Eaton Vance Tax-Advantaged Dividend Income Fund
EVT- Exchange
- NYSE
- SEC CIK
- 0001253327
No open-market purchases or sales by Eaton Vance Tax-Advantaged Dividend Income Fund insiders were filed in the last 90 days; 157 institutions reported holding it in 13F filings for Q2 2026, worth $391.6M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 135
- +6 vs. Q4 2024
- Shares held
- 13.5M
- −162.0K (−1.2%) vs. Q4 2024
- Total value
- $315.2M
- −$14.5M (−4.4%) vs. Q4 2024
- New holders
- 14
- 50 more added
- Sold out
- 8
- 31 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 157 | $391.6M |
| Q1 2026 | 146 | $337.8M |
| Q4 2025 | 149 | $348.6M |
| Q3 2025 | 143 | $337.3M |
| Q2 2025 | 145 | $331.0M |
| Q1 2025 | 135 | $315.2M |
| Q4 2024 | 131 | $330.0M |
| Q3 2024 | 131 | $332.3M |
| Q2 2024 | 125 | $317.1M |
| Q1 2024 | 126 | $323.3M |
| Q4 2023 | 118 | $281.3M |
| Q3 2023 | 110 | $244.5M |
| Q2 2023 | 109 | $248.0M |
| Q1 2023 | 113 | $236.1M |
| Q4 2022 | 120 | $239.6M |
| Q3 2022 | 111 | $230.4M |
| Q2 2022 | 110 | $241.6M |
| Q1 2022 | 113 | $288.3M |
| Q4 2021 | 122 | $286.0M |
| Q3 2021 | 111 | $266.8M |
| Q2 2021 | 110 | $281.6M |
| Q1 2021 | 119 | $260.8M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $23 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 11 | $256 | 0.00% | +6+120.0% | Added |
| JPMorgan Chase & Co | 187 | $4.35K | 0.00% | +187 | New |
| Mather Group, LLC. | 250 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 269 | $6.26K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 293 | $6.82K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 492 | $11.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 500 | $11.6K | 0.00% | +500 | New |
| Principal Securities, Inc. | 550 | $13.2K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 589 | $13.7K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 631 | $14.7K | 0.00% | +631 | New |
| EverSource Wealth Advisors, LLC | 750 | $17.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 803 | $18.7K | 0.00% | +803 | New |
| Caldwell Trust Co | 816 | $19.0K | 0.00% | +816 | New |
| Vermillion Wealth Management, Inc. | 832 | $19.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,007 | $23.4K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,437 | $33.4K | 0.02% | −397−21.6% | Reduced |
| GAMMA Investing LLC | 1,500 | $34.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $39.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,719 | $40.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,742 | $40.5K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,144 | $49.9K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,155 | $50.1K | 0.00% | +2,155 | New |
| Parvin Asset Management, LLC | 2,350 | $54.7K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,702 | $55.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,500 | $58.2K | 0.00% | +2,500 | New |
| Salomon & Ludwin, LLC | 2,594 | $60.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 2,729 | $63.5K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 3,145 | $73.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,450 | $80.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,129 | $96.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,350 | $101.0K | 0.01% | +4,346+108,650.0% | Added |
| Private Trust Co NA | 5,102 | $118.7K | 0.01% | +1,033+25.4% | Added |
| GWM Advisors LLC | 5,223 | $121.5K | 0.00% | +10.0% | Added |
| CWM, LLC | 6,221 | $145.0K | 0.00% | +675+12.2% | Added |
| US Bancorp | 8,200 | $190.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8,451 | $196.7K | 0.00% | +500+6.3% | Added |
| Financial Advocates Investment Management | 8,637 | $201.0K | 0.01% | +87+1.0% | Added |
| SMH Capital Advisors Inc | 9,052 | $210.6K | 0.49% | −231−2.5% | Reduced |
| Cresset Asset Management, LLC | 9,069 | $211.0K | 0.00% | +185+2.1% | Added |
| Dakota Wealth Management | 9,340 | $217.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 9,873 | $217.8K | 0.00% | +4,110+71.3% | Added |
| NorthStar Asset Management LLC | 9,407 | $218.9K | 0.14% | −255−2.6% | Reduced |
| Millennium Management LLC | 9,462 | $220.2K | 0.00% | +9,462 | New |
