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, Q4 2025
Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Dec 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
- 149
- +6 vs. Q3 2025
- Shares held
- 13.8M
- +39.7K (+0.3%) vs. Q3 2025
- Total value
- $348.6M
- +$11.3M (+3.4%) vs. Q3 2025
- New holders
- 22
- 54 more added
- Sold out
- 16
- 37 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $25 | 0.00% | – | – |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 42 | $1.06K | 0.00% | +42 | New |
| Highline Wealth Partners LLC | 150 | $3.78K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 168 | $4.23K | 0.00% | +168 | New |
| SageView Advisory Group, LLC | 263 | $6.62K | 0.00% | +263 | New |
| St Germain D J Co Inc | 293 | $7.38K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 453 | $11.4K | 0.00% | −379−45.6% | Reduced |
| MAI Capital Management | 492 | $12.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 566 | $14.3K | 0.00% | +11+2.0% | Added |
| Kennebec Savings Bank | 589 | $14.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 750 | $18.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 800 | $20.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 816 | $20.5K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 901 | $22.7K | 0.01% | +901 | New |
| Farther Finance Advisors, LLC | 913 | $23.0K | 0.00% | +180+24.6% | Added |
| Maryland Capital Advisors Inc. | 933 | $23.5K | 0.01% | +933 | New |
| Keating Financial Advisory Services, Inc. | 977 | $24.6K | 0.00% | +977 | New |
| First Horizon Corp | 1,000 | $25.2K | 0.00% | +1,000 | New |
| Oakworth Capital, Inc. | 1,006 | $25.3K | 0.00% | +1,006 | New |
| CIBC Private Wealth Group, LLC | 1,202 | $30.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,500 | $37.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $42.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,719 | $43.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,742 | $43.9K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,022 | $50.9K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 2,045 | $51.5K | 0.03% | +2,045 | New |
| Salomon & Ludwin, LLC | 2,149 | $54.7K | 0.00% | −260−10.8% | Reduced |
| Parvin Asset Management, LLC | 2,350 | $59.2K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 2,729 | $68.7K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 3,145 | $79.2K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,274 | $82.4K | 0.00% | +3,274 | New |
| Harbour Investments, Inc. | 3,450 | $86.9K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 3,570 | $89.9K | 0.09% | +3,570 | New |
| CoreCap Advisors, LLC | 4,129 | $104.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,850 | $122.1K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 5,198 | $130.9K | 0.00% | −3,942−43.1% | Reduced |
| Private Trust Co NA | 5,203 | $131.0K | 0.01% | +34+0.7% | Added |
| Kestra Advisory Services, LLC | 5,598 | $140.9K | 0.00% | +5,598 | New |
| Blue Bell Private Wealth Management, LLC | 7,260 | $182.8K | 0.03% | +4,129+131.9% | Added |
| Next Level Private LLC | 7,980 | $200.9K | 0.05% | +7,980 | New |
| Xcel Wealth Management, LLC | 8,120 | $204.5K | 0.05% | −300−3.6% | Reduced |
| Vista Investment Partners II, LLC | 8,496 | $213.9K | 0.09% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 8,957 | $225.5K | 0.10% | −89−1.0% | Reduced |
| Dakota Wealth Management | 9,005 | $226.7K | 0.00% | −335−3.6% | Reduced |
| SMH Capital Advisors Inc | 9,019 | $227.1K | 0.46% | +20+0.2% | Added |
| Cooper/Haims Advisors, LLC | 9,144 | $230.2K | 0.10% | +9,144 | New |
| Wedbush Securities Inc | 9,276 | $234.0K | 0.01% | +7+0.1% | Added |
| Cresset Asset Management, LLC | 9,645 | $242.9K | 0.00% | +191+2.0% | Added |
