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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 36,697 | $900.9K | 0.32% | +36,697 | New |
| Founders Financial Alliance, LLC | 38,543 | $946.2K | 0.17% | +2,301+6.3% | Added |
| Mariner, LLC | 39,893 | $979.4K | 0.00% | −4,669−10.5% | Reduced |
| MML Investors Services, LLC | 44,481 | $1.09M | 0.00% | −2,993−6.3% | Reduced |
| Meridian Wealth Management, LLC | 45,066 | $1.11M | 0.04% | +267+0.6% | Added |
| Stifel Financial Corp | 48,800 | $1.20M | 0.00% | −2,985−5.8% | Reduced |
| Two Sigma Investments, LP | 50,315 | $1.24M | 0.00% | −59,253−54.1% | Reduced |
| Janney Montgomery Scott LLC | 52,167 | $1.28M | 0.00% | +1,776+3.5% | Added |
| The PNC Financial Services Group, Inc. | 56,278 | $1.38M | 0.00% | +36,543+185.2% | Added |
| HighTower Advisors, LLC | 57,661 | $1.42M | 0.00% | +2,371+4.3% | Added |
| Shaker Financial Services, LLC | 62,331 | $1.53M | 0.53% | −108,982−63.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 69,983 | $1.72M | 0.00% | +28,434+68.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 75,763 | $1.86M | 0.00% | +738+1.0% | Added |
| 1776 Wealth LLC | 76,286 | $1.87M | 0.74% | 00.0% | Unchanged |
| PMG Family Office LLC | 81,461 | $2.00M | 2.23% | +4,450+5.8% | Added |
| Accel Wealth Management | 82,631 | $2.03M | 0.53% | −649−0.8% | Reduced |
| Sanctuary Advisors, LLC | 85,429 | $2.10M | 0.01% | +435+0.5% | Added |
| Morris Retirement Advisors, LLC | 87,433 | $2.15M | 0.88% | +1,013+1.2% | Added |
| Legacy Financial Independent Advisors LLC | 90,783 | $2.23M | 1.16% | +90,783 | New |
| Formidable Asset Management, LLC | 113,692 | $2.86M | 0.44% | −18,785−14.2% | Reduced |
| Spire Wealth Management | 121,608 | $2.99M | 0.10% | +6,371+5.5% | Added |
| Commonwealth Equity Services, LLC | 127,491 | $3.13M | 0.00% | +7,936+6.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 140,184 | $3.48M | 0.02% | +6,079+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 146,211 | $3.58M | 0.01% | −47,289−24.4% | Reduced |
| Cetera Investment Advisers | 150,896 | $3.70M | 0.00% | +251+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 152,012 | $3.73M | 0.02% | +56,749+59.6% | Added |
| First Trust Advisors LP | 153,157 | $3.76M | 0.00% | +7,280+5.0% | Added |
| Royal Bank of Canada | 189,544 | $4.65M | 0.00% | −34,039−15.2% | Reduced |
| Rockefeller Capital Management L.P. | 193,503 | $4.75M | 0.01% | −12,590−6.1% | Reduced |
| Private Advisor Group, LLC | 213,798 | $5.25M | 0.02% | +7,604+3.7% | Added |
| Ameriprise Financial Inc | 255,468 | $6.26M | 0.00% | −105,150−29.2% | Reduced |
| Advisors Asset Management, Inc. | 268,376 | $6.59M | 0.11% | +2,810+1.1% | Added |
| Advisor Group Holdings, Inc. | 298,298 | $7.32M | 0.01% | +29,310+10.9% | Added |
| Kingstone Capital Partners Texas, LLC | 341,625 | $8.39M | 5.16% | +32,499+10.5% | Added |
| Guggenheim Capital LLC | 396,498 | $9.73M | 0.08% | +17,791+4.7% | Added |
| Karpus Management, Inc. | 416,375 | $10.2M | 0.32% | −13,901−3.2% | Reduced |
| Stratos Wealth Partners, LTD. | 458,958 | $11.3M | 0.13% | +12,607+2.8% | Added |
| LPL Financial LLC | 523,142 | $12.8M | 0.00% | +17,175+3.4% | Added |
| Wells Fargo & Company | 728,622 | $17.9M | 0.00% | +11,845+1.7% | Added |
| Joel Isaacson & Co., LLC | 731,946 | $18.0M | 0.60% | −13,301−1.8% | Reduced |
| McGowan Group Asset Management, Inc. | 784,802 | $19.3M | 2.45% | +1,206+0.2% | Added |
| 1607 Capital Partners, LLC | 841,582 | $20.7M | 1.49% | +51,462+6.5% | Added |
| Bank of America Corp | 883,948 | $21.7M | 0.00% | −32,433−3.5% | Reduced |
| UBS Group AG | 892,770 | $21.9M | 0.00% | +54,073+6.4% | Added |
| Morgan Stanley | 973,340 | $23.9M | 0.00% | +26,391+2.8% | Added |
| Raymond James Financial Inc | 1,013,667 | $24.9M | 0.01% | +11,014+1.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −88,666−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −52,209−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −29,218−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,513−100.0% | Sold out |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −6,092−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,274−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| MGB Wealth Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Maryland Capital Advisors Inc. | – | – | – | – | Not filed |