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, Q1 2026
Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Mar 31, 2026. 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
- 146
- +2 vs. Q4 2025
- Shares held
- 13.8M
- −60.7K (−0.4%) vs. Q4 2025
- Total value
- $337.8M
- −$10.3M (−2.9%) vs. Q4 2025
- New holders
- 17
- 56 more added
- Sold out
- 15
- 37 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,013,667 | $24.9M | 0.01% | +11,014+1.1% | Added |
| Morgan Stanley | 973,340 | $23.9M | 0.00% | +26,391+2.8% | Added |
| UBS Group AG | 892,770 | $21.9M | 0.00% | +54,073+6.4% | Added |
| Bank of America Corp | 883,948 | $21.7M | 0.00% | −32,433−3.5% | Reduced |
| 1607 Capital Partners, LLC | 841,582 | $20.7M | 1.49% | +51,462+6.5% | Added |
| McGowan Group Asset Management, Inc. | 784,802 | $19.3M | 2.45% | +1,206+0.2% | Added |
| Joel Isaacson & Co., LLC | 731,946 | $18.0M | 0.60% | −13,301−1.8% | Reduced |
| Wells Fargo & Company | 728,622 | $17.9M | 0.00% | +11,845+1.7% | Added |
| LPL Financial LLC | 523,142 | $12.8M | 0.00% | +17,175+3.4% | Added |
| Stratos Wealth Partners, LTD. | 458,958 | $11.3M | 0.13% | +12,607+2.8% | Added |
| Karpus Management, Inc. | 416,375 | $10.2M | 0.32% | −13,901−3.2% | Reduced |
| Guggenheim Capital LLC | 396,498 | $9.73M | 0.08% | +17,791+4.7% | Added |
| Kingstone Capital Partners Texas, LLC | 341,625 | $8.39M | 5.16% | +32,499+10.5% | Added |
| Advisor Group Holdings, Inc. | 298,298 | $7.32M | 0.01% | +29,310+10.9% | Added |
| Advisors Asset Management, Inc. | 268,376 | $6.59M | 0.11% | +2,810+1.1% | Added |
| Ameriprise Financial Inc | 255,468 | $6.26M | 0.00% | −105,150−29.2% | Reduced |
| Private Advisor Group, LLC | 213,798 | $5.25M | 0.02% | +7,604+3.7% | Added |
| Rockefeller Capital Management L.P. | 193,503 | $4.75M | 0.01% | −12,590−6.1% | Reduced |
| Royal Bank of Canada | 189,544 | $4.65M | 0.00% | −34,039−15.2% | Reduced |
| First Trust Advisors LP | 153,157 | $3.76M | 0.00% | +7,280+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 152,012 | $3.73M | 0.02% | +56,749+59.6% | Added |
| Cetera Investment Advisers | 150,896 | $3.70M | 0.00% | +251+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 146,211 | $3.58M | 0.01% | −47,289−24.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 140,184 | $3.48M | 0.02% | +6,079+4.5% | Added |
| Commonwealth Equity Services, LLC | 127,491 | $3.13M | 0.00% | +7,936+6.6% | Added |
| Spire Wealth Management | 121,608 | $2.99M | 0.10% | +6,371+5.5% | Added |
| Formidable Asset Management, LLC | 113,692 | $2.86M | 0.44% | −18,785−14.2% | Reduced |
| Legacy Financial Independent Advisors LLC | 90,783 | $2.23M | 1.16% | +90,783 | New |
| Morris Retirement Advisors, LLC | 87,433 | $2.15M | 0.88% | +1,013+1.2% | Added |
| Sanctuary Advisors, LLC | 85,429 | $2.10M | 0.01% | +435+0.5% | Added |
| Accel Wealth Management | 82,631 | $2.03M | 0.53% | −649−0.8% | Reduced |
| PMG Family Office LLC | 81,461 | $2.00M | 2.23% | +4,450+5.8% | Added |
| 1776 Wealth LLC | 76,286 | $1.87M | 0.74% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 75,763 | $1.86M | 0.00% | +738+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 69,983 | $1.72M | 0.00% | +28,434+68.4% | Added |
| Shaker Financial Services, LLC | 62,331 | $1.53M | 0.53% | −108,982−63.6% | Reduced |
| HighTower Advisors, LLC | 57,661 | $1.42M | 0.00% | +2,371+4.3% | Added |
| The PNC Financial Services Group, Inc. | 56,278 | $1.38M | 0.00% | +36,543+185.2% | Added |
| Janney Montgomery Scott LLC | 52,167 | $1.28M | 0.00% | +1,776+3.5% | Added |
| Two Sigma Investments, LP | 50,315 | $1.24M | 0.00% | −59,253−54.1% | Reduced |
| Stifel Financial Corp | 48,800 | $1.20M | 0.00% | −2,985−5.8% | Reduced |
| Meridian Wealth Management, LLC | 45,066 | $1.11M | 0.04% | +267+0.6% | Added |
| MML Investors Services, LLC | 44,481 | $1.09M | 0.00% | −2,993−6.3% | Reduced |
| Mariner, LLC | 39,893 | $979.4K | 0.00% | −4,669−10.5% | Reduced |
| Founders Financial Alliance, LLC | 38,543 | $946.2K | 0.17% | +2,301+6.3% | Added |
| Samalin Investment Counsel, LLC | 36,697 | $900.9K | 0.32% | +36,697 | New |
