HTD · John Hancock Tax-Advantaged Dividend Income Fund · Shareholders & Ownership
Market Cap
$798.63M
Shares
35.43M
Volume · Oct 20
78.16K
Avg daily vol (3M)
69.98K
Every disclosed holder of HTD in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HTD
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 6,233,182 | — |
| Insiders (Forms 3, 4, 5) | 3,024 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 522,564 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HTD
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
819,905 | ||
| 2 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
545,914 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
477,050 | ||
| 4 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
374,648 | ||
| 5 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
369,672 | ||
| 5.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
423,759 | ||
| 6 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
357,831 | ||
| 7 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
322,627 | ||
| 7.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
114 | ||
| 7.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
40 | ||
| 8 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
314,635 | ||
| 9 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
273,076 | ||
| 10 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
233,071 | ||
| 11 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
158,719 | ||
| 12 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,601 | ||
| 12.1 |
First Trust Income Opportunities ETF
Fund
S000053967 · Registered fund · May 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
98,651 | ||
| 13 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
152,788 | ||
| 14 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,736 | ||
| 15 |
Live Oak Private Wealth LLC
13F
CIK 1799877 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
102,602 | ||
| 16 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
88,672 | ||
| 17 |
CENTRAL TRUST Co
13F
CIK 44365 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,510 | ||
| 18 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Unknown · Sep 30, 2026
|
79,650 | ||
| 19 |
Indivisible Partners
13F
CIK 2098400 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
59,377 | ||
| 20 |
Sanctuary Advisors, LLC
13F
CIK 1777271 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,147 | ||
| 21 |
Concurrent Investment Advisors, LLC
13F
CIK 2001015 · Registered investment adviser · Sep 30, 2026
|
54,099 | ||
| 22 |
Welch & Forbes LLC
13F
CIK 105495 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,000 | ||
| 23 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
47,893 | ||
| 24 |
Samalin Investment Counsel, LLC
13F
CIK 1544366 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,519 | ||
| 25 |
|
40,789 | ||
| 26 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
38,464 | ||
| 27 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,536 | ||
| 28 |
Spire Wealth Management
13F
CIK 1858740 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,686 | ||
| 29 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,443 | ||
| 30 |
World Investment Advisors
13F
CIK 1652594 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,895 | ||
| 31 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
29,215 | ||
| 32 |
Diesslin Group, Inc.
13F
CIK 2108559 · Registered investment adviser · Sep 30, 2026
|
29,185 | ||
| 33 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,723 | ||
| 34 |
First National Bank of Mount Dora, Trust Investment Services
13F
CIK 1423045 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,800 | ||
| 35 |
MRA Advisory Group
13F
CIK 1841816 · Unknown · Sep 30, 2026
|
27,586 | ||
| 36 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,310 | ||
| 37 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,927 | ||
| 38 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,266 | ||
| 39 |
Investment Management Trust, LLC
13F
CIK 2131759 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,911 | ||
| 40 |
Savvy Advisors, Inc.
13F
CIK 2003633 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,541 | ||
| 41 |
Mutual Advisors, LLC
13F
CIK 1694080 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,533 | ||
| 42 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,227 | ||
| 43 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
13F
CIK 1109767 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,565 | ||
| 44 |
FOUNDERS FINANCIAL SECURITIES LLC
13F
CIK 1342396 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,665 | ||
| 45 |
Beacon Pointe Advisors, LLC
13F
CIK 1744317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,516 | ||
| 46 |
Abbot Financial Management, Inc.
13F
CIK 1714341 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,470 | ||
| 47 |
MML INVESTORS SERVICES, LLC
13F
CIK 701059 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,195 | ||
| 48 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,400 | ||
| 49 |
BENJAMIN EDWARDS INC
13F
CIK 1451623 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,333 | ||
| 50 |
Sowell Financial Services LLC
13F
CIK 1633697 · Registered investment adviser · Sep 30, 2026
|
13,282 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 99 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.