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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 9,645 | $242.9K | 0.00% | +191+2.0% | Added |
| Wedbush Securities Inc | 9,276 | $234.0K | 0.01% | +7+0.1% | Added |
| Cooper/Haims Advisors, LLC | 9,144 | $230.2K | 0.10% | +9,144 | New |
| SMH Capital Advisors Inc | 9,019 | $227.1K | 0.46% | +20+0.2% | Added |
| Dakota Wealth Management | 9,005 | $226.7K | 0.00% | −335−3.6% | Reduced |
| NorthStar Asset Management LLC | 8,957 | $225.5K | 0.10% | −89−1.0% | Reduced |
| Vista Investment Partners II, LLC | 8,496 | $213.9K | 0.09% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 8,120 | $204.5K | 0.05% | −300−3.6% | Reduced |
| Next Level Private LLC | 7,980 | $200.9K | 0.05% | +7,980 | New |
| Blue Bell Private Wealth Management, LLC | 7,260 | $182.8K | 0.03% | +4,129+131.9% | Added |
| Kestra Advisory Services, LLC | 5,598 | $140.9K | 0.00% | +5,598 | New |
| Private Trust Co NA | 5,203 | $131.0K | 0.01% | +34+0.7% | Added |
| Comerica Bank | 5,198 | $130.9K | 0.00% | −3,942−43.1% | Reduced |
| NBC Securities, Inc. | 4,850 | $122.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,129 | $104.0K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 3,570 | $89.9K | 0.09% | +3,570 | New |
| Harbour Investments, Inc. | 3,450 | $86.9K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,274 | $82.4K | 0.00% | +3,274 | New |
| Investors Research Corp | 3,145 | $79.2K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 2,729 | $68.7K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,350 | $59.2K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,149 | $54.7K | 0.00% | −260−10.8% | Reduced |
| Garton & Associates Financial Advisors LLC | 2,045 | $51.5K | 0.03% | +2,045 | New |
| N.E.W. Advisory Services LLC | 2,022 | $50.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,742 | $43.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,719 | $43.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,700 | $42.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,500 | $37.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,202 | $30.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,006 | $25.3K | 0.00% | +1,006 | New |
| First Horizon Corp | 1,000 | $25.2K | 0.00% | +1,000 | New |
| Keating Financial Advisory Services, Inc. | 977 | $24.6K | 0.00% | +977 | New |
| Maryland Capital Advisors Inc. | 933 | $23.5K | 0.01% | +933 | New |
| Farther Finance Advisors, LLC | 913 | $23.0K | 0.00% | +180+24.6% | Added |
| Old Point Trust & Financial Services N A | 901 | $22.7K | 0.01% | +901 | New |
| Caldwell Trust Co | 816 | $20.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 800 | $20.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 750 | $18.9K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 589 | $14.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 566 | $14.3K | 0.00% | +11+2.0% | Added |
| MAI Capital Management | 492 | $12.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 453 | $11.4K | 0.00% | −379−45.6% | Reduced |
| St Germain D J Co Inc | 293 | $7.38K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 263 | $6.62K | 0.00% | +263 | New |
| Assetmark, Inc | 168 | $4.23K | 0.00% | +168 | New |
| Highline Wealth Partners LLC | 150 | $3.78K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 42 | $1.06K | 0.00% | +42 | New |
| Huntington National Bank | – | $25 | 0.00% | – | – |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |