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 |
|---|---|---|---|---|---|
| Logan Stone Capital, LLC | 29,218 | $735.7K | 0.18% | +29,218 | New |
| Prospera Financial Services Inc | 31,823 | $801.3K | 0.01% | +1,053+3.4% | Added |
| Richmond Investment Services, LLC | 33,457 | $842.4K | 0.15% | −1,353−3.9% | Reduced |
| Founders Financial Alliance, LLC | 36,242 | $912.6K | 0.17% | +575+1.6% | Added |
| Hollencrest Capital Management | 37,355 | $940.6K | 0.03% | −500−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 41,549 | $1.05M | 0.00% | +10,547+34.0% | Added |
| Mariner, LLC | 44,562 | $1.12M | 0.00% | +3,081+7.4% | Added |
| Meridian Wealth Management, LLC | 44,799 | $1.13M | 0.04% | +3,386+8.2% | Added |
| MML Investors Services, LLC | 47,474 | $1.20M | 0.00% | −331−0.7% | Reduced |
| Janney Montgomery Scott LLC | 50,391 | $1.27M | 0.00% | −2,489−4.7% | Reduced |
| Stifel Financial Corp | 51,785 | $1.30M | 0.00% | −2,679−4.9% | Reduced |
| Wolverine Asset Management LLC | 52,209 | $1.31M | 0.02% | +45,912+729.1% | Added |
| HighTower Advisors, LLC | 55,290 | $1.39M | 0.00% | +3,449+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 75,025 | $1.89M | 0.00% | +4,341+6.1% | Added |
| 1776 Wealth LLC | 76,286 | $1.92M | 0.72% | +636+0.8% | Added |
| PMG Family Office LLC | 77,011 | $1.94M | 2.24% | −879−1.1% | Reduced |
| Accel Wealth Management | 83,280 | $2.10M | 0.57% | −12,639−13.2% | Reduced |
| Sanctuary Advisors, LLC | 84,994 | $2.14M | 0.01% | −2,583−2.9% | Reduced |
| Morris Retirement Advisors, LLC | 86,420 | $2.18M | 0.91% | +1,798+2.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 88,666 | $2.23M | 0.40% | +6,610+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 95,263 | $2.40M | 0.01% | +988+1.0% | Added |
| Two Sigma Investments, LP | 109,568 | $2.76M | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 115,237 | $2.90M | 0.10% | −6,538−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 119,555 | $3.01M | 0.00% | −84,214−41.3% | Reduced |
| Formidable Asset Management, LLC | 132,477 | $3.24M | 0.47% | −6,507−4.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 134,105 | $3.38M | 0.02% | +71,413+113.9% | Added |
| First Trust Advisors LP | 145,877 | $3.67M | 0.00% | +6,497+4.7% | Added |
| Cetera Investment Advisers | 150,645 | $3.79M | 0.00% | +1,725+1.2% | Added |
| Shaker Financial Services, LLC | 171,313 | $4.31M | 1.37% | +89,764+110.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 193,500 | $4.97M | 0.01% | −932−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 206,093 | $5.19M | 0.01% | −3,076−1.5% | Reduced |
| Private Advisor Group, LLC | 206,194 | $5.19M | 0.02% | +20,470+11.0% | Added |
| Royal Bank of Canada | 223,583 | $5.63M | 0.00% | +5,720+2.6% | Added |
| Advisors Asset Management, Inc. | 265,566 | $6.69M | 0.11% | +9,684+3.8% | Added |
| Advisor Group Holdings, Inc. | 268,988 | $6.77M | 0.01% | +28,239+11.7% | Added |
| Kingstone Capital Partners Texas, LLC | 309,126 | $7.78M | 4.54% | +5,844+1.9% | Added |
| Ameriprise Financial Inc | 360,618 | $9.08M | 0.00% | +10,991+3.1% | Added |
| Guggenheim Capital LLC | 378,707 | $9.54M | 0.07% | +1,305+0.3% | Added |
| Karpus Management, Inc. | 430,276 | $10.8M | 0.33% | −182,666−29.8% | Reduced |
| Stratos Wealth Partners, LTD. | 446,351 | $11.2M | 0.13% | +8,107+1.8% | Added |
| LPL Financial LLC | 505,967 | $12.7M | 0.00% | +42,526+9.2% | Added |
| Wells Fargo & Company | 716,777 | $18.0M | 0.00% | +36,392+5.3% | Added |
| Joel Isaacson & Co., LLC | 745,247 | $18.8M | 0.62% | +115,474+18.3% | Added |
| McGowan Group Asset Management, Inc. | 783,596 | $19.7M | 2.45% | −4,060−0.5% | Reduced |
| 1607 Capital Partners, LLC | 790,120 | $19.9M | 1.36% | −6,900−0.9% | Reduced |
| UBS Group AG | 838,697 | $21.1M | 0.00% | −28,695−3.3% | Reduced |
| Bank of America Corp | 916,381 | $23.1M | 0.00% | −18,862−2.0% | Reduced |
| Morgan Stanley | 946,949 | $23.8M | 0.00% | +6,113+0.6% | Added |
| Raymond James Financial Inc | 1,002,653 | $25.2M | 0.01% | +115,922+13.1% | Added |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −247,116−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −85,710−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −45,413−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −14,972−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,567−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −8,508−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −8,254−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −7,296−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −104−100.0% | Sold out |