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EVT · Eaton Vance Tax-Advantaged Dividend Income Fund

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$27.85 -0.01 (-0.04%) At close · Jul 28
Market Cap
$2.08B
Shares
74.54M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 150
Total Value: $342,477,211
Total Shares: 13,772,859
Showing 1–100 of 150 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 146 13F filers
Top Holder
7.4%
Jun 2023 → Mar 2026 · range 6.8% – 14.3%
of institutional value
Top 5
33.5%
Jun 2023 → Mar 2026 · range 31.2% – 45.4%
of institutional value
Top 10
57.0%
Jun 2023 → Mar 2026 · range 53.6% – 63.7%
of institutional value
HHI
395
Jun 2023 → Mar 2026 · range 367 – 568
Broadly held
Showing 100 of 150
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega RAYMOND JAMES FINANCIAL INC $24,885,523 7.27% 1,013,667
Mega MORGAN STANLEY $23,895,496 6.98% 973,340
Mega UBS Group AG $21,917,503 6.40% 892,770
Mega BANK OF AMERICA CORP /DE/ Bank $21,700,923 6.34% 883,948
Small 1607 Capital Partners, LLC $20,660,838 6.03% 841,582
Small McGowan Group Asset Management, Inc. $19,266,889 5.63% 784,802
Mid Joel Isaacson & Co., LLC $17,969,274 5.25% 731,946
Mega WELLS FARGO & COMPANY/MN $17,887,669 5.22% 728,622
Mega LPL Financial LLC $12,843,136 3.75% 523,142
Mid Stratos Wealth Partners, LTD. $11,267,418 3.29% 458,958
Mid Karpus Management, Inc. $10,222,006 2.98% 416,375
Large GUGGENHEIM CAPITAL LLC $9,734,025 2.84% 396,498
Small Kingstone Capital Partners Texas, LLC $8,386,893 2.45% 341,625
Large OSAIC HOLDINGS, INC. $7,323,215 2.14% 298,298
Mid Private Advisor Group, LLC $6,839,700 2.00% 247,099
Mid Advisors Asset Management, Inc. $6,588,630 1.92% 268,376
Mega AMERIPRISE FINANCIAL INC $6,271,739 1.83% 255,468
Large Rockefeller Capital Management L.P. $4,750,498 1.39% 193,503
Mega ROYAL BANK OF CANADA Bank $4,653,305 1.36% 189,544
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,261,086 1.24% 153,941
Mega FIRST TRUST ADVISORS LP $3,760,004 1.10% 153,157
Large Steward Partners Investment Advisory, LLC $3,731,894 1.09% 152,012
Large Cetera Investment Advisers $3,704,496 1.08% 150,896
Large &PARTNERS $3,441,517 1.00% 140,184
Mid Spire Wealth Management $3,199,780 0.93% 115,599
Large COMMONWEALTH EQUITY SERVICES, LLC $3,129,904 0.91% 127,491
Small Formidable Asset Management, LLC $3,104,616 0.91% 112,161
Micro MRA Advisory Group $2,467,312 0.72% 89,137
Micro PMG Family Office LLC Family Office $2,278,340 0.67% 82,310
Small LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $2,228,722 0.65% 90,783
Large Cambridge Investment Research Advisors, Inc. $2,109,049 0.62% 76,194
Mid Sanctuary Advisors, LLC $2,097,281 0.61% 85,429
Small Accel Wealth Management $2,066,422 0.60% 74,654
Small 1776 Wealth LLC $1,872,821 0.55% 76,286
Small Samalin Investment Counsel, LLC $1,793,414 0.52% 64,791
Large Allspring Global Investments Holdings, LLC $1,718,082 0.50% 69,983
Large HighTower Advisors, LLC $1,415,577 0.41% 57,661
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,381,624 0.40% 56,278
Large Janney Montgomery Scott LLC $1,280,699 0.37% 52,167
