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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, Q3 2025

Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Sep 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
143
0 vs. Q2 2025
Shares held
13.8M
+92.8K (+0.7%) vs. Q2 2025
Total value
$337.3M
+$7.04M (+2.1%) vs. Q2 2025
New holders
13
56 more added
Sold out
13
36 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 143 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 heldQ3 2025: $337.3M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q2 2025.

Institutions holding EVT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.2$00.00%00.0%Unchanged
Huntington National Bank–$240.00%––
Mather Group, LLC.104$2.54K0.00%+104New
Highline Wealth Partners LLC150$3.67K0.00%+150New
Central Trust Co250$6.11K0.00%+250New
Parallel Advisors, LLC256$6.28K0.00%+256New
St Germain D J Co Inc293$7.16K0.00%00.0%Unchanged
Sound Income Strategies, LLC298$7.34K0.00%00.0%Unchanged
MAI Capital Management492$12.0K0.00%00.0%Unchanged
Perkins Coie Trust Co500$12.2K0.00%00.0%Unchanged
Principal Securities, Inc.550$13.4K0.00%−400−42.1%Reduced
Armstrong Advisory Group, Inc555$13.6K0.00%+11+2.0%Added
Kennebec Savings Bank589$14.4K0.01%00.0%Unchanged
Farther Finance Advisors, LLC733$17.9K0.00%−70−8.7%Reduced
EverSource Wealth Advisors, LLC750$18.3K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp800$19.6K0.00%+800New
Caldwell Trust Co816$20.0K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.832$20.3K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC1,202$29.4K0.00%−1,500−55.5%Reduced
Future Financial Wealth Managment LLC1,498$36.6K0.02%+30+2.0%Added
GAMMA Investing LLC1,500$36.7K0.00%00.0%Unchanged
IFP Advisors, Inc1,700$41.6K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC1,710$41.8K0.00%−990−36.7%Reduced
BOK Financial Private Wealth, Inc.1,719$42.0K0.00%00.0%Unchanged
ORG Partners LLC1,742$42.6K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC2,022$49.4K0.00%00.0%Unchanged
Advisory Services Network, LLC2,100$51.3K0.00%+2,100New
Parvin Asset Management, LLC2,350$57.5K0.05%00.0%Unchanged
Salomon & Ludwin, LLC2,409$59.2K0.01%−185−7.1%Reduced
Bank & Trust Co2,729$66.7K0.05%00.0%Unchanged
Blue Bell Private Wealth Management, LLC3,131$76.6K0.01%+2,231+247.9%Added
Investors Research Corp3,145$76.9K0.01%00.0%Unchanged
Harbour Investments, Inc.3,450$84.4K0.00%00.0%Unchanged
CoreCap Advisors, LLC4,129$101.0K0.00%00.0%Unchanged
NBC Securities, Inc.4,850$118.6K0.01%+500+11.5%Added
Private Trust Co NA5,169$126.4K0.01%+33+0.6%Added
Wolverine Asset Management LLC6,297$154.0K0.00%−62,760−90.9%Reduced
Newbridge Financial Services Group, Inc.7,296$178.4K0.03%00.0%Unchanged
Modern Wealth Management, LLC8,254$201.8K0.00%+8,254New
Xcel Wealth Management, LLC8,420$205.9K0.05%−2,950−25.9%Reduced
Vista Investment Partners II, LLC8,496$207.7K0.10%00.0%Unchanged
Readystate Asset Management LP8,508$208.0K0.01%−1,927−18.5%Reduced
NorthStar Asset Management LLC9,046$221.2K0.11%−293−3.1%Reduced
SMH Capital Advisors Inc8,999$221.7K0.45%+115+1.3%Added
Comerica Bank9,140$223.5K0.00%+826+9.9%Added
Wedbush Securities Inc9,269$227.0K0.01%+9,269New
Dakota Wealth Management9,340$228.4K0.00%00.0%Unchanged
