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Equibles

EVT

Eaton Vance Tax-Advantaged Dividend Income Fund

Company with tickers: EVT

CIK
1253327
CUSIP
27828G107
Shares Outstanding
74,542,782
13F Activity (30d)
57 filings 56 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 146
Total Value: $337,508,908
Total Shares: 13,747,820
Showing 1–100 of 146 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 146 13F filers · Δ vs Dec 31, 2025
Top Holder
7.4%
Jun 2023 → Mar 2026 · range 6.9% – 14.3%
−4.4 pts
Top 5
33.5%
Jun 2023 → Mar 2026 · range 31.2% – 45.4%
−11.2 pts
Top 10
57.0%
Jun 2023 → Mar 2026 · range 53.6% – 63.7%
−3.8 pts
HHI
395
Jun 2023 → Mar 2026 · range 367 – 568
Broadly held−120

Quarterly Activity

vs Dec 31, 2025
New
30
Increased
49
Decreased
33
Sold Out
18
Unchanged
34
Holder count: +12
Institutional value: +57.1%
Shares held: +61.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Steward Partners Investment Advisory, LLC +56,749 152,012
Mega UBS Group AG +54,073 892,770
Mega PNC FINANCIAL SERVICES GROUP, INC. +36,543 56,278
Small Kingstone Capital Partners Texas, LLC +32,499 341,625
Large OSAIC HOLDINGS, INC. +29,310 298,298

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Shaker Financial Services, LLC −108,982 62,331
Mega TWO SIGMA INVESTMENTS, LP −59,253 50,315
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −47,289 146,211
Small Formidable Asset Management, LLC −18,785 113,692
Mid Joel Isaacson & Co., LLC −13,301 731,946

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega MORGAN STANLEY 973,340 $23,895,496
Mega BANK OF AMERICA CORP /DE/ 883,948 $21,700,923
Small 1607 Capital Partners, LLC 841,582 $20,660,838
Mega WELLS FARGO & COMPANY/MN 728,622 $17,887,669
Mega LPL Financial LLC 523,142 $12,843,136