| Allworth Financial LP | 9,863 | $248.4K | 0.00% | −2,130−17.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,000 | $251.8K | 0.00% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 10,120 | $254.8K | 0.20% | +10,120 | New |
| Dynamic Advisor Solutions LLC | 10,865 | $273.6K | 0.01% | +25+0.2% | Added |
| Kingsview Wealth Management, LLC | 11,349 | $285.8K | 0.00% | +794+7.5% | Added |
| MGB Wealth Management, LLC | 11,467 | $288.7K | 0.08% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 11,468 | $288.8K | 0.02% | +11,468 | New |
| Hancock Whitney Corp | 11,529 | $290.3K | 0.01% | +866+8.1% | Added |
| Kestra Private Wealth Services, LLC | 11,904 | $299.7K | 0.00% | −928−7.2% | Reduced |
| CWM, LLC | 11,912 | $300.0K | 0.00% | −573−4.6% | Reduced |
| Concurrent Investment Advisors, LLC | 12,138 | $305.6K | 0.00% | −53−0.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,092 | $307.4K | 0.21% | +6,092 | New |
| Financial Security Advisor, Inc. | 12,255 | $308.6K | 0.06% | +255+2.1% | Added |
| North Star Investment Management Corp. | 12,309 | $309.9K | 0.02% | +25+0.2% | Added |
| Oppenheimer & Co Inc | 12,588 | $317.0K | 0.00% | −4,122−24.7% | Reduced |
| Envestnet Asset Management Inc | 12,822 | $322.9K | 0.00% | +676+5.6% | Added |
| Stonebridge Financial Planning Group, LLC | 13,000 | $327.3K | 0.12% | 00.0% | Unchanged |
| Abel Hall, LLC | 13,000 | $327.3K | 0.08% | +13,000 | New |
| Pensionmark Financial Group, LLC | 13,147 | $331.1K | 0.01% | +3,458+35.7% | Added |
| Jane Street Group, LLC | 13,513 | $340.3K | 0.00% | +13,513 | New |
| Cerity Partners LLC | 13,873 | $349.3K | 0.00% | +2,015+17.0% | Added |
| Johnson & White Wealth Management, LLC | 13,953 | $351.3K | 0.15% | −391−2.7% | Reduced |
| Sound Income Strategies, LLC | 15,026 | $381.2K | 0.02% | +14,728+4,942.3% | Added |
| Fiduciary Trust Co | 15,457 | $389.2K | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 15,875 | $399.7K | 0.04% | 00.0% | Unchanged |
| Commons Capital, LLC | 16,028 | $403.6K | 0.28% | +1,799+12.6% | Added |
| GWM Advisors LLC | 16,049 | $404.1K | 0.00% | +1,714+12.0% | Added |
| Wealth Alliance Advisory Group, LLC | 16,637 | $418.9K | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,747 | $421.7K | 0.01% | −6,785−28.8% | Reduced |
| AlphaCore Capital LLC | 16,864 | $424.6K | 0.01% | +3,284+24.2% | Added |
| Summit Financial, LLC | 17,034 | $428.9K | 0.01% | −1,706−9.1% | Reduced |
| Kovack Advisors, Inc. | 17,135 | $431.5K | 0.02% | +17,135 | New |
| Colony Group, LLC | 18,835 | $474.3K | 0.00% | +1,973+11.7% | Added |
| Davenport & Co LLC | 18,899 | $475.9K | 0.00% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 18,938 | $476.9K | 0.05% | +18,938 | New |
| Summit Investment Advisory Services, LLC | 19,456 | $489.9K | 0.18% | −41−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 19,500 | $491.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19,735 | $496.9K | 0.00% | +6,984+54.8% | Added |
| Shikiar Asset Management Inc | 20,000 | $504.0K | 0.13% | 00.0% | Unchanged |
| Calamos Advisors LLC | 20,757 | $522.7K | 0.00% | +5,049+32.1% | Added |
| Prime Capital Investment Advisors, LLC | 21,716 | $546.8K | 0.01% | −1,779−7.6% | Reduced |
| Silverlake Wealth Management LLC | 21,769 | $548.1K | 0.12% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 21,932 | $552.3K | 0.20% | −111−0.5% | Reduced |
| AQR Capital Management LLC | 22,505 | $566.7K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 23,300 | $586.7K | 0.02% | +2,036+9.6% | Added |
| Live Oak Private Wealth LLC | 24,589 | $619.2K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 24,783 | $624.0K | 0.03% | −1,472−5.6% | Reduced |
| Baird Financial Group, Inc. | 26,085 | $656.8K | 0.00% | +100+0.4% | Added |
| Creative Planning | 26,499 | $667.2K | 0.00% | +3,402+14.7% | Added |
| Sowell Financial Services LLC | 26,797 | $674.7K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 26,833 | $675.7K | 0.00% | −934−3.4% | Reduced |