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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 73,209 | $1.70M | 0.78% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 82,489 | $1.92M | 1.02% | +1,703+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,002 | $2.07M | 0.01% | −4,730−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,362 | $2.36M | 0.02% | +7,579+8.1% | Added |
| Polar Asset Management Partners Inc. | 107,667 | $2.51M | 0.08% | +107,667 | New |
| Spire Wealth Management | 108,027 | $2.51M | 0.08% | +27,069+33.4% | Added |
| Accel Wealth Management | 110,043 | $2.56M | 0.93% | −5,747−5.0% | Reduced |
| Cetera Investment Advisers | 120,034 | $2.79M | 0.01% | +15,072+14.4% | Added |
| First Trust Advisors LP | 121,128 | $2.82M | 0.00% | +4,177+3.6% | Added |
| Formidable Asset Management, LLC | 148,841 | $3.46M | 0.58% | −5,172−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 172,920 | $4.02M | 0.01% | −892−0.5% | Reduced |
| Private Advisor Group, LLC | 178,040 | $4.14M | 0.03% | +3,862+2.2% | Added |
| CNH Partners LLC | 189,517 | $4.36M | 0.11% | −70,301−27.1% | Reduced |
| Commonwealth Equity Services, LLC | 197,542 | $4.60M | 0.01% | −423−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 211,016 | $4.91M | 0.01% | −17,666−7.7% | Reduced |
| Royal Bank of Canada | 211,404 | $4.92M | 0.00% | −9,572−4.3% | Reduced |
| Cohen & Steers, Inc. | 217,333 | $5.06M | 0.01% | −164,980−43.2% | Reduced |
| Rockefeller Capital Management L.P. | 219,195 | $5.10M | 0.01% | +26,770+13.9% | Added |
| Advisors Asset Management, Inc. | 249,128 | $5.80M | 0.11% | +29,283+13.3% | Added |
| Ameriprise Financial Inc | 278,198 | $6.47M | 0.00% | +15,623+5.9% | Added |
| Cornerstone Advisors, LLC | 287,195 | $6.68M | 0.29% | −241,952−45.7% | Reduced |
| Shaker Financial Services, LLC | 288,572 | $6.72M | 2.61% | +106,899+58.8% | Added |
| Kingstone Capital Partners Texas, LLC | 334,560 | $7.79M | 6.27% | +32,832+10.9% | Added |
| Stratos Wealth Partners, LTD. | 340,309 | $7.92M | 0.12% | −24,488−6.7% | Reduced |
| Guggenheim Capital LLC | 376,895 | $8.77M | 0.08% | +17,397+4.8% | Added |
| LPL Financial LLC | 427,680 | $9.95M | 0.00% | +33,171+8.4% | Added |
| 1607 Capital Partners, LLC | 551,772 | $12.8M | 1.03% | −35,354−6.0% | Reduced |
| Karpus Management, Inc. | 635,312 | $14.8M | 0.48% | −26,462−4.0% | Reduced |
| Wells Fargo & Company | 682,393 | $15.9M | 0.00% | +38,325+6.0% | Added |
| Joel Isaacson & Co., LLC | 683,265 | $15.9M | 0.72% | −17,299−2.5% | Reduced |
| Raymond James Financial Inc | 707,832 | $16.5M | 0.01% | +32,070+4.7% | Added |
| McGowan Group Asset Management, Inc. | 829,188 | $19.3M | 2.55% | −7,259−0.9% | Reduced |
| Bank of America Corp | 909,904 | $21.2M | 0.00% | +29,496+3.4% | Added |
| UBS Group AG | 925,304 | $21.5M | 0.00% | −59,187−6.0% | Reduced |
| Morgan Stanley | 937,933 | $21.8M | 0.00% | +61,601+7.0% | Added |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −205,577−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −20,109−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −20,103−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Private Portfolio Partners LLC | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |