Steward Partners Investment Advisory, LLC
Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund
CIK 1723397
STAMFORD, CT
Position in EVT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,731,894
+$1,333,172 QoQ
Shares Held
152,012
+59.6% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. EVT ranks #20 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in EVT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,731,894 | 152,012 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,398,722 | 95,263 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,305,023 | 94,275 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,241,733 | 93,018 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,358,693 | 101,362 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,255,481 | 93,783 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,073,787 | 83,993 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,862,431 | 79,967 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,832,634 | 77,654 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,725,843 | 77,566 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,993,186 | 94,107 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,453,998 | 63,912 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,222,115 | 54,052 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,228,965 | 53,902 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,225,808 | 56,359 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,402,577 | 58,759 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,017,413 | 69,614 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,058,071 | 69,086 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,777,140 | 64,741 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,783,913 | 64,541 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,929,189 | 73,437 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,368,389 | 57,860 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $622,323 | 31,590 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $631,668 | 32,831 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $461,495 | 27,421 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||