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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1 | $13 | 0.00% | +1 | New |
| Huntington National Bank | – | $25 | 0.00% | – | – |
| PlanVest Financial, Inc | 7 | $187 | 0.00% | +7 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 42 | $1.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 168 | $4.12K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 196 | $4.81K | 0.00% | −393−66.7% | Reduced |
| US Bancorp | 204 | $5.01K | 0.00% | +204 | New |
| Rossby Financial, LCC | 213 | $5.28K | 0.00% | +213 | New |
| Advisory Services Network, LLC | 300 | $7.37K | 0.00% | +300 | New |
| Vermillion Wealth Management, Inc. | 417 | $10.2K | 0.00% | −36−7.9% | Reduced |
| Bruce G. Allen Investments, LLC | 425 | $10.4K | 0.01% | +425 | New |
| MAI Capital Management | 492 | $12.1K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 500 | $12.3K | 0.01% | +500 | New |
| Community Financial Services Group, LLC | 500 | $12.4K | 0.00% | +500 | New |
| Armstrong Advisory Group, Inc | 577 | $14.2K | 0.00% | +11+1.9% | Added |
| EverSource Wealth Advisors, LLC | 700 | $17.2K | 0.00% | −50−6.7% | Reduced |
| Atlantic Union Bankshares Corp | 800 | $19.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 816 | $20.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 901 | $22.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 916 | $22.7K | 0.00% | +3+0.3% | Added |
| Keating Financial Advisory Services, Inc. | 996 | $24.5K | 0.00% | +19+1.9% | Added |
| IFP Advisors, Inc | 1,500 | $36.8K | 0.00% | −200−11.8% | Reduced |
| GAMMA Investing LLC | 1,500 | $36.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,587 | $39.0K | 0.01% | −5,673−78.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,719 | $42.2K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,047 | $50.3K | 0.00% | +2,047 | New |
| Salomon & Ludwin, LLC | 2,149 | $52.6K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,350 | $57.7K | 0.04% | 00.0% | Unchanged |
| Bank & Trust Co | 2,729 | $67.0K | 0.05% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,022 | $74.2K | 0.01% | +1,000+49.5% | Added |
| Noble Wealth Management PBC | 3,045 | $74.8K | 0.04% | +3,045 | New |
| CoreCap Advisors, LLC | 3,124 | $76.7K | 0.00% | −1,005−24.3% | Reduced |
| Investors Research Corp | 3,145 | $77.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,450 | $84.7K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 3,640 | $89.4K | 0.09% | +70+2.0% | Added |
| NBC Securities, Inc. | 4,850 | $119.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,198 | $127.6K | 0.00% | +5,198 | New |
| Private Trust Co NA | 5,236 | $128.5K | 0.01% | +33+0.6% | Added |
| Axiom Investment Management LLC | 8,094 | $198.7K | 0.15% | +8,094 | New |
| Allworth Financial LP | 8,263 | $202.9K | 0.00% | −1,600−16.2% | Reduced |
| Vaughan David Investments LLC | 8,373 | $206.0K | 0.00% | +8,373 | New |
| Vista Investment Partners II, LLC | 8,496 | $208.6K | 0.09% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 8,993 | $220.8K | 0.62% | −26−0.3% | Reduced |
| Dakota Wealth Management | 9,005 | $221.1K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 9,144 | $224.5K | 0.11% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 9,342 | $229.3K | 0.11% | +385+4.3% | Added |
| Cresset Asset Management, LLC | 9,835 | $241.4K | 0.00% | +190+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,000 | $245.5K | 0.00% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 10,060 | $247.0K | 0.19% | −60−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 10,765 | $264.3K | 0.01% | −100−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 11,349 | $278.6K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,663 | $279.9K | 0.00% | −866−7.5% | Reduced |
