BOSTON, MA
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUNDHTD— Latest position per institution from SEC 13F filings
15
Institutional holders
5.45M
Total shares held
137.07M
Estimated value
272.64K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
819.90K
Value
20.90M
Filed
Jun 30, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
545.91K
Value
13.92M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
477.05K
Value
12.16M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
374.65K
Value
9.55M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
369.67K
Value
9.42M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
357.83K
Value
9.12M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
322.63K
Value
8.22M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
314.63K
Value
8.02M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
273.08K
Value
6.96M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
233.07K
Value
5.94M
Filed
Jun 30, 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
ROYAL BANK OF CANADA
CIK 1000275
Shares
158.72K
Value
4.05M
Filed
Jun 30, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
156.60K
Value
3.99M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
152.79K
Value
3.89M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
128.74K
Value
3.28M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
126.11K
Value
2.93M
Filed
Sep 30, 2024
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
2.62M
Filed
Jun 30, 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 | 819.90K | 20.90M | Jun 30, 2026 |
| 2 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 545.91K | 13.92M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 477.05K | 12.16M | Jun 30, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 374.65K | 9.55M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 369.67K | 9.42M | Jun 30, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 357.83K | 9.12M | Jun 30, 2026 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 322.63K | 8.22M | Jun 30, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 314.63K | 8.02M | Jun 30, 2026 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 273.08K | 6.96M | Jun 30, 2026 |
| 10 | CETERA INVESTMENT ADVISERS | 1666741 | 233.07K | 5.94M | Jun 30, 2026 |
| 11 | CETERA ADVISOR NETWORKS LLC | 1534468 | 173.57K | 3.41M | Mar 31, 2024 |
| 12 | RAYMOND JAMES & ASSOCIATES | 1084208 | 164.50K | 3.82M | Sep 30, 2024 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 158.72K | 4.05M | Jun 30, 2026 |
| 14 | FIRST TRUST ADVISORS LP | 1125816 | 156.60K | 3.99M | Jun 30, 2026 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 152.79K | 3.89M | Jun 30, 2026 |
| 16 | STIFEL FINANCIAL CORP | 720672 | 128.74K | 3.28M | Jun 30, 2026 |
| 17 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 126.11K | 2.93M | Sep 30, 2024 |
| 18 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 103.02K | 2.44M | Dec 31, 2025 |
| 19 | LIVE OAK PRIVATE WEALTH LLC | 1799877 | 102.60K | 2.62M | Jun 30, 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.