Cresset Asset Management, LLC9,454$231.2K0.00%+190+2.1%Added
Pensionmark Financial Group, LLC9,689$236.9K0.00%+9,689New
Kayne Anderson Rudnick Investment Management LLC10,000$244.5K0.00%00.0%Unchanged
Kingsview Wealth Management, LLC10,555$258.1K0.00%−3,548−25.2%Reduced
Hancock Whitney Corp10,663$260.7K0.00%00.0%Unchanged
Dynamic Advisor Solutions LLC10,840$265.0K0.01%−50−0.5%Reduced
MGB Wealth Management, LLC11,467$280.4K0.08%00.0%Unchanged
Cerity Partners LLC11,858$289.9K0.00%+11,858New
Allworth Financial LP11,993$293.2K0.00%+2,130+21.6%Added
Financial Security Advisor, Inc.12,000$293.4K0.06%00.0%Unchanged
Envestnet Asset Management Inc12,146$297.0K0.00%+579+5.0%Added
Concurrent Investment Advisors, LLC12,191$298.1K0.01%+680+5.9%Added
North Star Investment Management Corp.12,284$300.4K0.02%+24+0.2%Added
CWM, LLC12,485$305.0K0.00%+6,264+100.7%Added
Susquehanna International Group, LLP12,567$307.3K0.00%+12,567New
The PNC Financial Services Group, Inc.12,751$311.8K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC12,832$313.7K0.00%+71+0.6%Added
Stonebridge Financial Planning Group, LLC13,000$317.9K0.12%−403−3.0%Reduced
AlphaCore Capital LLC13,580$332.0K0.01%+264+2.0%Added
Commons Capital, LLC14,229$347.9K0.23%+1,806+14.5%Added
GWM Advisors LLC14,335$350.5K0.00%+40.0%Added
Johnson & White Wealth Management, LLC14,344$350.7K0.16%−70.0%Reduced
Invesco Ltd.14,972$366.1K0.00%−5,339−26.3%Reduced
Fiduciary Trust Co15,457$377.9K0.00%00.0%Unchanged
Calamos Advisors LLC15,708$384.1K0.00%+2,805+21.7%Added
Heritage Trust Co15,875$388.1K0.04%+987+6.6%Added
Wealth Alliance Advisory Group, LLC16,637$406.8K0.07%−400−2.3%Reduced
Oppenheimer & Co Inc16,710$408.6K0.00%−13,137−44.0%Reduced
Colony Group, LLC16,862$412.3K0.00%00.0%Unchanged
Summit Financial, LLC18,740$458.2K0.01%00.0%Unchanged
Davenport & Co LLC18,899$462.1K0.00%00.0%Unchanged
Summit Investment Advisory Services, LLC19,497$476.7K0.19%−12,291−38.7%Reduced
Insigneo Advisory Services, LLC19,500$476.8K0.03%+4,000+25.8%Added
Shikiar Asset Management Inc20,000$489.0K0.12%+20,000New
Snowden Capital Advisors LLC21,264$519.9K0.01%00.0%Unchanged
Silverlake Wealth Management LLC21,769$532.3K0.13%00.0%Unchanged
Denver Wealth Management, Inc.22,043$539.0K0.20%−646−2.8%Reduced
AQR Capital Management LLC22,505$550.2K0.00%00.0%Unchanged
Creative Planning23,097$564.7K0.00%−1,639−6.6%Reduced
Prime Capital Investment Advisors, LLC23,495$574.4K0.01%−756−3.1%Reduced
RFG Advisory, LLC23,532$575.4K0.01%−1,369−5.5%Reduced
Live Oak Private Wealth LLC24,589$601.2K0.08%00.0%Unchanged
Baird Financial Group, Inc.25,985$635.3K0.00%+4,450+20.7%Added
Cornerstone Wealth Management, LLC26,255$641.9K0.04%+3,785+16.8%Added
Sowell Financial Services LLC26,797$655.2K0.03%00.0%Unchanged
CI Private Wealth, LLC27,767$678.9K0.00%−60−0.2%Reduced
Prospera Financial Services Inc30,770$752.3K0.01%+3,954+14.7%Added
Allspring Global Investments Holdings, LLC31,002$758.0K0.00%+1,483+5.0%Added
Richmond Investment Services, LLC34,810$851.1K0.16%+126+0.4%Added
Founders Financial Alliance, LLC35,667$872.1K0.16%+559+1.6%Added
Hollencrest Capital Management37,855$925.6K0.03%00.0%Unchanged
Meridian Wealth Management, LLC41,413$1.01M0.04%+2,930+7.6%Added
Mariner, LLC41,481$1.01M0.00%+3,859+10.3%Added