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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, Q2 2025

Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Jun 30, 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
145
+10 vs. Q1 2025
Shares held
13.7M
+192.4K (+1.4%) vs. Q1 2025
Total value
$331.0M
+$15.9M (+5.0%) vs. Q1 2025
New holders
16
51 more added
Sold out
6
40 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 145 institutions
Q1 2021: 119 institutionsQ2 2021: 110 institutionsQ3 2021: 111 institutionsQ4 2021: 122 institutionsQ1 2022: 113 institutionsQ2 2022: 110 institutionsQ3 2022: 111 institutionsQ4 2022: 120 institutionsQ1 2023: 113 institutionsQ2 2023: 109 institutionsQ3 2023: 110 institutionsQ4 2023: 118 institutionsQ1 2024: 126 institutionsQ2 2024: 125 institutionsQ3 2024: 131 institutionsQ4 2024: 131 institutionsQ1 2025: 135 institutionsQ2 2025: 145 institutionsQ3 2025: 143 institutionsQ4 2025: 149 institutionsQ1 2026: 146 institutionsQ2 2026: 157 institutions
Value heldQ2 2025: $331.0M
Q1 2021: $260.8MQ2 2021: $281.6MQ3 2021: $266.8MQ4 2021: $286.0MQ1 2022: $288.3MQ2 2022: $241.6MQ3 2022: $230.4MQ4 2022: $239.6MQ1 2023: $236.1MQ2 2023: $248.0MQ3 2023: $244.5MQ4 2023: $281.3MQ1 2024: $323.3MQ2 2024: $317.1MQ3 2024: $332.3MQ4 2024: $330.0MQ1 2025: $315.2MQ2 2025: $331.0MQ3 2025: $337.3MQ4 2025: $348.6MQ1 2026: $337.8MQ2 2026: $391.6M
Institutions holding EVT and their total value by quarter
QuarterHoldersValue
Q2 2026157$391.6M
Q1 2026146$337.8M
Q4 2025149$348.6M
Q3 2025143$337.3M
Q2 2025145$331.0M
Q1 2025135$315.2M
Q4 2024131$330.0M
Q3 2024131$332.3M
Q2 2024125$317.1M
Q1 2024126$323.3M
Q4 2023118$281.3M
Q3 2023110$244.5M
Q2 2023109$248.0M
Q1 2023113$236.1M
Q4 2022120$239.6M
Q3 2022111$230.4M
Q2 2022110$241.6M
Q1 2022113$288.3M
Q4 2021122$286.0M
Q3 2021111$266.8M
Q2 2021110$281.6M
Q1 2021119$260.8M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q1 2025.

Institutions holding EVT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.2$00.00%+2New
Tower Research Capital LLC (TRC)1$240.00%−10−90.9%Reduced
Huntington National Bank–$240.00%––
Jones Financial Companies LLLP60$1.44K0.00%+60New
JPMorgan Chase & Co136$3.28K0.00%−51−27.3%Reduced
St Germain D J Co Inc293$7.06K0.00%00.0%Unchanged
Sound Income Strategies, LLC298$7.18K0.00%+29+10.8%Added
Evolution Wealth Management Inc.371$8.94K0.01%+371New
MAI Capital Management492$11.9K0.00%00.0%Unchanged
Perkins Coie Trust Co500$12.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc544$13.1K0.00%+544New
Kennebec Savings Bank589$14.2K0.01%00.0%Unchanged
TD Capital Management LLC631$15.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC750$18.1K0.00%00.0%Unchanged
Farther Finance Advisors, LLC803$19.4K0.00%00.0%Unchanged
Caldwell Trust Co816$19.7K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.832$20.1K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC900$21.7K0.00%+900New
Principal Securities, Inc.950$22.9K0.00%+400+72.7%Added
Elequin Capital LP1,275$30.7K0.00%+1,275New
Future Financial Wealth Managment LLC1,468$35.4K0.02%+31+2.2%Added
GAMMA Investing LLC1,500$36.1K0.00%00.0%Unchanged
IFP Advisors, Inc1,700$41.0K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.1,719$41.4K0.00%00.0%Unchanged
ORG Partners LLC1,742$42.2K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,779$42.9K0.00%−721−28.8%Reduced
N.E.W. Advisory Services LLC2,022$48.7K0.00%−133−6.2%Reduced
Kessler Investment Group, LLC2,024$48.8K0.02%−120−5.6%Reduced
Parvin Asset Management, LLC2,350$56.6K0.06%00.0%Unchanged
Salomon & Ludwin, LLC2,594$63.1K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC2,700$65.1K0.00%+2,700New
CIBC Private Wealth Group, LLC2,702$65.1K0.00%00.0%Unchanged
Bank & Trust Co2,729$65.8K0.05%00.0%Unchanged
Investors Research Corp3,145$75.8K0.01%00.0%Unchanged
Harbour Investments, Inc.3,450$83.1K0.00%00.0%Unchanged