Mega TWO SIGMA INVESTMENTS, LP $1,235,233 0.36% 50,315
Large STIFEL FINANCIAL CORP $1,198,039 0.35% 48,800
Mid Meridian Wealth Management, LLC $1,106,370 0.32% 45,066
Large MML INVESTORS SERVICES, LLC $1,092,008 0.32% 44,481
Large Mariner, LLC $979,373 0.29% 39,893
Mid Prospera Financial Services Inc $952,967 0.28% 34,428
Small Founders Financial Alliance, LLC $946,230 0.28% 38,543
Mid HOLLENCREST CAPITAL MANAGEMENT $870,297 0.25% 35,450
Mid Sowell Financial Services LLC $756,964 0.22% 27,347
Small True North Advisors, LLC $747,360 0.22% 27,000
Small Cornerstone Wealth Management, LLC $728,150 0.21% 26,306
Mid Sequoia Financial Advisors, LLC $714,586 0.21% 25,816
Small Live Oak Private Wealth LLC $680,623 0.20% 24,589
Large Corient Private Wealth LLC $666,237 0.19% 27,138
Large Creative Planning $663,807 0.19% 27,039
Large Baird Financial Group, Inc. $633,046 0.18% 25,786
Micro DENVER WEALTH MANAGEMENT, INC. $589,887 0.17% 24,028
Large NewEdge Advisors, LLC $558,070 0.16% 22,732
Small COMMONS CAPITAL, LLC $553,897 0.16% 22,562
Small SHIKIAR ASSET MANAGEMENT INC $553,600 0.16% 20,000
Mega AQR CAPITAL MANAGEMENT LLC $552,497 0.16% 22,505
Micro Summit Investment Advisory Services, LLC $545,821 0.16% 19,719
Small SILVERLAKE WEALTH MANAGEMENT LLC $534,428 0.16% 21,769
Mid Snowden Capital Advisors LLC $531,507 0.16% 21,650
Small JGP Wealth Management, LLC $524,203 0.15% 18,938
Large DAVENPORT & Co LLC $514,820 0.15% 18,599
Large Focus Partners Wealth $502,145 0.15% 20,454
Small INSIGNEO ADVISORY SERVICES, LLC $478,725 0.14% 19,500
Mid Prime Capital Investment Advisors, LLC $478,553 0.14% 19,493
Small Wealth Alliance Advisory Group, LLC $460,512 0.13% 16,637
Mid Kovack Advisors, Inc. $420,664 0.12% 17,135
Micro Richmond Investment Services, LLC $418,161 0.12% 15,107
Mid AlphaCore Capital LLC $415,508 0.12% 16,925
Mid Summit Financial, LLC $411,065 0.12% 16,744
Mega ENVESTNET ASSET MANAGEMENT INC $397,292 0.12% 16,183
Small Heritage Trust Co Bank $389,731 0.11% 15,875
Micro Johnson & White Wealth Management, LLC $374,095 0.11% 13,515
Mid Fiduciary Trust Co Bank $369,403 0.11% 15,047
Small Abel Hall, LLC $359,840 0.11% 13,000
Mid Concurrent Investment Advisors, LLC $358,262 0.10% 12,943
Mid Independent Advisor Alliance $348,487 0.10% 14,195
Large Cerity Partners LLC $336,629 0.10% 13,712
Mid World Investment Advisors $322,979 0.09% 13,156
Micro Stonebridge Financial Planning Group, LLC $319,150 0.09% 13,000
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
Mid Dynamic Advisor Solutions LLC $302,127 0.09% 10,915
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
Mid WEDBUSH SECURITIES INC Broker-Dealer $288,020 0.08% 11,732
Small Simplicity Wealth,LLC $281,539 0.08% 11,468
Mid Kingsview Wealth Management, LLC $278,617 0.08% 11,349
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
Small VISTA INVESTMENT PARTNERS II, LLC $235,169 0.07% 8,496
Small Next Level Private LLC $229,411 0.07% 8,288
Key facts CIK 1253327 CUSIP 27828G107 13F (30d) 44 filings 44 filers Visit website

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