BOSTON, MA
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUNDHTD— Latest position per institution from SEC 13F filings
15
Institutional holders
5.41M
Total shares held
132.52M
Estimated value
270.43K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
776.44K
Value
19.23M
Filed
Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
493K
Value
12.21M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
482.30K
Value
11.95M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
470.49K
Value
11.65M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
372.41K
Value
9.22M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
341.09K
Value
8.45M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
325.88K
Value
8.07M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
314.86K
Value
7.80M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
262.79K
Value
6.51M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
224.19K
Value
5.55M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
181.69K
Value
4.50M
Filed
Mar 31, 2026
CETERA ADVISOR NETWORKS LLC
CIK 1534468
Shares
173.57K
Value
3.41M
Filed
Mar 31, 2024
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
164.50K
Value
3.82M
Filed
Sep 30, 2024
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
151.81K
Value
3.76M
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
127.46K
Value
3.16M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
126.11K
Value
2.93M
Filed
Sep 30, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
116.57K
Value
2.89M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
103.02K
Value
2.44M
Filed
Dec 31, 2025
LIVE OAK PRIVATE WEALTH LLC
CIK 1799877
Shares
102.60K
Value
2.54M
Filed
Mar 31, 2026
NFSG CORP
CIK 1879757
Shares
97.76K
Value
2.42M
Filed
Sep 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | UBS GROUP AG | 1610520 | 776.44K | 19.23M | Mar 31, 2026 |
| 2 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 493K | 12.21M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 482.30K | 11.95M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 470.49K | 11.65M | Mar 31, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 372.41K | 9.22M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 341.09K | 8.45M | Mar 31, 2026 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 325.88K | 8.07M | Mar 31, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 314.86K | 7.80M | Mar 31, 2026 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 262.79K | 6.51M | Mar 31, 2026 |
| 10 | CETERA INVESTMENT ADVISERS | 1666741 | 224.19K | 5.55M | Mar 31, 2026 |
| 11 | ROYAL BANK OF CANADA | 1000275 | 181.69K | 4.50M | Mar 31, 2026 |
| 12 | CETERA ADVISOR NETWORKS LLC | 1534468 | 173.57K | 3.41M | Mar 31, 2024 |
| 13 | RAYMOND JAMES & ASSOCIATES | 1084208 | 164.50K | 3.82M | Sep 30, 2024 |
| 14 | FIRST TRUST ADVISORS LP | 1125816 | 151.81K | 3.76M | Mar 31, 2026 |
| 15 | STIFEL FINANCIAL CORP | 720672 | 127.46K | 3.16M | Mar 31, 2026 |
| 16 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 126.11K | 2.93M | Sep 30, 2024 |
| 17 | OSAIC HOLDINGS, INC. | 1677044 | 116.57K | 2.89M | Mar 31, 2026 |
| 18 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 103.02K | 2.44M | Dec 31, 2025 |
| 19 | LIVE OAK PRIVATE WEALTH LLC | 1799877 | 102.60K | 2.54M | Mar 31, 2026 |
| 20 | NFSG CORP | 1879757 | 97.76K | 2.42M | Sep 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.