JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND - HTD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
UBS Group AG History No change 819,905 20,899 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 545,914 13,915 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 477,050 12,160 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 374,648 9,549 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 369,672 9,422 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 357,831 9,121 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 322,627 8,223 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 314,635 8,020 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 273,076 6,960 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 233,071 5,940 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 158,719 4,046 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 156,601 3,991 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 152,788 3,894 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 128,736 3,281 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 12, 2026
Live Oak Private Wealth LLC History No change 102,602 2,615 0.33% 0.33% 15 0 0.0% Q2 2026 Jul 20, 2026
Janney Montgomery Scott LLC History No change 88,672 2,260 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 05, 2026
CENTRAL TRUST Co History No change 82,510 2,103 0.04% 0.04% 17 0 0.0% Q2 2026 Jul 31, 2026
Indivisible Partners History No change 59,377 1,513 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 54,147 1,380 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
WELCH & FORBES LLC History No change 50,000 1,274 0.02% 0.02% 20 0 0.0% Q2 2026 Jul 30, 2026
Samalin Investment Counsel, LLC History No change 46,519 1,185 0.37% 0.37% 21 0 0.0% Q2 2026 Jul 27, 2026
Hennion & Walsh Asset Management, Inc. History No change 43,996 1,121 0.03% 0.03% 22 0 0.0% Q2 2026 Jul 08, 2026
&PARTNERS History No change 40,789 1,039 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 36,536 931 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 35,686 909 0.03% 0.03% 25 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 35,443 903 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 32,431 839 0.0% 0.0% 27 0 0.0% Q2 2026 Jul 15, 2026
Diesslin Group, Inc. History No change 30,554 778 0.3% 0.3% 28 0 0.0% Q2 2026 Jul 02, 2026
World Investment Advisors History No change 30,895 765 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
PMG Family Office LLC History No change 29,205 744 0.69% 0.69% 30 0 0.0% Q2 2026 Jul 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 28,723 732 0.0% 0.0% 31 0 0.0% Q2 2026 Jul 29, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 27,800 708 0.14% 0.14% 32 0 0.0% Q2 2026 Jul 08, 2026
MRA Advisory Group History No change 27,579 702 0.25% 0.25% 33 0 0.0% Q2 2026 Jul 08, 2026
AMERIPRISE FINANCIAL INC History No change 26,310 670 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 24,927 635 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 22,266 567 0.0% 0.0% 36 0 0.0% Q2 2026 Jul 27, 2026
Investment Management Trust, LLC History No change 21,911 558 0.5% 0.5% 37 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 21,541 549 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 21,533 548 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 21,227 541 0.0% 0.0% 40 0 0.0% Q2 2026 Jul 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 19,565 498 0.02% 0.02% 41 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 18,665 475 0.02% 0.02% 42 0 0.0% Q2 2026 Jul 31, 2026
Beacon Pointe Advisors, LLC History No change 15,516 395 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 18, 2026
Abbot Financial Management, Inc. History No change 15,470 394 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 15,195 387 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 14,400 367 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 14,333 365 0.0% 0.0% 47 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 13,224 337 0.01% 0.01% 48 0 0.0% Q2 2026 Jul 17, 2026
PFG Investments, LLC History No change 13,195 336 0.01% 0.01% 49 0 0.0% Q2 2026 Jul 23, 2026
Mezzasalma Advisors, LLC History No change 12,987 331 0.07% 0.07% 50 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 12,667 322 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
CONNING INC. History No change 11,150 284 0.01% 0.01% 52 0 0.0% Q2 2026 Jul 30, 2026
Geneos Wealth Management Inc. History No change 10,950 279 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 10,220 263 0.01% 0.01% 54 0 0.0% Q2 2026 Jul 14, 2026
Powell Investment Advisors, LLC History No change 10,100 257 0.08% 0.08% 55 0 0.0% Q2 2026 Jul 28, 2026
MAI Capital Management History No change 10,000 254 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,000 254 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 9,980 254 0.0% 0.0% 58 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 9,712 247 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 05, 2026
SMH CAPITAL ADVISORS INC History No change 9,128 232 0.91% 0.91% 60 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 9,018 229 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 8,954 228 0.02% 0.02% 62 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 8,872 226 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 07, 2026
Ausdal Financial Partners, Inc. History No change 8,844 225 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 8,737 222 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 8,664 220 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
WealthTrust Asset Management, LLC History No change 8,588 218 0.12% 0.12% 67 0 0.0% Q2 2026 Jul 27, 2026
Kestra Advisory Services, LLC History No change 8,535 217 0.0% 0.0% 68 0 0.0% Q2 2026 Jul 28, 2026
WELLINGTON-ALTUS USA INC. History No change 7,810 193 0.14% 0.14% 69 0 0.0% Q2 2026 Sep 17, 2026
NewEdge Advisors, LLC History No change 5,249 133 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 4,223 107 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 4,025 102 0.01% 0.01% 72 0 0.0% Q2 2026 Jul 21, 2026
Rockefeller Capital Management L.P. History No change 3,442 87 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 3,200 81 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,794 71 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 2,470 62 0.0% 0.0% 76 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 2,000 50 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 1,917 48 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 21, 2026
Global Retirement Partners, LLC History No change 1,667 42 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 06, 2026
Oakworth Capital, Inc. History No change 1,500 38 0.0% 0.0% 80 0 0.0% Q2 2026 Jul 22, 2026
North Star Investment Management Corp. History No change 1,000 25 0.0% 0.0% 81 0 0.0% Q2 2026 Jul 28, 2026
BAYBAN History No change 948 24 0.02% 0.02% 82 0 0.0% Q2 2026 Jul 30, 2026
Axiom Investment Management LLC History No change 919 23 0.02% 0.02% 83 0 0.0% Q2 2026 Jul 30, 2026
ASSETMARK, INC History No change 682 17 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 600 15 0.0% 0.0% 85 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History New 650 14 0.0% — 86 +650 New Q3 2026 Oct 05, 2026
HARBOUR INVESTMENTS, INC. History No change 500 12 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 500 12 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 300 7 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 282 7 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 17, 2026
Arax Advisory Partners History No change 201 5 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 10, 2026
Kennebec Savings Bank History No change 200 5 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 125 3 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 42 1 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 66 1 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 10, 2026