank $4,500,559 3.08% 181,694
Large Cetera Investment Advisers $5,553,310 3.80% 224,195
Mega BANK OF AMERICA CORP /DE/ Bank $6,509,382 4.45% 262,793
Mega WELLS FARGO & COMPANY/MN $7,799,181 5.33% 314,864
Large GUGGENHEIM CAPITAL LLC $8,072,022 5.52% 325,879
Mega RAYMOND JAMES FINANCIAL INC $8,448,774 5.78% 341,089
Mega LPL Financial LLC $9,224,694 6.31% 372,414
Mega Invesco Ltd. $11,653,962 7.97% 470,487
Mega MORGAN STANLEY $11,946,570 8.17% 482,300
Large CAPTRUST FINANCIAL ADVISORS $12,211,659 8.35% 493,002
Mega UBS Group AG $19,232,468 13.15% 776,442

Report a Problem

Category
Description
Email (optional, for follow-up)