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Equibles

PDT

John Hancock Premium Dividend Fund

Company with tickers: PDT

CIK
855886
CUSIP
41013T105
Shares Outstanding
49,185,225
13F Activity (30d)
30 filings 27 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: 87
Total Value: $45,790,872
Total Shares: 3,495,490

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 87 13F filers · Δ vs Dec 31, 2025
Top Holder
18.9%
Sep 2023 → Mar 2026 · range 10.7% – 18.9%
+1.1 pts
Top 5
41.9%
Sep 2023 → Mar 2026 · range 41.9% – 53.0%
−8.2 pts
Top 10
58.7%
Sep 2023 → Mar 2026 · range 58.7% – 73.3%
−6.0 pts
HHI
598
Sep 2023 → Mar 2026 · range 525 – 717
Broadly held−119

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
29
Decreased
18
Sold Out
15
Unchanged
27
Holder count: -2
Institutional value: -6.9%
Shares held: -9.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Pathstone Holdings, LLC +153,775 208,566
Mega FIRST TRUST ADVISORS LP +38,256 142,765
Small Logan Stone Capital, LLC +33,169 72,864
Mega RAYMOND JAMES FINANCIAL INC +25,785 46,855
Large HighTower Advisors, LLC +23,743 39,621

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega LPL Financial LLC −138,823 197,862
Large GUGGENHEIM CAPITAL LLC −30,480 662,082
Small MOSAIC FAMILY WEALTH PARTNERS, LLC −5,000 11,190
Small Second Line Capital, LLC −3,934 37,165
Mid Aptus Capital Advisors, LLC −2,938 38,161

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small ABSOLUTE INVESTMENT ADVISERS, LLC 87,415 $1,145,136
Large Calamos Advisors LLC 58,727 $769,323
Small Quarry LP 34,316 $449,539
Mega TWO SIGMA INVESTMENTS, LP 31,960 $418,676
Mid Advisors Asset Management, Inc. 29,056 $380,633