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 88,666 $2,232,609
Small Logan Stone Capital, LLC 29,218 $735,709
Small MGB Wealth Management, LLC 11,467 $288,739
Small Xcel Wealth Management, LLC 8,120 $204,461
Small Next Level Private LLC 7,980 $200,936
Filter: New 30 Increased 49 Reduced 33 Sold out 18 Unchanged 34
Showing 100 of 146
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega RAYMOND JAMES FINANCIAL INC $24,885,523 7.37% 1,013,667
Mega MORGAN STANLEY $23,895,496 7.08% 973,340
Mega UBS Group AG $21,917,503 6.49% 892,770
Mega BANK OF AMERICA CORP /DE/ Bank $21,700,923 6.43% 883,948
Small 1607 Capital Partners, LLC $20,660,838 6.12% 841,582
Small McGowan Group Asset Management, Inc. $19,266,889 5.71% 784,802
Mid Joel Isaacson & Co., LLC $17,969,274 5.32% 731,946
Mega WELLS FARGO & COMPANY/MN $17,887,669 5.30% 728,622
Mega LPL Financial LLC $12,843,136 3.81% 523,142
Mid Stratos Wealth Partners, LTD. $11,267,418 3.34% 458,958
Mid Karpus Management, Inc. $10,222,006 3.03% 416,375
Large GUGGENHEIM CAPITAL LLC $9,734,025 2.88% 396,498
Small Kingstone Capital Partners Texas, LLC $8,386,893 2.48% 341,625
Large OSAIC HOLDINGS, INC. $7,323,215 2.17% 298,298
Mid Advisors Asset Management, Inc. $6,588,630 1.95% 268,376
Mega AMERIPRISE FINANCIAL INC $6,271,739 1.86% 255,468
Mid Private Advisor Group, LLC $5,248,740 1.56% 213,798
Large Rockefeller Capital Management L.P. $4,750,498 1.41% 193,503
Mega ROYAL BANK OF CANADA Bank $4,653,305 1.38% 189,544
Mega FIRST TRUST ADVISORS LP $3,760,004 1.11% 153,157
Large Steward Partners Investment Advisory, LLC $3,731,894 1.11% 152,012
Large Cetera Investment Advisers $3,704,496 1.10% 150,896
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,589,480 1.06% 146,211
Large &PARTNERS $3,441,517 1.02% 140,184
Large COMMONWEALTH EQUITY SERVICES, LLC $3,129,904 0.93% 127,491
Mid Spire Wealth Management $2,985,476 0.88% 121,608
Small Formidable Asset Management, LLC $2,791,138 0.83% 113,692
Small LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $2,228,722 0.66% 90,783
Micro MRA Advisory Group $2,146,480 0.64% 87,433
Mid Sanctuary Advisors, LLC $2,097,281 0.62% 85,429
Small Accel Wealth Management $2,028,591 0.60% 82,631
Micro PMG Family Office LLC Family Office $1,999,867 0.59% 81,461
Small 1776 Wealth LLC $1,872,821 0.55% 76,286
Large Cambridge Investment Research Advisors, Inc. $1,859,981 0.55% 75,763
Large Allspring Global Investments Holdings, LLC $1,718,082 0.51% 69,983
Small Shaker Financial Services, LLC $1,530,226 0.45% 62,331
Large HighTower Advisors, LLC $1,415,577 0.42% 57,661
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,381,624 0.41% 56,278
Large Janney Montgomery Scott LLC $1,280,699 0.38% 52,167
Mega TWO SIGMA INVESTMENTS, LP $1,235,233 0.37% 50,315
Large STIFEL FINANCIAL CORP $1,198,039 0.35% 48,800
Mid Meridian Wealth Management, LLC $1,106,370 0.33% 45,066
Large MML INVESTORS SERVICES, LLC $1,092,008 0.32% 44,481
Large Mariner, LLC $979,373 0.29% 39,893
Small Founders Financial Alliance, LLC $946,230 0.28% 38,543
Small Samalin Investment Counsel, LLC $900,911 0.27% 36,697
Mid HOLLENCREST CAPITAL MANAGEMENT $870,297 0.26% 35,450
Mid Prospera Financial Services Inc $838,333 0.25% 34,148
Small Richmond Investment Services, LLC $755,698 0.22% 30,782
Large Corient Private Wealth LLC $666,237 0.20% 27,138
Large Creative Planning $663,807 0.20% 27,039
Mid Sowell Financial Services LLC $657,866 0.19% 26,797
Large Baird Financial Group, Inc. $633,046 0.19% 25,786
Small Cornerstone Wealth Management, LLC $626,393 0.19% 25,515
Small Live Oak Private Wealth LLC $603,659 0.18% 24,589
Micro DENVER WEALTH MANAGEMENT, INC. $589,887 0.17% 24,028
Large NewEdge Advisors, LLC $558,070 0.17% 22,732
Small COMMONS CAPITAL, LLC $553,897 0.16% 22,562
Mega AQR CAPITAL MANAGEMENT LLC $552,497 0.16% 22,505
Small SILVERLAKE WEALTH MANAGEMENT LLC $534,428 0.16% 21,769
Mid Snowden Capital Advisors LLC $531,507 0.16% 21,650
Large Focus Partners Wealth $502,145 0.15% 20,454
Small SHIKIAR ASSET MANAGEMENT INC $491,000 0.15% 20,000
Micro Summit Investment Advisory Services, LLC $480,934 0.14% 19,590
Small INSIGNEO ADVISORY SERVICES, LLC $478,725 0.14% 19,500
Mid Prime Capital Investment Advisors, LLC $478,553 0.14% 19,493
Small JGP Wealth Management, LLC $464,927 0.14% 18,938
Large DAVENPORT & Co LLC $456,605 0.14% 18,599
Mid Kovack Advisors, Inc. $420,664 0.12% 17,135
Mid AlphaCore Capital LLC $415,508 0.12% 16,925
Mid Summit Financial, LLC $411,065 0.12% 16,744
Small Wealth Alliance Advisory Group, LLC $408,438 0.12% 16,637
Mega ENVESTNET ASSET MANAGEMENT INC $397,292 0.12% 16,183
Small Heritage Trust Co Bank $389,731 0.12% 15,875
Mid Fiduciary Trust Co Bank $369,403 0.11% 15,047
Mid Sound Income Strategies, LLC $368,888 0.11% 15,026
Mid Independent Advisor Alliance $348,487 0.10% 14,195
Large Cerity Partners LLC $336,629 0.10% 13,712
Micro Johnson & White Wealth Management, LLC $331,916 0.10% 13,520
Mid World Investment Advisors $322,979 0.10% 13,156
Micro Stonebridge Financial Planning Group, LLC $319,150 0.09% 13,000
Small Abel Hall, LLC $319,150 0.09% 13,000
Mid Concurrent Investment Advisors, LLC $316,621 0.09% 12,897
Mid OPPENHEIMER & CO INC $311,097 0.09% 12,672
Small Financial Security Advisor, Inc. $306,875 0.09% 12,500
Mid North Star Investment Management Corp. $302,775 0.09% 12,333
Large CWM, LLC $297,104 0.09% 12,102
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $293,961 0.09% 11,974
Large Calamos Advisors LLC $292,636 0.09% 11,920
Small RFG Advisory, LLC $288,806 0.09% 11,764
Mid WEDBUSH SECURITIES INC Broker-Dealer $288,020 0.09% 11,732
Small Simplicity Wealth,LLC $281,539 0.08% 11,468
Mid Kingsview Wealth Management, LLC $278,617 0.08% 11,349
Mid Dynamic Advisor Solutions LLC $264,280 0.08% 10,765
Mid HANCOCK WHITNEY CORP $261,776 0.08% 10,663
Small HBK Sorce Advisory LLC $261,457 0.08% 10,650
Micro Harbour Wealth Management Group, Inc. $246,973 0.07% 10,060
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $245,500 0.07% 10,000
Large Cresset Asset Management, LLC $241,449 0.07% 9,835
Micro NorthStar Asset Management LLC /NJ/ $229,346 0.07% 9,342

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