CoreCap Advisors, LLC4,129$99.5K0.00%00.0%Unchanged
NBC Securities, Inc.4,350$104.0K0.01%00.0%Unchanged
Private Trust Co NA5,136$123.8K0.01%+34+0.7%Added
CWM, LLC6,221$150.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7,296$175.8K0.03%+7,296New
US Bancorp8,200$197.6K0.00%00.0%Unchanged
Comerica Bank8,314$200.4K0.00%−137−1.6%Reduced
Vista Investment Partners II, LLC8,496$204.8K0.10%+8,496New
SMH Capital Advisors Inc8,884$214.1K0.49%−168−1.9%Reduced
Cresset Asset Management, LLC9,264$223.3K0.00%+195+2.2%Added
NorthStar Asset Management LLC9,339$225.1K0.12%−68−0.7%Reduced
Dakota Wealth Management9,340$225.1K0.00%00.0%Unchanged
Allworth Financial LP9,863$237.7K0.00%−10−0.1%Reduced
Kayne Anderson Rudnick Investment Management LLC10,000$241.0K0.00%00.0%Unchanged
J.W. Cole Advisors, Inc.10,292$248.0K0.01%+10,292New
Readystate Asset Management LP10,435$251.5K0.01%+10,435New
Hancock Whitney Corp10,663$257.0K0.00%00.0%Unchanged
Dynamic Advisor Solutions LLC10,890$262.4K0.01%+475+4.6%Added
Xcel Wealth Management, LLC11,370$274.0K0.08%00.0%Unchanged
MGB Wealth Management, LLC11,467$276.4K0.09%−6,467−36.1%Reduced
Concurrent Investment Advisors, LLC11,511$277.4K0.01%+1,480+14.8%Added
Envestnet Asset Management Inc11,567$278.8K0.00%+11,567New
Financial Security Advisor, Inc.12,000$289.2K0.07%+1,000+9.1%Added
North Star Investment Management Corp.12,260$295.5K0.02%−975−7.4%Reduced
Commons Capital, LLC12,423$299.4K0.23%+92+0.7%Added
The PNC Financial Services Group, Inc.12,751$307.3K0.00%−8,911−41.1%Reduced
Kestra Private Wealth Services, LLC12,761$307.5K0.00%−1,832−12.6%Reduced
Calamos Advisors LLC12,903$311.0K0.00%−1,122−8.0%Reduced
AlphaCore Capital LLC13,316$320.9K0.01%+1,151+9.5%Added
Stonebridge Financial Planning Group, LLC13,403$323.0K0.13%+403+3.1%Added
Atria Wealth Solutions, Inc.13,712$330.5K0.01%+2,064+17.7%Added
Kingsview Wealth Management, LLC14,103$339.9K0.01%+8+0.1%Added
GWM Advisors LLC14,331$345.4K0.00%+9,108+174.4%Added
Johnson & White Wealth Management, LLC14,351$346.0K0.17%+4,632+47.7%Added
Heritage Trust Co14,888$358.8K0.04%−3,012−16.8%Reduced
Fiduciary Trust Co15,457$372.5K0.00%00.0%Unchanged
Insigneo Advisory Services, LLC15,500$373.6K0.03%00.0%Unchanged
Colony Group, LLC16,862$406.4K0.00%−8,049−32.3%Reduced
Wealth Alliance Advisory Group, LLC17,037$410.6K0.08%00.0%Unchanged
Kovack Advisors, Inc.17,132$412.9K0.04%+17,132New
Summit Financial, LLC18,740$451.6K0.01%+18,740New
Davenport & Co LLC18,899$455.5K0.00%−800−4.1%Reduced
Avantax Advisory Services, Inc.19,909$479.8K0.00%+608+3.2%Added
Flputnam Investment Management Co20,000$482.0K0.01%00.0%Unchanged
Invesco Ltd.20,311$489.5K0.00%+35+0.2%Added
Snowden Capital Advisors LLC21,264$512.5K0.02%00.0%Unchanged
Baird Financial Group, Inc.21,535$519.0K0.00%+2,700+14.3%Added
Silverlake Wealth Management LLC21,769$524.6K0.15%00.0%Unchanged
Cornerstone Wealth Management, LLC22,470$541.5K0.03%+11,380+102.6%Added
AQR Capital Management LLC22,505$542.4K0.00%+22,505New
Denver Wealth Management, Inc.22,689$546.8K0.23%−492−2.1%Reduced
Prime Capital Investment Advisors, LLC24,251$584.4K0.01%−1,826−7.0%Reduced
Live Oak Private Wealth LLC24,589$592.6K0.09%00.0%Unchanged
Creative Planning24,736$596.1K0.00%+2,992+13.8%Added
RFG Advisory, LLC24,901$600.1K0.01%−8,158−24.7%Reduced
Sowell Financial Services LLC26,797$645.8K0.03%−3,331−11.1%Reduced
Prospera Financial Services Inc26,816$646.3K0.01%−987−3.5%Reduced
CI Private Wealth, LLC27,827$670.6K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC29,519$711.4K0.00%+14,843+101.1%Added
Oppenheimer & Co Inc29,847$719.3K0.01%+11,680+64.3%Added
Summit Investment Advisory Services, LLC31,788$766.1K0.33%−4,774−13.1%Reduced
Richmond Investment Services, LLC34,684$835.9K0.18%+17,407+100.8%Added
Founders Financial Alliance, LLC35,108$846.1K0.19%+474+1.4%Added
Mariner, LLC37,622$906.7K0.00%+249+0.7%Added
Hollencrest Capital Management37,855$912.3K0.04%00.0%Unchanged