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid AXXCESS WEALTH MANAGEMENT, LLC 540,241 $6,861,060
Small ORG Partners LLC 120,000 $1,524,000
Mid READYSTATE ASSET MANAGEMENT LP 99,738 $1,266,672
Mega UBS Group AG 48,234 $612,571
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 21,788 $276,706
Filter: New 13 Increased 29 Reduced 18 Sold out 15 Unchanged 27
Showing 87 of 87
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large GUGGENHEIM CAPITAL LLC $8,673,274 18.94% 662,082
Small Pathway Financial Advisers, LLC $3,035,859 6.63% 231,745
Large Pathstone Holdings, LLC $2,732,214 5.97% 208,566
Mega LPL Financial LLC $2,591,992 5.66% 197,862
Mid Stratos Wealth Partners, LTD. $2,166,058 4.73% 165,348
Mega FIRST TRUST ADVISORS LP $1,870,221 4.08% 142,765
Small Shaker Financial Services, LLC $1,615,898 3.53% 123,351
Large COMMONWEALTH EQUITY SERVICES, LLC $1,589,370 3.47% 121,326
Large OSAIC HOLDINGS, INC. $1,440,894 3.15% 109,992
Small ABSOLUTE INVESTMENT ADVISERS, LLC $1,145,136 2.50% 87,415
Large Kestra Advisory Services, LLC $1,135,455 2.48% 86,676
Small Logan Stone Capital, LLC $954,518 2.08% 72,864
Large Cetera Investment Advisers $908,471 1.98% 69,349
Small Sovran Advisors, LLC $775,218 1.69% 59,177
Small Ausdal Financial Partners, Inc. $774,223 1.69% 59,101
Large Calamos Advisors LLC $769,323 1.68% 58,727
Large &PARTNERS $703,050 1.54% 53,668
Micro WEBSTERROGERS FINANCIAL ADVISORS, LLC $681,200 1.49% 52,000
Mega RAYMOND JAMES FINANCIAL INC $613,799 1.34% 46,855
Large HighTower Advisors, LLC $519,035 1.13% 39,621
Mid Aptus Capital Advisors, LLC $499,909 1.09% 38,161
Large Cambridge Investment Research Advisors, Inc. $490,555 1.07% 37,447
Micro Coquina Private Wealth LLC $488,171 1.07% 37,265
Small Second Line Capital, LLC $486,861 1.06% 37,165
Mid HANCOCK WHITNEY CORP $470,552 1.03% 35,920
Small Medallion Wealth Advisors, LLC $452,941 0.99% 34,576
Small Quarry LP $449,539 0.98% 34,316
Large Steward Partners Investment Advisory, LLC $442,098 0.97% 33,748
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $431,893 0.94% 32,969
Mega TWO SIGMA INVESTMENTS, LP $418,676 0.91% 31,960
Mega ENVESTNET ASSET MANAGEMENT INC $388,650 0.85% 29,668
Mid Advisors Asset Management, Inc. $380,633 0.83% 29,056
Small Brookwood Investment Group LLC $349,547 0.76% 26,683
Small Carl P. Sherr & Co., LLC $336,604 0.74% 25,695
Mid XTX Topco Ltd $322,993 0.71% 24,656
Small Mezzasalma Advisors, LLC $318,932 0.70% 24,346
Small MELFA WEALTH MANAGEMENT, INC. $270,999 0.59% 20,687
Micro Arlington Capital Management, Inc. $261,986 0.57% 19,999
Small Connecticut Wealth Management, LLC $245,520 0.54% 18,742
Mid Merit Financial Group, LLC $238,446 0.52% 18,202
Large Janney Montgomery Scott LLC $234,699 0.51% 17,916
Mid INDEPENDENT FINANCIAL GROUP, LLC $231,594 0.51% 17,679
Small Abel Hall, LLC $196,500 0.43% 15,000
Mid Prime Capital Investment Advisors, LLC $187,539 0.41% 14,316
Large Mariner, LLC $181,841 0.40% 13,881
Small INTEGRITY ALLIANCE, LLC. $174,609 0.38% 13,329
Small SILVERLAKE WEALTH MANAGEMENT LLC $173,771 0.38% 13,265
Small WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $173,719 0.38% 13,261
Mid Compound Planning, Inc. $150,702 0.33% 11,504
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $148,737 0.32% 11,354
Small MOSAIC FAMILY WEALTH PARTNERS, LLC $146,589 0.32% 11,190
Large Creative Planning $145,423 0.32% 11,101
Large CAPTRUST FINANCIAL ADVISORS $144,466 0.32% 11,028
Mega PNC FINANCIAL SERVICES GROUP, INC. $139,357 0.30% 10,638
Large Rockefeller Capital Management L.P. $124,017 0.27% 9,467
Small BankPlus Trust Department $116,590 0.25% 8,900
Large FIFTH THIRD BANCORP Bank $115,463 0.25% 8,814
Mid MAI Capital Management $96,612 0.21% 7,375
Mid HARBOUR INVESTMENTS, INC. $56,552 0.12% 4,317
Small AMERIFLEX GROUP, INC. $55,622 0.12% 4,246
Large CWM, LLC $38,802 0.08% 2,962
Mid Advisory Services Network, LLC $33,942 0.07% 2,591
Small SHP Wealth Management $28,309 0.06% 2,161
Small HOEY INVESTMENTS, INC $27,234 0.06% 2,079
Small CALDWELL SUTTER CAPITAL, INC. $26,959 0.06% 2,058
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $26,200 0.06% 2,000
Mid Larson Financial Group LLC $20,933 0.05% 1,598
Mid Allworth Financial LP $19,650 0.04% 1,500
Mid Farther Finance Advisors, LLC $17,069 0.04% 1,303
Large HUNTINGTON NATIONAL BANK Bank $15,890 0.03% 1,213
Micro Main Street Group, LTD $15,353 0.03% 1,172
Mid Sound Income Strategies, LLC $13,296 0.03% 1,015
Small Private Wealth Asset Management, LLC $10,322 0.02% 788
Small Pinnacle Bancorp, Inc. Bank $10,322 0.02% 788
Small NBC SECURITIES, INC. Broker-Dealer $10,283 0.02% 785
Mid Spire Wealth Management $8,082 0.02% 617
Large US BANCORP \DE\ Bank $6,550 0.01% 500
Micro Gould Capital, LLC $5,881 0.01% 449
Micro Wealth Preservation Advisors, LLC $4,702 0.01% 359
Large ASSETMARK, INC $4,401 0.01% 336
Micro Holos Integrated Wealth LLC $2,829 0.01% 216
Small Darwin Wealth Management, LLC $2,620 0.01% 200
Small TSFG, LLC $1,414 0.00% 108
Small Key Financial Inc $1,414 0.00% 108
Small Plante Moran Financial Advisors, LLC $1,310 0.00% 100
Small SJS Investment Consulting Inc. $1,008 0.00% 77
Mid ROTHSCHILD INVESTMENT LLC $982 0.00% 75

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