| HBK Sorce Advisory LLC | 10,650 | $280.4K | 0.01% | +10,650 | New |
| Simplicity Wealth,LLC | 11,468 | $281.5K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,732 | $288.0K | 0.01% | +2,456+26.5% | Added |
| RFG Advisory, LLC | 11,764 | $288.8K | 0.01% | −4,983−29.8% | Reduced |
| Calamos Advisors LLC | 11,920 | $292.6K | 0.00% | −8,837−42.6% | Reduced |
| Kestra Private Wealth Services, LLC | 11,974 | $294.0K | 0.00% | +70+0.6% | Added |
| CWM, LLC | 12,102 | $297.1K | 0.00% | +190+1.6% | Added |
| North Star Investment Management Corp. | 12,333 | $302.8K | 0.02% | +24+0.2% | Added |
| Financial Security Advisor, Inc. | 12,500 | $306.9K | 0.06% | +245+2.0% | Added |
| Oppenheimer & Co Inc | 12,672 | $311.1K | 0.00% | +84+0.7% | Added |
| Concurrent Investment Advisors, LLC | 12,897 | $316.6K | 0.00% | +759+6.3% | 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 |
| Pensionmark Financial Group, LLC | 13,156 | $323.0K | 0.01% | +9+0.1% | Added |
| Johnson & White Wealth Management, LLC | 13,520 | $331.9K | 0.14% | −433−3.1% | Reduced |
| Cerity Partners LLC | 13,712 | $336.6K | 0.00% | −161−1.2% | Reduced |
| Independent Advisor Alliance | 14,195 | $348.5K | 0.00% | +14,195 | New |
| Fiduciary Trust Co | 15,047 | $369.4K | 0.00% | −410−2.7% | Reduced |
| Sound Income Strategies, LLC | 15,026 | $373.1K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 15,875 | $389.7K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,183 | $397.3K | 0.00% | +3,361+26.2% | Added |
| Wealth Alliance Advisory Group, LLC | 16,637 | $408.4K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 16,744 | $411.1K | 0.01% | −290−1.7% | Reduced |
| AlphaCore Capital LLC | 16,925 | $415.5K | 0.01% | +61+0.4% | Added |
| Kovack Advisors, Inc. | 17,135 | $425.5K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 18,599 | $456.6K | 0.00% | −300−1.6% | Reduced |
| JGP Wealth Management, LLC | 18,938 | $464.9K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,493 | $478.6K | 0.01% | −2,223−10.2% | Reduced |
| Insigneo Advisory Services, LLC | 19,500 | $478.7K | 0.03% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 19,590 | $480.9K | 0.18% | +134+0.7% | Added |
| Shikiar Asset Management Inc | 20,000 | $491.0K | 0.14% | 00.0% | Unchanged |
| Colony Group, LLC | 20,454 | $502.2K | 0.00% | +1,619+8.6% | Added |
| Snowden Capital Advisors LLC | 21,650 | $531.5K | 0.01% | −1,650−7.1% | Reduced |
| Silverlake Wealth Management LLC | 21,769 | $534.4K | 0.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 22,505 | $552.5K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 22,562 | $553.9K | 0.46% | +6,534+40.8% | Added |
| GWM Advisors LLC | 22,732 | $558.1K | 0.00% | +6,683+41.6% | Added |
| Denver Wealth Management, Inc. | 24,028 | $589.9K | 0.20% | +2,096+9.6% | Added |
| Live Oak Private Wealth LLC | 24,589 | $603.7K | 0.08% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 27,138 | $623.0K | 0.00% | +305+1.1% | Added |
| Cornerstone Wealth Management, LLC | 25,515 | $626.4K | 0.03% | +732+3.0% | Added |
| Baird Financial Group, Inc. | 25,786 | $633.0K | 0.00% | −299−1.1% | Reduced |
| Sowell Financial Services LLC | 26,797 | $657.9K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 27,039 | $663.8K | 0.00% | +540+2.0% | Added |
| Richmond Investment Services, LLC | 30,782 | $755.7K | 0.12% | −2,675−8.0% | Reduced |
| Prospera Financial Services Inc | 34,148 | $838.4K | 0.01% | +2,325+7.3% | Added |
| Hollencrest Capital Management | 35,450 | $870.3K | 0.03% | −1,905−5.1% | Reduced |