| Hollencrest Capital Management | 35,450 | $870.3K | 0.03% | −1,905−5.1% | Reduced |
| Prospera Financial Services Inc | 34,148 | $838.4K | 0.01% | +2,325+7.3% | Added |
| Richmond Investment Services, LLC | 30,782 | $755.7K | 0.12% | −2,675−8.0% | Reduced |
| Creative Planning | 27,039 | $663.8K | 0.00% | +540+2.0% | Added |
| Sowell Financial Services LLC | 26,797 | $657.9K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 25,786 | $633.0K | 0.00% | −299−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 25,515 | $626.4K | 0.03% | +732+3.0% | Added |
| CI Private Wealth, LLC | 27,138 | $623.0K | 0.00% | +305+1.1% | Added |
| Live Oak Private Wealth LLC | 24,589 | $603.7K | 0.08% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 24,028 | $589.9K | 0.20% | +2,096+9.6% | Added |
| GWM Advisors LLC | 22,732 | $558.1K | 0.00% | +6,683+41.6% | Added |
| Commons Capital, LLC | 22,562 | $553.9K | 0.46% | +6,534+40.8% | Added |
| AQR Capital Management LLC | 22,505 | $552.5K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 21,769 | $534.4K | 0.11% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 21,650 | $531.5K | 0.01% | −1,650−7.1% | Reduced |
| Colony Group, LLC | 20,454 | $502.2K | 0.00% | +1,619+8.6% | Added |
| Shikiar Asset Management Inc | 20,000 | $491.0K | 0.14% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 19,590 | $480.9K | 0.18% | +134+0.7% | Added |
| Insigneo Advisory Services, LLC | 19,500 | $478.7K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,493 | $478.6K | 0.01% | −2,223−10.2% | Reduced |
| JGP Wealth Management, LLC | 18,938 | $464.9K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 18,599 | $456.6K | 0.00% | −300−1.6% | Reduced |
| Kovack Advisors, Inc. | 17,135 | $425.5K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,925 | $415.5K | 0.01% | +61+0.4% | Added |
| Summit Financial, LLC | 16,744 | $411.1K | 0.01% | −290−1.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 16,637 | $408.4K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,183 | $397.3K | 0.00% | +3,361+26.2% | Added |
| Heritage Trust Co | 15,875 | $389.7K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15,026 | $373.1K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,047 | $369.4K | 0.00% | −410−2.7% | Reduced |
| Independent Advisor Alliance | 14,195 | $348.5K | 0.00% | +14,195 | New |
| Cerity Partners LLC | 13,712 | $336.6K | 0.00% | −161−1.2% | Reduced |
| Johnson & White Wealth Management, LLC | 13,520 | $331.9K | 0.14% | −433−3.1% | Reduced |
| Pensionmark Financial Group, LLC | 13,156 | $323.0K | 0.01% | +9+0.1% | Added |
| Stonebridge Financial Planning Group, LLC | 13,000 | $319.1K | 0.12% | 00.0% | Unchanged |
| Abel Hall, LLC | 13,000 | $319.1K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,897 | $316.6K | 0.00% | +759+6.3% | Added |
| Oppenheimer & Co Inc | 12,672 | $311.1K | 0.00% | +84+0.7% | Added |
| Financial Security Advisor, Inc. | 12,500 | $306.9K | 0.06% | +245+2.0% | Added |
| North Star Investment Management Corp. | 12,333 | $302.8K | 0.02% | +24+0.2% | Added |
| CWM, LLC | 12,102 | $297.1K | 0.00% | +190+1.6% | Added |
| Kestra Private Wealth Services, LLC | 11,974 | $294.0K | 0.00% | +70+0.6% | Added |
| Calamos Advisors LLC | 11,920 | $292.6K | 0.00% | −8,837−42.6% | Reduced |
| RFG Advisory, LLC | 11,764 | $288.8K | 0.01% | −4,983−29.8% | Reduced |
| Wedbush Securities Inc | 11,732 | $288.0K | 0.01% | +2,456+26.5% | Added |
| Simplicity Wealth,LLC | 11,468 | $281.5K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,650 | $280.4K | 0.01% | +10,650 | New |
| Hancock Whitney Corp | 10,663 | $279.9K | 0.00% | −866−7.5% | Reduced |
| Kingsview Wealth Management, LLC | 11,349 | $278.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 10,765 | $264.3K | 0.01% | −100−0.9% | Reduced |
| Harbour Wealth Management Group, Inc. | 10,060 | $247.0K | 0.19% | −60−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,000 | $245.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,835 | $241.4K | 0.00% | +190+2.0% | Added |
| NorthStar Asset Management LLC | 9,342 | $229.3K | 0.11% | +385+4.3% | Added |