| Johnson & White Wealth Management, LLC | 9,719 | $226.0K | 0.13% | +139+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,000 | $232.7K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,031 | $233.4K | 0.01% | +10,031 | New |
| Dynamic Advisor Solutions LLC | 10,415 | $242.4K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,663 | $248.1K | 0.01% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 11,000 | $256.0K | 0.06% | +1,000+10.0% | Added |
| Cornerstone Wealth Management, LLC | 11,090 | $258.1K | 0.02% | −600−5.1% | Reduced |
| Xcel Wealth Management, LLC | 11,370 | $264.6K | 0.08% | +45+0.4% | Added |
| Atria Wealth Solutions, Inc. | 11,648 | $271.1K | 0.00% | −1,436−11.0% | Reduced |
| AlphaCore Capital LLC | 12,165 | $283.1K | 0.02% | +12,165 | New |
| Virtu Financial LLC | 12,251 | $285.0K | 0.02% | +12,251 | New |
| Commons Capital, LLC | 12,331 | $286.9K | 0.26% | +534+4.5% | Added |
| Stonebridge Financial Planning Group, LLC | 13,000 | $302.5K | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13,235 | $308.0K | 0.02% | −466−3.4% | Reduced |
| Calamos Advisors LLC | 14,025 | $326.4K | 0.00% | −561−3.8% | Reduced |
| Kingsview Wealth Management, LLC | 14,095 | $328.0K | 0.01% | +487+3.6% | Added |
| Kestra Private Wealth Services, LLC | 14,593 | $339.6K | 0.01% | +284+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 14,676 | $341.5K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,457 | $359.7K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 15,500 | $360.7K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 16,004 | $370.6K | 0.00% | +1,036+6.9% | Added |
| Wealth Alliance Advisory Group, LLC | 17,037 | $396.5K | 0.08% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 17,277 | $402.0K | 0.22% | +61+0.4% | Added |
| Heritage Trust Co | 17,900 | $416.5K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 18,167 | $422.7K | 0.01% | +165+0.9% | Added |
| MGB Wealth Management, LLC | 17,934 | $424.3K | 0.15% | +8,967+100.0% | Added |
| Baird Financial Group, Inc. | 18,835 | $438.3K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,301 | $449.1K | 0.00% | +4,757+32.7% | Added |
| Davenport & Co LLC | 19,699 | $458.4K | 0.00% | −80−0.4% | Reduced |
| Flputnam Investment Management Co | 20,000 | $465.4K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 20,276 | $471.8K | 0.00% | −8,192−28.8% | Reduced |
| Snowden Capital Advisors LLC | 21,264 | $494.8K | 0.02% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 21,265 | $494.8K | 0.21% | +21,265 | New |
| The PNC Financial Services Group, Inc. | 21,662 | $504.1K | 0.00% | +750+3.6% | Added |
| Creative Planning | 21,744 | $506.0K | 0.00% | +2,239+11.5% | Added |
| Silverlake Wealth Management LLC | 21,769 | $506.6K | 0.19% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 23,181 | $539.4K | 0.25% | −154−0.7% | Reduced |
| Sanctuary Advisors, LLC | 23,237 | $540.7K | 0.00% | −4,057−14.9% | Reduced |
| Live Oak Private Wealth LLC | 24,589 | $572.2K | 0.09% | 00.0% | Unchanged |
| Colony Group, LLC | 24,911 | $579.7K | 0.00% | +8,721+53.9% | Added |
| Prime Capital Investment Advisors, LLC | 26,077 | $606.8K | 0.01% | −1,929−6.9% | Reduced |
| Prospera Financial Services Inc | 27,803 | $647.0K | 0.01% | +13,092+89.0% | Added |
| CI Private Wealth, LLC | 27,827 | $647.5K | 0.00% | −2,697−8.8% | Reduced |
| Sowell Financial Services LLC | 30,128 | $701.1K | 0.03% | −3,588−10.6% | Reduced |
| RFG Advisory, LLC | 33,059 | $769.3K | 0.02% | −3,889−10.5% | Reduced |
| Meridian Wealth Management, LLC | 33,792 | $786.3K | 0.04% | +5,373+18.9% | Added |
| Founders Financial Alliance, LLC | 34,634 | $805.9K | 0.20% | +3,407+10.9% | Added |
| Summit Investment Advisory Services, LLC | 36,562 | $850.8K | 0.42% | +138+0.4% | Added |
| Mariner, LLC | 37,373 | $869.7K | 0.00% | +2,850+8.3% | Added |
| Hollencrest Capital Management | 37,855 | $880.9K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 44,233 | $1.03M | 0.00% | +150+0.3% | Added |
| Janney Montgomery Scott LLC | 47,445 | $1.10M | 0.00% | +2,645+5.9% | Added |
| HighTower Advisors, LLC | 49,615 | $1.15M | 0.00% | +592+1.2% | Added |
| Stifel Financial Corp | 53,674 | $1.25M | 0.00% | +3,583+7.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 58,852 | $1.37M | 0.36% | +9,561+19.4% | Added |
| Wolverine Asset Management LLC | 63,725 | $1.48M | 0.03% | +63,725 | New |