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John Hancock Tax-Advantaged Dividend Income Fund

Institutional holders · 13F as of Dec 31, 2025

96 holders

HolderValueShares% of shares
UBS Group AG$18.15M767,161—
Invesco Ltd.$11.73M495,638—
Morgan Stanley$11.39M481,356—
CAPTRUST FINANCIAL ADVISORS$10.94M462,313—
LPL Financial LLC$9.55M374,648—
GUGGENHEIM CAPITAL LLC$8.07M325,879—
RAYMOND JAMES FINANCIAL INC$7.47M315,729—
WELLS FARGO & COMPANY/MN$6.72M284,215—
BANK OF AMERICA CORP /DE$6.52M275,581—
Cetera Investment Advisers$4.76M200,994—
Royal Bank of Canada$4.50M181,694—
FIRST TRUST ADVISORS LP$3.76M151,813—
OSAIC HOLDINGS, INC.$3.16M133,746—
STIFEL FINANCIAL CORP$2.96M125,084—
Shaker Financial Services, LLC$2.44M103,019—
Live Oak Private Wealth LLC$2.43M102,602—
CENTRAL TRUST Co$2.02M85,526—
WELCH & FORBES LLC$1.24M50,000—
Sanctuary Advisors, LLC$1.23M51,880—
Indivisible Partners$1.18M49,794—
Samalin Investment Counsel, LLC$1.14M48,207—
Presper Financial Architects, LLC$1.01M42,581—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$998.3K42,282—
&PARTNERS$955.1K38,723—
COMMONWEALTH EQUITY SERVICES, LLC$779.1K32,931—
Diesslin Group, Inc.$754.6K31,893—
Spire Wealth Management$753.5K31,846—
World Investment Advisors$706.7K29,869—
PMG Family Office LLC$675.4K28,548—
MRA Advisory Group$659.7K27,884—
Savvy Advisors, Inc.$636.3K26,895—
Mutual Advisors, LLC$587.6K24,834—
Wolverine Asset Management, LLC$584.6K23,602—
AMERIPRISE FINANCIAL INC$551.9K23,325—
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$529.2K21,365—
Advisors Asset Management, Inc.$507.1K20,474—
FOUNDERS FINANCIAL SECURITIES LLC$480.1K18,665—
ENVESTNET ASSET MANAGEMENT INC$469.4K19,838—
MML INVESTORS SERVICES, LLC$387.3K15,195—
Abbot Financial Management, Inc.$369.1K15,600—
Hennion & Walsh Asset Management, Inc.$364.2K15,392—
PFG Investments, LLC$329.1K13,908—
Private Advisor Group, LLC$327.0K13,821—
Lido Advisors, LLC$322.9K12,667—
Kingsview Wealth Management, LLC$312.4K13,202—
Mezzasalma Advisors, LLC$297.9K12,512—
JANE STREET GROUP, LLC$278.0K11,750—
Geneos Wealth Management Inc.$276.8K11,700—
Milestones Private Investment Advisors LLC$267.6K11,311—
CONNING INC.$263.8K11,150—
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