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.
| 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, 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NorthStar Asset Management LLC | 9,046 | $221.2K | 0.11% | −293−3.1% | Reduced |
| Readystate Asset Management LP | 8,508 | $208.0K | 0.01% | −1,927−18.5% | Reduced |
| Vista Investment Partners II, LLC | 8,496 | $207.7K | 0.10% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 8,420 | $205.9K | 0.05% | −2,950−25.9% | Reduced |
| Modern Wealth Management, LLC | 8,254 | $201.8K | 0.00% | +8,254 | New |
| Newbridge Financial Services Group, Inc. | 7,296 | $178.4K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,297 | $154.0K | 0.00% | −62,760−90.9% | Reduced |
| Private Trust Co NA | 5,169 | $126.4K | 0.01% | +33+0.6% | Added |
| NBC Securities, Inc. | 4,850 | $118.6K | 0.01% | +500+11.5% | Added |
| CoreCap Advisors, LLC | 4,129 | $101.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,450 | $84.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3,145 | $76.9K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,131 | $76.6K | 0.01% | +2,231+247.9% | Added |
| Bank & Trust Co | 2,729 | $66.7K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,409 | $59.2K | 0.01% | −185−7.1% | Reduced |
| Parvin Asset Management, LLC | 2,350 | $57.5K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,100 | $51.3K | 0.00% | +2,100 | New |
| N.E.W. Advisory Services LLC | 2,022 | $49.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,742 | $42.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,719 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,710 | $41.8K | 0.00% | −990−36.7% | Reduced |
| IFP Advisors, Inc | 1,700 | $41.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,500 | $36.7K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,498 | $36.6K | 0.02% | +30+2.0% | Added |
| CIBC Private Wealth Group, LLC | 1,202 | $29.4K | 0.00% | −1,500−55.5% | Reduced |
| Vermillion Wealth Management, Inc. | 832 | $20.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 816 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 800 | $19.6K | 0.00% | +800 | New |
| EverSource Wealth Advisors, LLC | 750 | $18.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 733 | $17.9K | 0.00% | −70−8.7% | Reduced |
| Kennebec Savings Bank | 589 | $14.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 555 | $13.6K | 0.00% | +11+2.0% | Added |
| Principal Securities, Inc. | 550 | $13.4K | 0.00% | −400−42.1% | Reduced |
| Perkins Coie Trust Co | 500 | $12.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 492 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 298 | $7.34K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 293 | $7.16K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $6.28K | 0.00% | +256 | New |
| Central Trust Co | 250 | $6.11K | 0.00% | +250 | New |
| Highline Wealth Partners LLC | 150 | $3.67K | 0.00% | +150 | New |
| Mather Group, LLC. | 104 | $2.54K | 0.00% | +104 | New |
| Huntington National Bank | – | $24 | 0.00% | – | – |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 0 | $0 | 0.00% | −89,732−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −17,132−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −2,024−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |